ADVISORSHARES TR shareholder history

Current and past ADVISORSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 3360.00%0.00%0.01%Q4 2013Q3 202339
LPL Financial LLC 34340.00%0.00%0.02%Q2 2015Q3 202334
WELLS FARGO & COMPANY/MN 2210.00%0.00%0.00%Q2 2015Q3 202332
UBS Group AG 2510.00%0.00%0.00%Q1 2015Q3 202331
ROYAL BANK OF CANADA 2510.00%0.00%0.00%Q2 2013Q2 202330
JANE STREET GROUP, LLC 1120.00%0.00%0.02%Q4 2014Q3 202330
RAYMOND JAMES & ASSOCIATES 26260.00%0.00%0.01%Q2 2017Q3 202326
REILLY FINANCIAL ADVISORS, LLC 26260.01%0.01%0.01%Q3 2015Q4 202126
STIFEL FINANCIAL CORP 25250.00%0.01%0.02%Q2 2017Q2 202325
WealthShield Partners, LLC 24240.04%0.67%2.11%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Cetera Advisor Networks LLC 1510.00%0.11%0.26%Q1 2013Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 1730.00%0.00%0.01%Q4 2014Q4 201920
Claro Advisors LLC 20200.06%0.54%0.98%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Citadel Advisors 820.00%0.00%0.00%Q1 2015Q4 202117
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q2 2018Q1 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
American Portfolios Advisors 860.00%0.01%0.04%Q4 2017Q3 202214
STRATEGY ASSET MANAGERS LLC 810.06%0.09%0.10%Q4 2019Q3 202314
PERSONAL CFO SOLUTIONS, LLC 14140.05%0.17%0.33%Q4 2019Q1 202314
Prospera Financial Services Inc 13130.02%0.05%0.14%Q3 2020Q3 202313
ENVESTNET ASSET MANAGEMENT INC 12120.00%0.00%0.00%Q4 2020Q3 202312
QP WEALTH MANAGEMENT, LLC 12120.33%0.91%2.10%Q4 2019Q3 202212
NWAM LLC 12120.09%0.30%0.52%Q1 2017Q4 201912
DAVENPORT & Co LLC 12120.01%0.01%0.02%Q4 2017Q3 202012
Dynamic Advisor Solutions LLC 11110.04%0.09%0.14%Q3 2017Q1 202011
IFP Advisors, Inc 830.00%0.00%0.00%Q2 2018Q2 202111
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q3 2020Q4 202210
Stratos Wealth Partners, LTD. 610.00%0.01%0.01%Q4 2017Q1 20229
FIRST FINANCIAL CORP /IN/ 990.02%0.07%0.11%Q4 2017Q4 20199
Cambridge Investment Research Advisors, Inc. 810.00%0.01%0.01%Q4 2016Q1 20199
Savior LLC 990.00%3.05%7.73%Q4 2019Q4 20219
Raymond James Financial Services Advisors, Inc. 990.00%0.01%0.01%Q3 2017Q3 20199
Virtu KCG Holdings LLC 630.01%0.01%0.02%Q1 2014Q3 20169
Janney Montgomery Scott LLC 540.00%0.01%0.02%Q1 2018Q4 20209
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%2.93%5.32%Q4 2017Q3 20198
BB&T SECURITIES, LLC 880.00%0.03%0.10%Q4 2017Q3 20198
JPMORGAN CHASE & CO 440.00%0.00%0.00%Q1 2018Q3 20238
Spire Wealth Management 770.00%0.00%0.01%Q1 2021Q3 20227
Sequoia Wealth Management, LLC 771.22%2.04%2.96%Q4 2017Q2 20197
AMERICAN INTERNATIONAL GROUP, INC. 770.00%0.00%0.00%Q3 2014Q1 20167
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.01%0.02%Q3 2020Q1 20227
Cetera Advisors LLC 610.01%0.02%0.06%Q2 2017Q1 20197
Private Advisory Group LLC 660.16%0.31%0.46%Q1 2017Q2 20186
MONEY CONCEPTS CAPITAL CORP 510.00%0.00%0.00%Q1 2021Q4 20226
Baker Avenue Asset Management, LP 550.03%0.03%0.04%Q3 2017Q3 20185
Concentrum Wealth Management 320.19%0.28%0.36%Q2 2019Q3 20205
LINCOLN NATIONAL CORP 550.01%0.03%0.06%Q1 2017Q1 20185
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q2 2017Q2 20185
Baird Financial Group, Inc. 550.01%0.01%0.01%Q2 2017Q2 20185
MinichMacGregor Wealth Management, LLC 550.00%0.07%0.16%Q2 2017Q2 20185
NewEdge Advisors, LLC 410.00%0.00%0.00%Q2 2017Q3 20235
Aptus Capital Advisors, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
BANK OF AMERICA CORP /DE/ 440.00%0.00%0.00%Q1 2018Q4 20184
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q3 2013Q3 20164
Sargent Bickham Lagudis LLC 440.00%0.00%0.00%Q1 2019Q4 20194
GUARDIAN WEALTH ADVISORS, LLC / NC 310.04%0.08%0.12%Q4 2021Q4 20224
Laurel Wealth Advisors, Inc. 440.06%0.08%0.10%Q4 2017Q3 20184
FLOW TRADERS U.S. LLC 440.01%0.05%0.12%Q1 2021Q4 20214
Financial Architects, Inc 440.00%0.02%0.02%Q4 2017Q3 20184
UBS AG 220.00%0.00%0.00%Q2 2013Q2 20144
CENTAURUS FINANCIAL, INC. 440.02%0.06%0.14%Q2 2018Q1 20194
Kovack Advisors, Inc. 440.20%0.31%0.39%Q2 2017Q1 20184
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q4 2018Q1 20203
Virtu Financial LLC 210.02%0.03%0.05%Q3 2017Q2 20183
Creative Planning 110.00%0.00%0.00%Q2 2017Q3 20233
Beirne Wealth Consulting Services, LLC 330.18%0.43%0.59%Q2 2019Q4 20193
Premia Global Advisors, LLC 330.30%0.44%0.53%Q1 2019Q3 20193
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 330.00%0.00%0.00%Q2 2018Q4 20183
Private Advisor Group, LLC 110.00%0.00%0.01%Q3 2014Q2 20203
AMERIPRISE FINANCIAL INC 110.00%0.01%0.02%Q3 2018Q4 20193
MML INVESTORS SERVICES, LLC 210.02%0.06%0.08%Q1 2017Q2 20183
Winslow, Evans & Crocker, Inc. 330.01%0.01%0.01%Q4 2017Q2 20183
HARBOUR INVESTMENTS, INC. 220.00%0.00%0.00%Q1 2021Q2 20212
CWM, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.01%0.01%Q4 2022Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
WEALTHSOURCE PARTNERS, LLC 220.08%0.09%0.10%Q1 2016Q2 20162
B. Riley Financial, Inc. 220.07%0.14%0.21%Q1 2018Q2 20182
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Equitable Holdings, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
FMR LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Summit Financial Strategies, Inc. 110.11%0.11%0.11%Q3 2018Q3 20181
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2021Q3 20211
MGO ONE SEVEN LLC 110.01%0.01%0.01%Q4 2018Q4 20181
CITIGROUP INC 110.00%0.00%0.00%Q4 2013Q4 20131
SII INVESTMENTS INC/WI 110.02%0.02%0.02%Q3 2017Q3 20171
Csenge Advisory Group 110.12%0.12%0.12%Q4 2018Q4 20181
NATIXIS ADVISORS, L.P. 110.00%0.00%0.00%Q4 2021Q4 20211
Highland Private Wealth Management 110.24%0.24%0.24%Q1 2018Q1 20181
Greystone Financial Group, LLC 111.17%1.17%1.17%Q1 2021Q1 20211
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q3 2018Q3 20181
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2019Q3 20191
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q3 2019Q3 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2023Q2 20231
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Activest Wealth Management 110.03%0.03%0.03%Q2 2023Q2 20231
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
NEXT Financial Group, Inc 110.01%0.01%0.01%Q4 2018Q4 20181
Claraphi Advisory Network, LLC 110.18%0.18%0.18%Q1 2018Q1 20181
External links

This page lists all the filers that currently own ADVISORSHARES TR or have owned ADVISORSHARES TR in the past.