ADVISORSHARES TR shareholder history

Current and past ADVISORSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cutler Group LLC / CA 11110.00%0.00%0.01%Q1 2021Q3 202329
Citadel Advisors 990.00%0.00%0.00%Q2 2021Q2 202316
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q1 2021Q3 202313
OPTIMUM INVESTMENT ADVISORS 12120.01%0.01%0.01%Q1 2021Q4 202312
UBS Group AG 11110.00%0.00%0.00%Q1 2021Q3 202311
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
OSAIC HOLDINGS, INC. 11110.00%0.00%0.01%Q1 2021Q3 202311
Tower Research Capital LLC (TRC) 11110.00%0.00%0.00%Q1 2021Q3 202311
ROYAL BANK OF CANADA 11110.00%0.00%0.00%Q1 2021Q3 202311
MORGAN STANLEY 11110.00%0.00%0.00%Q1 2021Q3 202311
Steward Partners Investment Advisory, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
V Wealth Advisors LLC 10100.23%0.30%0.41%Q1 2021Q2 202310
MML INVESTORS SERVICES, LLC 550.00%0.00%0.01%Q1 2021Q3 202310
Vanguard Capital Wealth Advisors 990.93%1.57%3.24%Q3 2021Q3 20239
RAYMOND JAMES & ASSOCIATES 990.00%0.00%0.00%Q3 2021Q3 20239
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q1 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
BANK OF MONTREAL /CAN/ 620.00%0.00%0.00%Q3 2021Q3 20238
LPL Financial LLC 610.00%0.00%0.01%Q1 2021Q3 20238
STIFEL FINANCIAL CORP 430.00%0.00%0.01%Q1 2021Q1 20237
Geneos Wealth Management Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
HighTower Advisors, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
CIBC WORLD MARKET INC. 770.00%0.01%0.02%Q1 2022Q3 20237
Raymond James Financial Services Advisors, Inc. 510.00%0.00%0.01%Q3 2021Q3 20236
Perigon Wealth Management, LLC 510.01%0.02%0.03%Q3 2011Q2 20236
COMMONWEALTH EQUITY SERVICES, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Janney Montgomery Scott LLC 420.01%0.02%0.03%Q1 2022Q3 20236
WEALTHSOURCE PARTNERS, LLC 660.11%0.16%0.20%Q2 2022Q3 20236
Centric Wealth Management 550.21%0.23%0.27%Q1 2021Q1 20225
Tradewinds Capital Management, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Global Retirement Partners, LLC 310.00%0.00%0.00%Q1 2021Q3 20234
NewEdge Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
WELLS FARGO & COMPANY/MN 310.00%0.00%0.00%Q1 2021Q3 20234
BROWN ADVISORY INC 440.00%0.00%0.00%Q4 2022Q3 20234
Belvedere Trading LLC 110.00%0.00%0.01%Q3 2022Q1 20233
Private Advisor Group, LLC 210.03%0.07%0.14%Q1 2021Q3 20223
FREEDOM WEALTH ALLIANCE, LLC 330.29%0.36%0.40%Q4 2022Q2 20233
IFP Advisors, Inc 330.09%0.10%0.11%Q1 2022Q3 20223
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q1 2021Q4 20212
BDO Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Stratos Wealth Partners, LTD. 110.01%0.01%0.01%Q1 2023Q3 20232
Financial Advocates Investment Management 220.02%0.03%0.03%Q3 2022Q4 20222
MARSHALL WACE, LLP 220.00%0.00%0.00%Q1 2023Q2 20232
Castleview Partners, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
WCG Wealth Advisors LLC 110.11%0.11%0.11%Q3 2023Q3 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Selective Wealth Management, Inc. 110.02%0.02%0.02%Q2 2022Q2 20221
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q1 2022Q1 20221
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
KINGSWOOD WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Camarda Financial Advisors, LLC 111.06%1.06%1.06%Q3 2022Q3 20221
Headlands Technologies LLC 110.00%0.00%0.00%Q3 2023Q3 20231
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q1 2023Q1 20231
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q2 2023Q2 20231
Advisor Resource Council 110.02%0.02%0.02%Q2 2022Q2 20221
Western Wealth Management, LLC 110.15%0.15%0.15%Q1 2022Q1 20221
Financial Architects, Inc 110.26%0.26%0.26%Q2 2022Q2 20221
Walleye Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
External links

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