ADVISORSHARES TR shareholder history

Current and past ADVISORSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Cetera Advisors LLC 12120.01%0.10%0.17%Q4 2020Q3 202312
OSAIC HOLDINGS, INC. 11110.01%0.01%0.02%Q1 2021Q3 202311
ENVESTNET ASSET MANAGEMENT INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Cetera Investment Advisers 10100.00%0.01%0.01%Q2 2021Q3 202310
Cambridge Investment Research Advisors, Inc. 820.01%0.04%0.10%Q1 2021Q3 202310
HighTower Advisors, LLC 990.00%0.00%0.00%Q1 2021Q1 20239
Geneos Wealth Management Inc. 880.00%0.01%0.01%Q4 2020Q3 20228
ROYAL BANK OF CANADA 620.00%0.00%0.00%Q1 2021Q1 20238
SUSQUEHANNA INTERNATIONAL GROUP, LLP 520.00%0.00%0.00%Q3 2021Q2 20237
Sigma Planning Corp 660.01%0.01%0.01%Q1 2021Q2 20226
UBS Group AG 310.00%0.00%0.00%Q3 2021Q3 20236
Integrated Wealth Concepts LLC 550.01%0.01%0.02%Q1 2021Q1 20225
WealthPLAN Partners, LLC 320.00%0.66%1.30%Q3 2021Q2 20235
MERCER GLOBAL ADVISORS INC /ADV 550.02%0.02%0.02%Q1 2021Q1 20225
WELLS FARGO & COMPANY/MN 550.00%0.00%0.00%Q2 2022Q2 20235
Professional Financial Advisors, LLC 440.14%0.53%0.98%Q4 2022Q3 20234
Sentinus, LLC 440.26%0.32%0.39%Q3 2022Q2 20234
Anfield Capital Management, LLC 210.10%0.12%0.13%Q1 2021Q4 20213
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
RAYMOND JAMES & ASSOCIATES 330.00%0.00%0.00%Q2 2021Q4 20213
CENTAURUS FINANCIAL, INC. 330.16%0.17%0.17%Q2 2021Q4 20213
WealthPlan Investment Management, LLC 210.00%0.23%0.69%Q1 2022Q2 20233
MORGAN STANLEY 220.00%0.00%0.00%Q4 2021Q1 20222
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q3 2022Q4 20222
PITTENGER & ANDERSON INC 110.01%0.01%0.01%Q3 2021Q3 20211
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Wealthcare Advisory Partners LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Delta Investment Management, LLC 110.69%0.69%0.69%Q1 2022Q1 20221
Ironwood Financial, llc 110.02%0.02%0.02%Q3 2021Q3 20211
External links

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