ADVISORSHARES TR shareholder history

Current and past ADVISORSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WOLVERINE TRADING, LLC 12120.00%0.01%0.02%Q4 2020Q3 202336
Citadel Advisors 12120.00%0.00%0.01%Q4 2020Q3 202336
SUSQUEHANNA INTERNATIONAL GROUP, LLP 12120.00%0.00%0.01%Q4 2020Q3 202335
Cutler Group LLC / CA 12120.00%0.03%0.23%Q4 2020Q3 202333
Parallax Volatility Advisers, L.P. 1010.00%0.00%0.02%Q4 2020Q3 202324
HAP Trading, LLC 640.00%0.10%0.44%Q1 2021Q3 202323
JANE STREET GROUP, LLC 740.00%0.00%0.02%Q4 2020Q3 202322
HighTower Advisors, LLC 11110.00%0.00%0.01%Q1 2021Q3 202322
J. Goldman & Co LP 11110.03%0.45%1.13%Q1 2021Q3 202319
COWEN AND COMPANY, LLC 11110.00%0.42%3.41%Q1 2021Q3 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
PEAK6 Investments LLC 880.00%0.00%0.01%Q4 2021Q3 202317
CITIGROUP INC 11110.00%0.00%0.02%Q1 2021Q3 202317
SG3 Management, LLC 770.00%0.18%0.57%Q1 2021Q3 202216
ROYAL BANK OF CANADA 12120.00%0.00%0.00%Q4 2020Q3 202316
Walleye Trading LLC 550.00%0.00%0.00%Q3 2022Q3 202315
Carmichael Hill & Associates, Inc. 11110.00%0.01%0.03%Q1 2021Q3 202315
Belvedere Trading LLC 610.00%0.01%0.07%Q4 2020Q3 202314
Private Advisor Group, LLC 11110.00%0.01%0.03%Q1 2021Q3 202314
MORGAN STANLEY 13130.00%0.00%0.01%Q3 2020Q3 202313
Venture Visionary Partners LLC 11110.01%0.27%0.83%Q1 2021Q3 202313
Anson Funds Management LP 770.05%1.12%4.49%Q1 2022Q3 202313
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
FNY Investment Advisers, LLC 810.00%0.08%0.34%Q1 2021Q3 202313
Proficio Capital Partners LLC 13130.06%0.33%1.00%Q3 2020Q3 202313
COMMONWEALTH EQUITY SERVICES, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
Dynamic Advisor Solutions LLC 12120.01%0.08%0.18%Q4 2020Q3 202312
Pekin Hardy Strauss, Inc. 12120.07%0.25%0.62%Q4 2020Q3 202312
Geneos Wealth Management Inc. 12120.03%0.06%0.09%Q4 2020Q3 202312
OSAIC HOLDINGS, INC. 12120.00%0.00%0.01%Q4 2020Q3 202312
Rockefeller Capital Management L.P. 12120.00%0.01%0.02%Q4 2020Q3 202312
SIMPLEX TRADING, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
TRUIST FINANCIAL CORP 12120.00%0.00%0.01%Q4 2020Q3 202312
Realta Investment Advisors 12120.01%0.06%0.15%Q4 2020Q3 202312
Cambridge Investment Research Advisors, Inc. 12120.00%0.01%0.05%Q4 2020Q3 202312
Navis Wealth Advisors, LLC 12120.27%1.18%3.11%Q4 2020Q3 202312
Global Trust Asset Management, LLC 11110.00%0.08%0.45%Q1 2021Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.01%Q4 2020Q3 202312
IFP Advisors, Inc 12120.00%0.00%0.01%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 12120.01%0.03%0.11%Q4 2020Q3 202312
Kestra Advisory Services, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Blume Capital Management, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Jefferies Group LLC 440.01%0.05%0.12%Q4 2021Q3 202211
CREATIVE FINANCIAL DESIGNS INC /ADV 11110.00%0.00%0.00%Q1 2021Q3 202311
MYDA Advisors LLC 910.08%0.27%0.72%Q4 2020Q3 202311
Tradition Wealth Management, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Larson Financial Group LLC 11110.00%0.01%0.04%Q1 2021Q3 202311
BANK OF MONTREAL /CAN/ 920.00%0.00%0.01%Q4 2020Q3 202311
MML INVESTORS SERVICES, LLC 11110.00%0.01%0.02%Q4 2020Q2 202311
Avior Wealth Management, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
BENJAMIN F. EDWARDS & COMPANY, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
Gerber Kawasaki Wealth & Investment Management 11110.01%0.33%1.17%Q1 2021Q3 202311
Mariner, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
US BANCORP \DE\ 11110.00%0.00%0.00%Q1 2021Q3 202311
ArchPoint Investors 11110.14%0.27%0.48%Q1 2021Q3 202311
ENVESTNET ASSET MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
VALLEY NATIONAL ADVISERS INC 11110.00%0.00%0.01%Q1 2021Q3 202311
Sowell Financial Services LLC 11110.01%0.24%0.44%Q4 2020Q2 202311
Horrell Capital Management, Inc. 11110.01%0.03%0.07%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.03%Q1 2021Q3 202311
Concorde Asset Management, LLC 11110.12%0.31%0.86%Q1 2021Q3 202311
LPL Financial LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Focused Wealth Management, Inc 11110.00%0.00%0.01%Q1 2021Q3 202311
BLUEFIN CAPITAL MANAGEMENT, LLC 520.00%0.01%0.03%Q1 2021Q4 202211
Ancora Advisors LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
Sigma Planning Corp 11110.00%0.01%0.02%Q1 2021Q3 202311
North Star Investment Management Corp. 11110.00%0.00%0.01%Q1 2021Q3 202311
BDO Wealth Advisors, LLC 10100.00%0.00%0.01%Q1 2021Q2 202310
EMINENCE CAPITAL, LP 990.05%0.52%0.94%Q3 2021Q3 202310
Clearstead Trust, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Marathon Partners Equity Management, LLC 770.15%1.90%4.11%Q1 2022Q3 202310
Cetera Advisor Networks LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Turim 21 Investimentos Ltda. 10100.00%0.01%0.02%Q2 2021Q3 202310
K.J. Harrison & Partners Inc 910.04%0.19%0.39%Q1 2021Q3 202310
Parallel Advisors, LLC 910.00%0.00%0.00%Q4 2020Q3 202310
CIBC WORLD MARKET INC. 820.00%0.00%0.00%Q4 2020Q3 202310
UBS Group AG 420.00%0.00%0.00%Q2 2021Q3 202310
Heritage Wealth Advisors 10100.00%0.00%0.00%Q1 2021Q2 202310
Point72 Asset Management, L.P. 410.00%0.03%0.12%Q4 2020Q3 202310
Global Retirement Partners, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
HARBERT FUND ADVISORS, INC. 660.12%1.06%2.80%Q3 2021Q4 202210
PRELUDE CAPITAL MANAGEMENT, LLC 510.00%0.02%0.04%Q2 2021Q4 202210
HARBOR INVESTMENT ADVISORY, LLC 10100.00%0.00%0.02%Q1 2021Q2 202310
Biltmore Family Office, LLC 990.18%0.54%0.98%Q3 2021Q3 20239
Zuckerman Investment Group, LLC 990.07%1.04%1.78%Q3 2021Q3 20239
Asset Dedication, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Prospera Financial Services Inc 990.00%0.02%0.03%Q4 2020Q4 20229
IFS Advisors, LLC 990.00%0.00%0.00%Q4 2021Q4 20239
HARBOUR INVESTMENTS, INC. 630.00%0.00%0.00%Q2 2021Q3 20239
American Portfolios Advisors 990.00%0.01%0.02%Q3 2020Q3 20229
Banque Cantonale Vaudoise 990.00%0.00%0.00%Q2 2021Q2 20239
Phoenix Holdings Ltd. 990.12%0.38%0.75%Q1 2021Q1 20239
GPS Wealth Strategies Group, LLC 630.00%0.00%0.01%Q2 2021Q3 20239
Shay Capital LLC 210.01%0.06%0.17%Q3 2021Q3 20239
Wealth Advisors of Iowa, LLC 710.06%0.16%0.61%Q2 2021Q3 20238
Monaco Asset Management SAM 880.38%0.57%0.79%Q4 2021Q3 20238
Kistler-Tiffany Companies, LLC 880.00%0.00%0.00%Q3 2021Q2 20238
DAVENPORT & Co LLC 410.00%0.02%0.15%Q1 2021Q3 20238
Ulland Investment Advisors, LLC 880.04%0.17%0.32%Q4 2021Q3 20238
Cheyne Capital Management (UK) LLP 881.63%3.93%8.14%Q1 2021Q4 20228
Financial Enhancement Group LLC 880.18%1.47%3.56%Q1 2021Q4 20228
Advisory Services Network, LLC 610.00%0.00%0.01%Q4 2020Q1 20238
FMR LLC 620.00%0.00%0.00%Q1 2021Q2 20238
Laurel Wealth Advisors LLC 440.00%0.00%0.00%Q2 2021Q3 20238
Cedar Wealth Management, LLC 880.00%0.07%0.15%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.01%Q4 2021Q3 20238
Janney Montgomery Scott LLC 620.00%0.00%0.00%Q3 2021Q3 20238
WMS Partners, LLC 880.01%0.06%0.16%Q1 2021Q4 20228
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 880.00%0.00%0.00%Q4 2021Q3 20238
IMC-Chicago, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Bellwether Advisors, LLC 880.00%0.01%0.02%Q2 2021Q1 20238
EQUITABLE TRUST CO 880.03%0.06%0.12%Q4 2021Q3 20238
FinTrust Capital Advisors, LLC 880.00%0.03%0.08%Q4 2021Q3 20238
AdvisorShares Investments LLC 884.14%6.42%8.33%Q4 2021Q3 20238
Tower Research Capital LLC (TRC) 880.00%0.00%0.00%Q4 2021Q3 20238
Ellis Investment Partners, LLC 880.01%0.02%0.03%Q4 2020Q3 20228
BARCLAYS PLC 770.00%0.00%0.02%Q1 2022Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Manchester Capital Management LLC 770.00%0.00%0.00%Q1 2021Q3 20227
PCG Wealth Advisors, LLC 770.08%0.11%0.15%Q1 2022Q3 20237
Patriot Financial Group Insurance Agency, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Bay Harbor Wealth Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
TD Waterhouse Canada Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
NewEdge Advisors, LLC 430.00%0.01%0.04%Q4 2020Q3 20237
OPPENHEIMER & CO INC 770.00%0.01%0.02%Q1 2022Q3 20237
Hedges Asset Management LLC 770.09%0.19%0.30%Q1 2022Q3 20237
EVOKE WEALTH, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Stonehage Fleming Financial Services Holdings Ltd 770.00%0.00%0.00%Q1 2022Q3 20237
Endurance Wealth Management, Inc. 770.00%0.00%0.00%Q1 2021Q3 20227
LINCOLN NATIONAL CORP 520.00%0.01%0.03%Q1 2021Q1 20237
CarsonAllaria Wealth Management, Ltd. 770.00%0.00%0.01%Q4 2021Q2 20237
Activest Wealth Management 610.00%0.01%0.02%Q4 2021Q3 20237
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q4 2020Q2 20237
Koshinski Asset Management, Inc. 770.02%0.05%0.09%Q4 2020Q2 20227
Cedar Brook Financial Partners, LLC 660.02%0.03%0.04%Q2 2022Q3 20236
JW Asset Management, LLC 310.27%0.47%1.09%Q2 2021Q2 20236
HHM Wealth Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Neuberger Berman Group LLC 510.00%0.00%0.01%Q3 2020Q1 20226
ONE PLUS ONE WEALTH MANAGEMENT, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
HSBC HOLDINGS PLC 660.00%0.00%0.00%Q1 2021Q2 20226
MONEY CONCEPTS CAPITAL CORP 510.00%0.02%0.06%Q1 2021Q4 20226
PRIMORIS WEALTH ADVISORS, LLC 660.09%0.20%0.30%Q4 2021Q1 20236
Granite Point Capital Management, L.P. 660.09%0.17%0.26%Q2 2021Q3 20226
BOOTHBAY FUND MANAGEMENT, LLC 440.01%0.05%0.20%Q4 2022Q3 20236
EWA, LLC 330.03%0.18%0.36%Q1 2023Q3 20236
PFS Partners, LLC 660.02%0.03%0.05%Q2 2022Q3 20236
Castleview Partners, LLC 420.00%0.02%0.07%Q4 2021Q2 20236
Ameritas Advisory Services, LLC 660.00%0.01%0.01%Q1 2022Q2 20236
Integrated Investment Consultants, LLC 660.02%0.04%0.05%Q2 2022Q3 20236
Telemetry Investments, L.L.C. 550.34%0.69%1.50%Q4 2021Q4 20226
Sender Co & Partners, Inc. 330.06%7.36%21.86%Q1 2022Q3 20236
CAPTRUST FINANCIAL ADVISORS 660.00%0.00%0.00%Q1 2021Q2 20226
EVERGREEN CAPITAL MANAGEMENT LLC 510.01%0.14%0.29%Q1 2021Q3 20226
Raffles Associates 220.78%1.39%1.97%Q3 2021Q2 20236
Hexagon Capital Partners LLC 550.00%0.02%0.08%Q1 2021Q1 20225
Creative Planning 210.00%0.00%0.00%Q1 2021Q3 20235
Equitable Holdings, Inc. 210.00%0.01%0.02%Q1 2021Q1 20235
Stonegate Investment Group, LLC 550.00%0.01%0.01%Q4 2021Q4 20225
Compass Wealth Management LLC 550.01%0.01%0.02%Q4 2022Q4 20235
Caption Management, LLC 210.05%0.10%0.18%Q1 2021Q3 20235
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 550.04%0.06%0.08%Q1 2021Q1 20225
GOFEN & GLOSSBERG LLC /IL/ 310.00%0.01%0.01%Q1 2021Q4 20225
Danda Trouve Investment Management, Inc. 551.22%1.79%2.47%Q1 2021Q1 20225
Apexium Financial, LP 550.02%0.03%0.05%Q3 2022Q3 20235
AdvisorNet Financial, Inc 550.00%0.00%0.00%Q3 2021Q3 20225
GUYASUTA INVESTMENT ADVISORS INC 550.03%0.07%0.09%Q4 2021Q4 20225
HORIZON FINANCIAL SERVICES, LLC 550.00%0.01%0.01%Q4 2020Q4 20215
SCOGGIN MANAGEMENT LP 440.28%0.81%1.13%Q4 2022Q3 20235
Joseph P. Lucia & Associates, LLC 320.00%0.03%0.06%Q1 2021Q2 20225
INTREPID CAPITAL MANAGEMENT INC 320.03%1.55%5.13%Q1 2021Q3 20235
EDMOND DE ROTHSCHILD HOLDING S.A. 550.00%0.01%0.02%Q2 2021Q2 20225
Gemmer Asset Management LLC 550.00%0.00%0.00%Q1 2021Q1 20225
HRT FINANCIAL LP 410.01%0.03%0.06%Q2 2021Q1 20235
LAKE STREET ADVISORS GROUP, LLC 550.06%0.15%0.34%Q3 2021Q3 20225
Legend Financial Advisors, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Bienville Capital Management, LLC 210.10%0.59%1.04%Q1 2021Q1 20225
WELLS FARGO & COMPANY/MN 550.00%0.00%0.00%Q2 2021Q2 20225
CSS LLC/IL 550.01%0.09%0.15%Q3 2022Q3 20235
Edge Wealth Management LLC 550.01%0.01%0.01%Q4 2020Q4 20215
PEAK FINANCIAL ADVISORS LLC 550.34%1.40%2.19%Q4 2020Q4 20215
Financial Advocates Investment Management 550.01%0.03%0.06%Q4 2021Q4 20225
BRIDGER MANAGEMENT, LLC 440.15%0.49%0.73%Q4 2021Q3 20224
GTS SECURITIES LLC 220.00%0.01%0.03%Q2 2023Q3 20234
NEXT Financial Group, Inc 440.00%0.00%0.00%Q1 2021Q4 20214
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
HighMark Wealth Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Cresset Asset Management, LLC 220.00%0.00%0.01%Q3 2022Q3 20234
Cetera Investment Advisers 220.00%0.01%0.03%Q4 2020Q3 20234
Banco BTG Pactual S.A. 440.09%0.26%0.44%Q2 2022Q1 20234
MBB PUBLIC MARKETS I LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Cetera Advisors LLC 210.04%0.07%0.10%Q3 2020Q4 20214
CENTAURUS FINANCIAL, INC. 310.01%0.02%0.03%Q4 2020Q4 20214
Avitas Wealth Management LLC 440.04%0.05%0.05%Q1 2021Q4 20214
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Mendel Money Management 440.10%0.20%0.28%Q2 2021Q1 20224
Eschler Asset Management LLP 440.16%0.46%0.71%Q2 2022Q1 20234
MACROVIEW INVESTMENT MANAGEMENT LLC 440.00%0.02%0.02%Q4 2021Q3 20224
WealthShield Partners, LLC 310.00%0.00%0.00%Q1 2021Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
STEPHENS INC /AR/ 440.00%0.00%0.00%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
IPG Investment Advisors LLC 440.07%0.22%0.31%Q4 2020Q3 20214
Cravens & Co Advisors, LLC 440.16%0.25%0.38%Q4 2022Q3 20234
LifePro Asset Management 441.31%2.04%3.28%Q4 2022Q3 20234
LEVIN CAPITAL STRATEGIES, L.P. 220.02%0.03%0.04%Q4 2020Q1 20224
Clearstead Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Canton Hathaway, LLC 310.01%0.05%0.12%Q2 2021Q1 20234
Flagship Private Wealth, LLC 310.05%0.13%0.20%Q4 2020Q4 20214
SpiderRock Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Centiva Capital, LP 220.00%0.05%0.09%Q2 2023Q3 20234
Lighthouse Investment Partners, LLC 440.07%0.10%0.13%Q4 2022Q3 20234
Carroll Financial Associates, Inc. 440.02%0.02%0.03%Q1 2021Q4 20214
Wakefield Asset Management LLLP 440.08%0.25%0.37%Q4 2021Q3 20224
Platform Technology Partners 440.11%0.20%0.28%Q2 2021Q1 20224
Powell Investment Advisors, LLC 310.05%0.07%0.08%Q2 2022Q2 20234
West Oak Capital, LLC 440.00%0.00%0.02%Q4 2020Q3 20214
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 440.01%0.02%0.02%Q4 2020Q3 20214
Iron Horse Wealth Management, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
FIRST MANHATTAN CO. LLC. 330.00%0.00%0.00%Q1 2022Q3 20223
OLD MISSION CAPITAL LLC 210.01%0.02%0.04%Q1 2022Q1 20233
Baystate Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Bank Julius Baer & Co. Ltd, Zurich 330.00%0.00%0.00%Q4 2020Q2 20213
Belpointe Asset Management LLC 210.00%0.01%0.02%Q4 2020Q1 20233
Summit Trail Advisors, LLC 210.00%0.01%0.01%Q4 2022Q3 20233
EXANE DERIVATIVES 330.01%0.08%0.23%Q4 2021Q2 20223
Freestone Capital Holdings, LLC 210.00%0.00%0.00%Q2 2022Q2 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Allworth Financial LP 330.00%0.00%0.00%Q1 2021Q3 20213
ZRC WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cruiser Capital Advisors, LLC 330.25%0.28%0.32%Q1 2021Q3 20213
STATE OF WISCONSIN INVESTMENT BOARD 330.00%0.00%0.00%Q2 2021Q4 20213
Bogart Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Trexquant Investment LP 210.00%0.03%0.06%Q1 2021Q4 20223
PECONIC PARTNERS LLC 330.04%0.07%0.09%Q4 2020Q2 20213
Leucadia National 110.01%0.04%0.05%Q4 2022Q4 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Waverly Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Renaissance Technologies 210.00%0.00%0.00%Q3 2021Q2 20233
V Wealth Advisors LLC 330.06%0.06%0.06%Q1 2021Q3 20213
STERLING INVESTMENT MANAGEMENT, LLC 330.64%0.97%1.29%Q3 2021Q1 20223
Rovida Advisors Inc. 330.70%0.81%0.95%Q1 2023Q3 20233
Private Capital Advisors, Inc. 330.04%0.05%0.06%Q1 2021Q3 20213
TrinityPoint Wealth, LLC 330.10%0.35%0.47%Q1 2021Q3 20213
BRYN MAWR TRUST Co 330.01%0.02%0.02%Q1 2021Q3 20213
NewEdge Wealth, LLC 210.00%0.02%0.06%Q4 2022Q3 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Spectrum Asset Management, Inc. (NB/CA) 330.08%0.09%0.10%Q3 2021Q1 20223
QP WEALTH MANAGEMENT, LLC 330.62%0.76%0.86%Q1 2021Q3 20213
Hamilton Wealth, LLC 331.65%1.82%1.99%Q4 2020Q2 20213
Navigation Wealth Management, Inc. 330.00%0.01%0.03%Q2 2021Q4 20213
State of Wyoming 330.00%0.01%0.01%Q4 2021Q2 20223
HC FINANCIAL ADVISORS INC 330.00%0.00%0.01%Q1 2021Q3 20213
TEGEAN CAPITAL MANAGEMENT, LLC 220.35%0.72%1.09%Q4 2022Q1 20232
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 220.00%0.01%0.01%Q1 2021Q2 20212
Sentinus, LLC 110.02%0.05%0.09%Q4 2022Q2 20232
Newbridge Financial Services Group, Inc. 220.00%0.01%0.02%Q1 2021Q2 20212
Stratos Wealth Advisors, LLC 220.13%0.15%0.18%Q1 2021Q2 20212
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20222
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q1 2021Q3 20222
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Capital Advisors Wealth Management, LLC 220.27%0.36%0.44%Q1 2021Q2 20212
Kore Private Wealth LLC 220.03%0.03%0.04%Q2 2021Q3 20212
Wedmont Private Capital 220.02%0.03%0.03%Q4 2022Q1 20232
Cinctive Capital Management LP 110.04%0.05%0.05%Q3 2021Q1 20222
Schonfeld Strategic Advisors LLC 110.00%0.01%0.01%Q2 2021Q1 20222
JFS WEALTH ADVISORS, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
M&T BANK CORP 220.00%0.00%0.00%Q1 2021Q2 20212
OPTIMUM INVESTMENT ADVISORS 220.01%0.01%0.01%Q1 2021Q2 20212
Annapolis Financial Services, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
ARDSLEY ADVISORY PARTNERS LP 220.01%0.03%0.05%Q4 2022Q1 20232
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q1 2021Q2 20222
140 Summer Partners LP 221.37%2.94%4.52%Q4 2021Q1 20222
Weiss Multi-Strategy Advisers LLC 220.01%0.03%0.06%Q4 2020Q1 20212
Antara Capital LP 110.71%0.71%0.71%Q3 2023Q3 20232
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Savior LLC 220.00%0.00%0.00%Q1 2021Q2 20212
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
UDINE WEALTH MANAGEMENT, INC. 221.40%1.45%1.51%Q4 2021Q1 20222
CREDIT AGRICOLE S A 220.00%0.00%0.00%Q4 2021Q1 20222
Marathon Trading Investment Management LLC 220.01%0.02%0.02%Q1 2022Q2 20222
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2021Q3 20222
USCA RIA LLC 220.03%0.04%0.06%Q4 2020Q1 20212
Frisch Financial Group, Inc. 220.44%0.48%0.52%Q4 2021Q1 20222
SYMONS CAPITAL MANAGEMENT INC 220.13%0.13%0.13%Q1 2021Q2 20212
Solstein Capital, LLC 220.10%0.22%0.34%Q1 2021Q2 20212
McClarren Financial Advisors, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
DSC Advisors, L.P. 110.14%0.21%0.28%Q3 2022Q1 20232
Avidian Wealth Solutions, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.01%0.01%Q4 2022Q2 20232
Sterling Financial Planning, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
IEQ CAPITAL, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q4 2020Q1 20212
PRECEPT MANAGEMENT LLC 110.95%0.95%0.95%Q3 2023Q3 20232
Diametric Capital, LP 220.07%0.08%0.09%Q2 2023Q3 20232
Bruderman Asset Management, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
GREAT VALLEY ADVISOR GROUP, INC. 110.05%0.05%0.05%Q4 2021Q4 20211
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q4 2021Q4 20211
Wolf Hill Capital Management, LP 111.83%1.83%1.83%Q3 2023Q3 20231
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Vontobel Holding Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
SIGNATUREFD, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Artha Asset Management LLC 111.82%1.82%1.82%Q3 2022Q3 20221
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Penserra Capital Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Florin Court Capital LLP 112.82%2.82%2.82%Q3 2023Q3 20231
JOURNEY STRATEGIC WEALTH LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Piscataqua Savings Bank 110.00%0.00%0.00%Q3 2023Q3 20231
Herr Investment Group LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Black Maple Capital Management LP 110.26%0.26%0.26%Q4 2022Q4 20221
WOODWARD DIVERSIFIED CAPITAL, LLC 110.43%0.43%0.43%Q1 2021Q1 20211
Shore Point Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q1 2023Q1 20231
SVB WEALTH LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Quent Capital, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Cypress Capital Management LLC (WY) 111.78%1.78%1.78%Q1 2021Q1 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Betterment LLC 110.00%0.00%0.00%Q1 2023Q1 20231
New World Advisors LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Kalos Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Yost Capital Management, LP 115.06%5.06%5.06%Q3 2023Q3 20231
WEXFORD CAPITAL LP 110.30%0.30%0.30%Q1 2021Q1 20211
Pacifica Partners Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
BRIGHTON JONES LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Wellspring Financial Advisors, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
M Holdings Securities, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Grey Street Capital, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2020Q4 20201
Addison Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Stone House Investment Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Intrinsic Edge Capital Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q2 2021Q2 20211
Sandy Cove Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Hanlon Investment Management, Inc. 110.21%0.21%0.21%Q3 2023Q3 20231
INTERACTIVE FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
Ranch Capital Advisors Inc. 110.04%0.04%0.04%Q3 2021Q3 20211
Qube Research & Technologies Ltd 110.01%0.01%0.01%Q1 2022Q1 20221
SFI Advisors, LLC 110.51%0.51%0.51%Q1 2022Q1 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Gainplan LLC 110.18%0.18%0.18%Q1 2022Q1 20221
Bleakley Financial Group, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Alera Investment Advisors, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Integrated Wealth Concepts LLC 110.01%0.01%0.01%Q4 2021Q4 20211
PEAPACK GLADSTONE FINANCIAL CORP 110.01%0.01%0.01%Q3 2021Q3 20211
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2022Q1 20221
Greenland Capital Management LP 110.16%0.16%0.16%Q3 2023Q3 20231
Ikarian Capital, LLC 110.21%0.21%0.21%Q1 2021Q1 20211
LJI Wealth Management, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CHANNEL WEALTH LLC 110.14%0.14%0.14%Q1 2023Q1 20231
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2021Q2 20211
McGowan Group Asset Management, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
PEDDOCK CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Sandbox Financial Partners, LLC 110.49%0.49%0.49%Q1 2021Q1 20211
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WESPAC Advisors, LLC 110.23%0.23%0.23%Q1 2021Q1 20211
First National Bank of Mount Dora, Trust Investment Services 110.07%0.07%0.07%Q1 2021Q1 20211
PURA VIDA INVESTMENTS, LLC 110.49%0.49%0.49%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Corriente Advisors, LLC 113.89%3.89%3.89%Q1 2022Q1 20221
Financial Architects, Inc 110.03%0.03%0.03%Q1 2021Q1 20211
High Note Wealth, LLC 110.73%0.73%0.73%Q3 2021Q3 20211
AE Wealth Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Allegiant Private Advisors, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Walleye Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 110.07%0.07%0.07%Q4 2021Q4 20211
Regal Partners Ltd 110.19%0.19%0.19%Q3 2023Q3 20231
K2 PRINCIPAL FUND, L.P. 111.25%1.25%1.25%Q3 2023Q3 20231
Capital Asset Advisory Services LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Rinkey Investments 110.02%0.02%0.02%Q4 2021Q4 20211
Alden Global Capital LLC 113.44%3.44%3.44%Q4 2022Q4 20221
WHITTIER TRUST CO 110.00%0.00%0.00%Q3 2022Q3 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SILVERLAKE WEALTH MANAGEMENT LLC 110.11%0.11%0.11%Q4 2021Q4 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
External links

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