ADVISORSHARES TR shareholder history

Current and past ADVISORSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cutler Group LLC / CA 17170.00%0.00%0.00%Q2 2019Q2 202340
Citadel Advisors 970.00%0.00%0.00%Q1 2020Q2 202439
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1540.00%0.00%0.00%Q2 2019Q2 202431
JANE STREET GROUP, LLC 1440.00%0.00%0.00%Q4 2019Q2 202424
ROYAL BANK OF CANADA 21210.00%0.00%0.00%Q2 2019Q2 202421
ROCKY MOUNTAIN ADVISERS, LLC 21210.00%0.01%0.06%Q2 2019Q2 202421
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q2 2019Q2 202421
LPL Financial LLC 20200.00%0.00%0.01%Q3 2019Q2 202420
Asset Dedication, LLC 20200.00%0.00%0.00%Q3 2019Q2 202420
Cambridge Investment Research Advisors, Inc. 20200.00%0.00%0.01%Q3 2019Q2 202420
Aspire Private Capital, LLC 1630.00%0.00%0.00%Q2 2019Q2 202419
COMMONWEALTH EQUITY SERVICES, LLC 19190.00%0.00%0.01%Q4 2019Q2 202419
MORGAN STANLEY 19190.00%0.00%0.00%Q4 2019Q2 202419
OSAIC HOLDINGS, INC. 18180.00%0.00%0.00%Q1 2020Q2 202418
SIMPLEX TRADING, LLC 1710.00%0.00%0.00%Q4 2019Q2 202418
TCI Wealth Advisors, Inc. 15150.00%0.00%0.00%Q3 2019Q1 202315
Navis Wealth Advisors, LLC 15150.06%0.54%1.65%Q4 2020Q2 202415
FMR LLC 1110.00%0.00%0.00%Q4 2019Q2 202415
North Star Investment Management Corp. 15150.00%0.00%0.00%Q4 2020Q2 202415
Prestige Wealth Management Group LLC 15150.00%0.00%0.00%Q4 2020Q2 202415
CWM, LLC 1050.00%0.00%0.00%Q1 2019Q4 202215
American Portfolios Advisors 14140.00%0.00%0.00%Q2 2019Q3 202214
Lindbrook Capital, LLC 14140.00%0.00%0.00%Q1 2021Q2 202414
FinTrust Capital Advisors, LLC 14140.00%0.00%0.00%Q1 2021Q2 202414
Larson Financial Group LLC 14140.00%0.00%0.00%Q1 2021Q2 202414
Gradient Investments LLC 14140.00%0.00%0.00%Q2 2019Q3 202214
US BANCORP \DE\ 14140.00%0.00%0.00%Q1 2021Q2 202414
UBS Group AG 530.00%0.00%0.00%Q2 2020Q2 202414
CITIGROUP INC 14140.00%0.00%0.00%Q1 2021Q2 202414
IFP Advisors, Inc 13130.00%0.00%0.00%Q3 2019Q3 202213
Clearstead Advisors, LLC 13130.00%0.00%0.00%Q1 2021Q1 202413
VALLEY NATIONAL ADVISERS INC 1120.00%0.01%0.06%Q2 2019Q2 202313
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 13130.00%0.00%0.01%Q2 2021Q2 202413
TCTC Holdings, LLC 13130.00%0.00%0.00%Q2 2020Q2 202313
Glassman Wealth Services 630.00%0.00%0.01%Q2 2020Q1 202413
Global Wealth Management Investment Advisory, Inc. 1120.00%0.00%0.00%Q4 2019Q3 202313
HARBOUR INVESTMENTS, INC. 940.00%0.00%0.01%Q1 2021Q2 202413
SIGNATUREFD, LLC 1020.00%0.00%0.00%Q4 2019Q2 202412
Allworth Financial LP 1020.00%0.00%0.00%Q1 2021Q2 202412
GPS Wealth Strategies Group, LLC 660.00%0.00%0.01%Q2 2021Q2 202412
TRUSTCORE FINANCIAL SERVICES, LLC 430.00%0.00%0.00%Q1 2020Q4 202211
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 510.00%0.00%0.00%Q1 2020Q2 202411
Wealthfront Advisers LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
AllSquare Wealth Management LLC 11110.01%0.01%0.02%Q4 2021Q2 202411
Truvestments Capital LLC 520.00%0.00%0.00%Q2 2019Q3 202211
LINCOLN NATIONAL CORP 740.00%0.00%0.01%Q4 2020Q3 202311
Janney Montgomery Scott LLC 740.00%0.00%0.00%Q4 2020Q2 202411
SRS Capital Advisors, Inc. 740.00%0.00%0.00%Q2 2021Q2 202411
BANK OF MONTREAL /CAN/ 620.00%0.00%0.00%Q2 2019Q2 202210
Beacon Capital Management, LLC 10100.00%0.00%0.00%Q1 2022Q2 202410
Rockbridge Investment Management, LCC 910.00%0.00%0.00%Q2 2020Q4 202310
Rockefeller Capital Management L.P. 820.00%0.00%0.00%Q4 2019Q4 202210
OLIVER LAGORE VANVALIN INVESTMENT GROUP 10100.00%0.00%0.00%Q1 2022Q2 202410
Kistler-Tiffany Companies, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
AE Wealth Management LLC 990.00%0.01%0.02%Q4 2019Q4 20219
Guardian Wealth Management, Inc. 990.00%0.00%0.00%Q4 2021Q4 20239
Alera Investment Advisors, LLC 540.01%0.06%0.16%Q2 2021Q3 20239
EMFO, LLC 990.00%0.06%0.12%Q2 2021Q2 20239
Sugarloaf Wealth Management, LLC 990.00%0.00%0.01%Q4 2019Q4 20219
Abound Wealth Management 880.00%0.00%0.00%Q3 2022Q2 20248
TRUIST FINANCIAL CORP 880.00%0.00%0.00%Q4 2020Q3 20228
HRT FINANCIAL LP 880.00%0.01%0.04%Q2 2021Q1 20238
A. D. Beadell Investment Counsel, Inc. 710.06%0.45%0.90%Q3 2020Q4 20228
BOK Financial Private Wealth, Inc. 880.00%0.00%0.00%Q2 2022Q1 20248
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2019Q4 20238
Geneos Wealth Management Inc. 520.00%0.00%0.00%Q4 2020Q2 20247
Global Retirement Partners, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Sigma Planning Corp 770.00%0.00%0.01%Q2 2021Q4 20227
Parallel Advisors, LLC 610.00%0.00%0.00%Q2 2021Q2 20247
New England Capital Financial Advisors LLC 770.00%0.00%0.00%Q4 2022Q2 20247
AVANTAX ADVISORY SERVICES, INC. 770.00%0.00%0.01%Q1 2021Q3 20227
Gordian Capital Singapore Pte Ltd 770.00%0.00%0.01%Q4 2021Q2 20237
Ellis Investment Partners, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Mutual Advisors, LLC 610.00%0.00%0.01%Q3 2022Q2 20247
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 310.00%0.01%0.03%Q4 2020Q2 20247
TOCQUEVILLE ASSET MANAGEMENT L.P. 310.00%0.01%0.02%Q4 2020Q1 20247
NewEdge Advisors, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Concorde Asset Management, LLC 770.05%0.10%0.15%Q4 2022Q2 20247
Farther Finance Advisors, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
OLD MISSION CAPITAL LLC 770.00%0.02%0.03%Q4 2022Q2 20247
NEXT Financial Group, Inc 520.00%0.02%0.05%Q2 2019Q4 20217
WOLFF WIESE MAGANA LLC 770.00%0.01%0.02%Q4 2020Q2 20227
Patriot Financial Group Insurance Agency, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Annapolis Financial Services, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
ETF Store, Inc. 660.02%0.05%0.10%Q4 2021Q1 20236
Gerber Kawasaki Wealth & Investment Management 660.01%0.05%0.10%Q2 2021Q3 20226
Lansing Street Advisors 660.00%0.00%0.00%Q1 2022Q2 20236
WOLVERINE TRADING, LLC 550.00%0.00%0.00%Q1 2021Q1 20226
CAPTRUST FINANCIAL ADVISORS 420.00%0.00%0.00%Q4 2020Q2 20226
TimeScale Financial, Inc. 660.00%0.00%0.00%Q3 2021Q4 20226
Cape Investment Advisory, Inc. 660.00%0.00%0.00%Q1 2023Q2 20246
Glass Jacobson Investment Advisors llc 510.00%0.00%0.00%Q4 2022Q2 20246
PITTENGER & ANDERSON INC 660.00%0.00%0.00%Q2 2021Q3 20226
Tradition Wealth Management, LLC 410.00%0.00%0.00%Q4 2020Q1 20225
IHT Wealth Management, LLC 410.00%0.00%0.00%Q4 2022Q2 20245
Carmichael Hill & Associates, Inc. 550.00%0.01%0.01%Q4 2020Q4 20215
Kestra Advisory Services, LLC 550.00%0.02%0.04%Q4 2020Q4 20215
FLAGSHIP HARBOR ADVISORS, LLC 550.00%0.00%0.00%Q3 2019Q3 20205
Hexagon Capital Partners LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Retirement Group, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Financial Enhancement Group LLC 410.00%0.00%0.00%Q2 2021Q3 20225
Wealthcare Advisory Partners LLC 410.00%0.00%0.00%Q2 2019Q1 20215
CoreCap Advisors, LLC 210.00%0.00%0.00%Q4 2021Q2 20245
LIBERTY WEALTH MANAGEMENT LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Capital Analysts, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Banco BTG Pactual S.A. 440.42%0.91%1.38%Q2 2022Q1 20234
Focused Wealth Management, Inc 310.00%0.00%0.00%Q1 2021Q4 20234
Cordasco Financial Network 440.00%0.01%0.01%Q3 2021Q2 20224
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
COWEN AND COMPANY, LLC 210.00%0.01%0.02%Q4 2019Q4 20204
Belpointe Asset Management LLC 220.00%0.00%0.01%Q3 2021Q1 20234
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q1 2022Q1 20244
Banque Cantonale Vaudoise 440.01%0.01%0.01%Q4 2019Q3 20204
Plante Moran Financial Advisors, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Waycross Investment Management Co 440.04%0.05%0.06%Q4 2022Q3 20234
Simplicity Solutions, LLC 440.01%0.01%0.02%Q4 2019Q3 20204
Sterling Investment Advisors, Ltd. 330.00%0.00%0.00%Q1 2021Q3 20213
Naples Money Management LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Evolution Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
AdvisorNet Financial, Inc 330.00%0.00%0.00%Q3 2021Q1 20223
HAP Trading, LLC 110.00%0.02%0.05%Q4 2020Q2 20213
THRIVENT FINANCIAL FOR LUTHERANS 330.00%0.00%0.00%Q2 2021Q4 20213
Ahrens Investment Partners LLC 330.00%0.00%0.00%Q4 2021Q2 20223
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.01%Q1 2021Q4 20223
Security National Bank 330.00%0.00%0.00%Q4 2023Q2 20243
Equitable Holdings, Inc. 210.01%0.01%0.01%Q4 2020Q3 20213
Charter Oak Capital Management, LLC 210.00%0.00%0.00%Q4 2020Q3 20213
TWO SIGMA SECURITIES, LLC 210.00%0.00%0.00%Q2 2022Q4 20233
SYNOVUS FINANCIAL CORP 330.00%0.00%0.00%Q4 2019Q2 20203
Advisor Group, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
WealthShield Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Atria Wealth Solutions, Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
LADENBURG THALMANN FINANCIAL SERVICES INC. 330.00%0.00%0.00%Q2 2019Q4 20193
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Iron Horse Wealth Management, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Clear Point Advisors Inc. 330.00%0.00%0.00%Q4 2023Q2 20243
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Spectrum Asset Management, Inc. (NB/CA) 330.08%0.10%0.12%Q1 2021Q3 20213
Kingsbury Capital Investment Advisors LLC 330.10%0.23%0.43%Q1 2022Q3 20223
Creative Planning 110.00%0.00%0.00%Q1 2021Q3 20232
TSFG, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Florin Court Capital LLP 220.21%0.43%0.64%Q1 2021Q2 20212
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20212
Ameritas Advisory Services, LLC 110.00%0.01%0.01%Q4 2021Q1 20232
PECONIC PARTNERS LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
ShoreHaven Wealth Partners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Modus Advisors, LLC 110.01%0.03%0.05%Q2 2020Q2 20212
PRELUDE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q2 2021Q3 20212
CAROLINAS WEALTH CONSULTING LLC 220.00%0.00%0.00%Q2 2020Q3 20202
SJS Investment Consulting Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Hoover Financial Advisors, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
ALESCO ADVISORS LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Sowell Financial Services LLC 220.00%0.00%0.00%Q4 2020Q1 20212
ICA Group Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Capital Investment Advisory Services, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Avestar Capital, LLC 110.12%0.35%0.57%Q3 2019Q2 20212
VICUS CAPITAL 220.02%0.02%0.02%Q2 2020Q3 20202
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
Urban Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
OPTIMUM INVESTMENT ADVISORS 110.01%0.01%0.01%Q1 2021Q1 20211
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q1 2021Q1 20211
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Tennessee Valley Asset Management Partners 110.00%0.00%0.00%Q4 2023Q4 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Fairscale Capital, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Spire Wealth Management 110.00%0.00%0.00%Q4 2021Q4 20211
ROTHSCHILD INVESTMENT LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Raffles Associates 110.19%0.19%0.19%Q4 2021Q4 20211
WELLS FARGO & COMPANY/MN 110.00%0.00%0.00%Q2 2021Q2 20211
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q3 2021Q3 20211
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q4 2022Q4 20221
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
RMR Wealth Builders 110.01%0.01%0.01%Q1 2021Q1 20211
Cerity Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Castle Financial & Retirement Planning Associates, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2024Q2 20241
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q4 2020Q4 20201
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Kalos Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q3 2021Q3 20211
SFI Advisors, LLC 110.45%0.45%0.45%Q1 2022Q1 20221
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Granite Point Capital Management, L.P. 110.30%0.30%0.30%Q1 2022Q1 20221
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Psagot Value Holdings Ltd. / (Israel) 110.01%0.01%0.01%Q1 2023Q1 20231
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2021Q1 20211
Kore Private Wealth LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Belvedere Trading LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Pallas Capital Advisors LLC 110.00%0.00%0.00%Q2 2024Q2 20241
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.00%0.00%0.00%Q2 2023Q2 20231
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
External links

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