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 940.00%0.00%0.00%Q1 2020Q3 202330
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1510.00%0.00%0.00%Q2 2019Q3 202328
JANE STREET GROUP, LLC 1140.00%0.00%0.00%Q4 2019Q3 202321
ROCKY MOUNTAIN ADVISERS, LLC 18180.00%0.02%0.06%Q2 2019Q3 202318
ROYAL BANK OF CANADA 18180.00%0.00%0.00%Q2 2019Q3 202318
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 18180.00%0.00%0.00%Q2 2019Q3 202318
LPL Financial LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
Cambridge Investment Research Advisors, Inc. 17170.00%0.00%0.01%Q3 2019Q3 202317
Asset Dedication, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Aspire Private Capital, LLC 1330.00%0.00%0.00%Q2 2019Q3 202316
COMMONWEALTH EQUITY SERVICES, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
MORGAN STANLEY 16160.00%0.00%0.00%Q4 2019Q3 202316
CWM, LLC 1050.00%0.00%0.00%Q1 2019Q4 202215
TCI Wealth Advisors, Inc. 15150.00%0.00%0.00%Q3 2019Q1 202315
SIMPLEX TRADING, LLC 1410.00%0.00%0.00%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Gradient Investments LLC 14140.00%0.00%0.00%Q2 2019Q3 202214
American Portfolios Advisors 14140.00%0.00%0.00%Q2 2019Q3 202214
IFP Advisors, Inc 13130.00%0.00%0.00%Q3 2019Q3 202213
TCTC Holdings, LLC 13130.00%0.00%0.00%Q2 2020Q2 202313
FMR LLC 1110.00%0.00%0.00%Q4 2019Q2 202313
VALLEY NATIONAL ADVISERS INC 1120.00%0.01%0.06%Q2 2019Q2 202313
Global Wealth Management Investment Advisory, Inc. 1120.00%0.00%0.00%Q4 2019Q3 202313
North Star Investment Management Corp. 12120.00%0.00%0.00%Q4 2020Q3 202312
Navis Wealth Advisors, LLC 12120.06%0.66%1.65%Q4 2020Q3 202312
Prestige Wealth Management Group LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Lindbrook Capital, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Truvestments Capital LLC 520.00%0.00%0.00%Q2 2019Q3 202211
CITIGROUP INC 11110.00%0.00%0.00%Q1 2021Q3 202311
TRUSTCORE FINANCIAL SERVICES, LLC 430.00%0.00%0.00%Q1 2020Q4 202211
US BANCORP \DE\ 11110.00%0.00%0.00%Q1 2021Q3 202311
Larson Financial Group LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
FinTrust Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
UBS Group AG 530.00%0.00%0.00%Q2 2020Q2 202311
Glassman Wealth Services 610.00%0.00%0.01%Q2 2020Q3 202311
LINCOLN NATIONAL CORP 740.00%0.00%0.01%Q4 2020Q3 202311
Clearstead Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Kistler-Tiffany Companies, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
BANK OF MONTREAL /CAN/ 620.00%0.00%0.00%Q2 2019Q2 202210
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 550.00%0.00%0.00%Q1 2020Q4 202210
Rockefeller Capital Management L.P. 820.00%0.00%0.00%Q4 2019Q4 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
AE Wealth Management LLC 990.00%0.01%0.02%Q4 2019Q4 20219
Allworth Financial LP 720.00%0.00%0.00%Q1 2021Q3 20239
Sugarloaf Wealth Management, LLC 990.00%0.00%0.01%Q4 2019Q4 20219
Alera Investment Advisors, LLC 540.01%0.06%0.16%Q2 2021Q3 20239
GPS Wealth Strategies Group, LLC 630.00%0.00%0.01%Q2 2021Q3 20239
EMFO, LLC 990.00%0.06%0.12%Q2 2021Q2 20239
SIGNATUREFD, LLC 720.00%0.00%0.00%Q4 2019Q3 20239
Guardian Wealth Management, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
A. D. Beadell Investment Counsel, Inc. 710.06%0.45%0.90%Q3 2020Q4 20228
SRS Capital Advisors, Inc. 440.00%0.00%0.00%Q2 2021Q3 20238
TRUIST FINANCIAL CORP 880.00%0.00%0.00%Q4 2020Q3 20228
AllSquare Wealth Management LLC 880.01%0.01%0.02%Q4 2021Q3 20238
HRT FINANCIAL LP 880.00%0.01%0.04%Q2 2021Q1 20238
Janney Montgomery Scott LLC 440.00%0.00%0.00%Q4 2020Q3 20238
Wealthfront Advisers LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
Ellis Investment Partners, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.00%0.00%Q1 2022Q3 20237
NEXT Financial Group, Inc 520.00%0.02%0.05%Q2 2019Q4 20217
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Sigma Planning Corp 770.00%0.00%0.01%Q2 2021Q4 20227
Gordian Capital Singapore Pte Ltd 770.00%0.00%0.01%Q4 2021Q2 20237
AVANTAX ADVISORY SERVICES, INC. 770.00%0.00%0.01%Q1 2021Q3 20227
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2019Q1 20237
WOLFF WIESE MAGANA LLC 770.00%0.01%0.02%Q4 2020Q2 20227
PITTENGER & ANDERSON INC 660.00%0.00%0.00%Q2 2021Q3 20226
WOLVERINE TRADING, LLC 550.00%0.00%0.00%Q1 2021Q1 20226
BOK Financial Private Wealth, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
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
CAPTRUST FINANCIAL ADVISORS 420.00%0.00%0.00%Q4 2020Q2 20226
TimeScale Financial, Inc. 660.00%0.00%0.00%Q3 2021Q4 20226
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
Lansing Street Advisors 660.00%0.00%0.00%Q1 2022Q2 20236
Kestra Advisory Services, LLC 550.00%0.02%0.04%Q4 2020Q4 20215
Retirement Group, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Tradition Wealth Management, LLC 410.00%0.00%0.00%Q4 2020Q1 20225
TOCQUEVILLE ASSET MANAGEMENT L.P. 310.01%0.01%0.02%Q4 2020Q4 20225
Wealthcare Advisory Partners LLC 410.00%0.00%0.00%Q2 2019Q1 20215
Financial Enhancement Group LLC 410.00%0.00%0.00%Q2 2021Q3 20225
FLAGSHIP HARBOR ADVISORS, LLC 550.00%0.00%0.00%Q3 2019Q3 20205
Carmichael Hill & Associates, Inc. 550.00%0.01%0.01%Q4 2020Q4 20215
Hexagon Capital Partners LLC 550.00%0.00%0.00%Q1 2021Q1 20225
LIBERTY WEALTH MANAGEMENT LLC 440.00%0.00%0.00%Q4 2020Q3 20214
OLD MISSION CAPITAL LLC 440.00%0.01%0.03%Q4 2022Q3 20234
IHT Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Concorde Asset Management, LLC 440.05%0.10%0.15%Q4 2022Q3 20234
Banco BTG Pactual S.A. 440.42%0.91%1.38%Q2 2022Q1 20234
Mutual Advisors, LLC 310.00%0.00%0.01%Q3 2022Q3 20234
Global Retirement Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.02%0.03%Q4 2020Q2 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Geneos Wealth Management Inc. 220.00%0.00%0.00%Q4 2020Q3 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
New England Capital Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Parallel Advisors, LLC 310.00%0.00%0.00%Q2 2021Q3 20234
Banque Cantonale Vaudoise 440.01%0.01%0.01%Q4 2019Q3 20204
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
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
HAP Trading, LLC 110.00%0.02%0.05%Q4 2020Q2 20213
Evolution Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Equitable Holdings, Inc. 210.01%0.01%0.01%Q4 2020Q3 20213
Sterling Investment Advisors, Ltd. 330.00%0.00%0.00%Q1 2021Q3 20213
AdvisorNet Financial, Inc 330.00%0.00%0.00%Q3 2021Q1 20223
Kingsbury Capital Investment Advisors LLC 330.10%0.23%0.43%Q1 2022Q3 20223
Charter Oak Capital Management, LLC 210.00%0.00%0.00%Q4 2020Q3 20213
THRIVENT FINANCIAL FOR LUTHERANS 330.00%0.00%0.00%Q2 2021Q4 20213
Spectrum Asset Management, Inc. (NB/CA) 330.08%0.10%0.12%Q1 2021Q3 20213
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
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
SYNOVUS FINANCIAL CORP 330.00%0.00%0.00%Q4 2019Q2 20203
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.01%Q1 2021Q4 20223
Advisor Group, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
LADENBURG THALMANN FINANCIAL SERVICES INC. 330.00%0.00%0.00%Q2 2019Q4 20193
Ahrens Investment Partners LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Focused Wealth Management, Inc 330.00%0.00%0.00%Q1 2021Q3 20213
Ameritas Advisory Services, LLC 110.00%0.01%0.01%Q4 2021Q1 20232
Modus Advisors, LLC 110.01%0.03%0.05%Q2 2020Q2 20212
Capital Investment Advisory Services, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Hoover Financial Advisors, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20212
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
PRELUDE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
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
Florin Court Capital LLP 220.21%0.43%0.64%Q1 2021Q2 20212
Avestar Capital, LLC 110.12%0.35%0.57%Q3 2019Q2 20212
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q2 2021Q3 20212
ICA Group Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
PECONIC PARTNERS LLC 220.02%0.02%0.02%Q4 2020Q1 20212
SJS Investment Consulting Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
CAROLINAS WEALTH CONSULTING LLC 220.00%0.00%0.00%Q2 2020Q3 20202
ShoreHaven Wealth Partners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q1 2022Q3 20232
VICUS CAPITAL 220.02%0.02%0.02%Q2 2020Q3 20202
Creative Planning 110.00%0.00%0.00%Q1 2021Q3 20232
Belvedere Trading LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Cerity Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Kalos Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
RMR Wealth Builders 110.01%0.01%0.01%Q1 2021Q1 20211
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q3 2021Q3 20211
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Granite Point Capital Management, L.P. 110.30%0.30%0.30%Q1 2022Q1 20221
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
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
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
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
Spire Wealth Management 110.00%0.00%0.00%Q4 2021Q4 20211
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
WELLS FARGO & COMPANY/MN 110.00%0.00%0.00%Q2 2021Q2 20211
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q4 2020Q4 20201
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 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
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
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
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Raffles Associates 110.19%0.19%0.19%Q4 2021Q4 20211
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q4 2022Q4 20221
Urban Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
External links

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