ADVISORSHARES TR shareholder history

Current and past ADVISORSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 28100.00%0.00%0.00%Q3 2013Q2 202338
MORGAN STANLEY 3230.00%0.00%0.00%Q3 2014Q2 202335
Burt Wealth Advisors 35350.06%0.40%2.58%Q4 2014Q2 202335
JANE STREET GROUP, LLC 2410.00%0.00%0.02%Q1 2014Q2 202333
ENVESTNET ASSET MANAGEMENT INC 2570.00%0.01%0.01%Q4 2013Q3 202232
Gradient Investments LLC 3010.00%0.01%0.02%Q2 2015Q2 202331
UBS Group AG 910.00%0.00%0.00%Q4 2014Q2 202328
AE Wealth Management LLC 27270.01%0.27%0.92%Q4 2016Q2 202327
Cambridge Investment Research Advisors, Inc. 26260.00%0.01%0.01%Q1 2017Q2 202326
LPL Financial LLC 2420.00%0.00%0.00%Q1 2016Q2 202326
Bogart Wealth, LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
IFP Advisors, Inc 1740.00%0.07%0.49%Q1 2016Q3 202325
AVIANCE CAPITAL MANAGEMENT, LLC 1582.71%4.56%5.96%Q2 2013Q1 201923
SUSQUEHANNA INTERNATIONAL GROUP, LLP 740.00%0.00%0.00%Q1 2016Q2 202323
Advocacy Wealth Management Services, LLC 22220.00%3.56%21.50%Q1 2016Q2 202122
LADENBURG THALMANN FINANCIAL SERVICES INC. 20200.00%0.00%0.00%Q1 2015Q4 201920
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 20200.00%0.00%0.01%Q3 2018Q2 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Global Retirement Partners, LLC 1260.01%0.03%0.06%Q4 2018Q2 202318
Freedom Investment Management, Inc. 17170.04%0.08%0.17%Q3 2015Q3 201917
Semmax Financial Advisors Inc. 17170.00%0.11%1.38%Q4 2018Q4 202217
WELLS FARGO & COMPANY/MN 17170.00%0.00%0.00%Q1 2016Q1 202017
CITIGROUP INC 1510.00%0.00%0.00%Q2 2016Q2 202016
Simplicity Solutions, LLC 1320.02%0.14%0.70%Q1 2017Q4 202015
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
FormulaFolio Investments, LLC 1110.01%0.02%0.04%Q1 2016Q4 202015
MSI Financial Services Inc 15150.00%0.00%0.00%Q2 2013Q4 201615
Royal Fund Management, LLC 14140.02%0.16%0.39%Q4 2016Q1 202014
Cognios Capital, LLC 14140.15%0.29%0.40%Q3 2015Q4 201814
OSAIC HOLDINGS, INC. 14140.00%0.00%0.00%Q1 2020Q2 202314
Yorktown Management & Research Co Inc 14140.05%0.24%0.71%Q4 2013Q1 201714
Virtu KCG Holdings LLC 1220.00%0.02%0.06%Q3 2013Q1 201714
ASSETMARK, INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Global Financial Private Capital, Inc 1210.01%0.12%0.39%Q1 2017Q2 202013
Private Advisor Group, LLC 710.00%0.01%0.02%Q1 2017Q3 202212
Transamerica Financial Advisors, Inc. 930.00%0.00%0.00%Q4 2013Q2 201812
Darwin Wealth Management, LLC 1010.01%0.57%1.34%Q2 2016Q1 202011
True Link Financial Advisors, LLC 11110.12%0.15%0.17%Q4 2020Q2 202311
NEXT Financial Group, Inc 610.00%0.01%0.01%Q4 2018Q4 202110
Sound Income Strategies, LLC 910.00%0.01%0.01%Q1 2018Q2 202310
Lake Point Wealth Management 520.10%0.15%0.24%Q4 2018Q2 202210
Global Wealth Management Investment Advisory, Inc. 990.00%0.06%0.40%Q4 2018Q4 20209
J.W. COLE ADVISORS, INC. 510.02%0.09%0.18%Q4 2019Q2 20229
STRINGER ASSET MANAGEMENT, LLC 610.13%1.96%3.49%Q2 2015Q2 20229
RAYMOND JAMES & ASSOCIATES 710.01%0.01%0.02%Q1 2016Q3 20228
Regal Investment Advisors LLC 880.00%0.02%0.04%Q4 2013Q3 20158
Citadel Advisors 710.00%0.00%0.00%Q1 2017Q2 20208
Brookstone Capital Management 620.00%0.00%0.01%Q2 2015Q2 20228
Janney Montgomery Scott LLC 710.00%0.01%0.01%Q3 2016Q3 20228
Raymond James Financial Services Advisors, Inc. 880.00%0.00%0.00%Q3 2018Q2 20208
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 770.01%0.01%0.02%Q4 2016Q2 20187
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Atlas Private Wealth Advisors 770.15%0.40%0.57%Q2 2020Q4 20217
WFG Advisors, LP 770.02%0.04%0.05%Q4 2015Q2 20177
Orion Portfolio Solutions, LLC 660.01%0.01%0.01%Q1 2022Q2 20236
Raleigh Capital Management Inc. 660.01%0.02%0.02%Q1 2022Q2 20236
Elevated Capital Advisors, LLC 410.08%0.13%0.23%Q1 2019Q1 20216
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q1 2018Q2 20196
BAIRD ROBERT W & CO INC /WI/ 660.00%0.01%0.01%Q4 2013Q1 20156
TWO SIGMA SECURITIES, LLC 410.00%0.08%0.40%Q2 2015Q2 20186
Financial Gravity Asset Management, Inc. 330.05%0.07%0.09%Q1 2018Q3 20196
Brinker Capital Investments, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Gupta Wealth Management LLC 550.00%0.01%0.02%Q1 2015Q1 20165
New Millennium Group LLC 550.00%0.00%0.00%Q2 2022Q2 20235
Hilltop Holdings Inc. 550.02%0.12%0.18%Q2 2021Q2 20225
BARCLAYS PLC 440.00%0.00%0.00%Q1 2019Q4 20194
ACCURATE INVESTMENT SOLUTIONS, INC. 440.61%0.65%0.69%Q3 2017Q2 20184
Clear Perspective Advisors, LLC 440.00%0.00%0.01%Q3 2017Q2 20184
Sowell Financial Services LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Price Capital Management, Inc. 440.38%1.24%3.14%Q1 2019Q4 20194
HARBOUR INVESTMENTS, INC. 310.00%0.00%0.00%Q1 2021Q1 20234
Cetera Advisor Networks LLC 440.01%0.01%0.01%Q3 2018Q2 20194
Creative Planning 310.00%0.00%0.00%Q4 2014Q2 20174
CAPITAL ONE FINANCIAL CORP 330.03%0.06%0.12%Q1 2020Q3 20203
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Kessler Investment Group, LLC 110.00%0.02%0.03%Q2 2015Q3 20183
SeaCrest Wealth Management, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Sigma Planning Corp 210.01%0.02%0.02%Q3 2017Q2 20183
FMR LLC 110.00%0.00%0.00%Q4 2018Q4 20203
Aspire Private Capital, LLC 330.00%0.12%0.24%Q4 2018Q2 20193
NEW ENGLAND SECURITIES CORP /MA/ 330.00%0.00%0.00%Q2 2014Q4 20143
Bay Harbor Wealth Management, LLC 210.00%0.06%0.10%Q4 2018Q1 20203
BANK OF AMERICA CORP /DE/ 210.00%0.00%0.00%Q4 2016Q2 20203
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
Lloyd Advisory Services, LLC. 330.00%0.01%0.02%Q4 2019Q2 20203
Financial Gravity Companies, Inc. 210.06%0.09%0.11%Q4 2017Q4 20183
Richard W. Paul & Associates, LLC 330.17%0.23%0.28%Q4 2022Q2 20233
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q4 2018Q1 20203
Virtu Financial LLC 220.02%0.03%0.04%Q3 2017Q4 20172
Stratos Wealth Partners, LTD. 110.01%0.01%0.01%Q4 2016Q2 20172
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.04%0.04%0.04%Q2 2019Q3 20192
Commonwealth Equity Services, Inc 220.01%0.01%0.01%Q2 2017Q3 20172
OLD MISSION CAPITAL LLC 220.01%0.01%0.02%Q2 2021Q3 20212
IHT Wealth Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2014Q4 20152
American Financial Network Advisory Services LLC 220.03%0.03%0.03%Q3 2017Q4 20172
Geneos Wealth Management Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
Archer Investment Corp 220.00%0.00%0.00%Q4 2018Q1 20192
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q1 2017Q2 20172
SEI INVESTMENTS CO 220.00%0.00%0.00%Q1 2018Q2 20182
CALTON & ASSOCIATES, INC. 220.08%0.08%0.09%Q4 2017Q1 20182
Accurate Wealth Management, LLC 220.00%0.05%0.10%Q4 2022Q1 20232
UBS AG 110.00%0.00%0.00%Q4 2013Q2 20142
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q2 2018Q3 20182
Cape Investment Advisory, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Wealthcare Advisory Partners LLC 220.02%0.02%0.02%Q2 2019Q3 20192
Valley Brook Capital Group, Inc. 220.04%0.05%0.05%Q4 2020Q1 20212
Placemark Investments, Inc. 220.00%0.01%0.01%Q3 2014Q4 20142
AMERICAN INTERNATIONAL GROUP, INC. 220.00%0.00%0.00%Q4 2015Q1 20162
Strategic Investment Advisors / MI 220.39%0.51%0.63%Q4 2018Q1 20192
Jane Street Holding, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Winslow, Evans & Crocker, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Copperleaf Capital, LLC 110.47%0.47%0.47%Q4 2019Q4 20191
Redhawk Wealth Advisors, Inc. 110.84%0.84%0.84%Q3 2018Q3 20181
Vestmark Advisory Solutions, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
US BANCORP \DE\ 110.00%0.00%0.00%Q4 2015Q4 20151
CAPITAL ONE, NATIONAL ASSOCIATION 110.11%0.11%0.11%Q4 2019Q4 20191
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q3 2014Q3 20141
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Allworth Financial LP 110.00%0.00%0.00%Q2 2021Q2 20211
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
Argent Trust Co 110.16%0.16%0.16%Q2 2017Q2 20171
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.26%0.26%0.26%Q2 2018Q2 20181
TCI Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Crosspoint Capital Strategies, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Avior Wealth Management, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Capital Square, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q4 2013Q4 20131
Spire Wealth Management 110.04%0.04%0.04%Q2 2022Q2 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20141
Advisory Services Network, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Camarda Financial Advisors, LLC 110.24%0.24%0.24%Q3 2016Q3 20161
U.S. Capital Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
StoneX Group Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Truadvice, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
External links

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