ADVISORSHARES TR shareholder history

Current and past ADVISORSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2110.00%0.00%0.00%Q2 2013Q4 202044
WELLS FARGO & COMPANY/MN 31310.00%0.00%0.01%Q2 2013Q4 202031
MORGAN STANLEY 31310.00%0.00%0.01%Q2 2013Q4 202031
LPL Financial LLC 31310.00%0.00%0.01%Q2 2013Q4 202031
Cutler Group LLC / CA 910.00%0.00%0.00%Q4 2015Q4 202029
ENVESTNET ASSET MANAGEMENT INC 2110.00%0.01%0.06%Q2 2013Q4 202028
ROYAL BANK OF CANADA 2120.00%0.00%0.01%Q2 2013Q4 202028
Tradewinds Capital Management, LLC 27270.00%0.01%0.02%Q2 2014Q4 202027
Moors & Cabot, Inc. 2430.00%0.04%0.16%Q1 2014Q4 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
UBS Group AG 25250.00%0.00%0.01%Q4 2014Q4 202027
BANK OF MONTREAL /CAN/ 25250.00%0.00%0.00%Q4 2013Q4 201925
HighTower Advisors, LLC 2220.00%0.03%0.10%Q2 2013Q4 202024
STEPHENS INC /AR/ 13100.00%0.01%0.03%Q2 2013Q1 201923
HUNTINGTON NATIONAL BANK 2120.00%0.00%0.00%Q3 2018Q2 202423
AlphaMark Advisors, LLC 1530.00%0.10%0.49%Q4 2017Q3 202322
STIFEL FINANCIAL CORP 1910.00%0.00%0.03%Q1 2014Q4 202022
JANE STREET GROUP, LLC 610.00%0.00%0.01%Q1 2014Q4 202021
Brinker Capital Investments, LLC 20200.00%0.00%0.00%Q1 2015Q4 201920
IFP Advisors, Inc 1110.00%0.03%0.33%Q4 2015Q2 202119
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
V Wealth Advisors LLC 1810.04%0.22%0.56%Q1 2016Q4 202019
Janney Montgomery Scott LLC 910.00%0.02%0.06%Q3 2013Q4 202019
CITIGROUP INC 1260.00%0.00%0.00%Q2 2013Q4 201918
SIMPLEX TRADING, LLC 510.00%0.00%0.01%Q4 2014Q4 202018
WFG Advisors, LP 17170.00%0.12%0.38%Q2 2013Q2 201717
Private Advisor Group, LLC 1240.01%0.05%0.10%Q2 2014Q4 202016
RAYMOND JAMES & ASSOCIATES 810.00%0.00%0.01%Q3 2013Q4 202016
Geneos Wealth Management Inc. 15150.00%0.00%0.00%Q1 2017Q3 202015
Advisor Group, Inc. 15150.00%0.00%0.06%Q2 2016Q4 201915
WOLVERINE TRADING, LLC 710.00%0.00%0.00%Q2 2016Q3 202015
MML INVESTORS SERVICES, LLC 15150.00%0.01%0.02%Q2 2017Q4 202015
MSI Financial Services Inc 15150.01%0.03%0.06%Q2 2013Q4 201615
NATIONAL PLANNING CORP 820.01%0.05%0.07%Q2 2013Q3 201715
OPTIMUM INVESTMENT ADVISORS 1210.00%0.02%0.09%Q1 2014Q4 202015
JPMORGAN CHASE & CO 1410.00%0.00%0.00%Q3 2014Q4 201815
COMMONWEALTH EQUITY SERVICES, LLC 13130.00%0.00%0.01%Q4 2017Q4 202013
TWO SIGMA SECURITIES, LLC 610.00%0.02%0.14%Q4 2014Q4 202013
WOODMONT INVESTMENT COUNSEL LLC 12120.00%0.23%0.49%Q4 2014Q3 201713
BANK OF AMERICA CORP /DE/ 1210.00%0.00%0.00%Q4 2014Q3 201913
Virtu Financial LLC 510.01%0.05%0.13%Q3 2013Q4 201913
UBS AG 660.00%0.00%0.00%Q2 2013Q3 201412
Commonwealth Equity Services, Inc 1110.00%0.01%0.02%Q2 2014Q3 201712
OneDigital Investment Advisors LLC 11110.01%0.08%0.19%Q2 2017Q4 201911
Arkadios Wealth Advisors 11110.03%0.08%0.14%Q4 2021Q2 202411
EverSource Wealth Advisors, LLC 11110.01%0.01%0.01%Q4 2021Q2 202411
Advisory Services Network, LLC 510.02%0.05%0.07%Q3 2015Q2 202210
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10100.00%0.00%0.00%Q3 2018Q4 202010
Citadel Advisors 110.00%0.00%0.00%Q4 2014Q4 202010
Virtu KCG Holdings LLC 510.00%0.01%0.02%Q3 2013Q2 201710
AMERICAN INTERNATIONAL GROUP, INC. 820.00%0.00%0.01%Q2 2013Q1 201610
Creative Planning 410.00%0.00%0.00%Q1 2014Q2 20179
Centric Wealth Management 990.03%0.14%0.20%Q4 2018Q4 20209
Intellectus Partners, LLC 410.04%0.16%0.34%Q4 2016Q4 20199
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q3 2013Q2 20199
VSR Financial Services, Inc. 880.01%0.02%0.03%Q3 2014Q2 20168
CIBC BANK USA 620.01%0.03%0.04%Q4 2014Q1 20188
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.11%0.36%Q4 2018Q3 20238
CANADA LIFE ASSURANCE Co 880.00%0.00%0.00%Q3 2013Q2 20158
Global Retirement Partners, LLC 770.00%0.00%0.00%Q2 2019Q4 20207
CAPTRUST FINANCIAL ADVISORS 770.00%0.00%0.00%Q2 2020Q4 20217
Cambridge Investment Research Advisors, Inc. 310.00%0.01%0.03%Q1 2014Q2 20197
HCR Wealth Advisors 770.02%0.12%0.23%Q4 2018Q2 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.19%0.59%2.68%Q2 2013Q4 20147
Carroll Financial Associates, Inc. 310.00%0.01%0.02%Q2 2019Q4 20216
Pinnacle Summer Investments, Inc. 420.00%0.02%0.06%Q4 2013Q4 20156
BRAVE ASSET MANAGEMENT INC 660.03%0.04%0.07%Q4 2013Q1 20156
Jacobus Wealth Management, Inc. 420.04%0.06%0.07%Q4 2014Q3 20176
Detwiler Fenton Investment Management LLC 420.25%1.95%4.93%Q1 2011Q2 20146
FRONTIER INVESTMENT MGMT CO 220.02%0.49%1.91%Q2 2013Q2 20206
Raymond James Financial Services Advisors, Inc. 310.00%0.00%0.00%Q2 2018Q4 20206
Thomasville National Bank 660.01%0.01%0.02%Q2 2019Q3 20206
IHT Wealth Management, LLC 550.00%0.03%0.07%Q1 2017Q1 20185
WEDBUSH SECURITIES INC 550.04%0.05%0.07%Q1 2016Q1 20175
Weaver Consulting Group 550.01%0.02%0.02%Q1 2019Q1 20205
PRELUDE CAPITAL MANAGEMENT, LLC 410.01%0.02%0.02%Q1 2013Q3 20145
Traverso Chambers Private Wealth Management, LLC 440.04%0.05%0.07%Q1 2020Q4 20204
PNC FINANCIAL SERVICES GROUP, INC. 310.00%0.00%0.00%Q4 2013Q3 20164
FIFTH THIRD BANCORP 310.00%0.00%0.00%Q4 2013Q2 20184
Wealthspire Advisors, L.P. 440.00%0.00%0.00%Q2 2018Q1 20194
OSAIC HOLDINGS, INC. 440.00%0.00%0.01%Q1 2020Q4 20204
PATTON ALBERTSON MILLER GROUP, LLC 440.26%6.62%9.40%Q4 2013Q3 20144
Csenge Advisory Group 440.04%0.05%0.06%Q1 2019Q4 20194
CREATIVE FINANCIAL DESIGNS INC /ADV 440.00%0.00%0.00%Q2 2021Q1 20224
Harborview Advisors, LLC 210.06%0.30%0.48%Q2 2018Q1 20193
LINCOLN NATIONAL CORP 110.00%0.01%0.01%Q1 2017Q2 20193
Sigma Planning Corp 330.02%0.02%0.02%Q1 2016Q3 20163
Alpha Omega Wealth Management LLC 210.00%0.00%0.01%Q2 2018Q1 20193
B. Riley Wealth Advisors, Inc. 330.02%0.03%0.03%Q3 2013Q1 20143
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q2 2016Q4 20203
MARATHON CAPITAL MANAGEMENT 330.06%0.07%0.10%Q1 2020Q3 20203
CREDIT SUISSE AG/ 330.00%0.00%0.00%Q1 2014Q3 20143
St. James Investment Company, LLC 330.06%0.06%0.06%Q2 2019Q4 20193
SEARLE & CO. 330.23%0.29%0.33%Q4 2014Q2 20153
NEXT Financial Group, Inc 210.15%0.16%0.18%Q3 2015Q2 20163
HC Advisors, LLC 330.05%0.08%0.10%Q2 2020Q4 20203
Jane Street Holding, LLC 330.00%0.01%0.01%Q2 2013Q4 20133
First Allied Asset Management, Inc. 220.25%0.27%0.29%Q2 2014Q3 20142
Acorn Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
COMERICA BANK 220.01%0.01%0.01%Q2 2013Q3 20132
Financial Architects, Inc 110.00%0.00%0.00%Q1 2016Q3 20182
Lucia Wealth Services, LLC 110.02%0.03%0.03%Q1 2019Q3 20192
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2013Q1 20142
FLOW TRADERS U.S. LLC 220.01%0.01%0.01%Q2 2020Q3 20202
CFO4Life Group, LLC 220.01%0.01%0.02%Q3 2020Q4 20202
Pasadena Private Wealth, LLC 222.59%3.78%4.98%Q2 2020Q3 20202
Bank of New York Mellon Corp 220.00%0.00%0.00%Q4 2017Q1 20182
American Portfolios Advisors 220.00%0.01%0.02%Q3 2018Q4 20182
Cetera Advisors LLC 110.02%0.03%0.04%Q3 2015Q1 20192
HAP Trading, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Atria Investments, Inc 220.04%0.05%0.06%Q2 2020Q3 20202
SFMG, LLC 220.02%0.02%0.03%Q2 2020Q3 20202
OARSMAN CAPITAL, INC. 220.04%0.05%0.06%Q4 2018Q1 20192
RAIFF PARTNERS INC 220.71%6.04%11.37%Q2 2015Q3 20152
FIRST NATIONAL CORP /MA/ /ADV 220.01%0.01%0.01%Q4 2018Q1 20192
CENTAURUS FINANCIAL, INC. 110.05%0.16%0.28%Q1 2020Q3 20202
Placemark Investments, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Jolley Asset Management, LLC 220.48%0.50%0.52%Q2 2013Q3 20132
HighTower Trust Company, N.A. 220.03%0.05%0.07%Q2 2020Q3 20202
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 220.03%0.05%0.07%Q2 2018Q3 20182
Arlington Capital Management, Inc. 221.05%6.60%12.14%Q2 2020Q3 20202
Hilltop Holdings Inc. 110.15%0.21%0.27%Q3 2017Q1 20182
Executive Wealth Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q4 2017Q4 20171
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Concorde Asset Management, LLC 110.07%0.07%0.07%Q3 2018Q3 20181
GRIMES & COMPANY, INC. 110.07%0.07%0.07%Q2 2016Q2 20161
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
First Allied Advisory Services, Inc. 110.03%0.03%0.03%Q2 2014Q2 20141
Sowell Financial Services LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Argent Wealth Management LLC 110.01%0.01%0.01%Q2 2020Q2 20201
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q4 2016Q4 20161
Avantax Planning Partners, Inc. 110.02%0.02%0.02%Q4 2018Q4 20181
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q1 2020Q1 20201
FIRST FINANCIAL EQUITY CORPORATION 110.03%0.03%0.03%Q1 2017Q1 20171
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Curi RMB Capital, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Gerstein Fisher 110.02%0.02%0.02%Q2 2016Q2 20161
FMR LLC 110.00%0.00%0.00%Q1 2020Q1 20201
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Squar Milner Financial Services LLC 110.12%0.12%0.12%Q1 2019Q1 20191
CWM, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2014Q4 20141
WADDELL & ASSOCIATES, LLC 119.37%9.37%9.37%Q3 2019Q3 20191
Sterling Global Strategies LLC 110.10%0.10%0.10%Q4 2018Q4 20181
JOHNSON INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q4 2017Q4 20171
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.06%0.06%0.06%Q2 2016Q2 20161
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
ACG Wealth 110.01%0.01%0.01%Q2 2019Q2 20191
Mutual Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q1 2017Q1 20171
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q4 2019Q4 20191
Arete Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
LEVEL FOUR FINANCIAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Golden State Wealth Management, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Global Trust Asset Management, LLC 110.17%0.17%0.17%Q1 2020Q1 20201
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Gerber Kawasaki Wealth & Investment Management 110.02%0.02%0.02%Q1 2020Q1 20201
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q3 2020Q3 20201
Glassman Wealth Services 110.01%0.01%0.01%Q1 2019Q1 20191
M&T BANK CORP 110.00%0.00%0.00%Q2 2016Q2 20161
Concert Wealth Management Inc. 110.03%0.03%0.03%Q1 2014Q1 20141
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
NewEdge Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
MYCIO WEALTH PARTNERS, LLC 110.04%0.04%0.04%Q2 2013Q2 20131
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2014Q2 20141
External links

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