Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in AdvisorShares Trust - AdvisorShares Focused Equity ETF include Perennial Investment Advisors, LLC, Aviso Financial Inc., Raymond James Financial Inc, Bank Of Montreal /can/, and Jpmorgan Chase & Co .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,254 | 0.46 | 228 | 8.10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 3,025 | 202.50 | 198 | 209.38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6,844 | 13.84 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,231 | 86 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 11,245 | 7.91 | 787 | 15.40 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3,834 | 1.54 | 268 | 8.50 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 7,907 | 1.28 | 554 | 8.22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 85,650 | 52.20 | 5,996 | 62.73 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 41,434 | 5.05 | 2,901 | 12.32 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4,861 | 52.33 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 12,431 | 38.35 | 870 | 47.96 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 3,114 | 218 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4,795 | 336 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,565 | 72.93 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 47 | 3 | ||||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 13,299 | 0.48 | 931 | 7.39 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 8,525 | 3.79 | 597 | 10.99 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 3,717 | 0 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 64,687 | 184.45 | 4,528 | 204.30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 37,816 | 3 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35,671 | 9.60 | 2,497 | 17.23 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 372 | 86.00 | 26 | 100.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 275 | 19 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4,045 | 283 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 330 | 0.30 | 23 | 9.52 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 122,115 | 3.66 | 8,549 | 10.84 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 4,238 | 17.10 | 297 | 25.42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 103,776 | 17.26 | 7,265 | 25.37 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 84,522 | 6.42 | 5,917 | 13.79 |
