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Advisorshares TR

CUSIP: 00768Y362 | 35 institutional holders

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q2 2024

Corient Private Wealth LP164,081
0.0% of portfolio›$160.3K
Atlantic Trust Group, LLC91,743
0.0% of portfolio›$85.3K
Spire Wealth Management44,619
0.0% of portfolio›$43.7K
HighTower Advisors, LLC36,718
0.0% of portfolio›$36.0K
Morgan Stanley30,333
0.0% of portfolio›$29.6K
Perigon Wealth Management, LLC11,024
0.0% of portfolio›$10.8K
UBS Group AG8,857
0.0% of portfolio›$8.7K
Citadel Advisors LLC2,312
0.0% of portfolio›$2.3K
FNY Investment Advisers, LLC2,000
0.0% of portfolio›$1
Osaic Holdings, Inc.1,000
0.0% of portfolio›$977
National Bank of Canada825
0.0% of portfolio›$776
JJJ Advisors Inc.760
0.0% of portfolio›$743
Hollencrest Capital Management380
0.0% of portfolio›$371
Kayne Anderson Rudnick Investment Management LLC310
0.0% of portfolio›$300
Northwestern Mutual Wealth Management Co105
0.0% of portfolio›$103
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Corient Private Wealth LP
164,081$160.3K0.0%GrowthVery LowMiami, FL2024-08-13
Atlantic Trust Group, LLC
91,743$85.3K0.0%N/AN/AAtlanta, 2Q2024-08-09
Spire Wealth Management
44,619$43.7K0.0%GrowthMediumMclean, VA2024-07-31
HighTower Advisors, LLC
36,718$36.0K0.0%IndexLowChicago, IL2024-08-13
Morgan Stanley
30,333$29.6K0.0%CoreLowNew York, NY2025-05-14
Perigon Wealth Management, LLC
11,024$10.8K0.0%GrowthLowSan Francisco, CA2024-08-02
UBS Group AG
8,857$8.7K0.0%CoreMediumZurich, Switzerland2024-08-14
Citadel Advisors LLC
2,312$2.3K0.0%CoreVery HighMiami, FL2024-08-14
FNY Investment Advisers, LLC
2,000$10.0%GrowthVery HighNew York, NY2024-08-05
Osaic Holdings, Inc.
1,000$9770.0%IndexLowScottsdale, AZ2024-08-13
National Bank of Canada
825$7760.0%CoreMediumMontreal, Austria2024-08-02
JJJ Advisors Inc.
760$7430.0%GrowthMediumDenver, CO2024-07-25
Hollencrest Capital Management
380$3710.0%ETFLowNewport Beach, CA2024-08-13
Kayne Anderson Rudnick Investment Management LLC
310$3000.0%ValueLowLos Angeles, CA2024-08-13
Northwestern Mutual Wealth Management Co
105$1030.0%IndexVery LowMilwaukee, WI2024-08-16
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-07-23