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Advisorshares TR

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
MAI Capital Management
UNCHANGED
Shares2,858 from 2,858
Change0 (0%)
Value$73.6K (-$539)
Filed 2026-05-15
Osaic Holdings, Inc.
INCREASED
Shares1,012 from 901
Change+111 (+12%)
Value$26.1K (+$2.7K)
Filed 2026-05-15
UBS Group AG
DECREASED
Shares170 from 356
Change-186 (-52%)
Value$4.4K (-$4.9K)
Filed 2026-05-05
Simplex Trading, LLC
DECREASED
Shares44 from 388
Change-344 (-89%)
Value$1.1K (-$8.9K)
Filed 2026-05-14
Morgan Stanley
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$27)
Filed 2026-05-15
Status
MAI Capital Management
UNCHANGED2,8582,85800%$74.2K$73.6K-$5392026-05-15
Osaic Holdings, Inc.
INCREASED1,012901+111+12%$23.4K$26.1K+$2.7K2026-05-15
UBS Group AG
DECREASED170356-186-52%$9.2K$4.4K-$4.9K2026-05-05
Simplex Trading, LLC
DECREASED44388-344-89%$10.1K$1.1K-$8.9K2026-05-14
Morgan Stanley
CLOSED01-1-100%$27$0-$272026-05-15
Showing 5 of 5 institutions