Advisorshares TR

CUSIP: 00768Y420 | 19 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2023

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AE Wealth Management LLC363,543

0.0% of portfolio$8.1M

Mach-1 Financial Group, LLC348,262

3.2% of portfolio$7.7M

Coppell Advisory Solutions LLC76,351

0.6% of portfolio$1.7M

Alpha DNA Investment Management LLC27,323

0.2% of portfolio$607.5K

Commonwealth Equity Services, LLC23,700

0.0% of portfolio$527

Iams Wealth Management, LLC19,120

0.3% of portfolio$425.1K

Susquehanna International Group, LLP9,684

0.0% of portfolio$215.3K

Nicholas Wealth, Llc.8,384

0.2% of portfolio$186.4K

0.0% of portfolio$1.7K

Proequities, Inc.0

0.0% of portfolio$0

				Style	Turnover	Location	Filed
AE Wealth Management LLC	363,543	$8.1M	0.0%	Core	Medium	Topeka, KS	2023-10-11
Mach-1 Financial Group, LLC	348,262	$7.7M	3.2%	ETF	Very High	Rogers, AR	2023-10-17
Coppell Advisory Solutions LLC	76,351	$1.7M	0.6%	ETF	Medium	Coppell, TX	2023-11-14
Alpha DNA Investment Management LLC	27,323	$607.5K	0.2%	Growth	Very Low	Columbia, MD	2023-11-07
Commonwealth Equity Services, LLC	23,700	$527	0.0%	ETF	Low	Waltham, MA	2023-10-23
Iams Wealth Management, LLC	19,120	$425.1K	0.3%	Core	Medium	Omaha, NE	2023-11-15
Susquehanna International Group, LLP	9,684	$215.3K	0.0%	Growth	High	Bala Cynwyd, PA	2023-11-14
Nicholas Wealth, Llc.	8,384	$186.4K	0.2%	Growth	Medium	Marietta, GA	2023-10-25
UBS Group AG	76	$1.7K	0.0%	Core	Medium	Zurich, Switzerland	2023-11-09
Proequities, Inc.	0	$0	0.0%	Growth	Very Low	Birmingham, AL	2023-10-30