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Advisorshares D/W FSM Cap (DWAW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Virtus Wealth Solutions LLC
DECREASED
Shares1,460,894 from 1,473,928
Change-13,034 (-1%)
Value$72.8M (-$2.5M)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares114,978 from 106,776
Change+8,202 (+8%)
Value$5.6M (+$119.1K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares4,650 from 4,837
Change-187 (-4%)
Value$231.8K (-$15.5K)
Filed 2026-10-08
Advisortrust Partners, LLC
UNCHANGED
Shares4,078 from 4,078
Change0 (0%)
Value$203.3K (-$5.2K)
Filed 2026-11-02
MML Investors Services, LLC
N/A
Shares— from 25,244
Change-25,244 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 14,929
Change-14,929 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 11,878
Change-11,878 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,643
Change-10,643 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,680
Change-8,680 (-100%)
Value—
EWA, LLC
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 41
Change-41 (-100%)
Value—
Status
Virtus Wealth Solutions LLC
DECREASED1,460,8941,473,928-13,034-1%$75.4M$72.8M-$2.5M2026-11-03
Prospera Financial Services Inc
INCREASED114,978106,776+8,202+8%$5.5M$5.6M+$119.1K2026-11-04
Farther Finance Advisors, LLC
DECREASED4,6504,837-187-4%$247.4K$231.8K-$15.5K2026-10-08
Advisortrust Partners, LLC
UNCHANGED4,0784,07800%$208.5K$203.3K-$5.2K2026-11-02
MML Investors Services, LLC
N/A—25,244-25,244-100%$1.3M———
Raymond James Financial Inc
N/A—14,929-14,929-100%$763.5K———
LPL Financial LLC
N/A—11,878-11,878-100%$607.4K———
Private Advisor Group, LLC
N/A—10,643-10,643-100%$544.3K———
Susquehanna International Group, LLP
N/A—8,680-8,680-100%$443.9K———
EWA, LLC
N/A—4,960-4,960-100%$253.7K———
UBS Group AG
N/A—2,086-2,086-100%$106.7K———
Morgan Stanley
N/A—1,733-1,733-100%$88.7K———
Jones Financial Companies Lllp
N/A—41-41-100%$2.1K———
Showing 13 of 13 institutions