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Advisorshares Dorsey WS ETF (DWSH)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Raymond James Financial Inc
INCREASED
Shares643,593 from 11,809
Change+631,784 (+5350%)
Value$4.0M (+$4.0M)
Filed 2026-08-14
Envestnet Asset Management Inc
INCREASED
Shares112,266 from 55,543
Change+56,723 (+102%)
Value$703.9K (+$339.8K)
Filed 2026-09-23
Hanover Advisors Inc
DECREASED
Shares11,499 from 12,199
Change-700 (-6%)
Value$72.1K (-$7.9K)
Filed 2026-08-12
Royal Bank of Canada
DECREASED
Shares3,331 from 13,776
Change-10,445 (-76%)
Value$21.0K (-$69.0K)
Filed 2026-08-14
Osaic Holdings, Inc.
INCREASED
Shares2,568 from 2,470
Change+98 (+4%)
Value$16.1K (-$103)
Filed 2026-08-14
Wells Fargo & Company
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$5 ($0)
Filed 2026-08-14
Morgan Stanley
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$8 (+$1)
Filed 2026-08-13
Susquehanna International Group, LLP
CLOSED
Shares0 from 81,810
Change-81,810 (-100%)
Value$0 (-$536.3K)
Filed 2026-08-14
Jane Street Group, LLC
CLOSED
Shares0 from 33,168
Change-33,168 (-100%)
Value$0 (-$217.4K)
Filed 2026-08-14
Private Advisor Group, LLC
CLOSED
Shares0 from 15,500
Change-15,500 (-100%)
Value$0 (-$101.6K)
Filed 2026-07-27
Old Mission Capital LLC
CLOSED
Shares0 from 12,428
Change-12,428 (-100%)
Value$0 (-$81.5K)
Filed 2026-08-14
MAI Capital Management
CLOSED
Shares0 from 6,345
Change-6,345 (-100%)
Value$0 (-$41.6K)
Filed 2026-08-14
UBS Group AG
CLOSED
Shares0 from 679
Change-679 (-100%)
Value$0 (-$4.5K)
Filed 2026-08-13
Status
Raymond James Financial Inc
INCREASED643,59311,809+631,784+5350%$77.4K$4.0M+$4.0M2026-08-14
Envestnet Asset Management Inc
INCREASED112,26655,543+56,723+102%$364.1K$703.9K+$339.8K2026-09-23
Hanover Advisors Inc
DECREASED11,49912,199-700-6%$80.0K$72.1K-$7.9K2026-08-12
Royal Bank of Canada
DECREASED3,33113,776-10,445-76%$90.0K$21.0K-$69.0K2026-08-14
Osaic Holdings, Inc.
INCREASED2,5682,470+98+4%$16.2K$16.1K-$1032026-08-14
Wells Fargo & Company
UNCHANGED1100%$5$5$02026-08-14
Morgan Stanley
UNCHANGED1100%$7$8+$12026-08-13
Susquehanna International Group, LLP
CLOSED081,810-81,810-100%$536.3K$0-$536.3K2026-08-14
Jane Street Group, LLC
CLOSED033,168-33,168-100%$217.4K$0-$217.4K2026-08-14
Private Advisor Group, LLC
CLOSED015,500-15,500-100%$101.6K$0-$101.6K2026-07-27
Old Mission Capital LLC
CLOSED012,428-12,428-100%$81.5K$0-$81.5K2026-08-14
MAI Capital Management
CLOSED06,345-6,345-100%$41.6K$0-$41.6K2026-08-14
UBS Group AG
CLOSED0679-679-100%$4.5K$0-$4.5K2026-08-13
Showing 13 of 13 institutions