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Advisorshares TR

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Beacon Capital Management, LLC
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$25.2K ($0)
Filed 2023-10-20
IFP Advisors, Inc
DECREASED
Shares87 from 174
Change-87 (-50%)
Value$3.9K (-$3.9K)
Filed 2023-10-12
Assetmark, Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$344 ($0)
Filed 2023-10-27
AE Wealth Management LLC
CLOSED
Shares0 from 45,988
Change-45,988 (-100%)
Value$0 (-$2.1M)
Filed 2023-10-11
Susquehanna International Group, LLP
CLOSED
Shares0 from 30,299
Change-30,299 (-100%)
Value$0 (-$1.4M)
Filed 2023-11-14
True Link Financial Advisors, LLC
CLOSED
Shares0 from 22,606
Change-22,606 (-100%)
Value$0 (-$1.0M)
Filed 2023-10-30
Jane Street Group, LLC
CLOSED
Shares0 from 18,486
Change-18,486 (-100%)
Value$0 (-$828.2K)
Filed 2023-11-15
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 14,501
Change-14,501 (-100%)
Value$0 (-$650)
Filed 2023-10-24
Orion Porfolio Solutions, LLC
CLOSED
Shares0 from 10,059
Change-10,059 (-100%)
Value$0 (-$450.6K)
Filed 2025-07-31
Orion Portfolio Solutions, LLC
CLOSED
Shares0 from 10,059
Change-10,059 (-100%)
Value$0 (-$450.6K)
Filed 2023-11-01
LPL Financial LLC
CLOSED
Shares0 from 9,167
Change-9,167 (-100%)
Value$0 (-$410.7K)
Filed 2023-11-13
Richard W. Paul & Associates, LLC
CLOSED
Shares0 from 8,715
Change-8,715 (-100%)
Value$0 (-$390.4K)
Filed 2023-10-12
Burt Wealth Advisors
CLOSED
Shares0 from 4,851
Change-4,851 (-100%)
Value$0 (-$217.3K)
Filed 2023-10-11
Global Retirement Partners, LLC
CLOSED
Shares0 from 4,659
Change-4,659 (-100%)
Value$0 (-$208.7K)
Filed 2023-10-13
Royal Bank of Canada
CLOSED
Shares0 from 2,862
Change-2,862 (-100%)
Value$0 (-$128.0K)
Filed 2023-11-14
Gradient Investments LLC
CLOSED
Shares0 from 2,747
Change-2,747 (-100%)
Value$0 (-$123.1K)
Filed 2023-10-27
Morgan Stanley
CLOSED
Shares0 from 2,449
Change-2,449 (-100%)
Value$0 (-$109.7K)
Filed 2023-11-15
Osaic Holdings, Inc.
CLOSED
Shares0 from 2,062
Change-2,062 (-100%)
Value$0 (-$92.4K)
Filed 2023-11-13
Sound Income Strategies, LLC
CLOSED
Shares0 from 909
Change-909 (-100%)
Value$0 (-$40.7K)
Filed 2023-10-12
Raleigh Capital Management Inc.
CLOSED
Shares0 from 632
Change-632 (-100%)
Value$0 (-$28.3K)
Filed 2023-12-08
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$4.5K)
Filed 2023-11-07
New Millennium Group LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.3K)
Filed 2023-11-13
UBS Group AG
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$1.2K)
Filed 2023-11-09
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-10-30
Bogart Wealth, LLC
DECREASED
Shares0 from 206
Change-206 (-100%)
Value$0 (-$9.2K)
Filed 2023-10-30
Status
Beacon Capital Management, LLC
UNCHANGED56356300%$25.2K$25.2K$02023-10-20
IFP Advisors, Inc
DECREASED87174-87-50%$7.8K$3.9K-$3.9K2023-10-12
Assetmark, Inc
UNCHANGED8800%$344$344$02023-10-27
AE Wealth Management LLC
CLOSED045,988-45,988-100%$2.1M$0-$2.1M2023-10-11
Susquehanna International Group, LLP
CLOSED030,299-30,299-100%$1.4M$0-$1.4M2023-11-14
True Link Financial Advisors, LLC
CLOSED022,606-22,606-100%$1.0M$0-$1.0M2023-10-30
Jane Street Group, LLC
CLOSED018,486-18,486-100%$828.2K$0-$828.2K2023-11-15
Cambridge Investment Research Advisors, Inc.
CLOSED014,501-14,501-100%$650$0-$6502023-10-24
Orion Porfolio Solutions, LLC
CLOSED010,059-10,059-100%$450.6K$0-$450.6K2025-07-31
Orion Portfolio Solutions, LLC
CLOSED010,059-10,059-100%$450.6K$0-$450.6K2023-11-01
LPL Financial LLC
CLOSED09,167-9,167-100%$410.7K$0-$410.7K2023-11-13
Richard W. Paul & Associates, LLC
CLOSED08,715-8,715-100%$390.4K$0-$390.4K2023-10-12
Burt Wealth Advisors
CLOSED04,851-4,851-100%$217.3K$0-$217.3K2023-10-11
Global Retirement Partners, LLC
CLOSED04,659-4,659-100%$208.7K$0-$208.7K2023-10-13
Royal Bank of Canada
CLOSED02,862-2,862-100%$128.0K$0-$128.0K2023-11-14
Gradient Investments LLC
CLOSED02,747-2,747-100%$123.1K$0-$123.1K2023-10-27
Morgan Stanley
CLOSED02,449-2,449-100%$109.7K$0-$109.7K2023-11-15
Osaic Holdings, Inc.
CLOSED02,062-2,062-100%$92.4K$0-$92.4K2023-11-13
Sound Income Strategies, LLC
CLOSED0909-909-100%$40.7K$0-$40.7K2023-10-12
Raleigh Capital Management Inc.
CLOSED0632-632-100%$28.3K$0-$28.3K2023-12-08
Cape Investment Advisory, Inc.
CLOSED0100-100-100%$4.5K$0-$4.5K2023-11-07
New Millennium Group LLC
CLOSED028-28-100%$1.3K$0-$1.3K2023-11-13
UBS Group AG
CLOSED026-26-100%$1.2K$0-$1.2K2023-11-09
Proequities, Inc.
CLOSED000—$0$0$02023-10-30
Bogart Wealth, LLC
DECREASED0206-206-100%$9.2K$0-$9.2K2023-10-30
Showing 25 of 25 institutions