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ADVISORSHARES TR · 13F Institutional Holdings
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ADVISORSHARES TR

DWSH
Institutions
7
Combined AUM (Q2 2026)
$4.8M
Combined Shares (Q2 2026)
773,259
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+688,605
3 institutions added · 0 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-189,511
9 institutions reduced · 7 exits
Est. sell amount
⚖️ Net Share Change
+499,094
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$4.8M
Institutions
7
New Buys
0
Adds
3
Reduces
2
Exits
7
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#2$4.0M643,593$77,40811,809+631,784+5,350.02%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#3$703,909112,266$364,08555,543+56,723+102.12%Add
HANOVER ADVISORS INC
0.03%0.03%#1$72,09911,499$79,96412,199-700-5.74%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#5$21,0003,331$90,00013,776-10,445-75.82%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#4$16,0992,568$16,2022,470+98+3.97%Add
MORGAN STANLEY
<0.01%<0.01%#6$81$9100.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#6$51$5100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow