13FBOX
ADVISORSHARES TR · 13F Institutional Holdings
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ADVISORSHARES TR

DWAW
Institutions
19
Combined AUM (Q2 2026)
$98.4M
Combined Shares (Q2 2026)
4.4M
Overall Trend
Decrease
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)
+484,784
10 institutions added · 4 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-791,253
11 institutions reduced · 3 exits
Est. sell amount
⚖️ Net Share Change
-306,469
Net Sell
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$98.4M
Institutions
19
New Buys
4
Adds
6
Reduces
8
Exits
3
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Virtus Wealth Solutions LLC
10.26%12.58%#1$75.4M1.5M$66.1M1.5M-65,752-4.27%Reduce
Prospera Financial Services Inc
0.08%0.08%#3$5.5M106,776$5.2M120,544-13,768-11.42%Reduce
IMC-Chicago, LLC
<0.01%<0.01%#11$4.8M1.0M$2.8M859,100+182,000+21.18%Add
SIMPLEX TRADING, LLC
<0.01%<0.01%#9$3.8M791,200$2.1M621,300+169,900+27.35%Add
GROUP ONE TRADING LLC
<0.01%0.01%#6$3.6M760,000$4.3M1.2M-479,700-38.69%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#7$1.3M25,244$1.1M25,816-572-2.22%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#12$763,47114,929$691,68016,117-1,188-7.37%Reduce
LPL Financial LLC
<0.01%<0.01%#13$607,44211,878$508,68611,853+25+0.21%Add
Private Advisor Group, LLC
<0.01%<0.01%#8$544,28410,643$489,93311,416-773-6.77%Reduce
Sender Co & Partners, Inc.
0.13%#2$457,70890,100$00+90,100New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#16$443,8968,680$00+8,680New Buy
EWA, LLC
0.05%#5$253,6544,960$00+4,960New Buy
SG Americas Securities, LLC
<0.01%<0.01%#14$248,23755,900$1486,300-30,400-35.23%Reduce
Farther Finance Advisors, LLC
<0.01%<0.01%#10$247,3654,837$224,0815,158-321-6.22%Reduce
ADVISORTRUST PARTNERS, LLC
0.07%0.07%#4$208,5494,078$175,0124,07800.00%Unchanged
UBS Group AG
<0.01%<0.01%#17$106,6782,086$50,8131,184+902+76.18%Add
MORGAN STANLEY
<0.01%<0.01%#18$88,6651,733$76,0121,732+1+0.06%Add
HRT FINANCIAL LP
<0.01%<0.01%#15$66,01939,375$24,00011,200+28,175+251.56%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%#19$2,07041$00+41New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow