13FBOX
ADVISORSHARES TR · 13F Institutional Holdings
Options Calculator Rankings
A

ADVISORSHARES TR

QPX
Institutions
15
Combined AUM (Q2 2026)
$23.2M
Combined Shares (Q2 2026)
475,781
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+17,396
6 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-115,638
10 · 4 Exit · ≈
⚖️ Net
-98,242
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$23.2M
Institutions
15
New Buys
1
Adds
5
Reduces
6
Exits
4
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Encompass More Asset Management
1.68%1.59%#1$11.5M236,003$9.5M224,477+11,526+5.13%Add
Professional Financial Advisors, LLC
0.55%0.56%#2$3.2M65,220$2.7M64,745+475+0.73%Add
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#6$2.6M54,234$2.3M54,466-232-0.43%Reduce
Cetera Investment Advisers
<0.01%<0.01%#7$1.8M35,893$1.7M39,330-3,437-8.74%Reduce
Rothschild Wealth LLC
0.12%0.12%#4$1.5M30,639$1.3M30,63900.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#8$832,31117,038$2.2M50,974-33,936-66.58%Reduce
Legacy Wealth Managment, LLC/ID
0.26%0.36%#3$628,14012,857$731,66817,280-4,423-25.60%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#11$532,09010,891$458,18210,821+70+0.65%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#13$257,2755,266$1.1M26,307-21,041-79.98%Reduce
HRT FINANCIAL LP
<0.01%#9$243,5964,986$00+4,986New Buy
AMERIFLEX GROUP, INC.
0.02%0.02%#5$51,8371,061$44,9241,06100.00%Unchanged
UBS Group AG
<0.01%<0.01%#15$39,378806$21,086498+308+61.85%Add
Aptus Capital Advisors, LLC
<0.01%<0.01%#10$21,448439$18,58843900.00%Unchanged
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#14$11,090227$9,739230-3-1.30%Reduce
AE Wealth Management LLC
<0.01%<0.01%#12$10,797221$8,045190+31+16.32%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow