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

ADVISORSHARES TR

DWAW
Institutions
13
Combined AUM (Q2 2026)
$85.4M
Combined Shares (Q2 2026)
1.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+14,609
6 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-100,605
8 · 2 Exit · ≈
⚖️ Net
-85,996
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$85.4M
Institutions
13
New Buys
3
Adds
3
Reduces
6
Exits
2
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%#2$5.5M106,776$5.2M120,544-13,768-11.42%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#5$1.3M25,244$1.1M25,816-572-2.22%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#8$763,47114,929$691,68016,117-1,188-7.37%Reduce
LPL Financial LLC
<0.01%<0.01%#9$607,44211,878$508,68611,853+25+0.21%Add
Private Advisor Group, LLC
<0.01%<0.01%#6$544,28410,643$489,93311,416-773-6.77%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#10$443,8968,680$00+8,680New Buy
EWA, LLC
0.05%#4$253,6544,960$00+4,960New Buy
Farther Finance Advisors, LLC
<0.01%<0.01%#7$247,3654,837$224,0815,158-321-6.22%Reduce
ADVISORTRUST PARTNERS, LLC
0.07%0.07%#3$208,5494,078$175,0124,07800.00%Unchanged
UBS Group AG
<0.01%<0.01%#11$106,6782,086$50,8131,184+902+76.18%Add
MORGAN STANLEY
<0.01%<0.01%#12$88,6651,733$76,0121,732+1+0.06%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%#13$2,07041$00+41New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow