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

ADVISORSHARES TR

MSOX
Institutions
17
Combined AUM (Q2 2026)
$5.3M
Combined Shares (Q2 2026)
1.6M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+392,702
11 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-497,408
10 · 8 Exit · ≈
⚖️ Net
-104,706
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.3M
Institutions
17
New Buys
6
Adds
5
Reduces
2
Exits
8
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CITADEL ADVISORS LLC
<0.01%<0.01%#8$2.1M638,914$1.4M628,730+10,184+1.62%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#10$1.2M345,895$1.1M514,966-169,071-32.83%Reduce
RAFFLES ASSOCIATES LP
0.59%#1$655,752195,747$00+195,747New Buy
HOWARD FINANCIAL SERVICES, LTD.
0.04%0.03%#4$402,000120,000$258,000120,00000.00%Unchanged
JANE STREET GROUP, LLC
<0.01%<0.01%#11$376,875112,500$86,00040,000+72,500+181.25%Add
StoneX Group Inc.
0.01%#6$135,04637,155$00+37,155New Buy
Heritage Family Offices, LLP
0.04%0.03%#3$110,88533,100$71,16533,10000.00%Unchanged
Pacific Excel Wealth Advisors, Inc.
0.04%#2$110,88533,100$00+33,100New Buy
UBS Group AG
<0.01%<0.01%#13$76,51822,841$16,6047,723+15,118+195.75%Add
Farringdon Capital, Ltd.
0.02%#5$42,96412,825$00+12,825New Buy
Beacon Pointe Advisors, LLC
<0.01%<0.01%#9$41,87512,500$26,87512,50000.00%Unchanged
TWO SIGMA SECURITIES, LLC
<0.01%#7$40,05911,958$00+11,958New Buy
MORGAN STANLEY
<0.01%<0.01%#15$13,4004,000$2,093270+3,730+1,381.48%Add
Federation des caisses Desjardins du Quebec
<0.01%<0.01%#12$4,1911,270$2,118985+285+28.93%Add
IFP Advisors, Inc
<0.01%#14$335100$00+100New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#17$18460$1036000.00%Unchanged
Tower Research Capital LLC (TRC)
<0.01%<0.01%#16$31$10,1894,739-4,738-99.98%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow