CUSIP 00768Y727
ADVISORSHARES TR
33 institutions · $13.2M total · 300,862 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Hobart Private Capital, LLC | 85,654 | $4.1M | 28.46% | 2024-03-31 |
| 2 | AE Wealth Management LLC | 45,988 | $2.1M | 15.28% | 2023-09-30 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,299 | $1.4M | 10.07% | 2023-09-30 |
| 4 | True Link Financial Advisors, LLC | 22,606 | $1.0M | 7.51% | 2023-09-30 |
| 5 | JANE STREET GROUP, LLC | 18,486 | $828.2K | 6.14% | 2023-09-30 |
| 6 | Orion Portfolio Solutions, LLC | 13,223 | $592.8K | 4.39% | 2023-09-30 |
| 7 | Brinker Capital Investments, LLC | 13,223 | $592.8K | 4.39% | 2025-06-30 |
| 8 | StoneX Group Inc. | 8,728 | $421.9K | 2.90% | 2025-06-30 |
| 9 | LPL Financial LLC | 9,167 | $410.7K | 3.04% | 2023-09-30 |
| 10 | Accurate Wealth Management, LLC | 6,631 | $298.6K | 2.20% | 2023-06-30 |
| 11 | Richard W. Paul & Associates, LLC | 5,863 | $262.7K | 1.94% | 2023-09-30 |
| 12 | Burt Wealth Advisors | 4,851 | $217.3K | 1.61% | 2023-09-30 |
| 13 | Global Retirement Partners, LLC | 4,659 | $208.7K | 1.54% | 2023-09-30 |
| 14 | Global Financial Private Client, LLC | 4,307 | $208.7K | 1.43% | 2024-03-31 |
| 15 | Royal Bank of Canada | 2,862 | $128.0K | 0.95% | 2023-09-30 |
| 16 | Gradient Investments LLC | 2,747 | $123.1K | 0.91% | 2023-09-30 |
| 17 | MORGAN STANLEY | 2,448 | $109.7K | 0.81% | 2023-09-30 |
| 18 | ADVISOR GROUP HOLDINGS, INC. | 1,419 | $63.6K | 0.47% | 2023-09-30 |
| 19 | Sound Income Strategies, LLC | 909 | $40.7K | 0.30% | 2023-09-30 |
| 20 | Raleigh Capital Management Inc. | 632 | $28.3K | 0.21% | 2023-09-30 |
| 21 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 614 | $27.3K | 0.20% | 2023-03-31 |
| 22 | Beacon Capital Management, LLC | 542 | $24.3K | 0.18% | 2023-12-31 |
| 23 | CoreCap Advisors, LLC | 216 | $9.6K | 0.07% | 2023-03-31 |
| 24 | Cape Investment Advisory, Inc. | 100 | $4.5K | 0.03% | 2023-12-31 |
| 25 | IFP Advisors, Inc | 87 | $3.9K | 0.02% | 2023-12-31 |
| 26 | UBS Group AG | 26 | $1.2K | 0.00% | 2023-09-30 |
| 27 | New Millennium Group LLC | 21 | $941 | 0.00% | 2023-09-30 |
| 28 | Cambridge Investment Research Advisors, Inc. | 14,501 | $650 | 4.81% | 2023-09-30 |
| 29 | HARBOUR INVESTMENTS, INC. | 11 | $493 | 0.00% | 2023-06-30 |
| 30 | ASSETMARK, INC | 8 | $344 | 0.00% | 2023-12-31 |
| 31 | Semmax Financial Advisors Inc. | 34 | $2 | 0.01% | 2023-03-31 |
| 32 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2023-09-30 |
| 33 | Bogart Wealth, LLC | 0 | $0 | 0.00% | 2023-12-31 |