CUSIP 00768Y768
ADVISORSHARES TR
22 institutions · $64.4M total · 1,315,532 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CreativeOne Wealth, LLC | 1,227,617 | $60.3M | 93.31% | 2025-12-31 |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38,339 | $1.9M | 2.91% | 2025-12-31 |
| 3 | BAM Wealth Management, LLC | 15,378 | $755.1K | 1.16% | 2025-12-31 |
| 4 | EverSource Wealth Advisors, LLC | 5,733 | $281.5K | 0.43% | 2025-12-31 |
| 5 | Essex LLC | 7,219 | $261.4K | 0.54% | 2023-12-31 |
| 6 | OLD MISSION CAPITAL LLC | 4,693 | $230.4K | 0.35% | 2025-12-31 |
| 7 | AE Wealth Management LLC | 4,587 | $225.2K | 0.34% | 2025-12-31 |
| 8 | Cetera Advisor Networks LLC | 6,041 | $218.7K | 0.45% | 2023-12-31 |
| 9 | JPMORGAN CHASE & CO | 1,897 | $92.3K | 0.14% | 2025-09-30 |
| 10 | UBS Group AG | 971 | $47.3K | 0.07% | 2025-09-30 |
| 11 | Steward Partners Investment Advisory, LLC | 825 | $40.5K | 0.06% | 2025-12-31 |
| 12 | ADVISOR GROUP HOLDINGS, INC. | 531 | $26.1K | 0.04% | 2025-12-31 |
| 13 | WELLS FARGO & COMPANY/MN | 492 | $18.5K | 0.03% | 2023-09-30 |
| 14 | Royal Bank of Canada | 352 | $17.0K | 0.02% | 2025-09-30 |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 449 | $15.4K | 0.03% | 2023-03-31 |
| 16 | Coppell Advisory Solutions LLC | 270 | $11.8K | 0.02% | 2024-12-31 |
| 17 | GeoWealth Management, LLC | 62 | $2.7K | 0.00% | 2024-12-31 |
| 18 | Newbridge Financial Services Group, Inc. | 44 | $1.8K | 0.00% | 2024-03-31 |
| 19 | Park Square Financial Group, LLC | 30 | $1.4K | 0.00% | 2025-06-30 |
| 20 | MORGAN STANLEY | 1 | $51 | 0.00% | 2025-09-30 |
| 21 | FMR LLC | 1 | $43 | 0.00% | 2024-12-31 |
| 22 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |