13 institutions reported holding $75.4M of ADVISORSHARES TR (DWAW) in SEC 13F filings for 2026-03-31. Largest institutional holders: Virtus Wealth Solutions LLC ($66.1M), Prospera Financial Services Inc ($5.2M), MML INVESTORS SERVICES, LLC ($1.1M), RAYMOND JAMES FINANCIAL INC ($691,680), LPL Financial LLC ($508,686). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Virtus Wealth Solutions LLC | $66.1M | 1.5M | Added |
| 2 | Prospera Financial Services Inc | $5.2M | 120,544 | Trimmed |
| 3 | MML INVESTORS SERVICES, LLC | $1.1M | 25,816 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $691,680 | 16,117 | Trimmed |
| 5 | LPL Financial LLC | $508,686 | 11,853 | Trimmed |
| 6 | Private Advisor Group, LLC | $489,933 | 11,416 | Trimmed |
| 7 | Private Advisory Group LLC | $415,901 | 9,691 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $366,503 | 8,540 | Trimmed |
| 9 | Farther Finance Advisors, LLC | $224,081 | 5,158 | Trimmed |
| 10 | ADVISORTRUST PARTNERS, LLC | $175,012 | 4,078 | New |
| 11 | MORGAN STANLEY | $74,407 | 1,733 | Hold |
| 12 | UBS Group AG | $50,813 | 1,184 | Added |
| 13 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31