11 institutions reported holding $104.5M of ADVISORSHARES TR (DWUS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Virtus Wealth Solutions LLC ($80.5M), OSAIC HOLDINGS, INC. ($20.9M), MML INVESTORS SERVICES, LLC ($1.6M), COMMONWEALTH EQUITY SERVICES, LLC ($482,116), LPL Financial LLC ($365,499). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Virtus Wealth Solutions LLC | $80.5M | 1.6M | Added |
| 2 | OSAIC HOLDINGS, INC. | $20.9M | 410,587 | Added |
| 3 | MML INVESTORS SERVICES, LLC | $1.6M | 31,287 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $482,116 | 9,470 | Trimmed |
| 5 | LPL Financial LLC | $365,499 | 7,179 | Trimmed |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $343,302 | 6,743 | Added |
| 7 | Private Advisory Group LLC | $225,796 | 4,435 | Trimmed |
| 8 | MORGAN STANLEY | $100,094 | 1,966 | Trimmed |
| 9 | UBS Group AG | $43,326 | 851 | Added |
| 10 | Scarborough Advisors, LLC | $3,462 | 68 | Hold |
| 11 | LOGAN CAPITAL MANAGEMENT INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31