Who Owns ADVISORSHARES TR (MSOX)? -- Institutional Holders (2026-03-31)
24 institutions reported holding $4.0M of ADVISORSHARES TR (MSOX) in SEC 13F filings for 2026-03-31. Largest institutional holders: CITADEL ADVISORS LLC ($1.4M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.1M), Westend Capital Management, LLC ($388,178), IMC-Chicago, LLC ($263,801), HOWARD FINANCIAL SERVICES, LTD. ($258,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CITADEL ADVISORS LLC | $1.4M | 628,730 | Added |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 514,966 | Trimmed |
| 3 | Westend Capital Management, LLC | $388,178 | 180,548 | Added |
| 4 | IMC-Chicago, LLC | $263,801 | 122,698 | Trimmed |
| 5 | HOWARD FINANCIAL SERVICES, LTD. | $258,000 | 120,000 | Added |
| 6 | FNY Investment Advisers, LLC | $158,000 | 73,746 | Added |
| 7 | JANE STREET GROUP, LLC | $86,000 | 40,000 | New |
| 8 | Heritage Family Offices, LLP | $71,165 | 33,100 | New |
| 9 | Belvedere Trading LLC | $67,295 | 31,300 | Trimmed |
| 10 | HRT FINANCIAL LP | $64,000 | 30,158 | New |
| 11 | XTX Topco Ltd | $53,393 | 24,834 | New |
| 12 | Legacy Capital Wealth Partners, LLC | $37,797 | 17,580 | Hold |
| 13 | SIMPLEX TRADING, LLC | $28,939 | 13,460 | Added |
| 14 | Beacon Pointe Advisors, LLC | $26,875 | 12,500 | New |
| 15 | GROUP ONE TRADING LLC | $21,119 | 9,823 | New |
| 16 | UBS Group AG | $16,604 | 7,723 | Added |
| 17 | Tower Research Capital LLC (TRC) | $10,189 | 4,739 | Added |
| 18 | MORGAN STANLEY | $8,600 | 4,000 | New |
| 19 | Federation des caisses Desjardins du Quebec | $2,118 | 985 | Hold |
| 20 | JPMORGAN CHASE & CO | $103 | 60 | Hold |
| 21 | SG Americas Securities, LLC | $0 | 0 | Exited |
| 22 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 23 | Robertson Stephens Wealth Management, LLC | $0 | 0 | Exited |
| 24 | StoneX Group Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31