19 institutions reported holding $760,944 of ADVISORSHARES TR (PSIL) in SEC 13F filings for 2026-03-31. Largest institutional holders: CIBC Bancorp USA Inc. ($500,646), CITADEL ADVISORS LLC ($185,900), Spire Wealth Management ($33,800), Versant Capital Management, Inc ($13,351), Farther Finance Advisors, LLC ($13,141). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CIBC Bancorp USA Inc. | $500,646 | 29,624 | New |
| 2 | CITADEL ADVISORS LLC | $185,900 | 11,000 | New |
| 3 | Spire Wealth Management | $33,800 | 2,000 | Hold |
| 4 | Versant Capital Management, Inc | $13,351 | 790 | Hold |
| 5 | Farther Finance Advisors, LLC | $13,141 | 756 | Hold |
| 6 | MORGAN STANLEY | $4,225 | 250 | Trimmed |
| 7 | UBS Group AG | $4,225 | 250 | Added |
| 8 | GROUP ONE TRADING LLC | $1,690 | 100 | New |
| 9 | NATIONAL BANK OF CANADA /FI/ | $1,377 | 82 | Hold |
| 10 | Royal Bank of Canada | $1,000 | 58 | New |
| 11 | HOLLENCREST CAPITAL MANAGEMENT | $642 | 38 | Hold |
| 12 | WELLS FARGO & COMPANY/MN | $524 | 31 | New |
| 13 | Allworth Financial LP | $372 | 22 | Hold |
| 14 | CWM, LLC | $51 | 3 | New |
| 15 | Harbor Asset Planning, Inc. | $0 | 0 | Exited |
| 16 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 17 | Bell Investment Advisors, Inc | $0 | 0 | Exited |
| 18 | TORNO CAPITAL, LLC | $0 | 0 | Exited |
| 19 | IFC & Insurance Marketing, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31