5 institutions reported holding $20.6M of ADVISORSHARES TR (QPX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Encompass More Asset Management ($11.5M), Cambridge Investment Research Advisors, Inc. ($5.3M), Professional Financial Advisors, LLC ($3.2M), ENVESTNET ASSET MANAGEMENT INC ($532,090), AE Wealth Management LLC ($10,797). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Encompass More Asset Management | $11.5M | 236,003 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $5.3M | 108,468 | Added |
| 3 | Professional Financial Advisors, LLC | $3.2M | 65,220 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $532,090 | 10,891 | Added |
| 5 | AE Wealth Management LLC | $10,797 | 221 | Added |
Source: SEC Form 13F filings · as of 2026-06-30