17 institutions reported holding $22.9M of ADVISORSHARES TR (QPX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Encompass More Asset Management ($9.5M), Professional Financial Advisors, LLC ($2.7M), Cambridge Investment Research Advisors, Inc. ($2.3M), OSAIC HOLDINGS, INC. ($2.2M), Cetera Investment Advisers ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Encompass More Asset Management | $9.5M | 224,477 | Trimmed |
| 2 | Professional Financial Advisors, LLC | $2.7M | 64,745 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $2.3M | 54,466 | Added |
| 4 | OSAIC HOLDINGS, INC. | $2.2M | 50,974 | Trimmed |
| 5 | Cetera Investment Advisers | $1.7M | 39,330 | Trimmed |
| 6 | Rothschild Wealth LLC | $1.3M | 30,639 | Hold |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 26,307 | Added |
| 8 | Foundations Investment Advisors, LLC | $740,136 | 17,480 | Trimmed |
| 9 | Legacy Wealth Managment, LLC/ID | $731,668 | 17,280 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $458,182 | 10,821 | Added |
| 11 | CWM, LLC | $52,589 | 1,242 | Hold |
| 12 | AMERIFLEX GROUP, INC. | $44,924 | 1,061 | Hold |
| 13 | UBS Group AG | $21,086 | 498 | Added |
| 14 | Aptus Capital Advisors, LLC | $18,588 | 439 | Hold |
| 15 | Sunbelt Securities, Inc. | $16,048 | 379 | Trimmed |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9,739 | 230 | Hold |
| 17 | AE Wealth Management LLC | $8,045 | 190 | Added |
Source: SEC Form 13F filings · as of 2026-03-31