12 institutions reported holding $124.9M of ADVISORSHARES TR (DWUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Virtus Wealth Solutions LLC ($95.9M), OSAIC HOLDINGS, INC. ($25.9M), MML INVESTORS SERVICES, LLC ($2.0M), LPL Financial LLC ($457,295), COMMONWEALTH EQUITY SERVICES, LLC ($227,903). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Virtus Wealth Solutions LLC | $95.9M | 1.5M | Trimmed |
| 2 | OSAIC HOLDINGS, INC. | $25.9M | 407,155 | Trimmed |
| 3 | MML INVESTORS SERVICES, LLC | $2.0M | 30,638 | Trimmed |
| 4 | LPL Financial LLC | $457,295 | 7,179 | Hold |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $227,903 | 3,578 | Trimmed |
| 6 | Snowden Capital Advisors LLC | $213,710 | 3,355 | New |
| 7 | MORGAN STANLEY | $125,232 | 1,966 | Hold |
| 8 | UBS Group AG | $53,889 | 846 | Trimmed |
| 9 | Regatta Research & Money Management | $19,747 | 310 | New |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 11 | Private Advisory Group LLC | $0 | 0 | Exited |
| 12 | Scarborough Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30