Who Owns ADVISORSHARES TR (MSOX)? -- Institutional Holders (2026-06-30)
26 institutions reported holding $5.3M of ADVISORSHARES TR (MSOX) in SEC 13F filings for 2026-06-30. Largest institutional holders: CITADEL ADVISORS LLC ($2.1M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.2M), RAFFLES ASSOCIATES LP ($655,752), HOWARD FINANCIAL SERVICES, LTD. ($402,000), JANE STREET GROUP, LLC ($376,875). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CITADEL ADVISORS LLC | $2.1M | 638,914 | Added |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 345,895 | Trimmed |
| 3 | RAFFLES ASSOCIATES LP | $655,752 | 195,747 | New |
| 4 | HOWARD FINANCIAL SERVICES, LTD. | $402,000 | 120,000 | Hold |
| 5 | JANE STREET GROUP, LLC | $376,875 | 112,500 | Added |
| 6 | StoneX Group Inc. | $135,046 | 37,155 | New |
| 7 | Pacific Excel Wealth Advisors, Inc. | $110,885 | 33,100 | New |
| 8 | Heritage Family Offices, LLP | $110,885 | 33,100 | Hold |
| 9 | UBS Group AG | $76,518 | 22,841 | Added |
| 10 | Farringdon Capital, Ltd. | $42,964 | 12,825 | New |
| 11 | Beacon Pointe Advisors, LLC | $41,875 | 12,500 | Hold |
| 12 | TWO SIGMA SECURITIES, LLC | $40,059 | 11,958 | New |
| 13 | MORGAN STANLEY | $13,400 | 4,000 | Hold |
| 14 | Federation des caisses Desjardins du Quebec | $4,191 | 1,270 | Added |
| 15 | IFP Advisors, Inc | $335 | 100 | New |
| 16 | JPMORGAN CHASE & CO | $184 | 60 | Hold |
| 17 | Tower Research Capital LLC (TRC) | $3 | 1 | Trimmed |
| 18 | Westend Capital Management, LLC | $0 | 0 | Exited |
| 19 | IMC-Chicago, LLC | $0 | 0 | Exited |
| 20 | HRT FINANCIAL LP | $0 | 0 | Exited |
| 21 | SIMPLEX TRADING, LLC | $0 | 0 | Exited |
| 22 | Belvedere Trading LLC | $0 | 0 | Exited |
| 23 | FNY Investment Advisers, LLC | $0 | 0 | Exited |
| 24 | Legacy Capital Wealth Partners, LLC | $0 | 0 | Exited |
| 25 | GROUP ONE TRADING LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30