16 institutions reported holding $23.2M of ADVISORSHARES TR (QPX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Encompass More Asset Management ($11.5M), Professional Financial Advisors, LLC ($3.2M), Cambridge Investment Research Advisors, Inc. ($2.6M), Cetera Investment Advisers ($1.8M), Rothschild Wealth LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Encompass More Asset Management | $11.5M | 236,003 | Added |
| 2 | Professional Financial Advisors, LLC | $3.2M | 65,220 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $2.6M | 54,234 | Trimmed |
| 4 | Cetera Investment Advisers | $1.8M | 35,893 | Trimmed |
| 5 | Rothschild Wealth LLC | $1.5M | 30,639 | Hold |
| 6 | OSAIC HOLDINGS, INC. | $832,311 | 17,038 | Trimmed |
| 7 | Legacy Wealth Managment, LLC/ID | $628,140 | 12,857 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $532,090 | 10,891 | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $257,275 | 5,266 | Trimmed |
| 10 | HRT FINANCIAL LP | $243,000 | 4,986 | New |
| 11 | AMERIFLEX GROUP, INC. | $51,837 | 1,061 | Hold |
| 12 | UBS Group AG | $39,378 | 806 | Added |
| 13 | Aptus Capital Advisors, LLC | $21,448 | 439 | Hold |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11,090 | 227 | Trimmed |
| 15 | AE Wealth Management LLC | $10,797 | 221 | Added |
| 16 | Foundations Investment Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30