ADVISORSHARES TR

Ticker: AADR CUSIP: 00768Y206 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
BAROMETER CAPITAL MANAGEMENT INC.43,230$10,062
MORGAN STANLEY35,761$3,085
RAYMOND JAMES FINANCIAL INC27,143$2,341
LPL Financial LLC16,601$1,432
OSAIC HOLDINGS, INC.13,937$1,202
Virtu Financial LLC9,984$1
TRUIST FINANCIAL CORP7,829$675
ENVESTNET ASSET MANAGEMENT INC7,829$675
Prospera Financial Services Inc7,207$622
STRATEGY ASSET MANAGERS LLC3,695$319
Janney Montgomery Scott LLC3,612$0
WealthShield Partners, LLC3,414$294
MinichMacGregor Wealth Management, LLC3,244$280
Equitable Holdings, Inc.3,090$267
Aptus Capital Advisors, LLC2,328$201
GUARDIAN WEALTH ADVISORS, LLC / NC2,328$201
Farther Finance Advisors, LLC2,216$191
Colonial Trust Co / SC1,234$106
Keating Financial Advisory Services, Inc.665$57
WELLS FARGO & COMPANY/MN516$45
Federation des caisses Desjardins du Quebec378$33
CWM, LLC251$0
Scarborough Advisors, LLC45$4
Rockefeller Capital Management L.P.35$3
IFP Advisors, Inc22$2
NewEdge Advisors, LLC20$2
Steward Partners Investment Advisory, LLC18$2
JPMORGAN CHASE & CO7$1
Total (28 institutions)196,639$22,101