Latest Period
Q1 2026
Security Snapshot
ADVISORSHARES TR - Q DYNAMIC GROWTH (QPX) Institutional Ownership
CUSIP: 00768Y438
13F Institutional Holders and Ownership History from Q4 2020 to Q2 2026
Institutions Reporting
17
Shares (Excl. Options)
540,558
Price
$42.34
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- Security type / class
- Equity / Q DYNAMIC GROWTH
- Symbol
- QPX
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 540,558
- Total 13F value
- $22,887,809
- Portfolio coverage rank
- 0%
- Share change
- -29,502
- Value change
- -$1,249,155
- Number of holders
- 17
- SEC-reported price per share
- $48.62
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- QPX - ADVISORSHARES TR - Q DYNAMIC GROWTH is tracked under CUSIP 00768Y438.
- 17 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 17 to 3 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $22,887,809 to $17,366,521.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 17 institutions filings for Q1 2026.
Security key
00768Y438
Latest holder period
Q1 2026
13F holders
17
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 00768Y438:
As of 31 Mar 2026, 17 institutional investors reported holding 540,558 shares of ADVISORSHARES TR - Q DYNAMIC GROWTH (QPX).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
23
Latest
Q1 2026
Rows shown
1-23 of 23
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 355,457 | $17,366,521 | +$574,984 | $48.86 | 3 |
| 2026 Q1 | 540,558 | $22,887,809 | -$1,249,155 | $42.34 | 17 |
| 2025 Q4 | 570,060 | $25,376,965 | -$514,777 | $44.52 | 17 |
| 2025 Q3 | 581,625 | $24,821,837 | +$2,919,618 | $42.96 | 18 |
| 2025 Q2 | 533,726 | $20,672,018 | +$777,257 | $38.74 | 18 |
| 2025 Q1 | 493,438 | $16,945,571 | -$1,826,024 | $34.34 | 13 |
| 2024 Q4 | 566,159 | $20,334,551 | +$280,484 | $35.86 | 14 |
| 2024 Q3 | 523,767 | $18,616,656 | -$1,707,766 | $35.44 | 9 |
| 2024 Q2 | 539,381 | $18,274,806 | -$2,760,212 | $33.88 | 9 |
| 2024 Q1 | 620,885 | $20,337,943 | +$3,713,155 | $32.76 | 10 |
| 2023 Q4 | 490,590 | $15,002,906 | +$854,705 | $30.58 | 9 |
| 2023 Q3 | 455,657 | $12,471,580 | +$204,278 | $27.37 | 8 |
| 2023 Q2 | 478,575 | $13,658,514 | +$1,957,649 | $28.54 | 12 |
| 2023 Q1 | 413,290 | $10,427,145 | -$3,014,102 | $25.17 | 14 |
| 2022 Q4 | 552,687 | $11,683,650 | -$3,775,198 | $21.14 | 13 |
| 2022 Q3 | 732,850 | $15,151,000 | -$15,389,201 | $20.67 | 12 |
| 2022 Q2 | 968,098 | $21,253,000 | -$20,030,162 | $21.95 | 11 |
| 2022 Q1 | 2,639,987 | $70,673,000 | -$7,395,216 | $27.81 | 17 |
| 2021 Q4 | 2,524,829 | $75,455,184 | +$16,399,885 | $30.60 | 18 |
| 2021 Q3 | 1,984,808 | $57,106,000 | +$27,410,238 | $27.97 | 19 |
| 2021 Q2 | 1,061,353 | $29,886,000 | +$11,602,792 | $28.16 | 15 |
| 2021 Q1 | 649,593 | $16,646,000 | +$16,147,517 | $25.62 | 11 |
| 2020 Q4 | 19,166 | $482,000 | +$482,000 | $25.21 | 2 |