As of 31 Dec 2025, 10 institutional investors reported holding 1,739,332 shares of ADVISORSHARES TR - DORSY FSM ALCP (DWAW).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,739,332 | $76,826,910 | -$396,044 | $44.17 | 10 |
| 2025 Q3 | 1,789,364 | $78,529,056 | -$1,072,718 | $43.89 | 12 |
| 2025 Q2 | 1,813,809 | $75,399,820 | -$2,666,485 | $41.57 | 11 |
| 2025 Q1 | 1,877,942 | $69,495,108 | +$154,442 | $37.00 | 12 |
| 2024 Q4 | 1,873,288 | $75,211,969 | +$423,800 | $40.15 | 12 |
| 2024 Q3 | 285,517 | $11,186,520 | -$62,294,435 | $39.18 | 9 |
| 2024 Q2 | 1,873,314 | $73,134,046 | -$1,686,639 | $39.04 | 9 |
| 2024 Q1 | 1,916,813 | $70,978,934 | -$728,969 | $37.03 | 10 |
| 2023 Q4 | 1,941,125 | $65,777,196 | -$15,446,181 | $33.89 | 10 |
| 2023 Q3 | 2,398,391 | $72,600,007 | -$3,242,096 | $30.27 | 11 |
| 2023 Q2 | 2,505,505 | $79,224,363 | -$703,695 | $31.62 | 10 |
| 2023 Q1 | 2,527,973 | $78,670,391 | +$316,128 | $31.12 | 10 |
| 2022 Q4 | 2,517,936 | $78,055,905 | -$4,097,520 | $31.00 | 12 |
| 2022 Q3 | 2,662,425 | $74,573,000 | +$4,199,983 | $28.01 | 13 |
| 2022 Q2 | 2,512,361 | $76,045,000 | -$8,176,944 | $30.27 | 15 |
| 2022 Q1 | 2,779,515 | $94,785,000 | -$27,656,722 | $34.10 | 16 |
| 2021 Q4 | 3,589,324 | $135,676,000 | +$320,902 | $37.80 | 14 |
| 2021 Q3 | 3,583,279 | $127,537,000 | -$7,954,474 | $35.59 | 14 |
| 2021 Q2 | 3,805,808 | $139,577,000 | -$3,310,830 | $36.67 | 17 |
| 2021 Q1 | 3,896,069 | $143,107,000 | +$20,691,296 | $36.73 | 16 |
| 2020 Q4 | 3,332,808 | $123,897,000 | +$14,813,490 | $37.18 | 9 |
| 2020 Q3 | 2,935,990 | $91,421,000 | +$13,433,560 | $31.14 | 8 |
| 2020 Q2 | 2,504,402 | $69,900,000 | +$38,595,803 | $27.92 | 4 |
| 2020 Q1 | 1,121,699 | $24,554,000 | +$2,031,733 | $21.76 | 2 |
| 2019 Q4 | 1,028,879 | $25,732,000 | +$25,732,000 | $25.01 | 1 |