Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / DORSY FSM US
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
2,240,947
-
Shares change
-
-40,425
-
Total reported value, excl. options
-
$104,203,564
-
Value change
-
-$1,886,688
-
Number of buys
-
1
-
Number of sells
-
-5
-
Price
-
$46.50
Significant Holders of ADVISORSHARES TR - DORSY FSM US (DWUS) as of Q1 2025
7 filings reported holding DWUS - ADVISORSHARES TR - DORSY FSM US as of Q1 2025.
ADVISORSHARES TR - DORSY FSM US (DWUS) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,240,947 shares
.
Largest 7 shareholders include Virtus Wealth Solutions LLC (1,611,501 shares), COMMONWEALTH EQUITY SERVICES, LLC (553,362 shares), MML INVESTORS SERVICES, LLC (68,691 shares), OLD MISSION CAPITAL LLC (5,327 shares), MORGAN STANLEY (1,966 shares), OSAIC HOLDINGS, INC. (100 shares), and Private Advisory Group LLC (0 shares).
This table shows the top 6 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.