Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / DORSY SHRT ETF
-
Number of holders
-
9
-
Total 13F shares, excl. options
-
684,077
-
Shares change
-
-454,537
-
Total reported value, excl. options
-
$5,809,000
-
Value change
-
-$3,966,926
-
Number of buys
-
4
-
Number of sells
-
-8
-
Price
-
$8.48
Significant Holders of ADVISORSHARES TR - DORSY SHRT ETF (DWSH) as of Q4 2021
13 filings reported holding DWSH - ADVISORSHARES TR - DORSY SHRT ETF as of Q4 2021.
ADVISORSHARES TR - DORSY SHRT ETF (DWSH) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 684,077 shares
.
Largest 10 shareholders include STIFEL FINANCIAL CORP (395,633 shares), ROYAL BANK OF CANADA (125,069 shares), Csenge Advisory Group (105,248 shares), RAYMOND JAMES & ASSOCIATES (22,950 shares), Vanguard Capital Wealth Advisors (19,967 shares), Main Street Financial Solutions, LLC (11,639 shares), UBS Group AG (1,910 shares), Steward Partners Investment Advisory, LLC (1,455 shares), MORGAN STANLEY (206 shares), and CAPTRUST FINANCIAL ADVISORS (0 shares).
This table shows the top 9 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.