ADVISORSHARES TR
Recent Activity
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| CIBC Bancorp USA Inc. | $500.6K | — |
| CITADEL ADVISORS LLC | $185.9K | — |
| MORGAN STANLEY | $4.2K | TRIM |
| GROUP ONE TRADING LLC | $1.7K | — |
| NATIONAL BANK OF CANADA | $1.4K | — |
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | CIBC Bancorp USA Inc. | 29,624 | $500.6K | 72.0% | — |
| 2 | CITADEL ADVISORS LLC | 11,000 | $185.9K | 26.7% | — |
| 3 | MORGAN STANLEY | 250 | $4.2K | 0.6% | TRIM -37.5% |
| 4 | GROUP ONE TRADING LLC | 100 | $1.7K | 0.2% | — |
| 5 | NATIONAL BANK OF CANADA /FI/ | 82 | $1.4K | 0.2% | — |
| 6 | ROYAL BANK OF CANADA | 58 | $1.0K | 0.1% | — |
| 7 | WELLS FARGO & COMPANY/MN | 31 | $524.00 | 0.1% | — |
| 8 | Allworth Financial LP | 22 | $372.00 | 0.1% | — |
| 9 | CWM, LLC | 3 | $51.00 | 0.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 400 | 250 | -37.5% | $4.2K | 2026-Q1 |
| MORGAN STANLEY | TRIM | 1,146 | 400 | -65.1% | $6.9K | 2025-Q4 |
| UBS Group AG | NEAR_EXIT | 2,084 | 35 | -98.3% | $664.00 | 2025-Q3 |
| UBS Group AG | DOUBLED | 126 | 2,411 | +1813.5% | $28.1K | 2025-Q1 |
| UBS Group AG | NEAR_EXIT | 2,253 | 126 | -94.4% | $1.4K | 2024-Q4 |
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