ADVISORSHARES TR - DORSY FSM ALCP (DWAW)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / DORSY FSM ALCP
Total 13F shares
1,769,010
Share change
-20,354
Total reported value
$78,137,803
Price per share
$44.17
Number of holders
12
Value change
-$895,782
Number of buys
7
Number of sells
6

Institutional Holders of ADVISORSHARES TR - DORSY FSM ALCP (DWAW) as of Q4 2025

As of 31 Dec 2025, ADVISORSHARES TR - DORSY FSM ALCP (DWAW) was held by 12 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,769,010 shares. The largest 10 holders included Virtus Wealth Solutions LLC, Prospera Financial Services Inc, MML INVESTORS SERVICES, LLC, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, Private Advisor Group, LLC, Private Advisory Group LLC, Farther Finance Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, and Kestra Advisory Services, LLC. This page lists 12 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
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.