ADVISORSHARES TR ADVISORSHS E is a security (CUSIP 00768Y560) tracked across SEC portfolio filings. 58 institutional managers reported $54.8M on Form 13F as of 2026-06-30.
Showing 15 of 58 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| CIBC WORLD MARKET INC. | TORONTO, A6 | $8.4M | 129,496 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $6.0M | 92,611 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $5.6M | 85,949 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $4.4M | 68,388 |
| LPL Financial LLC | FORT MILL, SC | $4.4M | 67,886 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $4.0M | 59,269 |
| Mason & Associates Inc | LOS ANGELES, CA | $3.3M | 48,177 |
| Stone Wealth Partners | JEFFERSON, LA | $2.2M | 32,647 |
| Sigma Planning Corp | Ann Arbor, MI | $1.9M | 29,460 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $1.7M | 26,731 |
| TrueWealth Advisors, LLC | BIRMINGHAM, AL | $1.1M | 15,665 |
| Patriot Financial Group Insurance Agency, LLC | Westborough, MA | $818K | 11,993 |
| D.A. DAVIDSON & CO. | GREAT FALLS, MT | $803K | 11,779 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $802K | 12,386 |
| GC Wealth Management RIA, LLC | Cambridge, MA | $729K | 10,692 |