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DWAW · AdvisorShares Dorsey Wright FSM All Cap World ETF ETF

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$51.15 +0.10 (+0.19%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 8
Total Value: $73,710,672
Total Shares: 2,368,595

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 8 13F filers · Δ vs Dec 31, 2022
Top Holder
87.0%
Jun 2020 → Mar 2023 · range 54.9% – 87.0%
+2.9 pts
Top 5
99.7%
Jun 2020 → Mar 2023 · range 91.2% – 100.0%
+0.9 pts
Top 10
100.0%
Jun 2020 → Mar 2023 · range 98.6% – 100.0%
0.0 pts
HHI
7,624
Jun 2020 → Mar 2023 · range 4,029 – 7,624
Highly concentrated+486

Quarterly Activity

vs Dec 31, 2022
New
2
Increased
4
Decreased
2
Sold Out
4
Unchanged
0
Holder count: -2
Institutional value: -1.6%
Shares held: -2.0%

Top Buyers

vs Dec 31, 2022
Institution Added Now Holds Open
COMMONWEALTH EQUITY SERVICES, LLC +27,840 2,061,048
Prospera Financial Services Inc +18,866 124,633
SUSQUEHANNA INTERNATIONAL GROUP, LLP +6,946 13,716
ROYAL BANK OF CANADA +2,370 3,973

Top Sellers

vs Dec 31, 2022
Institution Sold Now Holds Open
MML INVESTORS SERVICES, LLC −4,191 96,614
UBS Group AG −533 2,025

Top New Positions

vs Dec 31, 2022
Institution Acquired Value (USD) Open
Private Advisor Group, LLC 66,586 $2,072,156
PROEQUITIES, INC. 0 $0

Top Sold-Out Positions

vs Dec 31, 2022
Institution Previously Held Last Value (USD) Open
D.A. DAVIDSON & CO. 75,076 $2,327,356
Raymond James Financial Services Advisors, Inc. 74,408 $2,306,648
RAYMOND JAMES & ASSOCIATES 15,715 $487,165
Realta Investment Advisors 191 $5,921
Filter: New 2 Increased 4 Reduced 2 Sold out 4 Unchanged 0
Showing 8 of 8
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
COMMONWEALTH EQUITY SERVICES, LLC DWAW $64,139,813 87.02% 2,061,048
Prospera Financial Services Inc DWAW $3,878,578 5.26% 124,633
MML INVESTORS SERVICES, LLC DWAW $3,006,627 4.08% 96,614
Private Advisor Group, LLC DWAW $2,072,156 2.81% 66,586
SUSQUEHANNA INTERNATIONAL GROUP, LLP DWAW $426,841 0.58% 13,716
ROYAL BANK OF CANADA DWAW $123,639 0.17% 3,973
UBS Group AG DWAW $63,018 0.09% 2,025
PROEQUITIES, INC. DWAW $0 0.00% 0