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DWUS · AdvisorShares Dorsey Wright FSM US Core ETF ETF

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$59.57 -0.23 (-0.38%) 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: 3
Total Value: $3,595,311
Total Shares: 100,822

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 3 13F filers · Δ vs Jun 30, 2023
Top Holder
81.6%
Dec 2020 → Sep 2023 · range 81.6% – 95.9%
−14.2 pts
Top 5
100.0%
Dec 2020 → Sep 2023 · range 99.7% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2020 → Sep 2023 · range 100.0% – 100.0%
0.0 pts
HHI
6,837
Dec 2020 → Sep 2023 · range 6,837 – 9,208
Highly concentrated−2,359

Quarterly Activity

vs Jun 30, 2023
New
1
Increased
0
Decreased
2
Sold Out
3
Unchanged
0
Holder count: -2
Institutional value: -95.9%
Shares held: -95.8%

Top Buyers

vs Jun 30, 2023
No qualifying movers this quarter.

Top Sellers

vs Jun 30, 2023
Institution Sold Now Holds Open
MML INVESTORS SERVICES, LLC −4,170 82,285
Snowden Capital Advisors LLC −27 7,313

Top New Positions

vs Jun 30, 2023
Institution Acquired Value (USD) Open
OLD MISSION CAPITAL LLC 11,224 $400,247

Top Sold-Out Positions

vs Jun 30, 2023
Institution Previously Held Last Value (USD) Open
COMMONWEALTH EQUITY SERVICES, LLC 2,275,850 $83,751,280
BANK OF AMERICA CORP /DE/ 5,345 $196,696
PROEQUITIES, INC. 0 $0
Filter: New 1 Increased 0 Reduced 2 Sold out 3 Unchanged 0
Showing 3 of 3
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MML INVESTORS SERVICES, LLC DWUS $2,934,283 81.61% 82,285
OLD MISSION CAPITAL LLC DWUS $400,247 11.13% 11,224
Snowden Capital Advisors LLC DWUS $260,781 7.25% 7,313