AdvisorShares Investments LLC

Position in FDS — Factset Research Systems Inc

CIK 1425930 BETHESDA, MD

Position in FDS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,252,338

-$659,881 QoQ

Shares Held

18,482

-18.4% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#156

of 762 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AdvisorShares Investments LLC holds $14,524,648 across 5 Financial Data & Stock Exchanges names. FDS ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/	11,762	$5,327,245
2	FDS	Factset Research Systems Inc This page	18,482	$4,252,338
3	ICE	Intercontinental Exchange, Inc.	32,945	$4,055,858
4	MSCI	MSCI Inc.	830	$464,833
5	MORN	Morningstar, Inc.	2,720	$424,374

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,252,338	18,482	-18.4%	Shares	Sole	2026-08-11
2026-03-31	$4,912,219	22,638	-8.8%	Shares	Sole	2026-04-28
2025-12-31	$7,203,386	24,823	+69.2%	Shares	Sole	2026-02-10
2025-09-30	$4,202,808	14,670	-1.3%	Shares	Sole	2025-11-05
2025-06-30	$6,646,133	14,859	+2.4%	Shares	Sole	2025-08-04
2025-03-31	$6,595,917	14,508	-0.9%	Shares	Sole	2025-05-13
2024-12-31	$7,032,740	14,643	+16.3%	Shares	Sole	2025-02-14
2024-09-30	$5,790,891	12,593	+1.6%	Shares	Sole	2024-11-14
2024-06-30	$5,059,690	12,393	+7.4%	Shares	Sole	2024-08-07
2024-03-31	$5,245,023	11,543	+58.3%	Shares	Sole	2024-05-14
2023-12-31	$3,479,125	7,293	+13.4%	Shares	Sole	2024-02-13
2023-09-30	$2,812,456	6,432	+6.1%	Shares	Sole	2023-11-06
2023-06-30	$2,429,541	6,064	+32.1%	Shares	Sole	2023-08-09
2023-03-31	$1,906,093	4,592	+43.0%	Shares	Sole	2023-05-09
2022-12-31	$1,288,686	3,212	+12.3%	Shares	Sole	2023-02-14
2022-09-30	$1,144,714	2,861	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,100,254	2,861	-1.4%	Shares	Sole	2022-08-08
2022-03-31	$1,260,337	2,903	+9.2%	Shares	Sole	2022-05-09
2021-12-31	$1,292,300	2,659	-16.9%	Shares	Sole	2022-01-31
2021-09-30	$1,262,506	3,198	0.0%	Shares	Sole	2021-11-04
2021-06-30	$1,073,280	3,198	+6.0%	Shares	Sole	2021-07-27
2021-03-31	$930,707	3,016	+6.4%	Shares	Sole	2021-05-11
2020-12-31	$942,637	2,835	-2.6%	Shares	Sole	2021-01-25
2020-09-30	$974,835	2,911	-4.5%	Shares	Sole	2020-11-12
2020-06-30	$1,001,505	3,049	-4.3%	Shares	Sole	2020-07-14
2020-03-31	$830,787	3,187	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.