Advisorshares D/W FSM CapDWAWETF
13F holders, Q1 2025 (March 31)12holders
1new positions
1sold out
$37.01avg. 13F price*
At the end of Q1 2025, 12 institutions reported holding Advisorshares D/W FSM Cap (DWAW) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Virtus Wealth Solutions LLC ($58.1M), Prospera Financial Services Inc ($5.5M) and MML Investors Services, LLC ($2.3M).
- Company
- Advisorshares D/W FSM Cap
- CUSIP
- 00768Y479
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 1 | $380K |
All 13F filers, Q4 2024 → Q1 2025: 35,626 shares bought and 30,972 shares sold, net +4,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Virtus Wealth Solutions LLC | 17.62% | Reduce -0.4% | 1,569,500 | $58.1M |
| Prospera Financial Services Inc | 0.13% | Add +1.7% | 148,646 | $5.5M |
| MML Investors Services, LLC | 0.01% | Reduce -17.8% | 61,633 | $2.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +4622.0% | 33,715 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.6% | 17,604 | $651K |
| Private Advisor Group, LLC | 0.00% | No change | 14,414 | $533K |
| Private Advisory Group LLC | 0.04% | Add +1.4% | 9,397 | $348K |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 8,461 | $313K |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.5% | 6,815 | $252K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.4% | 5,958 | $220K |
| Morgan Stanley | 0.00% | Reduce -1.6% | 1,755 | $65K |
| IFP Advisors, Inc | 0.00% | New | 44 | $2K |
"% of holder's portfolio" is DWAW's weight in each manager's 13F, not the share of Advisorshares D/W FSM Cap the manager owns.