Advisorshares D/W FSM CoreDWUSETF

13F holders, Q4 2024 (December 31)
6holders
1new positions
1sold out
$48.09avg. 13F price*

At the end of Q4 2024, 6 institutions reported holding Advisorshares D/W FSM Core (DWUS) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Virtus Wealth Solutions LLC ($77.8M), Commonwealth Equity Services, LLC ($28.0M) and MML Investors Services, LLC ($3.6M).

Company
Advisorshares D/W FSM Core
CUSIP
00768Y487
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 5Q1 2024Q2 2024: 3Q2 2024Q3 2024: 6Q3 2024Q4 2024: 6Q4 2024Q1 2025: 6Q1 2025Q2 2025: 7Q2 2025Q3 2025: 9Q3 2025Q4 2025: 11Q4 2025Q1 2026: 10Q1 2026Q2 2026: 9Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$96K
Exits1$4K

All 13F filers, Q3 2024 → Q4 2024: 1,990 shares bought and 55,330 shares sold, net −53,340 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Virtus Wealth Solutions LLC 18.33% — 1,618,204 $77.8M
Commonwealth Equity Services, LLC 0.04% Reduce -8.3% 581,735 $28.0M
MML Investors Services, LLC 0.01% Reduce -2.9% 74,969 $3.6M
Private Advisory Group LLC 0.02% Reduce -8.2% 4,374 $210K
Morgan Stanley 0.00% New 1,990 $96K
Osaic Holdings, Inc. 0.00% No change 100 $5K

"% of holder's portfolio" is DWUS's weight in each manager's 13F, not the share of Advisorshares D/W FSM Core the manager owns.