Advisorshares D/W FSM CoreDWUSETF

13F holders, Q1 2025 (March 31)
6holders
1new positions
1sold out
$46.50avg. 13F price*

At the end of Q1 2025, 6 institutions reported holding Advisorshares D/W FSM Core (DWUS) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Virtus Wealth Solutions LLC ($74.9M), Commonwealth Equity Services, LLC ($25.7M) and MML Investors Services, LLC ($3.2M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$248K
Exits1$210K

All 13F filers, Q4 2024 → Q1 2025: 5,327 shares bought and 45,752 shares sold, net −40,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Virtus Wealth Solutions LLC 22.74% Reduce -0.4% 1,611,501 $74.9M
Commonwealth Equity Services, LLC 0.04% Reduce -4.9% 553,362 $25.7M
MML Investors Services, LLC 0.01% Reduce -8.4% 68,691 $3.2M
Old Mission Capital LLC 0.00% New 5,327 $248K
Morgan Stanley 0.00% Reduce -1.2% 1,966 $91K
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.