Advisorshares D/W FSM CoreDWUSETF

13F holders, Q2 2025 (June 30)
7holders +1
2new positions
1sold out
$50.80avg. 13F price*

At the end of Q2 2025, 7 institutions reported holding Advisorshares D/W FSM Core (DWUS) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Virtus Wealth Solutions LLC ($81.5M), Commonwealth Equity Services, LLC ($27.8M) and MML Investors Services, LLC ($1.4M).

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$144K
Exits1$248K

All 13F filers, Q1 2025 → Q2 2025: 2,844 shares bought and 59,659 shares sold, net −56,815 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Virtus Wealth Solutions LLC 16.81% Reduce -0.4% 1,605,012 $81.5M
Commonwealth Equity Services, LLC 0.04% Reduce -1.3% 546,449 $27.8M
MML Investors Services, LLC 0.00% Reduce -59.6% 27,761 $1.4M
Raymond James Financial Inc. 0.00% New 2,776 $141K
Morgan Stanley 0.00% No change 1,966 $100K
Osaic Holdings, Inc. 0.00% No change 100 $5K
Scarborough Advisors, LLC 0.00% New 68 $3K

"% 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.