Advisorshares D/W FSM CoreDWUSETF

13F holders, Q3 2025 (September 30)
9holders +2
3new positions
1sold out
$54.28avg. 13F price*

At the end of Q3 2025, 9 institutions reported holding Advisorshares D/W FSM Core (DWUS) in their 13F filings, up 2 from Q2 2025. 3 opened new positions and 1 sold out. The largest holders were Virtus Wealth Solutions LLC ($86.3M), Osaic Holdings, Inc. ($21.9M) 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions3$737K
Exits1$141K

All 13F filers, Q2 2025 → Q3 2025: 417,551 shares bought and 556,860 shares sold, net −139,309 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Virtus Wealth Solutions LLC 16.62% Reduce -1.0% 1,589,526 $86.3M
Osaic Holdings, Inc. 0.03% Add +403987.0% 404,087 $21.9M
MML Investors Services, LLC 0.00% Reduce -4.5% 26,516 $1.4M
LPL Financial LLC 0.00% New 9,350 $508K
Commonwealth Equity Services, LLC 0.00% Reduce -98.3% 9,096 $494K
Private Advisory Group LLC 0.02% New 4,133 $224K
Morgan Stanley 0.00% No change 1,966 $107K
Steward Partners Investment Advisory, LLC 0.00% New 81 $4K
Scarborough Advisors, LLC 0.00% No change 68 $4K

"% 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.