Advisorshares D/W FSM CoreDWUSETF

13F holders, Q4 2025 (December 31)
11holders +2
3new positions
1sold out
$54.21avg. 13F price*

At the end of Q4 2025, 11 institutions reported holding Advisorshares D/W FSM Core (DWUS) in their 13F filings, up 2 from Q3 2025. 3 opened new positions and 1 sold out. The largest holders were Virtus Wealth Solutions LLC ($85.6M), Osaic Holdings, Inc. ($22.3M) and MML Investors Services, LLC ($1.7M).

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 2025 → Q4 2025

InstitutionsTotal Value
New Positions3$716K
Exits1$4K

All 13F filers, Q3 2025 → Q4 2025: 26,959 shares bought and 11,198 shares sold, net +15,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 11 holders

Virtus Wealth Solutions LLC 16.25% Reduce -0.6% 1,579,331 $85.6M
Osaic Holdings, Inc. 0.03% Add +1.6% 410,508 $22.3M
MML Investors Services, LLC 0.00% Add +21.8% 32,283 $1.7M
Commonwealth Equity Services, LLC 0.00% Add +4.1% 9,471 $513K
LPL Financial LLC 0.00% Reduce -9.9% 8,428 $457K
Logan Capital Management Inc. 0.02% New 7,995 $434K
Susquehanna International Group, LLP 0.00% New 4,943 $268K
Private Advisory Group LLC 0.02% Add +7.7% 4,449 $241K
Morgan Stanley 0.00% Add +44.5% 2,840 $154K
UBS Group AG 0.00% New 268 $15K
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.