DWUS ADVISORSHARES TR
FollowDORSY FSM US (fund)
7 managers (7 13F filers) reported a position in DWUS shares at 2025-03-31, 2,240,947 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 0
- Reduced
- 4
- Sold out
- 1
- Shares held by filers
- 2,240,947
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Virtus Wealth Solutions LLC | 1,611,501 | $74.9M | 22.74% | -6,703 | 13F-HRTimeline |
| COMMONWEALTH EQUITY SERVICES, LLC | 553,362 | $25.7M | 0.04% | -28,373 | 13F-HRTimeline |
| MML INVESTORS SERVICES, LLC | 68,691 | $3.19M | 0.01% | -6,278 | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 5,327 | $248K | <0.01% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 1,966 | $91.4K | <0.01% | -24 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 100 | $4.65K | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |