DWUS ADVISORSHARES TR
FollowDORSY FSM US (fund)
8 managers (8 13F filers) reported a position in DWUS shares at 2025-06-30, 2,184,132 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 0
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 2,184,132
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, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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 | 1,605,012 | $81.5M | 16.81% | -6,489 | 13F-HRTimeline |
| COMMONWEALTH EQUITY SERVICES, LLC | 546,449 | $27.8M | 0.04% | -6,913 | 13F-HRTimeline |
| MML INVESTORS SERVICES, LLC | 27,761 | $1.41M | <0.01% | -40,930 | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 2,776 | $141K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1,966 | $99.9K | <0.01% | 0 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 100 | $5.08K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| Scarborough Advisors, LLC | 68 | $3.45K | <0.01% | new | 13F-HRTimeline |
| 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. |