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DWUS ADVISORSHARES TR

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DORSY FSM US (fund)

11 managers (11 13F filers) reported a position in DWUS shares at 2025-12-31, 2,060,584 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
11
13F filers
11
New
3
Added
5
Reduced
2
Sold out
1
Shares held by filers
2,060,584

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Virtus Wealth Solutions LLC1,579,331$85.6M16.25%-10,19513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.410,508$22.3M0.03%+6,42113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC32,283$1.75M<0.01%+5,76713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,471$513K<0.01%+37513F-HRTimeline
LPL Financial LLC8,428$457K<0.01%-92213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC7,995$434K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,943$268K<0.01%new13F-HRTimelineGroup
Private Advisory Group LLC4,449$241K0.02%+31613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,840$154K<0.01%+87413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG268$14.5K<0.01%new13F-HRTimelineGroup
Scarborough Advisors, LLC68$3.69K<0.01%013F-HRTimeline