Q3 2021 13F Holders as of 9/30/2021
-
Type / Class
-
Equity / Q DYNAMIC GROWTH
-
Number of holders
-
19
-
Total 13F shares, excl. options
-
1.98M
-
Shares change
-
+923K
-
Total reported value, excl. options
-
$57.1M
-
Value change
-
+$27.4M
-
Number of buys
-
14
-
Number of sells
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-5
-
Price
-
$27.97
Significant Holders of ADVISORSHARES TR - Q DYNAMIC GROWTH (QPX) as of Q3 2021
20 filings reported holding QPX - ADVISORSHARES TR - Q DYNAMIC GROWTH as of Q3 2021.
ADVISORSHARES TR - Q DYNAMIC GROWTH (QPX) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.98M shares
.
Largest 10 shareholders include WealthPLAN Partners, LLC (644K shares), Cambridge Investment Research Advisors, Inc. (524K shares), Cetera Advisors LLC (235K shares), ADVISOR GROUP HOLDINGS, INC. (234K shares), MERCER GLOBAL ADVISORS INC /ADV (95K shares), CENTAURUS FINANCIAL, INC. (70.2K shares), HighTower Advisors, LLC (50.3K shares), ENVESTNET ASSET MANAGEMENT INC (24.6K shares), Cetera Investment Advisers (22.8K shares), and RAYMOND JAMES & ASSOCIATES (21.2K shares).
This table shows the top 19 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.