Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / DORSY FSM US
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Number of holders
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5
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Total 13F shares, excl. options
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2.31M
-
Shares change
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-8.74K
-
Total reported value, excl. options
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$102M
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Value change
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-$361K
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Number of buys
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2
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Number of sells
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-2
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Price
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$44.33
Significant Holders of ADVISORSHARES TR - DORSY FSM US (DWUS) as of Q1 2024
6 filings reported holding DWUS - ADVISORSHARES TR - DORSY FSM US as of Q1 2024.
ADVISORSHARES TR - DORSY FSM US (DWUS) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.31M shares
.
Largest 6 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (2.22M shares), MML INVESTORS SERVICES, LLC (77.9K shares), Snowden Capital Advisors LLC (7.31K shares), OSAIC HOLDINGS, INC. (100 shares), UBS Group AG (25 shares), and Private Advisory Group LLC (0 shares).
This table shows the top 5 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.