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AdvisorShares Dorsey Wright FSM US Core ETF (DWUS) Institutional Ownership

AdvisorShares Dorsey Wright FSM US Core ETF logo
$59.58 -0.09 (-0.16%)
As of 01:27 PM Eastern
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Institutional Ownership Changes (13F Filings) for AdvisorShares Dorsey Wright FSM US Core ETF (NASDAQ:DWUS)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$694.46M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.44M
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DWUS Institutional Buying and Selling by Quarter

AdvisorShares Dorsey Wright FSM US Core ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.18,597$1.19M0.0%N/A0.907%
9/9/2026Concorde Asset Management LLC19,160$1.22M0.7%N/A0.935%
9/9/2026Integrated Wealth Concepts LLC5,794$369K0.0%N/A0.283%
9/9/2026NewEdge Advisors LLC800$51K0.0%N/A0.039%
8/27/2026Corient Private Wealth LP281,255$17.92M0.0%N/A13.720%
8/23/2026Ameritas Advisory Services LLC14,300$911K0.0%N/A0.698%
8/23/2026Angeles Wealth Management LLC1,200$76K0.0%N/A0.059%
8/22/2026Compass Financial Management LLC644,107$41.03M4.7%N/A31.420%
8/22/2026Strive Financial Group LLC501$32K0.0%N/A0.024%
8/21/2026Tsfg LLC3,010$192K0.0%N/A0.147%
8/21/2026Triumph Capital Management451$29K0.0%N/A0.022%
8/20/2026Proficio Capital Partners LLC70,633$4.50M0.2%N/A3.446%
8/20/2026Montanova Capital LLC9,738,524$620.33M10.3%N/A475.050%
8/20/2026A. D. Beadell Investment Counsel Inc.82,400$5.25M3.2%N/A4.020%
2/17/2026Osaic Holdings Inc.410,508$22.26M0.0%+1.6%19.183%
2/16/2026MML Investors Services LLC32,283$1.75M0.0%+21.7%1.509%
2/12/2026Commonwealth Equity Services LLC9,471$513K0.0%+4.1%0.443%
2/12/2026Logan Capital Management Inc.7,995$434K0.0%N/A0.374%
2/11/2026LPL Financial LLC8,428$457K0.0%-9.9%0.394%
1/29/2026Virtus Wealth Solutions LLC1,579,331$85.61M16.3%-0.6%73.801%
1/15/2026Private Advisory Group LLC4,449$241K0.0%+7.6%0.208%
11/12/2025Virtus Wealth Solutions LLC1,589,526$86.34M16.6%-1.0%70.023%
11/10/2025Private Advisory Group LLC4,133$224K0.0%N/A0.182%
8/15/2025MML Investors Services LLC27,761$1.41M0.0%-59.6%1.223%
8/14/2025Raymond James Financial Inc.2,776$141K0.0%N/A0.122%
7/23/2025GGM Financials LLC1,605,012$81.54M16.1%N/A70.705%
5/15/2025OLD Mission Capital LLC5,327$248K0.0%N/A0.229%
5/9/2025Commonwealth Equity Services LLC553,362$25.73M0.0%-4.9%23.749%
4/23/2025Virtus Wealth Solutions LLC1,611,501$74.94M22.7%-0.4%69.163%
2/14/2025MML Investors Services LLC74,969$3.61M0.0%-2.9%3.177%
2/13/2025Virtus Wealth Solutions LLC1,618,204$77.82M18.3%N/A68.568%
2/10/2025Commonwealth Equity Services LLC581,735$27.98M0.0%-8.3%24.650%
11/15/2024MML Investors Services LLC77,206$3.64M0.0%-0.5%3.190%
10/9/2024Private Advisory Group LLC4,767$225K0.0%N/A0.199%
7/31/2024Commonwealth Equity Services LLC2,226,512$104.34M0.2%+0.1%93.159%
4/29/2024Commonwealth Equity Services LLC2,223,897$98.59M0.2%+0.0%93.441%
2/6/2024Commonwealth Equity Services LLC2,223,070$89.06M0.2%-0.3%93.406%
10/23/2023Commonwealth Equity Services LLC2,229,906$79.52M0.2%-2.0%93.694%
8/10/2023Commonwealth Equity Services LLC2,275,850$83.75M0.2%+2.1%94.827%
5/11/2023Commonwealth Equity Services LLC2,230,055$74.86M0.2%+2.0%92.533%
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2/7/2023Commonwealth Equity Services LLC2,186,709$72.84M0.2%-0.6%90.360%
11/15/2022Commonwealth Equity Services LLC2,199,327$66.43M0.2%-2.0%92.022%
11/14/2022MML Investors Services LLC93,626$2.83M0.0%-5.2%3.917%
10/25/2022Raymond James Financial Services Advisors Inc.33,124$1M0.0%-1.6%1.386%


DWUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 24 institutional investors and hedge funds held shares of AdvisorShares Dorsey Wright FSM US Core ETF. The most heavily invested institutionals were Montanova Capital LLC ($620.33M), Virtus Wealth Solutions LLC ($85.61M), GGM Financials LLC ($81.54M), Compass Financial Management LLC ($41.03M), Osaic Holdings Inc. ($22.26M), Corient Private Wealth LP ($17.92M), and A. D. Beadell Investment Counsel Inc. ($5.25M).Learn more on AdvisorShares Dorsey Wright FSM US Core ETF's institutional investors.

Of the 23 institutional investors that purchased AdvisorShares Dorsey Wright FSM US Core ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Montanova Capital LLC ($9.74M), Virtus Wealth Solutions LLC ($1.62M), GGM Financials LLC ($1.61M), Compass Financial Management LLC ($644.11K), Corient Private Wealth LP ($281.26K), A. D. Beadell Investment Counsel Inc. ($82.40K), and Proficio Capital Partners LLC ($70.63K).

Institutional investors have bought a total of 10,905,739 shares in the last 24 months. This purchase volume represents approximately $694.46M in transactions.

The following institutional investors have sold AdvisorShares Dorsey Wright FSM US Core ETF stock in the last 24 months: Virtus Wealth Solutions LLC ($25.68K), and LPL Financial LLC ($922.00).

Institutional investors have sold a total of 26,603 shares in the last 24 months. This volume of shares sold represents approximately $1.44M in transactions.


Related Companies

Institutional ownership data for NASDAQ:DWUS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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