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AdvisorShares Q Dynamic Growth ETF (QPX) Institutional Ownership

$48.65 +0.04 (+0.08%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for AdvisorShares Q Dynamic Growth ETF (NYSEARCA:QPX)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$4.94M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.70M
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QPX Institutional Buying and Selling by Quarter

AdvisorShares Q Dynamic Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026Legacy Wealth Managment LLC ID12,857$628K0.3%-25.6%1.978%
7/9/2026Professional Financial Advisors LLC65,220$3.19M0.6%+0.7%9.591%
5/13/2026Cetera Investment Advisers39,330$1.67M0.0%-28.3%5.315%
5/7/2026Legacy Wealth Managment LLC ID17,280$732K0.4%-5.8%2.335%
2/18/2026Ameriflex Group Inc.1,061$47K0.0%-50.0%0.140%
2/17/2026Cetera Investment Advisers54,828$2.44M0.0%-13.9%7.214%
2/17/2026Osaic Holdings Inc.54,395$2.42M0.0%-16.7%7.157%
2/17/2026Rothschild Wealth LLC30,639$1.36M0.1%-7.8%4.031%
2/10/2026Rothschild Wealth LLC30,639$1.36M0.2%-7.8%4.031%
2/10/2026Foundations Investment Advisors LLC28,163$1.25M0.0%+54.2%3.706%
2/3/2026Legacy Wealth Managment LLC ID18,336$816K0.4%+13.5%2.413%
2/3/2026Encompass More Asset Management239,869$10.68M2.0%-0.6%31.562%
11/17/2025Susquehanna International Group LLP7,886$339K0.0%-20.2%1.080%
11/13/2025Ameriflex Group Inc.2,122$91K0.0%+100.0%0.291%
11/5/2025Envestnet Asset Management Inc.10,611$456K0.0%-48.5%1.454%
11/3/2025Foundations Investment Advisors LLC18,262$785K0.0%N/A2.502%
10/28/2025Professional Financial Advisors LLC63,836$2.74M0.6%-1.5%8.745%
10/17/2025Encompass More Asset Management241,323$10.37M2.0%+50.9%33.517%
10/15/2025CWM LLC1,251$54K0.0%N/A0.174%
9/4/2025Osaic Holdings Inc.70,474$2.73M0.0%+19.4%11.012%
8/14/2025Sentinus LLC33,214$1.29M0.3%+0.8%5.190%
8/8/2025Cetera Investment Advisers71,712$2.78M0.0%-7.6%11.118%
8/6/2025Legacy Wealth Managment LLC ID19,157$742K0.4%+45.8%2.970%
7/10/2025Professional Financial Advisors LLC64,840$2.51M0.6%-0.4%9.899%
5/16/2025Legacy Wealth Managment LLC ID13,135$451K0.3%-35.0%2.021%
5/9/2025Encompass More Asset Management165,107$5.67M1.7%+1.5%25.401%
5/6/2025Cetera Investment Advisers77,645$2.67M0.0%-15.9%11.764%
5/6/2025AE Wealth Management LLC3,119$107K0.0%-75.1%0.473%
4/29/2025Envestnet Asset Management Inc.20,724$712K0.0%+2.4%3.140%
4/23/2025Professional Financial Advisors LLC65,108$2.24M0.6%-0.6%9.865%
4/22/2025Cambridge Investment Research Advisors Inc.54,382$1.87M0.0%-2.4%8.240%
2/24/2025Ameriflex Group Inc.1,234$45K0.0%N/A0.180%
2/17/2025Sentinus LLC32,850$1.18M0.3%-60.3%4.380%
2/17/2025Cetera Investment Advisers92,339$3.31M0.0%-6.9%12.312%
2/13/2025Legacy Investment Solutions LLC20,222$739K0.4%-38.3%2.696%
2/13/2025Envestnet Asset Management Inc.20,230$726K0.0%+3.4%2.697%
1/21/2025Encompass More Asset Management162,685$5.84M1.9%+7.1%21.691%
11/15/2024Legacy Investment Solutions LLC32,768$1.19M0.7%N/A4.369%
11/14/2024Encompass More Asset Management151,952$5.39M2.1%+8.9%20.260%
8/22/2024Cetera Investment Advisers118,443$4.01M0.0%-14.4%15.792%
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7/27/2024Encompass More Asset Management139,543$4.73M3.4%+9.5%18.606%
7/26/2024Cambridge Investment Research Advisors Inc.56,840$1.93M0.0%+0.6%7.579%
5/24/2024Cetera Advisors LLC137,606$4.51M0.0%-0.3%18.347%
5/24/2024Cetera Investment Advisers138,306$4.53M0.0%+735.0%18.441%
4/25/2024Professional Financial Advisors LLC65,313$2.14M0.6%-2.6%8.538%
4/25/2024Cambridge Investment Research Advisors Inc.56,473$1.85M0.0%+22.9%7.382%
2/12/2024Focus Financial Network Inc. ADV6,984$214K0.0%N/A0.698%
2/9/2024Cambridge Investment Research Advisors Inc.45,932$1.41M0.0%+4.3%4.593%
10/25/2023Professional Financial Advisors LLC67,083$1.84M0.8%+1.0%6.708%
10/24/2023Cambridge Investment Research Advisors Inc.44,055$1.21M0.0%+2.9%4.406%
8/10/2023Cetera Advisors LLC151,301$4.32M0.1%-7.1%15.130%
8/10/2023Cetera Investment Advisers16,884$482K0.0%-2.8%1.688%
7/13/2023Cambridge Investment Research Advisors Inc.42,816$1.22M0.0%N/A4.460%
7/12/2023Professional Financial Advisors LLC66,416$1.90M1.0%+569.5%6.918%
2/10/2023Advisor Group Holdings Inc.113,040$2.39M0.0%-27.6%9.342%
2/9/2023HighTower Advisors LLC24,530$515K0.0%-62.3%2.027%
2/8/2023UBS Group AG7,143$151K0.0%+45.0%0.590%
2/8/2023Cambridge Investment Research Advisors Inc.120,381$2.55M0.0%-5.9%9.949%
2/7/2023Envestnet Asset Management Inc.25,554$540K0.0%-4.3%2.112%
1/11/2023Accurate Wealth Management LLC2,150$47K0.0%N/A0.165%
11/16/2022Sentinus LLC30,077$622K0.4%N/A2.089%
10/17/2022Cambridge Investment Research Advisors Inc.127,910$2.64M0.0%-35.7%8.471%
8/11/2022Cetera Advisors LLC326,276$7.16M0.2%+8.3%19.080%
8/11/2022Sigma Planning Corp9,850$216K0.0%-13.2%0.576%
8/3/2022Envestnet Asset Management Inc.29,668$651K0.0%-70.4%1.735%


QPX Institutional Ownership - Frequently Asked Questions

During the previous two years, 15 institutional investors and hedge funds held shares of AdvisorShares Q Dynamic Growth ETF. The most heavily invested institutionals were Encompass More Asset Management ($10.68M), Professional Financial Advisors LLC ($3.19M), Osaic Holdings Inc. ($2.42M), Cambridge Investment Research Advisors Inc. ($1.87M), Cetera Investment Advisers ($1.67M), Rothschild Wealth LLC ($1.36M), and Sentinus LLC ($1.29M).Learn more on AdvisorShares Q Dynamic Growth ETF's institutional investors.

Of the 10 institutional investors that purchased AdvisorShares Q Dynamic Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Encompass More Asset Management ($107.01K), Legacy Investment Solutions LLC ($32.77K), Foundations Investment Advisors LLC ($28.16K), Osaic Holdings Inc. ($11.44K), Legacy Wealth Managment LLC ID ($8.20K), Ameriflex Group Inc. ($2.30K), and CWM LLC ($1.25K).

Institutional investors have bought a total of 114,575 shares in the last 24 months. This purchase volume represents approximately $4.94M in transactions.

Of the 9 institutional investors that sold AdvisorShares Q Dynamic Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($24.35K), Osaic Holdings Inc. ($10.88K), Envestnet Asset Management Inc. ($10.01K), Legacy Wealth Managment LLC ID ($5.48K), Rothschild Wealth LLC ($5.15K), Susquehanna International Group LLP ($2.00K), and Encompass More Asset Management ($1.45K).

Institutional investors have sold a total of 61,384 shares in the last 24 months. This volume of shares sold represents approximately $2.70M in transactions.


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Institutional ownership data for NYSEARCA:QPX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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