Institutional Ownership Advisorshares Tr Q Dynamic Gro (QPX)
This table provides information about the institutional ownership of Advisorshares Tr Q Dynamic Gro (QPX). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 607,855 shares, which have been reported (via 13F filing form) to have a value of $26.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
241,323
shares
|
$10.4 Million
2.53% of portfolio
|
Q3 2025
Added 50.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
65,275
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
63,836
shares
|
$2.76 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
63,680
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
54,134
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
33,214
shares
|
$1.44 Million
0.34% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
19,157
shares
|
$828,348
0.62% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
18,262
shares
|
$789,648
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
16,156
shares
|
$698,585
0.48% of portfolio
|
Q3 2025
Reduced 15.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
10,611
shares
|
$458,819
0.0% of portfolio
|
Q3 2025
Reduced 48.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
7,886
shares
|
$340,990
0.0% of portfolio
|
Q3 2025
Reduced 20.22%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,984
shares
|
$301,988
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,597
shares
|
$112,294
0.0% of portfolio
|
Q3 2025
Added 35.76%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,122
shares
|
$91,755
0.03% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,251
shares
|
$54,093
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
439
shares
|
$18,982
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
397
shares
|
$17,166
0.0% of portfolio
|
Q3 2025
Reduced 39.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
232
shares
|
$10,031
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
170
shares
|
$7,350
0.0% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
89
shares
|
$3,848
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
40
shares
|
$1,729
0.0% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|