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ADVISORSHARES TR
ADVISORSHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 8 Institutional holders with a total value of $4,903,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 39,466 2,499,000 50.97%
2 Virtu KCG Holdings LLC 17,431 1,101,000 22.46%
3 LPL Financial LLC 6,450 407,000 8.30%
4 SNS Financial Group, LLC 6,086 384,000 7.83%
5 BALDWIN WEALTH PARTNERS LLC/MA 5,025 318,000 6.49%
6 BANK OF AMERICA CORP /DE/ 2,755 174,000 3.55%
7 Creative Planning 313 20,000 0.41%
8 Parallax Volatility Advisers, L.P. 1 0 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.