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

Institutional Holders (2016Q1)
Portfolio Summary: 10 Institutional holders with a total value of $3,995,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 WELLS FARGO & COMPANY/MN 50 3,000 0.08%
3 UBS Group AG 102 6,000 0.15%
4 Tower Research Capital LLC (TRC) 485 29,000 0.73%
5 BANK OF AMERICA CORP /DE/ 2,755 164,000 4.11%
6 BALDWIN WEALTH PARTNERS LLC/MA 4,452 263,000 6.58%
7 Creative Planning 8,748 520,000 13.02%
8 SNS Financial Group, LLC 9,743 579,000 14.49%
9 Virtu KCG Holdings LLC 10,116 600,000 15.02%
10 MORGAN STANLEY 31,030 1,831,000 45.83%

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.