Dark
Light
System
Security
ADVISORSHARES TR WILSHIRE BUYBACK
ADVISORSHARES TR WILSHIRE BUYBACK. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 34 Institutional holders with a total value of $33,156,157.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LPL Financial LLC 207,755 11,503,000 34.69%
2 MORGAN STANLEY 63,626 3,523,000 10.63%
3 UNITED CAPITAL FINANCIAL ADVISORS, LLC 61,373 3,398,000 10.25%
4 UBS Group AG 43,192 2,392,000 7.21%
5 MSI Financial Services Inc 32,490 1,799,000 5.43%
6 Orion Porfolio Solutions, LLC 24,000 1,329,000 4.01%
7 STIFEL FINANCIAL CORP 21,360 1,183,000 3.57%
8 First Allied Advisory Services, Inc. 17,612 979,000 2.95%
9 USCA RIA LLC 15,152 839,000 2.53%
10 OPPENHEIMER & CO INC 11,224 621,000 1.87%
11 LADENBURG THALMANN FINANCIAL SERVICES INC. 10,954 607,000 1.83%
12 ENVESTNET ASSET MANAGEMENT INC 10,715 593,000 1.79%
13 Miller Investment Management, LP 9,000 498,000 1.50%
14 BECK CAPITAL MANAGEMENT, LLC 8,256 457,000 1.38%
15 Partnervest Advisory Services LLC 7,541 418,000 1.26%
16 JANE STREET GROUP, LLC 7,438 412,000 1.24%
17 Investors Capital Advisory Services 7,000 387,000 1.17%
18 Private Advisor Group, LLC 5,331 295,000 0.89%
19 WELLS FARGO & COMPANY/MN 5,203 288,000 0.87%
20 HighTower Advisors, LLC 5,000 277,000 0.84%
21 Koshinski Asset Management, Inc. 3,750 208,000 0.63%
22 CITIGROUP INC 3,652 202,000 0.61%
23 Cambridge Investment Research Advisors, Inc. 3,630 201,000 0.61%
24 WESTPORT RESOURCES MANAGEMENT INC 3,050 169,000 0.51%
25 NATIONAL PLANNING CORP 2,399 130,816 0.39%
26 AMERICAN INTERNATIONAL GROUP, INC. 2,150 119,045 0.36%
27 ROYAL BANK OF CANADA 1,500 83,000 0.25%
28 NEW ENGLAND SECURITIES CORP /MA/ 1,250 69,000 0.21%
29 FIRST MANHATTAN CO. LLC. 1,235 68,000 0.21%
30 Stratos Wealth Partners, LTD. 800 44,296 0.13%
31 B. Riley Wealth Advisors, Inc. 780 43,000 0.13%
32 Catalyst Capital Advisors LLC 370 20,000 0.06%
33 Advisory Services Network, LLC 10 1,000 0.00%
34 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.