Who owns DWUS?
AdvisorShares Dorsey Wright FSM US Core ETF · AdvisorShares
9 institutions reported holding DWUS, worth $124.9M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of DWUS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Virtus Wealth Solutions LLC | Cranford, NJ | $95.9M | 1,506,264 | −74,117 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $25.9M | 407,155 | −3,432 shares |
| MML Investors Services, LLC | Springfield, MA | $2.0M | 30,638 | −649 shares |
| LPL Financial LLC | Fort Mill, SC | $457K | 7,179 | No change |
| Commonwealth Equity Services, LLC | Waltham, MA | $228K | 3,578 | −5,892 shares |
| Snowden Capital Advisors LLC | New York, NY | $214K | 3,355 | New position |
| Morgan Stanley | New York, NY | $125K | 1,966 | No change |
| UBS Group AG | Zurich, Switzerland | $54K | 846 | −5 shares |
| Regatta Research & Money Management | Metairie, LA | $20K | 310 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DWUS?
9 institutional managers reported holding DWUS in Form 13F filings for June 30, 2026, worth $124.9M in total. The largest reported position was held by Virtus Wealth Solutions LLC, at $95.9M.
Did institutions buy or sell DWUS last quarter?
Reported 13F value rose 19.5% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DWUS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.