Advisorshares Investments LLC

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Assets, Funds, Holdings

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Advisorshares Investments LLC
CRD #149782
SEC #801-70457
CIK #0001408970, 0001425930
AUM $1.2 BB (2024-03-21)
Employees 9 (44% Investors, 56% Brokers)
Phone888-843-3831
Address4800 Montgomery Lane
Bethesda, MD 20814
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
3.02.41.81.20.60.02008201320192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
CURLF 40.6
TSNDF 31.6
APH 38,646.8 7.9
FICO 10,408.1 7.5
MLR 258.4 7.4
HEI 17,859.3 7.2
INTU 108,963.5 6.6
SYK 74,798.9 6.6
FI 6.5
ROL 16,994.8 6.5
View All
Holdings by Sector ($MM)
90072054036018002018202020222025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 17 1.2
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 17 1.2
By Discretionary
Discretionary 17 1.2
Non-Discretionary 0 0.0
Total 17 1.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.2
Total 17 1.2
EDGAR Form CIK 2011 - 2024
SC 13G [0001408970]
13F-HR [0001425930]
Form 13D/13G Filer Form 13D/13G Subject Filed
Advisorshares Trust Clearmind Medicine Inc [2024-02-14]
Professional Financial Advisors LLC Advisorshares Trust [2023-11-01]
Advisorshares Trust Enveric Biosciences Inc [2023-02-14]
Advisorshares Trust Growgeneration Corp [2022-02-14]
Advisorshares Trust Urban-Gro Inc [2022-02-14]
Advisorshares Trust Advisorshares Trust [2022-02-14]
Advisorshares Trust Advisorshares Trust [2022-02-14]
Advisorshares Trust Agrify Corp [2022-01-04]
Advisorshares Trust Power REIT [2021-02-16]
Advisorshares Trust Greenlane Holdings LLC [2021-02-16]
First Trust Portfolios LP Advisorshares Trust [2017-01-19]
Toroso Investments LLC Advisorshares Trust [2015-02-12]
SNS Financial Group LLC Advisorshares Trust [2014-02-04]
First Trust Portfolios LP Advisorshares Trust [2014-01-08]
[2012-08-23]
Stifel Nicolaus & Co Inc MO Advisorshares Trust [2012-01-17]
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NY 1.2
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NY 1.2
Cohen & Company Financial Management LLC
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DB Advisory America Limited Ltd
NY 1.2
Wealthfront Strategies LLC
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Bank of Hawaii
HI 1.2
Mesirow Institutional Investment Management Inc
IL 1.2
OFS CLO Management LLC
IL 1.2
Man Investments Australia Limited
1.2
SV Health Investors LLC
MA 1.1
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