DWAW Institutional Ownership & Shareholders
ADVISORSHARES D/W FSM CAP (DWAW) is currently held by 13 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $82.84M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Virtus Wealth Solutions Llc is currently the largest disclosed institutional shareholder of DWAW tracked by InsiderSet, reporting ownership valued at approximately $72.84M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $70.14M, representing an estimated loss of -3.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed DWAW value among the investors covered in this analysis. Major shareholders include Virtus Wealth Solutions Llc, Prospera Financial Services Inc, Mml Investors Services, Llc, and several other long-term asset managers with concentrated positions in ADVISORSHARES D/W FSM CAP (DWAW).
This page ranks the largest institutional DWAW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
13
Total Reported Value
$82.84M
Largest Holder
Virtus Wealth Solutions Llc
Largest Position
$72.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
17
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Virtus Wealth Solutions Llc | 12.37% | 1,460,894 | $72,840,178 | $70,135,330 | -$2,704,848 | -3.71% | |
| Prospera Financial Services Inc | 0.08% | 106,776 | $5,460,292 | $5,126,156 | -$334,136 | -6.12% | |
| Mml Investors Services, Llc | 0.00% | 25,244 | $1,290,971 | $1,211,927 | -$79,044 | -6.12% | |
| Raymond James Financial Inc | 0.00% | 14,929 | $763,471 | $716,719 | -$46,752 | -6.12% | |
| Lpl Financial Llc | 0.00% | 11,878 | $607,442 | $570,245 | -$37,197 | -6.12% | |
| Private Advisor Group, Llc | 0.00% | 10,643 | $544,284 | $510,954 | -$33,330 | -6.12% | |
| Susquehanna International Group, Llp | 0.00% | 8,680 | $443,896 | $416,714 | -$27,182 | -6.12% | |
| Ewa, Llc | 0.05% | 4,960 | $253,654 | $238,122 | -$15,532 | -6.12% | |
| Farther Finance Advisors, Llc | 0.00% | 4,650 | $231,849 | $223,240 | -$8,609 | -3.71% | |
| Advisortrust Partners, Llc | 0.06% | 4,078 | $203,329 | $195,779 | -$7,550 | -3.71% | |
| Ubs Group Ag | 0.00% | 2,086 | $106,678 | $100,146 | -$6,532 | -6.12% | |
| Morgan Stanley | 0.00% | 1,733 | $88,665 | $83,199 | -$5,466 | -6.17% | |
| Jones Financial Companies Lllp | 0.00% | 41 | $2,070 | $1,968 | -$102 | -4.91% |
Frequently asked questions about DWAW
Who are the largest institutional holders of DWAW?
The largest institutional holders of DWAW reported in the latest SEC Form 13F filings include Virtus Wealth Solutions Llc, Prospera Financial Services Inc, Mml Investors Services, Llc, Raymond James Financial Inc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported DWAW position.
What is DWAW institutional ownership?
This page tracks DWAW positions reported by institutional investment managers through SEC Form 13F. ADVISORSHARES D/W FSM CAP (DWAW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DWAW?
InsiderSet currently tracks 13 institutional managers reporting DWAW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DWAW shareholders.
How much DWAW stock do institutions own?
Institutional investment managers disclosed approximately $82.84M in DWAW holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DWAW institutional ownership last updated?
The latest DWAW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DWAW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DWAW position after the reporting date.
Are institutions buying or selling DWAW?
Institutional buying and selling can be analyzed by comparing DWAW positions across consecutive 13F reporting periods. InsiderSet's DWAW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DWAW ownership changes.
How has DWAW institutional ownership changed over time?
InsiderSet tracks DWAW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.