ADVISORSHARES Q DYN GROWTH (QPX) Institutional Ownership Changes & 13F Activity
ADVISORSHARES Q DYN GROWTH (QPX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Encompass More Asset Management, Professional Financial Advisors, Llc, Cetera Investment Advisers, Osaic Holdings, Inc., and Cambridge Investment Research Advisors, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Sell | -32,595 | -100.0% | 0 | $0.00 | Q4 2025 | Jun 12, 2026 |
| Sunbelt Securities, Inc. | Buy | +397 | — | 397 | $17.67K | Q4 2025 | Feb 20, 2026 |
| Ameriflex Group, Inc. | Buy | +1,061 | — | 1,061 | $47.23K | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | Buy | +54,828 | — | 54,828 | $2.44M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +54,395 | — | 54,395 | $2.42M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +11,459 | — | 11,459 | $510.11K | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, Llc | Buy | +439 | — | 439 | $19.54K | Q4 2025 | Feb 13, 2026 |
| Rothschild Wealth Llc | Buy | +30,639 | — | 30,639 | $1.36M | Q4 2025 | Feb 10, 2026 |
| Foundations Investment Advisors, Llc | Buy | +28,163 | — | 28,163 | $1.25M | Q4 2025 | Feb 10, 2026 |
| Envestnet Asset Management Inc | Buy | +10,588 | — | 10,588 | $471.34K | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +54,332 | — | 54,332 | $2.42M | Q4 2025 | Feb 05, 2026 |
| Northwestern Mutual Wealth Management Co | Buy | +1,200 | — | 1,200 | $41.83K | Q4 2025 | Feb 05, 2026 |
| Encompass More Asset Management | Buy | +239,869 | — | 239,869 | $10.68M | Q4 2025 | Feb 03, 2026 |
| Legacy Wealth Managment, Llc/Id | Buy | +18,336 | — | 18,336 | $816.25K | Q4 2025 | Feb 03, 2026 |
| Ubs Group Ag | Buy | +199 | — | 199 | $8.86K | Q4 2025 | Jan 29, 2026 |
| Cwm, Llc | Buy | +1,242 | — | 1,242 | $55.00K | Q4 2025 | Jan 26, 2026 |
| Ae Wealth Management Llc | Buy | +170 | — | 170 | $7.57K | Q4 2025 | Jan 26, 2026 |
| Professional Financial Advisors, Llc | Buy | +63,713 | — | 63,713 | $2.84M | Q4 2025 | Jan 15, 2026 |
Frequently asked questions about QPX activity
Which institutional owners are buying QPX?
Institutional owners buying QPX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in QPX activity?
"Buy" means an investor increased their reported position in QPX compared to the prior reporting period. This reflects growing exposure to ADVISORSHARES Q DYN GROWTH (QPX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in QPX increasing?
Institutional interest in QPX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.