Who Owns MSOX?

ADVISORSHARES TR — Institutional Ownership & 13F Holdings

NYSE_ARCA

$3.75

+0.31 (+9.04%)

Market Cap

Shares Outstanding

5,934,537

Institutional Holders

7

Total Inst. Value

$731K

% of Float Held

QoQ Holder Change

-6

Institutional data as of Q1 2025

New Positions

2

Closed Positions

5

Increased

1

Decreased

3

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Ancora Advisors LLC$334K10,810
2SUSQUEHANNA INTERNATIONAL GROUP, LLP$240K60,510
3GROUP ONE TRADING LLCNew$130K32,827
4SIMPLEX TRADING, LLC$25K6,345
5Federation des caisses Desjardins du QuebecNew$1K425
6MORGAN STANLEY$1K502
7BANK OF AMERICA CORP /DE/$04

Biggest Buyers & Sellers This Quarter

Top Buyers

Top Sellers

Frequently Asked Questions

How many institutional investors hold MSOX?

As of Q1 2025, 7 institutional investors report holding MSOX (ADVISORSHARES TR) in their 13F filings.

Which hedge fund owns the most MSOX?

The largest institutional holder of MSOX is Ancora Advisors LLC with $334K in shares.

Are institutions buying or selling MSOX?

This quarter, 2 institutions opened new positions in MSOX and 5 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.