Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | 2026-08-17 | 2,554 | $4,749,549 |
| MYERS FRANKLIN | Insider | 2026-08-11 | 4,000 | $6,775,691 |
| MYERS FRANKLIN | Insider | 2026-08-10 | 3,500 | $5,916,647 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| NEW YORK STATE COMMON RETIREMENT FUND | NEW YORK STATE COMMON RETIREMENT FUND increased this position by 107% ($31,446,273 -> $65,095,166). | 2026-06-30 |
| BAILLIE GIFFORD & CO | BAILLIE GIFFORD & CO increased this position by 234% ($32,836,510 -> $109,691,023). | 2026-06-30 |
| PANAGORA ASSET MANAGEMENT INC | PANAGORA ASSET MANAGEMENT INC increased this position by 199% ($53,426,210 -> $159,505,354). | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | GEODE CAPITAL MANAGEMENT, LLC increased this position by 32% ($1,560,614,721 -> $2,063,974,827). | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | BNP PARIBAS FINANCIAL MARKETS increased this position by 93% ($69,341,133 -> $133,563,611). | 2026-06-30 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | LOS ANGELES CAPITAL MANAGEMENT LLC increased this position by 134% ($32,715,159 -> $76,394,266). | 2026-06-30 |
| NEUBERGER BERMAN GROUP LLC | NEUBERGER BERMAN GROUP LLC increased this position by 67% ($53,030,481 -> $88,581,333). | 2026-06-30 |
| Hood River Capital Management LLC | Hood River Capital Management LLC exited a position previously worth $343,899,421. | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | $2,063,974,827 | 1,039,639 |
| Sumitomo Mitsui Trust Group, Inc. | $168,533,136 | 85,034 |
| PANAGORA ASSET MANAGEMENT INC | $159,505,354 | 80,479 |
| BNP PARIBAS FINANCIAL MARKETS | $133,563,611 | 67,390 |
| Clearbridge Investments, LLC | $129,552,144 | 65,366 |
| AMERIPRISE FINANCIAL INC | $116,564,426 | 58,813 |
| BAILLIE GIFFORD & CO | $109,691,023 | 55,345 |
| NEUBERGER BERMAN GROUP LLC | $88,581,333 | 44,694 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $76,394,266 | 38,545 |
| NEW YORK STATE COMMON RETIREMENT FUND | $65,095,166 | 32,844 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
This page tracks AdvisorShares Investments LLC’s institutional portfolio moves as they are disclosed in SEC Form 13F filings, updated every quarter as new data becomes available. If you follow institutional positioning the way people track warren buffett buys stock headlines or dig through a bill ackman holdings 13f, this profile aims to be the same … Read more