ADVISORSHA

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DWSH·00768Y529·US·ETF

DWSH (ADVISORSHA) is held by 6 institutional investors as of Q2 2026. Largest holders: RAYMOND JAMES FINANCIAL INC ($4M), ENVESTNET ASSET MANAGEMENT INC ($703,909), ROYAL BANK OF CANADA ($21,000). Net institutional sentiment: Mixed.

6

Holders

(1 Elite)

$4.8M

Total Value

33% (9)

Consensus

3 buying - 6 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)36

Insider (Form 4)46

Activist (13D/13G)81

Congressional (STOCK Act)53

Holder Quality

81

★★★★★

Elite

29

★★★★

Strong

89

★★★

Solid

47

★★

Below

78

★

Weak

Held by 6 funds

1 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DWSH.

Top Holders

Top Holders (6)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
RAYMOND JAMES FINANCIAL INC	Increased	643,593(+5350.0%)	$4M	0.0%	-6.75%	43
ENVESTNET ASSET MANAGEMENT INC	Increased	112,266(+102.1%)	$703,909	0.0%	-6.36%	40
ROYAL BANK OF CANADA	Decreased	3,331(-75.8%)	$21,000	0.0%	-14.38%	0
OSAIC HOLDINGS, INC.	Increased	2,568(+4.0%)	$16,099	0.0%	-13.90%	13
MORGAN STANLEY	Unchanged	1	$8	0.0%	-5.56%	0
WELLS FARGO & COMPANY/MN	Unchanged	1	$5	0.0%	-9.22%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$217,416	0.0%	-4.35%	0
Private Advisor Group, LLC	Exited	0(-100.0%)	$101,603	0.0%	-8.99%	0
UBS Group AG	Exited	0(-100.0%)	$4,451	0.0%	-4.35%	0
MAI Capital Management	Exited	0(-100.0%)	$41,592	0.0%	-5.86%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$536,265	0.0%	-4.35%	0

DWSHADVISORSHA

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer