HDGE institutional holders
ADVISORSHARES TR · 13F, 2026Q2
| Managers holding | 19 |
|---|---|
| Shares held | 1,729,613 |
| Reported value | $28.5m |
| Quarter flows | 4 new, 5 added, 6 trimmed, 10 exited |
Top 19 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| LPL Financial LLC | 742,804 | $12.2m | 0.0% |
| MORGAN STANLEY | 326,156 | $5.4m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 264,166 | $4.4m | 0.0% |
| OSAIC HOLDINGS, INC. | 93,676 | $1.5m | 0.0% |
| MML INVESTORS SERVICES, LLC | 68,637 | $1.1m | 0.0% |
| ROYAL BANK OF CANADA | 64,684 | $1.1m | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,261 | $614,453 | 0.0% |
| Vanguard Capital Wealth Advisors | 33,339 | $549,777 | 0.4% |
| HRT FINANCIAL LP | 22,643 | $373,000 | 0.0% |
| INDEPENDENT FINANCIAL GROUP, LLC | 18,700 | $308,372 | 0.0% |
| UBS Group AG | 17,692 | $291,759 | 0.0% |
| Synergy Asset Management, LLC | 12,404 | $204,548 | 0.0% |
| VIMA LLC | 10,649 | $175,607 | 0.2% |
| BANK OF MONTREAL /CAN/ | 9,700 | $159,958 | 0.0% |
| NATIONAL BANK OF CANADA /FI/ | 5,000 | $81,700 | 0.0% |
| Quantum Portfolio Management LLC | 1,250 | $20,613 | 0.0% |
| Federation des caisses Desjardins du Quebec | 400 | $6,536 | 0.0% |
| Johnson Financial Group, Inc. | 323 | $5,327 | 0.0% |
| CVA Family Office, LLC | 129 | $2,127 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("HDGE"). HDGE price history · All 13F data