13F Insight
DOSSIER · 13F Holders · Q2 2026
HDGE

ADVISORSHARES TR

22 institutions still hold ADVISORSHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00768Y412·22 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$30M
visible holders
Holders
22
filers reporting
Concentration
40.77%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

22 institutions reported HDGE in Q2 2026. LPL Financial LLC leads at 40.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$12M743K0.00%Q2 202602
MORGAN STANLEY
CIK 0000895421
$5M326K0.00%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M264K0.00%Q2 202604
CITADEL ADVISORS LLC
CIK 0001423053
$2M105K0.00%Q2 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M94K0.00%Q2 202606
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M69K0.00%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$1M65K0.00%Q2 202608
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$614K37K0.00%Q2 202609
Vanguard Capital Wealth Advisors
CIK 0001730578
$550K33K0.37%Q2 202610
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$308K19K0.01%Q2 202611
UBS Group AG
CIK 0001610520
$292K18K0.00%Q2 202612
Synergy Asset Management, LLC
CIK 0001699080
$205K12K0.02%Q2 202613
VIMA LLC
CIK 0002012155
$176K11K0.17%Q2 202614
HRT FINANCIAL LP
CIK 0001475597
$164K10K0.00%Q4 202515
BANK OF MONTREAL /CAN/
CIK 0000927971
$160K10K0.00%Q2 202616
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$82K5K0.00%Q2 202617
Quantum Portfolio Management LLC
CIK 0002003672
$21K1K0.01%Q2 202618
Federation des caisses Desjardins du Quebec
CIK 0002022297
$7K4000.00%Q2 202619
Johnson Financial Group, Inc.
CIK 0001477024
$5K3230.00%Q2 202620
CVA Family Office, LLC
CIK 0001802084
$2K1290.00%Q2 2026
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