DOSSIER · 13F Holders · Q3 2026
HVAC

ADVISORSHARES TR

8 institutions still hold ADVISORSHARES TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00768Y271·8 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$864K
visible holders
Holders
8
filers reporting
Concentration
48.17%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q3 2026

8 institutions reported HVAC in Q3 2026. Kingsview Wealth Management, LLC leads at 48.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Kingsview Wealth Management, LLC
CIK 0001791965
$416K12K0.00%Q3 2026
02
ExodusPoint Capital Management, LP
CIK 0001736225
$360K8K0.00%Q2 2026
03
BANK OF MONTREAL /CAN/
CIK 0000927971
$68K2K0.00%Q3 2026
04
Tower Research Capital LLC (TRC)
CIK 0001533421
$10K2320.00%Q2 2026
05
CWM, LLC
CIK 0001535847
$7K2000.00%Q1 2026
06
THOMPSON INVESTMENT MANAGEMENT, INC.
CIK 0001277279
$2K630.00%Q3 2026
07
CIBC Private Wealth Group LLC
CIK 0001298088
$1K330.00%Q4 2025
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025