DOSSIER · 13F Holders · Q2 2026
HVAC

ADVISORSHARES TR

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

CUSIP 00768Y271·10 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
10
filers reporting
Concentration
38.41%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported HVAC in Q2 2026. Kingsview Wealth Management, LLC leads at 38.4% 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
$478K11K0.01%Q2 2026
02
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$376K9K0.00%Q2 2026
03
ExodusPoint Capital Management, LP
CIK 0001736225
$360K8K0.00%Q2 2026
04
Tower Research Capital LLC (TRC)
CIK 0001533421
$10K2320.00%Q2 2026
05
CWM, LLC
CIK 0001535847
$7K2000.00%Q1 2026
06
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$5K1650.00%Q4 2025
07
SALEM INVESTMENT COUNSELORS INC
CIK 0000884423
$4K1000.00%Q2 2026
08
THOMPSON INVESTMENT MANAGEMENT, INC.
CIK 0001277279
$3K630.00%Q2 2026
09
CIBC Private Wealth Group LLC
CIK 0001298088
$1K330.00%Q4 2025
10
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025