# ADVISORSHARES TR (HDGE)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HDGE/

- Reporting holders: 20
- Reported value: $32.0M
- Held through calls: 0.0%
- Held through puts: 10.8%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $12.2M | 742,804 | 0.0% | 17 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $5.4M | 326,156 | 0.0% | 22 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $4.4M | 264,166 | 0.0% | 2 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $3.5M | 0 | 0.0% | 3 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $1.5M | 93,676 | 0.0% | 22 |
| [MML INVESTORS SERVICES, LLC](https://holderbook.com/funds/701059-mml-investors-services-llc/) | $1.1M | 68,637 | 0.0% | 16 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $1.1M | 64,684 | 0.0% | 22 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $614.5K | 37,261 | 0.0% | 6 |
| [Vanguard Capital Wealth Advisors](https://holderbook.com/funds/1730578-vanguard-capital-wealth-advisors/) | $549.8K | 33,339 | 0.4% | 20 |
| [HRT FINANCIAL LP](https://holderbook.com/funds/1475597-hrt-financial-lp/) | $373.0K | 22,643 | 0.0% | 1 |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://holderbook.com/funds/275484-independent-financial-group-llc/) | $308.4K | 18,700 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $291.8K | 17,692 | 0.0% | 22 |
| [Synergy Asset Management, LLC](https://holderbook.com/funds/1699080-synergy-asset-management-llc/) | $204.5K | 12,404 | 0.0% | 2 |
| [VIMA LLC](https://holderbook.com/funds/2012155-vima-llc/) | $175.6K | 10,649 | 0.2% | 1 |
| [BANK OF MONTREAL /CAN/](https://holderbook.com/funds/927971-bank-of-montreal-can/) | $160.0K | 9,700 | 0.0% | 20 |
| [NATIONAL BANK OF CANADA /FI/](https://holderbook.com/funds/926171-national-bank-of-canada-fi/) | $81.7K | 5,000 | 0.0% | 5 |
| [Quantum Portfolio Management LLC](https://holderbook.com/funds/2003672-quantum-portfolio-management-llc/) | $20.6K | 1,250 | 0.0% | 1 |
| [Federation des caisses Desjardins du Quebec](https://holderbook.com/funds/2022297-federation-des-caisses-desjardins-du-quebec/) | $6.5K | 400 | 0.0% | 22 |
| [Johnson Financial Group, Inc.](https://holderbook.com/funds/1477024-johnson-financial-group-inc/) | $5.3K | 323 | 0.0% | 2 |
| [CVA Family Office, LLC](https://holderbook.com/funds/1802084-cva-family-office-llc/) | $2.1K | 129 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 20 | $32.0M |
| Q1 2026 | 26 | $44.4M |
| Q4 2025 | 20 | $22.5M |
| Q3 2025 | 16 | $25.9M |
| Q2 2025 | 18 | $18.8M |
| Q1 2025 | 20 | $20.2M |
| Q4 2024 | 21 | $14.3M |
| Q3 2024 | 20 | $23.7M |
| Q2 2024 | 25 | $25.6M |
| Q1 2024 | 23 | $54.9M |
| Q4 2023 | 28 | $41.5M |
| Q3 2023 | 32 | $54.4M |