# ADVISORSHARES TR (HDGEXXXX)

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

- Reporting holders: 3
- Reported value: $54.2K
- Held through calls: 0.0%
- Held through puts: 0.0%

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 |
|---|---|---|---|---|
| [Birchwood Financial Partners, Inc.](https://holderbook.com/funds/2110062-birchwood-financial-partners-inc/) | $49.3K | 2,989 | 0.0% | 1 |
| [EverSource Wealth Advisors, LLC](https://holderbook.com/funds/1710537-eversource-wealth-advisors-llc/) | $4.9K | 295 | 0.0% | 1 |
| [HUNTINGTON NATIONAL BANK](https://holderbook.com/funds/49205-huntington-national-bank/) | $3 | 1 | 0.0% | 15 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 3 | $54.2K |
| Q1 2026 | 2 | $1.8K |
| Q4 2025 | 1 | $3 |
| Q3 2025 | 2 | $1.6K |
| Q2 2025 | 2 | $20 |
| Q1 2025 | 1 | $3 |
| Q4 2024 | 3 | $271.2K |
| Q3 2024 | 3 | $549.2K |
| Q2 2024 | 3 | $586.1K |
| Q1 2024 | 3 | $575.8K |
| Q4 2023 | 3 | $560.4K |
| Q3 2023 | 5 | $757.1K |

