ADVISORSHARES TR (HDGEXXXX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
3
Reporting holders
$54.2K
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Birchwood Financial Partners, Inc. | $49.3K | 2,989 | 0.04% | new | NEW |
| EverSource Wealth Advisors, LLC | $4.9K | 295 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $3 | 1 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 3 | $54.2K | 3,285 | 2 | 0 | 0 | 0.0% |
| Q1 2026 | 2 | $1.8K | 101 | 1 | 0 | 0 | 0.0% |
| Q4 2025 | 1 | $3 | 1 | 0 | 0 | 0 | 0.0% |
| Q3 2025 | 2 | $1.6K | 101 | 1 | 0 | 0 | 0.0% |
| Q2 2025 | 2 | $20 | 2 | 1 | 0 | 0 | 0.0% |
| Q1 2025 | 1 | $3 | 1 | 0 | 0 | 0 | 0.0% |
| Q4 2024 | 3 | $271.2K | 16,599 | 0 | 1 | 1 | 0.0% |
| Q3 2024 | 3 | $549.2K | 29,372 | 0 | 1 | 0 | 0.0% |
| Q2 2024 | 3 | $586.1K | 28,872 | 0 | 0 | 0 | 0.0% |
| Q1 2024 | 3 | $575.8K | 28,972 | 0 | 1 | 1 | 0.0% |
| Q4 2023 | 3 | $560.4K | 29,247 | 0 | 1 | 1 | 0.0% |
| Q3 2023 | 4 | $756.1K | 32,271 | 0 | 1 | 1 | 0.0% |
| Q2 2023 | 4 | $734.4K | 32,484 | 0 | 1 | 2 | 0.0% |
| Q1 2023 | 4 | $866.5K | 34,075 | 0 | 2 | 0 | 0.0% |
| Q4 2022 | 4 | $904.3K | 31,455 | 2 | 1 | 1 | 0.0% |
| Q3 2022 | 3 | $963.0K | 31,820 | 0 | 1 | 1 | 0.0% |
| Q2 2022 | 4 | $1.6M | 50,760 | 1 | 0 | 2 | 0.0% |
| Q1 2022 | 4 | $786.0K | 32,142 | 0 | 1 | 2 | 0.0% |
| Q4 2021 | 6 | $841.0K | 34,123 | 1 | 0 | 1 | 0.0% |
| Q3 2021 | 4 | $93.0K | 3,644 | 0 | 1 | 0 | 0.0% |
| Q2 2021 | 4 | $62.0K | 2,749 | 2 | 0 | 0 | 0.0% |
| Q1 2021 | 2 | $56.0K | 2,210 | 0 | 0 | 2 | 0.0% |
| Q4 2020 | 34 | $18.8M | 6,206,490 | 4 | 6 | 16 | 0.0% |
| Q3 2020 | 46 | $65.4M | 14,491,673 | 7 | 9 | 18 | 0.2% |
| Q2 2020 | 47 | $87.3M | 17,950,965 | 18 | 14 | 10 | 0.3% |
| Q1 2020 | 38 | $60.9M | 8,722,437 | 12 | 10 | 11 | 0.9% |
| Q4 2019 | 43 | $47.7M | 8,887,209 | 5 | 8 | 16 | 0.0% |
| Q3 2019 | 40 | $98.2M | 14,905,939 | 6 | 15 | 10 | 0.1% |
| Q2 2019 | 44 | $56.8M | 8,795,436 | 11 | 16 | 8 | 1.2% |
| Q1 2019 | 47 | $41.0M | 5,936,017 | 12 | 12 | 8 | 0.9% |
| Q4 2018 | 43 | $39.2M | 4,611,512 | 1 | 1 | 2 | 0.8% |