ADVISORSHARES TR (HVAC)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
7
Reporting holders
$1.5M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | $477.7K | 11,276 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $376.4K | 8,885 | 0.00% | new | NEW |
| ExodusPoint Capital Management, LP | $359.7K | 8,492 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $245.6K | 5,799 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $9.8K | 232 | 0.00% | new | NEW |
| SALEM INVESTMENT COUNSELORS INC | $4.2K | 100 | 0.00% | 2q | HELD |
| THOMPSON INVESTMENT MANAGEMENT, INC. | $2.7K | 63 | 0.00% | 3q | 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 | 7 | $1.5M | 34,847 | 5 | 0 | 0 | 0.0% |
| Q1 2026 | 4 | $18.0K | 528 | 1 | 0 | 0 | 0.0% |
| Q4 2025 | 4 | $26.6K | 861 | 1 | 0 | 0 | 0.0% |
| Q3 2025 | 5 | $247.7K | 8,057 | 5 | 0 | 0 | 0.0% |