HDGE — Advisorshares Tr Institutional Holders · Q2 2026

Name: Who Owns HDGE? 34 Institutions Hold $30.3M (Q2 2026)
Creator: ko.io

Who owns Advisorshares Tr (HDGE)? 34 institutions reported holding $30.31M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: LPL Financial LLC ($12.2M), Morgan Stanley ($5.4M), Raymond James Financial Inc ($4.4M).

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$12.2M	742,804	Trimmed
2	MORGAN STANLEY	$5.4M	326,156	Trimmed
3	RAYMOND JAMES FINANCIAL INC	$4.4M	264,166	Trimmed
4	CITADEL ADVISORS LLC	$1.7M	105,100	Added
5	OSAIC HOLDINGS, INC.	$1.5M	93,676	Added
6	MML INVESTORS SERVICES, LLC	$1.1M	68,637	Added
7	Royal Bank of Canada	$1.1M	64,684	Added
8	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$614,453	37,261	Trimmed
9	Vanguard Capital Wealth Advisors	$549,777	33,339	Trimmed
10	HRT FINANCIAL LP	$373,000	22,643	New
11	INDEPENDENT FINANCIAL GROUP, LLC	$308,372	18,700	New
12	UBS Group AG	$291,759	17,692	Trimmed
13	Synergy Asset Management, LLC	$204,548	12,404	Trimmed
14	VIMA LLC	$175,607	10,649	New
15	BANK OF MONTREAL /CAN/	$159,958	9,700	Hold
16	NATIONAL BANK OF CANADA /FI/	$81,700	5,000	Added
17	Birchwood Financial Partners, Inc.	$49,290	2,989	New
18	Quantum Portfolio Management LLC	$20,613	1,250	New
19	Federation des caisses Desjardins du Quebec	$6,536	400	Hold
20	Johnson Financial Group, Inc.	$5,327	323	Hold
21	EverSource Wealth Advisors, LLC	$4,862	295	New
22	CVA Family Office, LLC	$2,127	129	Hold
23	HUNTINGTON NATIONAL BANK	$3	0	Hold
24	ENVESTNET ASSET MANAGEMENT INC	$0	0	Exited
25	SIMPLEX TRADING, LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30