5 institutions reported holding $18,031 of ADVISORSHARES TR (HVAC) in SEC 13F filings for 2026-03-31. Largest institutional holders: CWM, LLC ($6,830), PNC Financial Services Group, Inc. ($5,635), SALEM INVESTMENT COUNSELORS INC ($3,415), THOMPSON INVESTMENT MANAGEMENT, INC. ($2,151), BANK OF AMERICA CORP /DE/ ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CWM, LLC | $6,830 | 200 | Hold |
| 2 | PNC Financial Services Group, Inc. | $5,635 | 165 | Hold |
| 3 | SALEM INVESTMENT COUNSELORS INC | $3,415 | 100 | New |
| 4 | THOMPSON INVESTMENT MANAGEMENT, INC. | $2,151 | 63 | Hold |
| 5 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31