HDGEADVISORSHARES TR
CUSIP 00768Y412 · Yahoo Finance ↗ · Google Finance ↗
Advisorshares Tr (HDGE) has 25 institutional holders in Filings Flow’s 13F database, together reporting 2.37M shares worth $43M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Raymond James Financial Inc, and Morgan Stanley.
Institutional Holders
25
Q1 2026
Reported Value
$43M
Ticker
HDGE
Quarters Tracked
21
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Vanguard Capital Wealth Advisors$108M AUM | 1.30% | $1M | 78.1K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.04% | $352,269 | 19.6K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $852,230 | 47.5K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.02% | $246,199 | 14.6K | Q2 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.02% | $269,825 | 15.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 293.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $17M | 941.8K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $2M | 90.2K | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $7M | 391.6K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $36,367 | 2.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $286,878 | 16.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $407,212 | 22.7K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $164,000 | 10.3K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $274,430 | 15.3K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $6M | 352.1K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $182,210 | 10.2K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $2,316 | 129 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 72.6K | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $5,798 | 323 | Q1 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.00% | $1,602 | 100 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $660,000 | 36.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $914,768 | 51.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $365,701 | 20.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $565,353 | 31.5K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $718,000 | 40.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $458,669 | 28.6K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $174,115 | 9.7K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $2,675 | 167 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $47,549 | 2.6K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $7,184 | 400 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $17,920 | 1.0K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $1,221 | 68 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $36,023 | 2.1K | Q2 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2,504 | 148 | Q2 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $100 | 6 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.