Who Owns ADVISORSHARES (HDGE)? -- Institutional Holders (2026-06-30)

34 institutions reported holding $30.3M of ADVISORSHARES (HDGE) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($12.2M), MORGAN STANLEY ($5.4M), RAYMOND JAMES FINANCIAL INC ($4.4M), CITADEL ADVISORS LLC ($1.7M), OSAIC HOLDINGS, INC. ($1.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$12.2M742,804Trimmed
2MORGAN STANLEY$5.4M326,156Trimmed
3RAYMOND JAMES FINANCIAL INC$4.4M264,166Trimmed
4CITADEL ADVISORS LLC$1.7M105,100Added
5OSAIC HOLDINGS, INC.$1.5M93,676Added
6MML INVESTORS SERVICES, LLC$1.1M68,637Added
7Royal Bank of Canada$1.1M64,684Added
8SUSQUEHANNA INTERNATIONAL GROUP, LLP$614,45337,261Trimmed
9Vanguard Capital Wealth Advisors$549,77733,339Trimmed
10HRT FINANCIAL LP$373,00022,643New
11INDEPENDENT FINANCIAL GROUP, LLC$308,37218,700New
12UBS Group AG$291,75917,692Trimmed
13Synergy Asset Management, LLC$204,54812,404Trimmed
14VIMA LLC$175,60710,649New
15BANK OF MONTREAL /CAN/$159,9589,700Hold
16NATIONAL BANK OF CANADA /FI/$81,7005,000Added
17Birchwood Financial Partners, Inc.$49,2902,989New
18Quantum Portfolio Management LLC$20,6131,250New
19Federation des caisses Desjardins du Quebec$6,536400Hold
20Johnson Financial Group, Inc.$5,327323Hold
21EverSource Wealth Advisors, LLC$4,862295New
22CVA Family Office, LLC$2,127129Hold
23HUNTINGTON NATIONAL BANK$30Hold
24ENVESTNET ASSET MANAGEMENT INC$00Exited
25SIMPLEX TRADING, LLC$00Exited

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