ADVISORSHARES TR

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HDGE·00768Y412·US·ETF

HDGE institutional ownership changes in Q2 2026: 6 institutions opened or added positions, 11 trimmed or exited. HDGE (ADVISORSHARES TR) is held by 12 institutional investors as of Q2 2026. Top institutional shareholders: LPL Financial LLC ($12.2M), MORGAN STANLEY ($5.4M), RAYMOND JAMES FINANCIAL INC ($4.4M). Net institutional sentiment: Mixed.

12

Holders

$27.3M

Total Value

35% (17)

Consensus

6 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)68

Insider (Form 4)41

Activist (13D/13G)72

Congressional (STOCK Act)65

Holder Quality

15

★★★★★

Elite

47

★★★★

Strong

23

★★★

Solid

61

★★

Below

16

★

Weak

Held by 12 funds

Who's Trading

Source dates: Price Oct 22, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for HDGE.

Top Holders

Top Holders (12)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	742,804(-21.1%)	$12.2M	0.0%	-10.70%	0
MORGAN STANLEY	Decreased	326,156(-7.4%)	$5.4M	0.0%	-9.42%	0
RAYMOND JAMES FINANCIAL INC	Decreased	264,166(-32.5%)	$4.4M	0.0%	-15.04%	0
OSAIC HOLDINGS, INC.	Increased	93,676(+312.8%)	$1.5M	0.0%	-9.46%	41
MML INVESTORS SERVICES, LLC	Increased	68,637(+329.5%)	$1.1M	0.0%	-7.57%	41
ROYAL BANK OF CANADA	Increased	64,684(+75.8%)	$1.1M	0.0%	-7.83%	38
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	37,261(+68.1%)	$614,453	0.0%	-12.15%	25
HRT FINANCIAL LP	New	22,643	$373,000	0.0%	-7.52%	33
UBS Group AG	Decreased	17,692(-43.8%)	$291,759	0.0%	-14.67%	0
BANK OF MONTREAL /CAN/	Unchanged	9,700	$159,958	0.0%	-12.55%	0
NATIONAL BANK OF CANADA /FI/	Increased	5,000(+400.0%)	$81,700	0.0%	-6.99%	34
Federation des caisses Desjardins du Quebec	Unchanged	400	$6,536	0.0%	-26.31%	0
HUNTINGTON NATIONAL BANK	Unchanged	1	$3	0.0%	-36.37%	0
ENVESTNET ASSET MANAGEMENT INC	Exited	0(-100.0%)	$365,701	0.0%	-8.13%	0
COMMONWEALTH EQUITY SERVICES, LLC	Exited	0(-100.0%)	$274,430	0.0%	-8.13%	0
SIMPLEX TRADING, LLC	Exited	0(-100.0%)	$47,549	0.0%	-0.73%	0
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$718,000	0.0%	-3.89%	0
AE Wealth Management LLC	Exited	0(-100.0%)	$1,221	0.0%	+2.93%	0
FIFTH THIRD BANCORP	Exited	0(-100.0%)	$182,210	0.0%	-8.13%	0
STIFEL FINANCIAL CORP	Exited	0(-100.0%)	$5.3M	0.0%	-8.13%	0

Showing 1-20 of 20

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer