ADVISORSHARES TR (HDGE) is held by 19 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling HDGE?

In Q1 2026, 10 institutions opened or increased positions in ADVISORSHARES TR while 8 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on HDGE?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ADVISORSHARES TR.

How many hedge funds hold HDGE?

19 institutional investors report holding ADVISORSHARES TR (HDGE) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into HDGE?

As of Q1 2026, tracked institutions in ADVISORSHARES TR show 10 buyers versus 8 sellers — net inflows.

ADVISORSHARES TR

HDGE·00768Y412·US·ETF·Unknown - Unknown

Holders

(3 Elite)

$39.6M

Total Value

56% (18)

Consensus

10 buying - 8 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 19 funds

3 elite

No recent insider, activist, or congressional trades found for this stock

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	941,755(+91.7%)	$16.9M	0.0%	-3.99%	45
RAYMOND JAMES FINANCIAL INC	New	391,605	$7M	0.0%	-7.02%	38
MORGAN STANLEY	Decreased	352,067(-22.4%)	$6.3M	0.0%	-4.72%	0
STIFEL FINANCIAL CORP	New	293,147	$5.3M	0.0%	-7.02%	37
GOLDMAN SACHS GROUP INC	Unchanged	40,000	$718,000	0.0%	+1.26%	0
ROYAL BANK OF CANADA	Decreased	36,786(-55.6%)	$660,000	0.0%	-1.48%	0
UBS Group AG	Increased	31,496(+172.3%)	$565,353	0.0%	-12.49%	39
OSAIC HOLDINGS, INC.	Increased	22,691(+492x)	$407,212	0.0%	-7.01%	38
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	22,162	$397,808	0.0%	-7.02%	36
ENVESTNET ASSET MANAGEMENT INC	New	20,373	$365,701	0.0%	-7.02%	33
MML INVESTORS SERVICES, LLC	Decreased	15,982(-82.4%)	$286,878	0.0%	-2.59%	0
COMMONWEALTH EQUITY SERVICES, LLC	New	15,289	$274,430	0.0%	-7.02%	32
FIFTH THIRD BANCORP	New	10,151	$182,210	0.0%	-7.02%	31
BANK OF MONTREAL /CAN/	Unchanged	9,700	$174,115	0.0%	+1.22%	0
SIMPLEX TRADING, LLC	Increased	2,649(+58.2%)	$47,549	0.0%	-1.61%	20
NATIONAL BANK OF CANADA /FI/	Decreased	1,000(-96.3%)	$17,920	0.0%	+0.49%	0
Federation des caisses Desjardins du Quebec	Unchanged	400	$7,184	0.0%	-76.64%	0
AE Wealth Management LLC	Decreased	68(-54.0%)	$1,221	0.0%	+0.50%	0
HUNTINGTON NATIONAL BANK	Unchanged	1	$3	0.0%	-69.19%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$458,669	0.0%	+8.09%	0