AdvisorShares Trust - HDGE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 491,365 | 7,871 | 0.0% | 0.0% | 1 | +55,093 | 12.63% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 453,661 | 7,267 | 0.0% | 0.0% | 2 | +201,249 | 79.73% | Q4 2025 | Feb 13, 2026 |
| Vanguard Capital Wealth Advisors | History | Reduced | 93,158 | 1,492 | 1.19% | 1.59% | 3 | -28,295 | -23.3% | Q4 2025 | Jan 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 90,992 | 1,457 | 0.0% | 0.0% | 4 | -6,803 | -6.96% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 82,891 | 1,328 | 0.0% | — | 5 | +82,891 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 40,000 | 640 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 30,100 | 482 | 0.0% | 0.0% | 7 | -17,600 | -36.9% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 28,631 | 458 | 0.0% | — | 8 | +28,631 | New | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 26,955 | 429 | 0.0% | 0.0% | 9 | +26,805 | 17870.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 21,822 | 349 | 0.0% | — | 10 | +21,822 | New | Q4 2025 | Feb 17, 2026 |
| Englebert Financial Advisers, LLC | History | New | 13,500 | 216 | 0.25% | — | 11 | +13,500 | New | Q4 2025 | Feb 04, 2026 |
| UBS Group AG | History | Reduced | 11,568 | 185 | 0.0% | 0.0% | 12 | -166,535 | -93.5% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | New | 10,274 | 164 | 0.0% | — | 13 | +10,274 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,700 | 155 | 0.0% | 0.0% | 14 | -6,200 | -38.99% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,674 | 26 | 0.0% | 0.0% | 15 | -1,609 | -49.01% | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 400 | 6 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 167 | 2 | 0.0% | — | 17 | +164 | 5466.67% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | New | 148 | 2 | 0.0% | — | 18 | +148 | New | Q4 2025 | Jan 26, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 100 | 1 | 0.0% | — | 19 | +100 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 46 | 0 | — | 0.0% | — | -125,574 | -99.96% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,821 | -100.0% | Q3 2025 | Nov 14, 2025 |