AdvisorShares Trust - HVAC
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | History | No change | 11,276 | 477 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 8,885 | 376 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 8,492 | 359 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,799 | 245 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 232 | 9 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 63 | 2 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 13, 2026 |