13FBOX
ADVISORSHARES TR · 13F Institutional Holdings
Options Calculator Rankings
A

ADVISORSHARES TR

HDGE
Institutions
20
Combined AUM (Q2 2026)
$30.3M
Combined Shares (Q2 2026)
1.8M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+307,690
10 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-852,133
16 · 10 Exit · ≈
⚖️ Net
-544,443
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$30.3M
Institutions
20
New Buys
3
Adds
7
Reduces
6
Exits
10
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#6$12.2M742,804$16.9M941,755-198,951-21.13%Reduce
MORGAN STANLEY
<0.01%<0.01%#11$5.4M326,156$4.1M252,412+73,744+29.22%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#9$4.4M264,166$7.0M391,605-127,439-32.54%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#12$1.7M105,100$1.3M72,600+32,500+44.77%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#8$1.5M93,676$407,21222,691+70,985+312.83%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#7$1.1M68,637$286,87815,982+52,655+329.46%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#15$1.1M64,684$660,00036,786+27,898+75.84%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#18$614,45337,261$914,76850,962-13,701-26.88%Reduce
Vanguard Capital Wealth Advisors
0.37%1.3%#1$549,77733,339$1.4M78,143-44,804-57.34%Reduce
HRT FINANCIAL LP
<0.01%#10$373,39422,643$00+22,643New Buy
INDEPENDENT FINANCIAL GROUP, LLC
0.01%0.02%#5$308,37218,700$222,0007,334+11,366+154.98%Add
UBS Group AG
<0.01%<0.01%#19$291,75917,692$565,35331,496-13,804-43.83%Reduce
Synergy Asset Management, LLC
0.02%0.04%#3$204,54812,404$352,26919,625-7,221-36.79%Reduce
VIMA LLC
0.17%#2$175,60710,649$00+10,649New Buy
BANK OF MONTREAL /CAN/
<0.01%<0.01%#17$159,9589,700$174,1159,70000.00%Unchanged
NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#16$81,7005,000$17,9201,000+4,000+400.00%Add
Quantum Portfolio Management LLC
0.01%#4$20,6131,250$00+1,250New Buy
Federation des caisses Desjardins du Quebec
<0.01%<0.01%#20$6,536400$7,18440000.00%Unchanged
Johnson Financial Group, Inc.
<0.01%<0.01%#14$5,327323$5,79832300.00%Unchanged
CVA Family Office, LLC
<0.01%<0.01%#13$2,127129$2,31612900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow