8 institutions reported holding $1.5M of ADVISORSHARES TR (HVAC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Kingsview Wealth Management, LLC ($477,651), COMMONWEALTH EQUITY SERVICES, LLC ($376,370), ExodusPoint Capital Management, LP ($359,721), JANE STREET GROUP, LLC ($245,646), Tower Research Capital LLC (TRC) ($9,828). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | $477,651 | 11,276 | New |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $376,370 | 8,885 | New |
| 3 | ExodusPoint Capital Management, LP | $359,721 | 8,492 | New |
| 4 | JANE STREET GROUP, LLC | $245,646 | 5,799 | New |
| 5 | Tower Research Capital LLC (TRC) | $9,828 | 232 | New |
| 6 | SALEM INVESTMENT COUNSELORS INC | $4,236 | 100 | Hold |
| 7 | THOMPSON INVESTMENT MANAGEMENT, INC. | $2,669 | 63 | Hold |
| 8 | PNC Financial Services Group, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30