Advisorshares Active Bear EtHDGEETF

13F holders, Q1 2026 (March 31)
25holders +6
12new positions
5sold out
$17.95avg. 13F price*

At the end of Q1 2026, 25 institutions reported holding Advisorshares Active Bear Et (HDGE) in their 13F filings, up 6 from Q4 2025. 12 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($16.9M), Raymond James Financial Inc. ($7.0M) and Morgan Stanley ($6.3M).

Company
Advisorshares Active Bear Et
CUSIP
00768Y412
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 23Q1 2024Q2 2024: 25Q2 2024Q3 2024: 21Q3 2024Q4 2024: 21Q4 2024Q1 2025: 19Q1 2025Q2 2025: 18Q2 2025Q3 2025: 15Q3 2025Q4 2025: 19Q4 2025Q1 2026: 25Q1 2026Q2 2026: 19Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions12$15.0M
Exits5$1.2M

All 13F filers, Q4 2025 → Q1 2026: 1,331,278 shares bought and 338,153 shares sold, net +993,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 25 holders

LPL Financial LLC 0.00% Add +91.7% 941,755 $16.9M
Raymond James Financial Inc. 0.00% New 391,605 $7.0M
Morgan Stanley 0.00% Reduce -22.4% 352,067 $6.3M
Stifel Financial Corp. 0.00% New 293,147 $5.3M
Vanguard Capital Wealth Advisors 1.30% Reduce -16.1% 78,143 $1.4M
Belpointe Asset Management LLC 0.03% New 47,478 $852K
Goldman Sachs Group Inc. 0.00% No change 40,000 $718K
Royal Bank of Canada 0.00% Reduce -55.6% 36,786 $660K
UBS Group AG 0.00% Add +172.3% 31,496 $565K
Osaic Holdings, Inc. 0.00% Add +49228.3% 22,691 $407K
Susquehanna International Group, LLP 0.00% New 22,162 $398K
Envestnet Asset Management Inc. 0.00% New 20,373 $366K
Synergy Asset Management, LLC 0.04% New 19,625 $352K
MML Investors Services, LLC 0.00% Reduce -82.4% 15,982 $287K
Commonwealth Equity Services, LLC 0.00% New 15,289 $274K
Stratos Wealth Advisors, LLC 0.02% New 15,032 $270K
Fifth Third Bancorp 0.00% New 10,151 $182K
Bank of Montreal 0.00% No change 9,700 $174K
Simplex Trading, LLC 0.00% Add +58.2% 2,649 $48K
Geneos Wealth Management Inc. 0.00% New 2,026 $36K
National Bank of Canada 0.00% Reduce -96.3% 1,000 $18K
Federation des caisses Desjardins du Quebec 0.00% No change 400 $7K
Johnson Financial Group, Inc. 0.00% New 323 $6K
CVA Family Office, LLC 0.00% New 129 $2K
AE Wealth Management LLC 0.00% Reduce -54.0% 68 $1K

"% of holder's portfolio" is HDGE's weight in each manager's 13F, not the share of Advisorshares Active Bear Et the manager owns.