Advisorshares Hvac IndusHVACETF

13F holders, Q2 2026 (June 30)
7holders +3
5new positions
1sold out
$42.36avg. 13F price*

At the end of Q2 2026, 7 institutions reported holding Advisorshares Hvac Indus (HVAC) in their 13F filings, up 3 from Q1 2026. 5 opened new positions and 1 sold out. The largest holders were Kingsview Wealth Management, LLC ($478K), Commonwealth Equity Services, LLC ($376K) and ExodusPoint Capital Management, LP ($360K).

Company
Advisorshares Hvac Indus
CUSIP
00768Y271
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q3 2025: 5Q3 2025Q4 2025: 5Q4 2025Q1 2026: 4Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions5$1.5M
Exits1$6K

All 13F filers, Q1 2026 → Q2 2026: 34,684 shares bought and 165 shares sold, net +34,519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Kingsview Wealth Management, LLC 0.01% New 11,276 $478K
Commonwealth Equity Services, LLC 0.00% New 8,885 $376K
ExodusPoint Capital Management, LP 0.00% New 8,492 $360K
Jane Street Group, LLC 0.00% New 5,799 $246K
Tower Research Capital LLC (TRC) 0.00% New 232 $10K
Salem Investment Counselors Inc. 0.00% No change 100 $4K
Thompson Investment Management, Inc. 0.00% No change 63 $3K

"% of holder's portfolio" is HVAC's weight in each manager's 13F, not the share of Advisorshares Hvac Indus the manager owns.