Advisorshares Hvac IndusHVACETF

13F holders, Q4 2025 (December 31)
5holders
2new positions
2sold out
$30.77avg. 13F price*

At the end of Q4 2025, 5 institutions reported holding Advisorshares Hvac Indus (HVAC) in their 13F filings, unchanged from Q3 2025. 2 opened new positions and 2 sold out. The largest holders were Bank of America Corp. ($19K), Cwm, LLC ($6K) and PNC Financial Services Group, Inc. ($5K).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions2$8K
Exits2$223K

All 13F filers, Q3 2025 → Q4 2025: 263 shares bought and 7,259 shares sold, net −6,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Bank of America Corp. 0.00% No change 600 $19K
Cwm, LLC 0.00% New 200 $6K
PNC Financial Services Group, Inc. 0.00% No change 165 $5K
Thompson Investment Management, Inc. 0.00% New 63 $2K
CIBC Private Wealth Group LLC 0.00% No change 33 $1K

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