Advisorshares Hvac IndusHVACETF

13F holders, Q1 2026 (March 31)
4holders −1
1new positions
1sold out
$34.15avg. 13F price*

At the end of Q1 2026, 4 institutions reported holding Advisorshares Hvac Indus (HVAC) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Cwm, LLC ($7K), PNC Financial Services Group, Inc. ($6K) and Salem Investment Counselors Inc. ($3K).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$3K
Exits1$19K

All 13F filers, Q4 2025 → Q1 2026: 100 shares bought and 600 shares sold, net −500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Cwm, LLC 0.00% No change 200 $7K
PNC Financial Services Group, Inc. 0.00% No change 165 $6K
Salem Investment Counselors Inc. 0.00% New 100 $3K
Thompson Investment Management, Inc. 0.00% No change 63 $2K

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