ADVISORSHARES TR's ticker is HDGE and the CUSIP is 00768Y412. A total of 30 filers reported holding ADVISORSHARES TR in Q2 2023. The put-call ratio across all filers is 0.41 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,205,000 | -3.9% | 94,168 | -7.2% | 0.00% | -20.0% |
| Q2 2023 | $2,294,000 | -43.2% | 101,483 | -36.1% | 0.01% | -44.4% |
| Q1 2023 | $4,042,000 | -34.2% | 158,903 | -25.5% | 0.01% | -35.7% |
| Q4 2022 | $6,139,000 | -17.1% | 213,392 | -12.6% | 0.01% | -30.0% |
| Q3 2022 | $7,401,000 | +56.8% | 244,126 | +66.1% | 0.02% | +66.7% |
| Q2 2022 | $4,721,000 | -18.4% | 147,012 | -38.2% | 0.01% | -7.7% |
| Q1 2022 | $5,785,000 | – | 237,770 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vanguard Capital Wealth Advisors | 54,998 | $1,243,505 | 1.13% |
| FREEDOM WEALTH ALLIANCE, LLC | 9,866 | $205,509 | 0.29% |
| V Wealth Advisors LLC | 66,431 | $1,502,000 | 0.25% |
| WEALTHSOURCE PARTNERS, LLC | 74,939 | $1,694,371 | 0.11% |
| KINGSWOOD WEALTH ADVISORS, LLC | 10,303 | $232,950 | 0.07% |
| NewEdge Advisors, LLC | 75,311 | $1,702,781 | 0.02% |
| Janney Montgomery Scott LLC | 120,614 | $2,727 | 0.01% |
| Perigon Wealth Management, LLC | 20,000 | $452,200 | 0.01% |
| CIBC WORLD MARKET INC. | 120,147 | $2,717 | 0.01% |
| OPTIMUM INVESTMENT ADVISORS | 800 | $18,088 | 0.01% |