HDGE Institutional Ownership & Shareholders
ADVISORSHARES RANGER EQ BEAR (HDGE) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $28.90M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of HDGE tracked by InsiderSet, reporting ownership valued at approximately $8.38M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.84M, representing an estimated loss of -6.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed HDGE value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Independent Financial Group, Llc, and several other long-term asset managers with concentrated positions in ADVISORSHARES RANGER EQ BEAR (HDGE).
This page ranks the largest institutional HDGE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
21
Total Reported Value
$28.90M
Largest Holder
Lpl Financial Llc
Largest Position
$8.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 533,173 | $8,376,154 | $7,842,975 | -$533,179 | -6.37% | |
| Morgan Stanley | 0.00% | 326,156 | $5,378,492 | $4,797,755 | -$580,737 | -10.80% | |
| Independent Financial Group, Llc | 0.08% | 284,875 | $4,475,386 | $4,190,511 | -$284,875 | -6.37% | |
| Raymond James Financial Inc | 0.00% | 264,166 | $4,356,229 | $3,885,882 | -$470,347 | -10.80% | |
| Osaic Holdings, Inc. | 0.00% | 93,676 | $1,544,455 | $1,377,974 | -$166,481 | -10.78% | |
| Mml Investors Services, Llc | 0.00% | 68,637 | $1,131,851 | $1,009,650 | -$122,201 | -10.80% | |
| Royal Bank Of Canada | 0.00% | 64,684 | $1,066,000 | $951,502 | -$114,498 | -10.74% | |
| Compass Financial Services Inc | 0.29% | 54,235 | $852,030 | $797,797 | -$54,233 | -6.37% | |
| Susquehanna International Group, Llp | 0.00% | 37,261 | $614,453 | $548,109 | -$66,344 | -10.80% | |
| Hrt Financial Lp | 0.00% | 22,643 | $373,000 | $333,079 | -$39,921 | -10.70% | |
| Ubs Group Ag | 0.00% | 17,692 | $291,759 | $260,249 | -$31,510 | -10.80% | |
| Bank Of Montreal | 0.00% | 9,700 | $159,958 | $142,687 | -$17,271 | -10.80% | |
| Synergy Asset Management, Llc | 0.01% | 10,023 | $157,461 | $147,438 | -$10,023 | -6.37% | |
| National Bank Of Canada | 0.00% | 5,000 | $81,700 | $73,550 | -$8,150 | -9.98% | |
| Quantum Portfolio Management Llc | 0.01% | 1,250 | $20,613 | $18,388 | -$2,226 | -10.80% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 400 | $6,536 | $5,884 | -$652 | -9.98% | |
| Simplex Trading, Llc | 0.00% | 349 | $5,482 | $5,134 | -$348 | -6.35% | |
| Johnson Financial Group, Inc. | 0.00% | 323 | $5,327 | $4,751 | -$576 | -10.81% | |
| Nbc Securities, Inc. | 0.00% | 300 | $4,713 | $4,413 | -$300 | -6.37% | |
| Fmr Llc | 0.00% | 136 | $2,425 | $2,001 | -$424 | -17.50% | |
| Cva Family Office, Llc | 0.00% | 129 | $2,127 | $1,898 | -$229 | -10.79% |
Frequently asked questions about HDGE
Who are the largest institutional holders of HDGE?
The largest institutional holders of HDGE reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Independent Financial Group, Llc, Raymond James Financial Inc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported HDGE position.
What is HDGE institutional ownership?
This page tracks HDGE positions reported by institutional investment managers through SEC Form 13F. ADVISORSHARES RANGER EQ BEAR (HDGE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HDGE?
InsiderSet currently tracks 21 institutional managers reporting HDGE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HDGE shareholders.
How much HDGE stock do institutions own?
Institutional investment managers disclosed approximately $28.90M in HDGE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HDGE institutional ownership last updated?
The latest HDGE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HDGE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HDGE position after the reporting date.
Are institutions buying or selling HDGE?
Institutional buying and selling can be analyzed by comparing HDGE positions across consecutive 13F reporting periods. InsiderSet's HDGE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HDGE ownership changes.
How has HDGE institutional ownership changed over time?
InsiderSet tracks HDGE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.