Institutional Ownership
Advisorshares Tr
CUSIP 00768Y271HVAC AND INDUSTRHVACQ1 2026
Institutional Holders
4
13F filers
Shares Held
528
Aggregate institutional
Institutional Value
$18.0K
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased0
Sold out1
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cwm, LLC | 200 | $6.8K | 0 | Held |
| 2 | Pnc Financial Services Group, Inc. | 165 | $5.6K | 0 | Held |
| 3 | Salem Investment Counselors Inc | 100 | $3.4K | +100 | New |
| 4 | Thompson Investment Management, Inc. | 63 | $2.2K | 0 | Held |