HolderBook

ADVISORSHARES TR (YOLO)

Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.

52
Reporting holders
$6.4M
Reported value
1.5%
Held as options
+1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
OLD MISSION CAPITAL LLC$1.8M633,5950.03%15q+49.1%+$603.3K
HERITAGE OAK WEALTH ADVISORS LLC$1.8M611,6190.52%7q-2.4%-$44.1K
Focus Partners Wealth$670.8K232,1120.00%3qHELD
ANGELES WEALTH MANAGEMENT, LLC$669.6K231,7070.03%3qHELD
JANE STREET GROUP, LLC$503.8K156,3220.00%22q+177.6%+$322.3K
LPL Financial LLC$275.6K95,3510.00%28q-4.6%-$13.2K
Wealthfront Advisers LLC$123.6K42,7570.00%19q-68.1%-$263.8K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$99.9K19,3760.00%12q-26.1%-$35.3K
CITADEL ADVISORS LLC$82.1K28,4040.00%2q+5.6%+$4.4K
Geneos Wealth Management Inc.$64.0K22,1600.00%4q-36.3%-$36.6K
TWO SIGMA SECURITIES, LLC$60.0K20,7710.01%3q+88.5%+$28.2K
Sankala Group LLC$34.9K12,2490.02%3qHELD
MORGAN STANLEY$31.1K10,7680.00%27qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$30.3K10,4160.00%5q+3.0%
KMT WEALTH MANAGEMENT, LLC$30.2K10,4510.03%newNEW
ROYAL BANK OF CANADA$22.0K7,7220.00%29qHELD
OSAIC HOLDINGS, INC.$12.4K4,2820.00%26q+54.0%+$4.3K
PRIVATE TRUST CO NA$11.7K4,0420.00%2qHELD
MERCER GLOBAL ADVISORS INC /ADV$10.8K3,7390.00%newNEW
JPMORGAN CHASE & CO$8.5K3,1130.00%3qHELD
Ancora Advisors LLC$7.4K2,5500.00%2qHELD
Glass Jacobson Investment Advisors llc$6.2K2,1480.00%14qHELD
CoreCap Advisors, LLC$4.4K1,5300.00%10qHELD
Steigerwald, Gordon & Koch Inc.$3.9K1,3640.00%4qHELD
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$1.8K6380.00%21qHELD
Prudent Man Investment Management, Inc.$1.7K5270.00%7qHELD
Integrated Wealth Concepts LLC$1.5K5200.00%newNEW
SIMPLEX TRADING, LLC$1.4K4950.00%2q-86.1%-$8.8K
Rialto Wealth Management, LLC$1.1K3970.00%7qHELD
Steward Partners Investment Advisory, LLC$1.0K3500.00%2qHELD
US BANCORP \DE\$9833400.00%22qHELD
HARBOUR INVESTMENTS, INC.$9543300.00%21q-20.1%
BITTERROOT CAPITAL ADVISORS LLC$7812700.00%3qHELD
Allworth Financial LP$7602630.00%18q-94.9%-$14.0K
Global Retirement Partners, LLC$7172480.00%2qHELD
Plante Moran Financial Advisors, LLC$5782000.00%12qHELD
AE Wealth Management LLC$5751990.00%7qHELD
Golden State Wealth Management, LLC$5661950.00%7qHELD
VALLEY NATIONAL ADVISERS INC$4111420.00%newNEW
Federation des caisses Desjardins du Quebec$195680.00%6qHELD
Hughes Financial Services, LLC$145500.00%6qHELD
SHP Wealth Management$139480.00%newNEW
Arax Advisory Partners$110380.00%15q+442.9%
HRT FINANCIAL LP$9131,6770.00%newNEW
Janney Montgomery Scott LLC$9031,2960.00%15q+1.4%
Parallel Advisors, LLC$87300.00%14qHELD
Abound Wealth Management$73250.00%16qHELD
ENTRUST FINANCIAL LLC$68230.00%3qHELD
TD Waterhouse Canada Inc.$55200.00%newNEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$49170.00%9q-74.6%
WealthShield Partners, LLC$2690.00%4qHELD
UBS Group AG$1450.00%11q-96.7%
Capital Analysts, LLC$124,1230.00%12qHELD
TSFG, LLC$41,5010.00%10qHELD
New England Capital Financial Advisors LLC$410.00%15qHELD
BlackRock, Inc.$210.00%3qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202652$6.4M2,173,99767101.5%
Q1 202651$5.3M1,998,25075140.0%
Q4 202549$8.2M2,482,0699980.0%
Q3 202550$9.8M2,734,59587131.8%
Q2 202549$4.4M2,344,7945870.0%
Q1 202550$3.4M1,894,4026770.8%
Q4 202455$3.8M1,545,8788391.0%
Q3 202451$3.7M1,096,13231683.0%
Q2 202456$3.3M948,86296112.4%
Q1 202452$5.5M1,328,02011391.0%
Q4 202358$3.5M1,132,95310891.6%
Q3 202355$2.7M765,1187882.3%
Q2 202357$1.6M610,42241193.6%
Q1 202359$2.8M937,91779102.5%
Q4 202262$5.3M1,431,111264142.0%
Q3 202255$5.7M1,340,417413140.1%
Q2 202269$6.6M1,258,57778200.2%
Q1 202276$10.7M801,576992219.6%
Q4 202184$23.7M1,691,127825146.0%
Q3 202179$27.0M1,555,8051114194.3%
Q2 202183$48.2M2,068,8662220159.5%
Q1 202178$61.0M2,030,1773216821.3%
Q4 202054$26.7M1,160,5592110525.8%
Q3 202036$6.1M529,35561267.3%
Q2 202037$4.2M370,67411889.5%
Q1 202034$2.8M332,14678107.0%
Q4 201934$4.8M396,71714350.2%
Q3 201925$2.6M162,25997210.1%
Q2 201916$621.4K12,694150053.3%
Q1 20191$4.0K2001000.0%