AdvisorShares Trust - YOLO

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$8.366M
QoQ value delta ($000)
-$2.312M (-21.65%)
Implied price effect (QoQ)
-6.47%
Shares
Total shares
2,542,717
QoQ shares delta
-492,876 (-16.24%)
Total shares held by funds (by quarter)

Market chart (YOLO)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 8 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
HERITAGE OAK WEALTH ADVISORS LLC 1,965 595,668 0.73%
Wealthfront Advisers LLC 1,665 504,711 0.0%
OLD MISSION CAPITAL LLC 1,091 330,814 0.02%
JANE STREET GROUP, LLC 937 284,100 0.0%
Focus Partners Wealth 765 232,112 0.0%
ANGELES WEALTH MANAGEMENT, LLC 764 231,707 0.04%
LPL Financial LLC 340 103,057 0.0%
Geneos Wealth Management Inc. 167 50,860 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 163 49,425 0.0%
Janney Montgomery Scott LLC 102 30,941 0.0%
Advisory Alpha, LLC 56 17,250 0.0%
HRT FINANCIAL LP 53 16,236 0.0%
TWO SIGMA SECURITIES, LLC 44 13,597 0.01%
Sankala Group LLC 36 12,249 0.03%
MORGAN STANLEY 35 10,768 0.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 34 10,416 0.0%
ROYAL BANK OF CANADA 26 8,050 0.0%
CWM, LLC 26 7,847 0.0%
OSAIC HOLDINGS, INC. 20 6,257 0.0%
Capital Analysts, LLC 14 4,123 0.0%
JPMORGAN CHASE & CO 10 3,113 0.0%
TUCKER ASSET MANAGEMENT LLC 9 2,948 0.0%
Glass Jacobson Investment Advisors llc 7 2,148 0.0%
Security National Bank 6 1,950 0.0%
TSFG, LLC 5 1,501 0.0%