AdvisorShares Trust - YOLO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 595,668 | 1,965 | 0.73% | 1.18% | 1 | -327,396 | -35.47% | Q4 2025 | Jan 21, 2026 |
| Wealthfront Advisers LLC | History | Added to | 504,711 | 1,665 | 0.0% | 0.0% | 2 | +88,760 | 21.34% | Q4 2025 | Jan 30, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 330,814 | 1,091 | 0.02% | 0.05% | 3 | -347,871 | -51.26% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 284,100 | 937 | 0.0% | 0.0% | 4 | +239,914 | 542.96% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | New | 232,112 | 765 | 0.0% | — | 5 | +232,112 | New | Q4 2025 | Feb 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 231,707 | 764 | 0.04% | — | 6 | +231,707 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 103,057 | 340 | 0.0% | 0.0% | 7 | +10,582 | 11.44% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 50,860 | 167 | 0.0% | 0.0% | 8 | +47,100 | 1252.66% | Q4 2025 | Jan 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 49,425 | 163 | 0.0% | 0.0% | 9 | +293 | 0.6% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 30,941 | 102 | 0.0% | 0.0% | 10 | -730 | -2.3% | Q4 2025 | Feb 11, 2026 |
| Advisory Alpha, LLC | History | New | 17,250 | 56 | 0.0% | — | 11 | +17,250 | New | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | New | 16,236 | 53 | 0.0% | — | 12 | +16,236 | New | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 13,597 | 44 | 0.01% | — | 13 | +13,597 | New | Q4 2025 | Feb 17, 2026 |
| Sankala Group LLC | History | New | 12,249 | 36 | 0.03% | — | 14 | +12,249 | New | Q4 2025 | Mar 02, 2026 |
| MORGAN STANLEY | History | Reduced | 10,768 | 35 | 0.0% | 0.0% | 15 | -2,375 | -18.07% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 10,416 | 34 | 0.0% | 0.0% | 16 | -817 | -7.27% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,050 | 26 | 0.0% | — | 17 | +8,050 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | New | 7,847 | 26 | 0.0% | — | 18 | +7,847 | New | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,257 | 20 | 0.0% | 0.0% | 19 | -1,883 | -23.13% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 4,123 | 14 | 0.0% | 0.0% | 20 | +237 | 6.1% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | New | 3,113 | 10 | 0.0% | — | 21 | +3,113 | New | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 2,948 | 9 | 0.0% | — | 22 | +2,948 | New | Q4 2025 | Feb 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 2,148 | 7 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Security National Bank | History | No change | 1,950 | 6 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TSFG, LLC | History | No change | 1,501 | 5 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,530 | 5 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| AE Wealth Management LLC | History | Added to | 1,469 | 4 | 0.0% | — | 27 | +1,270 | 638.19% | Q4 2025 | Jan 26, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,364 | 4 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Added to | 949 | 3 | 0.0% | — | 29 | +944 | 18880.0% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Added to | 701 | 2 | 0.0% | 0.0% | 31 | +100 | 16.64% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 750 | 2 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 638 | 2 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Jessup Wealth Management, Inc | History | New | 385 | 1 | 0.0% | — | 34 | +385 | New | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | No change | 340 | 1 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 527 | 1 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 397 | 1 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -232,037 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -231,707 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -221,505 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SYMMETRY PEAK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Concorde Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,940 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,150 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,375 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Fairscale Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,095 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -329 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BITTERROOT CAPITAL ADVISORS LLC | History | New | 270 | 0 | — | — | — | +270 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 260 | 0 | — | — | — | +260 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | New | 248 | 0 | — | — | — | +248 | New | Q4 2025 | Feb 06, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 100 | 0 | — | — | — | -164 | -62.12% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 38 | 0 | — | — | — | -150 | -79.79% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -89 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | — | — | -86 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -70 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ENTRUST FINANCIAL LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 17 | 0 | — | — | — | -1 | -5.56% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 283 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WealthShield Partners, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 195 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 68 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Avenir Tech Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |