AdvisorShares Trust - YOLO
Detailed investor-level table based on 13F positions.
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 | Added to | 626,886 | 1,648 | 0.52% | 0.73% | 1 | +31,218 | 5.24% | Q1 2026 | Apr 24, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 424,842 | 1,117 | 0.02% | 0.02% | 2 | +94,028 | 28.42% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | No change | 232,112 | 610 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 231,707 | 609 | 0.03% | 0.04% | 4 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 134,034 | 352 | 0.0% | 0.0% | 5 | -370,677 | -73.44% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 99,926 | 262 | 0.0% | 0.0% | 6 | -3,131 | -3.04% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 56,320 | 148 | 0.0% | 0.0% | 7 | -227,780 | -80.18% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 34,810 | 91 | 0.0% | 0.0% | 8 | -16,050 | -31.56% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 30,876 | 81 | 0.0% | 0.0% | 9 | -65 | -0.21% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | New | 26,886 | 70 | 0.0% | — | 10 | +26,886 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 26,226 | 68 | 0.0% | 0.0% | 11 | -23,199 | -46.94% | Q1 2026 | May 15, 2026 |
| Sankala Group LLC | History | No change | 12,249 | 32 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Advisory Alpha, LLC | History | Reduced | 11,550 | 30 | 0.0% | 0.0% | 13 | -5,700 | -33.04% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 11,017 | 28 | 0.0% | 0.01% | 15 | -2,580 | -18.97% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 10,768 | 28 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 10,116 | 27 | 0.0% | 0.0% | 16 | -300 | -2.88% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 7,705 | 20 | 0.0% | 0.0% | 17 | -345 | -4.29% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 7,812 | 20 | 0.0% | 0.0% | 18 | -35 | -0.45% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 5,117 | 13 | 0.0% | — | 19 | +4,857 | 1868.08% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | No change | 4,123 | 11 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | New | 4,042 | 10 | 0.0% | — | 21 | +4,042 | New | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | New | 3,554 | 9 | 0.0% | — | 23 | +3,554 | New | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2,948 | 9 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,780 | 7 | 0.0% | 0.0% | 25 | -3,477 | -55.57% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,113 | 7 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | New | 2,550 | 6 | 0.0% | — | 26 | +2,550 | New | Q1 2026 | May 15, 2026 |
| Security National Bank | History | No change | 1,950 | 5 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 2,148 | 5 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TSFG, LLC | History | No change | 1,501 | 4 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,530 | 4 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,364 | 3 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | New | 549 | 1 | 0.0% | — | 37 | +549 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 413 | 1 | 0.0% | — | 32 | +130 | 45.94% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 601 | 1 | 0.0% | 0.0% | 33 | -100 | -14.27% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 638 | 1 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 527 | 1 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rialto Wealth Management, LLC | History | No change | 397 | 1 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,236 | -100.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 199 | 0 | — | 0.0% | — | -1,270 | -86.45% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 151 | 0 | — | 0.0% | — | -798 | -84.09% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q1 2026 | May 13, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -385 | -100.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 350 | 0 | — | — | — | +350 | New | Q1 2026 | May 08, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 67 | 0 | — | — | — | +50 | 294.12% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Reduced | 7 | 0 | — | — | — | -31 | -81.58% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | Apr 07, 2026 |
| Avenir Tech Ltd | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 340 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| WealthShield Partners, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 248 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 195 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Abound Wealth Management | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 68 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 270 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |