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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OLD MISSION CAPITAL LLC | History | Added to | 633,595 | 1,831 | 0.03% | 0.02% | 1 | +208,753 | 49.14% | Q2 2026 | Aug 14, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 611,619 | 1,767 | 0.52% | 0.52% | 2 | -15,267 | -2.44% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | No change | 232,112 | 670 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 231,707 | 669 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 174,322 | 503 | 0.0% | 0.0% | 5 | +118,002 | 209.52% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 95,351 | 275 | 0.0% | 0.0% | 6 | -4,575 | -4.58% | Q2 2026 | Aug 07, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 42,757 | 123 | 0.0% | 0.0% | 7 | -91,277 | -68.1% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 34,576 | 99 | 0.0% | 0.0% | 8 | +8,350 | 31.84% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 31,677 | 91 | 0.0% | — | 9 | +31,677 | New | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 31,296 | 90 | 0.0% | 0.0% | 10 | +420 | 1.36% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 28,404 | 82 | 0.0% | 0.0% | 11 | +1,518 | 5.65% | Q2 2026 | Sep 02, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 22,160 | 64 | 0.0% | 0.0% | 12 | -12,650 | -36.34% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 20,771 | 60 | 0.01% | 0.0% | 13 | +9,754 | 88.54% | Q2 2026 | Aug 14, 2026 |
| Sankala Group LLC | History | No change | 12,249 | 34 | 0.02% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MORGAN STANLEY | History | No change | 10,768 | 31 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | New | 10,451 | 30 | 0.03% | — | 17 | +10,451 | New | Q2 2026 | Aug 25, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | New | 10,451 | 30 | 0.03% | — | 18 | +10,451 | New | Q2 2026 | Aug 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 10,416 | 30 | 0.0% | 0.0% | 16 | +300 | 2.97% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,722 | 22 | 0.0% | 0.0% | 19 | +17 | 0.22% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 7,812 | 20 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,282 | 12 | 0.0% | 0.0% | 22 | +1,502 | 54.03% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 4,123 | 12 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,042 | 11 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,113 | 8 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 2,550 | 7 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 2,148 | 6 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TSFG, LLC | History | No change | 1,501 | 4 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,530 | 4 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,364 | 3 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 495 | 1 | 0.0% | 0.0% | 31 | -3,059 | -86.07% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 638 | 1 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 350 | 1 | 0.0% | — | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 527 | 1 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rialto Wealth Management, LLC | History | No change | 397 | 1 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Alpha, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,550 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | Reduced | 263 | 0 | — | 0.0% | — | -4,854 | -94.86% | Q2 2026 | Aug 11, 2026 |
| Security National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -1,950 | -100.0% | Q2 2026 | Jul 15, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -601 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -549 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 248 | 0 | — | — | — | +248 | New | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Reduced | 5 | 0 | — | — | — | -146 | -96.69% | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 142 | 0 | — | — | — | +142 | New | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 330 | 0 | — | 0.0% | — | -83 | -20.1% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 17 | 0 | — | — | — | -50 | -74.63% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | New | 48 | 0 | — | — | — | +48 | New | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Added to | 38 | 0 | — | — | — | +31 | 442.86% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q2 2026 | Jul 17, 2026 |
| TD Waterhouse Canada Inc. | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 340 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 199 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WealthShield Partners, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 195 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Abound Wealth Management | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 68 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 270 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |