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 | No change | 633,595 | 1,831 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 592,948 | 1,728 | 0.53% | 0.52% | 2 | -18,671 | -3.05% | Q3 2026 | Oct 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 231,707 | 675 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Focus Partners Wealth | History | No change | 232,112 | 670 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True North Advisors, LLC | History | New | 174,237 | 507 | 0.04% | — | 5 | +174,237 | New | Q3 2026 | Oct 22, 2026 |
| JANE STREET GROUP, LLC | History | No change | 174,322 | 503 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 92,614 | 269 | 0.0% | 0.0% | 7 | -2,737 | -2.87% | Q3 2026 | Nov 06, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 35,760 | 104 | 0.0% | 0.0% | 8 | -6,997 | -16.36% | Q3 2026 | Nov 09, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 34,160 | 99 | 0.0% | 0.0% | 10 | +12,000 | 54.15% | Q3 2026 | Nov 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 34,576 | 99 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 31,677 | 91 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 31,296 | 90 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 28,404 | 82 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 20,771 | 60 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | Added to | 12,051 | 35 | 0.03% | 0.03% | 15 | +1,600 | 15.31% | Q3 2026 | Oct 20, 2026 |
| Sankala Group LLC | History | No change | 12,249 | 35 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| MORGAN STANLEY | History | No change | 10,768 | 31 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 10,116 | 30 | 0.0% | 0.0% | 18 | -300 | -2.88% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,722 | 22 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 5,120 | 14 | 0.0% | — | 20 | +4,857 | 1846.77% | Q3 2026 | Nov 06, 2026 |
| Capital Analysts, LLC | History | No change | 4,123 | 12 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,282 | 12 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,042 | 11 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q3 2026 | Oct 20, 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 |
| UBS Group AG | History | Added to | 2,335 | 6 | 0.0% | — | 26 | +2,330 | 46600.0% | Q3 2026 | Nov 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 2,148 | 6 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,530 | 4 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Latitude Advisors, LLC | History | New | 1,300 | 3 | 0.0% | — | 30 | +1,300 | New | Q3 2026 | Oct 27, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,364 | 3 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 638 | 1 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 350 | 1 | 0.0% | 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% | Q3 2026 | Nov 02, 2026 |
| Rialto Wealth Management, LLC | History | No change | 397 | 1 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,501 | -100.0% | Q3 2026 | Oct 23, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -495 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Nova Financial LLC | History | New | 107 | 0 | — | — | — | +107 | New | Q3 2026 | Nov 04, 2026 |
| Blue Trust, Inc. | History | New | 69 | 0 | — | — | — | +69 | New | Q3 2026 | Oct 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 150 | 0 | — | — | — | -45 | -23.08% | Q3 2026 | Nov 02, 2026 |
| Balance Wealth Partners LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 300 | 0 | — | — | — | -30 | -9.09% | Q3 2026 | Nov 09, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2026 | Oct 16, 2026 |
| US BANCORP \DE\ | History | No change | 340 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 142 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Arax Advisory Partners | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 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 |
| Global Retirement Partners, LLC | History | No change | 248 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| SHP Wealth Management | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abound Wealth Management | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 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% | Q3 2026 | Oct 30, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 270 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |