ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,000 | +21.6% | 18,349 | -8.3% | 0.00% | – |
| Q2 2023 | $51,000 | -16.4% | 19,999 | -6.1% | 0.00% | – |
| Q1 2023 | $61,000 | -19.7% | 21,300 | +0.4% | 0.00% | – |
| Q4 2022 | $76,000 | -31.5% | 21,210 | -18.6% | 0.00% | – |
| Q3 2022 | $111,000 | -41.0% | 26,049 | -26.9% | 0.00% | – |
| Q2 2022 | $188,000 | -67.7% | 35,615 | -34.5% | 0.00% | – |
| Q1 2022 | $582,000 | -44.0% | 54,403 | -31.9% | 0.00% | – |
| Q4 2021 | $1,039,000 | -76.0% | 79,934 | -69.6% | 0.00% | -100.0% |
| Q3 2021 | $4,324,000 | -42.2% | 262,882 | -25.8% | 0.00% | -50.0% |
| Q2 2021 | $7,476,000 | -6.0% | 354,460 | +5.3% | 0.00% | 0.0% |
| Q1 2021 | $7,956,000 | +2543.2% | 336,588 | +1802.5% | 0.00% | – |
| Q4 2020 | $301,000 | +616.7% | 17,692 | +354.9% | 0.00% | – |
| Q3 2020 | $42,000 | +82.6% | 3,889 | +67.7% | 0.00% | – |
| Q2 2020 | $23,000 | +76.9% | 2,319 | +34.3% | 0.00% | – |
| Q1 2020 | $13,000 | +85.7% | 1,727 | +169.8% | 0.00% | – |
| Q4 2019 | $7,000 | -70.8% | 640 | -61.0% | 0.00% | – |
| Q3 2019 | $24,000 | -31.4% | 1,640 | +6.5% | 0.00% | – |
| Q2 2019 | $35,000 | – | 1,540 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Navis Wealth Advisors, LLC | 25,802 | $66,310 | 0.06% |
| Concorde Asset Management, LLC | 22,920 | $58,904 | 0.05% |
| Waycross Investment Management Co | 15,500 | $39,835 | 0.04% |
| Alera Investment Advisors, LLC | 24,138 | $62,035 | 0.01% |
| AllSquare Wealth Management LLC | 3,150 | $8,348 | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10,278 | $38,639 | 0.01% |
| OLD MISSION CAPITAL LLC | 95,082 | $244,360 | 0.01% |
| EMFO, LLC | 1,695 | $4,357 | 0.00% |
| Mutual Advisors, LLC | 34,966 | $89,863 | 0.00% |
| IHT Wealth Management, LLC | 12,344 | $31,725 | 0.00% |