ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 72 filers reported holding ADVISORSHARES TR in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,437 | +454.8% | 426 | +491.7% | 0.00% | – |
| Q4 2022 | $259 | -91.4% | 72 | -89.5% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 685 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | – | 685 | +2437.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 27 | -92.8% | 0.00% | – |
| Q4 2021 | $5,000 | -85.3% | 375 | -74.0% | 0.00% | – |
| Q1 2021 | $34,000 | +41.7% | 1,440 | 0.0% | 0.00% | – |
| Q4 2020 | $24,000 | +33.3% | 1,440 | -12.2% | 0.00% | – |
| Q3 2020 | $18,000 | +5.9% | 1,640 | 0.0% | 0.00% | – |
| Q2 2020 | $17,000 | +750.0% | 1,640 | +720.0% | 0.00% | – |
| Q1 2020 | $2,000 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Navis Wealth Advisors, LLC | 58,384 | $960,000 | 0.67% |
| A. D. Beadell Investment Counsel, Inc. | 45,500 | $748,000 | 0.49% |
| Alera Investment Advisors, LLC | 24,400 | $401,000 | 0.12% |
| Gerber Kawasaki Wealth & Investment Management | 35,636 | $782,000 | 0.10% |
| EMFO, LLC | 6,500 | $107,000 | 0.09% |
| Spectrum Asset Management, Inc. (NB/CA) | 15,972 | $263,000 | 0.08% |
| VALLEY NATIONAL ADVISERS INC | 12,790 | $210,000 | 0.04% |
| NEXT Financial Group, Inc | 27,125 | $446,000 | 0.04% |
| Kestra Advisory Services, LLC | 117,533 | $1,933,000 | 0.02% |
| ROCKY MOUNTAIN ADVISERS, LLC | 750 | $12,000 | 0.02% |