ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 71 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,787 | -5.0% | 1,692 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,091 | -13.0% | 1,692 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -22.2% | 1,692 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $9,000 | -50.0% | 1,692 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $18,000 | -35.7% | 1,692 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $28,000 | -22.2% | 1,692 | 0.0% | 0.01% | -25.0% |
| Q2 2021 | $36,000 | -10.0% | 1,692 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $40,000 | -31.0% | 1,692 | -50.0% | 0.01% | +28.6% |
| Q4 2020 | $58,000 | +222.2% | 3,384 | +100.0% | 0.01% | +40.0% |
| Q3 2020 | $18,000 | +5.9% | 1,692 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $17,000 | – | 1,692 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Navis Wealth Advisors, LLC | 84,981 | $909,000 | 0.81% |
| SFI Advisors, LLC | 69 | $738,000 | 0.45% |
| Granite Point Capital Management, L.P. | 70,000 | $1,460,000 | 0.30% |
| A. D. Beadell Investment Counsel, Inc. | 23,900 | $255,000 | 0.17% |
| Kingsbury Capital Investment Advisors LLC | 14,062 | $150,000 | 0.16% |
| EMFO, LLC | 8,195 | $88,000 | 0.08% |
| ETF Store, Inc. | 11,699 | $96,000 | 0.08% |
| Alera Investment Advisors, LLC | 24,300 | $260,000 | 0.06% |
| Gerber Kawasaki Wealth & Investment Management | 22,932 | $245,000 | 0.02% |
| AllSquare Wealth Management LLC | 3,150 | $34,000 | 0.02% |