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 | $1,079 | +33.0% | 315 | 0.0% | 0.00% | – |
| Q2 2023 | $811 | -11.0% | 315 | +0.3% | 0.00% | – |
| Q1 2023 | $911 | -19.2% | 314 | +0.3% | 0.00% | – |
| Q4 2022 | $1,127 | +12.7% | 313 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -50.0% | 313 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 313 | +0.3% | 0.00% | – |
| Q1 2022 | $3,000 | -25.0% | 312 | 0.0% | 0.00% | -100.0% |
| Q4 2021 | $4,000 | -20.0% | 312 | +4.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | -44.4% | 300 | -32.1% | 0.00% | -50.0% |
| Q2 2021 | $9,000 | 0.0% | 442 | +10.5% | 0.00% | -33.3% |
| Q1 2021 | $9,000 | – | 400 | – | 0.00% | – |
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% |