ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 57 filers reported holding ADVISORSHARES TR in Q4 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,416 | +30.3% | 25,268 | -2.1% | 0.12% | +104.9% |
| Q2 2023 | $66,310 | -11.7% | 25,802 | -0.4% | 0.06% | -25.6% |
| Q1 2023 | $75,097 | -23.4% | 25,896 | -4.9% | 0.08% | -41.0% |
| Q4 2022 | $98,062 | -69.1% | 27,239 | -63.5% | 0.14% | -71.6% |
| Q3 2022 | $317,000 | -15.7% | 74,541 | +4.3% | 0.49% | +21.3% |
| Q2 2022 | $376,000 | -58.6% | 71,465 | -15.9% | 0.40% | -50.0% |
| Q1 2022 | $909,000 | -35.9% | 84,981 | -22.1% | 0.81% | -32.5% |
| Q4 2021 | $1,419,000 | +47.8% | 109,154 | +87.0% | 1.19% | +78.2% |
| Q3 2021 | $960,000 | -31.3% | 58,384 | -11.9% | 0.67% | -42.9% |
| Q2 2021 | $1,397,000 | -5.4% | 66,250 | +6.1% | 1.17% | +2.6% |
| Q1 2021 | $1,476,000 | -19.1% | 62,450 | -41.8% | 1.14% | -30.6% |
| Q4 2020 | $1,825,000 | – | 107,378 | – | 1.65% | – |
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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% |