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 | $58,701 | +16.3% | 17,164 | -12.6% | 0.00% | 0.0% |
| Q2 2023 | $50,487 | -23.1% | 19,645 | -13.2% | 0.00% | 0.0% |
| Q1 2023 | $65,620 | -20.0% | 22,628 | -0.7% | 0.00% | -50.0% |
| Q4 2022 | $82,034 | +51.9% | 22,787 | +79.9% | 0.00% | +100.0% |
| Q3 2022 | $54,000 | -15.6% | 12,665 | +3.6% | 0.00% | 0.0% |
| Q2 2022 | $64,000 | -56.5% | 12,225 | -10.5% | 0.00% | -66.7% |
| Q1 2022 | $147,000 | -18.3% | 13,653 | +24.7% | 0.00% | -25.0% |
| Q3 2021 | $180,000 | -19.6% | 10,945 | +3.3% | 0.00% | -20.0% |
| Q2 2021 | $224,000 | -3.4% | 10,593 | +7.9% | 0.01% | -16.7% |
| Q1 2021 | $232,000 | +35.7% | 9,819 | -2.2% | 0.01% | +20.0% |
| Q4 2020 | $171,000 | – | 10,041 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Concorde Asset Management, LLC | 48,260 | $165,049 | 0.15% |
| Navis Wealth Advisors, LLC | 25,268 | $86,416 | 0.12% |
| Waycross Investment Management Co | 15,500 | $53,010 | 0.06% |
| OLD MISSION CAPITAL LLC | 256,082 | $875,800 | 0.02% |
| Alera Investment Advisors, LLC | 24,138 | $82,552 | 0.01% |
| AllSquare Wealth Management LLC | 3,150 | $10,773 | 0.01% |
| Mutual Advisors, LLC | 35,183 | $120,325 | 0.01% |
| IHT Wealth Management, LLC | 12,363 | $42,282 | 0.00% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6,000 | $20,520 | 0.00% |
| Lindbrook Capital, LLC | 1,450 | $4,959 | 0.00% |