ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 61 filers reported holding ADVISORSHARES TR in Q3 2023. The put-call ratio across all filers is 2.40 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 ↓ |
|---|---|---|---|
| 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% |