VALLEY NATIONAL ADVISERS INC - ADVISORSHARES TR ownership

ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 85 filers reported holding ADVISORSHARES TR in Q3 2021. The put-call ratio across all filers is 0.23 and the average weighting 0.0%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q2 2023$1
-50.0%
142
-81.5%
0.00%
Q1 2023$20.0%7690.0%0.00%
Q4 2022$2
-100.0%
769
-37.7%
0.00%
-100.0%
Q3 2022$6,000
-76.9%
1,234
-73.2%
0.00%
-80.0%
Q2 2022$26,000
-46.9%
4,6040.0%0.01%
-44.4%
Q1 2022$49,000
-18.3%
4,6040.0%0.01%
-18.2%
Q4 2021$60,000
-71.4%
4,604
-64.0%
0.01%
-71.1%
Q3 2021$210,000
-22.2%
12,7900.0%0.04%
-22.4%
Q2 2021$270,000
-9.7%
12,790
+1.1%
0.05%
-15.5%
Q1 2021$299,000
+536.2%
12,652
+353.8%
0.06%
+480.0%
Q4 2020$47,000
+2250.0%
2,788
+1758.7%
0.01%
+900.0%
Q3 2019$2,0000.0%150
+50.0%
0.00%0.0%
Q2 2019$2,0001000.00%
Other shareholders
ADVISORSHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Banco BTG Pactual S.A. 403,800$2,124,0001.38%
Navis Wealth Advisors, LLC 71,465$376,0000.40%
Kingsbury Capital Investment Advisors LLC 13,808$73,0000.10%
EMFO, LLC 12,595$66,0000.07%
ETF Store, Inc. 11,735$65,0000.05%
AllSquare Wealth Management LLC 3,150$17,0000.01%
HRT FINANCIAL LP 200,756$1,055,0000.01%
Gerber Kawasaki Wealth & Investment Management 16,690$87,0000.01%
ROCKY MOUNTAIN ADVISERS, LLC 750$4,0000.01%
VALLEY NATIONAL ADVISERS INC 4,604$26,0000.01%
View complete list of ADVISORSHARES TR shareholders