YOLOADVISORSHARES TR
CUSIP 00768Y495 · Yahoo Finance ↗ · Google Finance ↗
Advisorshares Tr (YOLO) has 53 institutional holders in Filings Flow’s 13F database, together reporting 2.03M shares worth $5M as of Q1 2026. The largest reported holders are Heritage Oak Wealth Advisors LLC, Old Mission Capital LLC, and Northcoast Asset Management LLC.
Institutional Holders
53
Q1 2026
Reported Value
$5M
Ticker
YOLO
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.52% | $2M | 626.9K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.06% | $817,926 | 231.7K | Q3 2025OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.03% | $609,389 | 231.7K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.03% | $32,459 | 12.2K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.03% | $63,328 | 17.9K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 424.8K | Q1 2026OLDER |
| SYMMETRY PEAK MANAGEMENT LLC$359M AUM | 0.02% | $70,600 | 20.0K | Q3 2025OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.01% | $11,120 | 3.1K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.00% | $28,975 | 11.0K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $819,091 | 232.0K | Q3 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $9,728 | 2.9K | Q4 2025OLDER |
| Fairscale Capital, LLC$145M AUM | 0.00% | $3,865 | 1.1K | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $91,550 | 34.8K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $5,651 | 2.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $27,008 | 10.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $10,630 | 4.0K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.00% | $30,377 | 11.6K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $352,509 | 134.0K | Q1 2026OLDER |
| Security National Bank$687M AUM | 0.00% | $5,129 | 1.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $610,457 | 232.1K | Q1 2026OLDER |
| Prudent Man Investment Management, Inc.$297M AUM | 0.00% | $1,740 | 527 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $8,384 | 2.4K | Q3 2025OLDER |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 0.00% | $711 | 270 | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 0.00% | $1,271 | 385 | Q4 2025OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $3,586 | 1.4K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $1,678 | 638 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $1,045 | 397 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $4,422 | 1.5K | Q2 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $330 | 100 | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $262,804 | 99.9K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $515 | 195 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $13,458 | 5.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $20,546 | 7.8K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.00% | $62 | 23 | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $245 | 70 | Q3 2025OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $526 | 200 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $132 | 50 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $1,444 | 549 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $148,122 | 56.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $1,086 | 413 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $66 | 25 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $818 | 248 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $70,710 | 26.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $7,310 | 2.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,581 | 601 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $68,974 | 26.2K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $9,347 | 3.6K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $1,162 | 329 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $921 | 350 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $20,000 | 7.7K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $523 | 199 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $100 | 7 | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $24 | 9 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $35,536 | 10.8K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $79 | 30 | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $894 | 340 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2,475 | 750 | Q4 2025OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.00% | $3 | 1 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $177 | 68 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $67 | 25 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $304 | 86 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7,720 | 3.1K | Q1 2026OLDER |
| Avenir Tech Ltd$790M AUM | 0.00% | $3 | 1 | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $7 | 2 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $177 | 67 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $397 | 151 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.