Who Owns ADVISORSHARES TR (YOLO)? -- Institutional Holders (2026-06-30)
60 institutions reported holding $6.6M of ADVISORSHARES TR (YOLO) in SEC 13F filings for 2026-06-30. Largest institutional holders: OLD MISSION CAPITAL LLC ($1.8M), HERITAGE OAK WEALTH ADVISORS LLC ($1.8M), Focus Partners Wealth ($670,807), ANGELES WEALTH MANAGEMENT, LLC ($669,633), JANE STREET GROUP, LLC ($503,791). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | OLD MISSION CAPITAL LLC | $1.8M | 633,595 | Added |
| 2 | HERITAGE OAK WEALTH ADVISORS LLC | $1.8M | 611,619 | Trimmed |
| 3 | Focus Partners Wealth | $670,807 | 232,112 | Hold |
| 4 | ANGELES WEALTH MANAGEMENT, LLC | $669,633 | 231,707 | Hold |
| 5 | JANE STREET GROUP, LLC | $503,791 | 174,322 | Added |
| 6 | LPL Financial LLC | $275,564 | 95,351 | Trimmed |
| 7 | Wealthfront Advisers LLC | $123,568 | 42,757 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $99,925 | 34,576 | Added |
| 9 | HRT FINANCIAL LP | $91,000 | 31,677 | New |
| 10 | Janney Montgomery Scott LLC | $90,000 | 31,296 | Added |
| 11 | CITADEL ADVISORS LLC | $82,088 | 28,404 | Added |
| 12 | Geneos Wealth Management Inc. | $64,042 | 22,160 | Trimmed |
| 13 | TWO SIGMA SECURITIES, LLC | $60,028 | 20,771 | Added |
| 14 | Sankala Group LLC | $34,941 | 12,249 | Hold |
| 15 | MORGAN STANLEY | $31,122 | 10,768 | Hold |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $30,309 | 10,416 | Added |
| 17 | KMT WEALTH MANAGEMENT, LLC | $30,205 | 10,451 | New |
| 18 | Royal Bank of Canada | $22,000 | 7,722 | Added |
| 19 | OSAIC HOLDINGS, INC. | $12,377 | 4,282 | Added |
| 20 | Capital Analysts, LLC | $12,000 | 4,123 | Hold |
| 21 | PRIVATE TRUST CO NA | $11,681 | 4,042 | Hold |
| 22 | JPMORGAN CHASE & CO | $8,498 | 3,113 | Hold |
| 23 | Ancora Advisors LLC | $7,369 | 2,550 | Hold |
| 24 | Glass Jacobson Investment Advisors llc | $6,209 | 2,148 | Hold |
| 25 | CoreCap Advisors, LLC | $4,422 | 1,530 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30