13F Insight
DOSSIER · 13F Holders · Q2 2026
YOLO

ADVISORSHARES TR

62 institutions still hold ADVISORSHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00768Y495·62 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$6M
visible holders
Holders
62
filers reporting
Concentration
30.33%
OLD MISSION CAPITAL LLC #1
top holder share
AI Holders Summary · Q2 2026

62 institutions reported YOLO in Q2 2026. OLD MISSION CAPITAL LLC leads at 30.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M634K0.03%Q2 202602
HERITAGE OAK WEALTH ADVISORS LLC
CIK 0002035533
$2M612K0.52%Q2 202603
Focus Partners Wealth
CIK 0001542153
$671K232K0.00%Q2 202604
ANGELES WEALTH MANAGEMENT, LLC
CIK 0001929170
$670K232K0.03%Q2 202605
LPL Financial LLC
CIK 0001403438
$276K95K0.00%Q2 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$148K56K0.00%Q1 202607
Wealthfront Advisers LLC
CIK 0001763921
$124K43K0.00%Q2 202608
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$100K35K0.00%Q2 202609
Janney Montgomery Scott LLC
CIK 0001329948
$81K31K0.00%Q1 202610
Geneos Wealth Management Inc.
CIK 0001764754
$64K22K0.00%Q2 202611
TWO SIGMA SECURITIES, LLC
CIK 0001450144· Market maker
$60K21K0.01%Q2 202612
HRT FINANCIAL LP
CIK 0001475597
$53K16K0.00%Q4 202513
Sankala Group LLC
CIK 0002113426
$35K12K0.02%Q2 202614
MORGAN STANLEY
CIK 0000895421
$31K11K0.00%Q2 202615
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$30K10K0.00%Q2 202616
KMT WEALTH MANAGEMENT, LLC
CIK 0002058235
$30K10K0.03%Q2 202617
ROYAL BANK OF CANADA
CIK 0001000275
$22K8K0.00%Q2 202618
CWM, LLC
CIK 0001535847
$21K8K0.00%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$12K4K0.00%Q2 202620
PRIVATE TRUST CO NA
CIK 0001277557
$12K4K0.00%Q2 2026
Page 1 of 4
42 more holders available. Log in →