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Advisorshares Pure Cannabis (YOLO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Heritage OAK Wealth Advisors LLC
DECREASED
Shares592,948 from 611,619
Change-18,671 (-3%)
Value$1.7M (-$39.1K)
Filed 2026-10-14
Angeles Wealth Management, LLC
UNCHANGED
Shares231,707 from 231,707
Change0 (0%)
Value$675.4K (+$5.8K)
Filed 2026-10-26
True North Advisors, LLC
NEW
Shares174,237
Change+174,237
Value$507.9K
Filed 2026-10-22
Kingsbury Capital Investment Advisors LLC
INCREASED
Shares12,051 from 10,451
Change+1,600 (+15%)
Value$35.1K (+$4.9K)
Filed 2026-10-20
International Assets Investment Management, LLC
DECREASED
Shares10,116 from 10,416
Change-300 (-3%)
Value$30.3K (+$24)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares4,042 from 4,042
Change0 (0%)
Value$11.8K (+$101)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares2,148 from 2,148
Change0 (0%)
Value$6.3K (+$54)
Filed 2026-10-26
CoreCap Advisors, LLC
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$4.5K (+$38)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares1,300
Change+1,300
Value$3.8K
Filed 2026-10-27
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares638 from 638
Change0 (0%)
Value$1.9K (+$16)
Filed 2026-10-29
Prudent Man Investment Management, Inc.
UNCHANGED
Shares527 from 527
Change0 (0%)
Value$1.5K (-$203)
Filed 2026-11-03
US Bancorp \de\
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$991 (+$8)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$583 (+$5)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares150 from 195
Change-45 (-23%)
Value$440 (-$126)
Filed 2026-11-02
Valley National Advisers Inc
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$414 (+$3)
Filed 2026-10-23
Nova Financial LLC
NEW
Shares107
Change+107
Value$312
Filed 2026-11-04
Blue Trust, Inc.
NEW
Shares69
Change+69
Value$201
Filed 2026-10-15
Hughes Financial Services, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$131 (-$14)
Filed 2026-10-30
Balance Wealth Partners LLC
NEW
Shares33
Change+33
Value$95
Filed 2026-10-27
Parallel Advisors, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$87 ($0)
Filed 2026-11-03
Abound Wealth Management
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$73 ($0)
Filed 2026-10-26
Entrust Financial LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$69 (+$1)
Filed 2026-11-04
New England Capital Financial Advisors LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$4 ($0)
Filed 2026-11-03
Tsfg, LLC
CLOSED
Shares0 from 1,501
Change-1,501 (-100%)
Value$0 (-$4)
Filed 2026-10-23
Simplex Trading, LLC
CLOSED
Shares0 from 495
Change-495 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$55)
Filed 2026-10-16
Old Mission Capital LLC
N/A
Shares— from 633,595
Change-633,595 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 232,112
Change-232,112 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 156,322
Change-156,322 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 95,351
Change-95,351 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 42,757
Change-42,757 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 31,677
Change-31,677 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 31,296
Change-31,296 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 28,404
Change-28,404 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 22,160
Change-22,160 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 20,771
Change-20,771 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 19,376
Change-19,376 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 12,249
Change-12,249 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,768
Change-10,768 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 10,451
Change-10,451 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,722
Change-7,722 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,282
Change-4,282 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,123
Change-4,123 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 330
Change-330 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 263
Change-263 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 68
Change-68 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 48
Change-48 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 38
Change-38 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 17
Change-17 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5
Change-5 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Heritage OAK Wealth Advisors LLC
DECREASED592,948611,619-18,671-3%$1.8M$1.7M-$39.1K2026-10-14
Angeles Wealth Management, LLC
UNCHANGED231,707231,70700%$669.6K$675.4K+$5.8K2026-10-26
True North Advisors, LLC
NEW174,237—+174,237——$507.9K—2026-10-22
Kingsbury Capital Investment Advisors LLC
INCREASED12,05110,451+1,600+15%$30.2K$35.1K+$4.9K2026-10-20
International Assets Investment Management, LLC
DECREASED10,11610,416-300-3%$30.3K$30.3K+$242026-11-02
Private Trust Co NA
UNCHANGED4,0424,04200%$11.7K$11.8K+$1012026-10-20
Glass Jacobson Investment Advisors llc
UNCHANGED2,1482,14800%$6.2K$6.3K+$542026-10-26
CoreCap Advisors, LLC
UNCHANGED1,5301,53000%$4.4K$4.5K+$382026-10-08
Latitude Advisors, LLC
NEW1,300—+1,300——$3.8K—2026-10-27
Blue Bell Private Wealth Management, LLC
UNCHANGED63863800%$1.8K$1.9K+$162026-10-29
Prudent Man Investment Management, Inc.
UNCHANGED52752700%$1.7K$1.5K-$2032026-11-03
US Bancorp \de\
UNCHANGED34034000%$983$991+$82026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED20020000%$578$583+$52026-11-04
Golden State Wealth Management, LLC
DECREASED150195-45-23%$566$440-$1262026-11-02
Valley National Advisers Inc
UNCHANGED14214200%$411$414+$32026-10-23
Nova Financial LLC
NEW107—+107——$312—2026-11-04
Blue Trust, Inc.
NEW69—+69——$201—2026-10-15
Hughes Financial Services, LLC
UNCHANGED505000%$145$131-$142026-10-30
Balance Wealth Partners LLC
NEW33—+33——$95—2026-10-27
Parallel Advisors, LLC
UNCHANGED303000%$87$87$02026-11-03
Abound Wealth Management
UNCHANGED252500%$73$73$02026-10-26
Entrust Financial LLC
UNCHANGED232300%$68$69+$12026-11-04
New England Capital Financial Advisors LLC
UNCHANGED1100%$4$4$02026-11-03
Tsfg, LLC
CLOSED01,501-1,501-100%$4$0-$42026-10-23
Simplex Trading, LLC
CLOSED0495-495-100%$1.4K$0-$1.4K2026-11-04
TD Waterhouse Canada Inc.
CLOSED020-20-100%$55$0-$552026-10-16
Old Mission Capital LLC
N/A—633,595-633,595-100%$1.8M———
Focus Partners Wealth
N/A—232,112-232,112-100%$670.8K———
Jane Street Group, LLC
N/A—156,322-156,322-100%$451.8K———
LPL Financial LLC
N/A—95,351-95,351-100%$275.6K———
Wealthfront Advisers LLC
N/A—42,757-42,757-100%$123.6K———
HRT Financial LP
N/A—31,677-31,677-100%$91.0K———
Janney Montgomery Scott LLC
N/A—31,296-31,296-100%$90.0K———
Citadel Advisors LLC
N/A—28,404-28,404-100%$82.1K———
Geneos Wealth Management Inc.
N/A—22,160-22,160-100%$64.0K———
Two Sigma Securities, LLC
N/A—20,771-20,771-100%$60.0K———
Susquehanna International Group, LLP
N/A—19,376-19,376-100%$56.0K———
Sankala Group LLC
N/A—12,249-12,249-100%$34.9K———
Morgan Stanley
N/A—10,768-10,768-100%$31.1K———
KMT Wealth Management, LLC
N/A—10,451-10,451-100%$30.2K———
Royal Bank of Canada
N/A—7,722-7,722-100%$22.0K———
Osaic Holdings, Inc.
N/A—4,282-4,282-100%$12.4K———
Capital Analysts, LLC
N/A—4,123-4,123-100%$12.0K———
JPMorgan Chase & Co
N/A—3,113-3,113-100%$8.5K———
Ancora Advisors LLCA
N/A—2,550-2,550-100%$7.4K———
Steigerwald, Gordon & Koch Inc.
N/A—1,364-1,364-100%$3.9K———
Rialto Wealth Management, LLC
N/A—397-397-100%$1.1K———
Steward Partners Investment Advisory, LLC
N/A—350-350-100%$1.0K———
Harbour Investments, Inc.
N/A—330-330-100%$954———
Bitterroot Capital Advisors LLC
N/A—270-270-100%$781———
Allworth Financial LP
N/A—263-263-100%$760———
Global Retirement Partners, LLC
N/A—248-248-100%$717———
AE Wealth Management LLC
N/A—199-199-100%$575———
Federation des caisses Desjardins du Quebec
N/A—68-68-100%$195———
SHP Wealth Management
N/A—48-48-100%$139———
Arax Advisory Partners
N/A—38-38-100%$110———
Northwestern Mutual Wealth Management Co
N/A—17-17-100%$49———
WealthShield Partners, LLC
N/A—9-9-100%$26———
UBS Group AG
N/A—5-5-100%$14———
BlackRock, Inc.
N/A—1-1-100%$2———
Showing 60 of 60 institutions