Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Advisorshares Tr (YOLO)

53 + Investors. Track Smart Money conviction in YOLO. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
32%

Smart Money Signals — YOLO

Based on 53 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
53 funds currently hold this stock — 91% of the 3.0-year high of 58 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding YOLO is almost the same as a year ago (-1 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 32% buying

12 buying25 selling
Last quarter: 25 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 10 → 13 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

58% conviction (2yr+) 21% medium 21% new
31 out of 53 hedge funds have held YOLO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -21%, value -38%

Value
-37%
Shares
-20%
Last quarter: funds added -21% more shares while total portfolio value only changed -38%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~8 new funds/quarter

9 → 6 → 10 → 13 → 8 new funds/Q
New funds entering each quarter: 6 → 10 → 13 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 11% 1-2yr 23% new
Of 53 current holders: 35 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
9 of 53 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — YOLO

In 2026 Q1, 12 hedge funds were net buyers of YOLO (8 opened a new position, 4 added to an existing one), while 25 reduced or exited (17 trimmed, 8 sold completely) — a 32% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 53.

Hedge Fund Ownership: YOLO

How many hedge funds hold YOLO — quarterly history vs. share price
Quarterly hedge fund ownership of YOLO vs. share price

Market Analysis: YOLO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YOLO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Advisorshares Tr (YOLO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much YOLO has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
YOLO
+8.4%
SPY
+15.9%

YOLO outperformed SPY by -7.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
YOLO
-0.3%
SPY
+2.0%

Since the filing became public, YOLO outperformed SPY by -2.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: YOLO
53 + Investors

Track Smart Money conviction in YOLO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 53 53 -
13F Shares 2M 3M -20.58%
Total Value $5M $8M -37.95%
New Positions 8 13 -5
Increased Positions 4 11 -7
Closed Positions 8 13 -5
Reduced Positions 17 8 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YOLO

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

53 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in YOLO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 YOLO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Heritage Oak Wealth Advisors LLC 0.52% 626,886 $1.6M
2 Angeles Wealth Management, LLC 0.03% 231,707 $609K
3 Old Mission Capital LLC 0.02% 424,842 $1.1M
4 Two Sigma Securities, LLC 0.00% 11,017 $29K
5 Geneos Wealth Management Inc. 0.00% 34,810 $92K
6 Glass Jacobson Investment Advisors llc 0.00% 2,148 $6K
7 International Assets Investment Management, LLC 0.00% 10,116 $27K
8 Private Trust Co NA 0.00% 4,042 $11K
9 Advisory Alpha, LLC 0.00% 11,550 $30K
10 Wealthfront Advisers LLC 0.00% 134,034 $353K
11 Security National Bank 0.00% 1,950 $5K
12 Focus Partners Wealth 0.00% 232,112 $610K
13 Prudent Man Investment Management, Inc. 0.00% 527 $2K
14 Bitterroot Capital Advisors LLC 0.00% 270
15 Steigerwald, Gordon & Koch Inc. 0.00% 1,364 $4K
16 Blue Bell Private Wealth Management, LLC 0.00% 638 $2K
17 Rialto Wealth Management, LLC 0.00% 397 $1K
18 Ancora Advisors LLC 0.00% 2,550 $7K
19 CoreCap Advisors, LLC 0.00% 1,530 $4K
20 Medallion Wealth Advisors, LLC 0.00% 170
21 LPL Financial LLC 0.00% 99,926 $263K
22 Golden State Wealth Management, LLC 0.00% 195
23 Allworth Financial LP 0.00% 5,117 $13K
24 Cwm, LLC 0.00% 7,812 $21K
25 Entrust Financial LLC 0.00% 23
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Advisorshares Tr (YOLO)

What does the Smart Money Trend signal show for YOLO?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for YOLO?

Heavy selling pressure — only 32% buying: Last quarter: 25 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for YOLO holders?

Smaller funds dominant — 12% AUM from top-100: 9 of 53 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held YOLO?

58% of holders stayed for 2+ years: 31 out of 53 hedge funds have held YOLO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Advisorshares Tr (YOLO) following the 2026 Q1 hedge fund 13F filings?

As of today, YOLO has moved -0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -2.3%. Since the quarter end (March 31, 2026), YOLO has gained +8.4% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →