Institutional Ownership Advisorshares Dorsey Wright Ad (AADR)
This table provides information about the institutional ownership of Advisorshares Dorsey Wright Ad (AADR). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 216,235 shares, which have been reported (via 13F filing form) to have a value of $18.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
58,349
shares
|
$4.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
24,216
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Added 1198.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
18,354
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 120.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
14,520
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,302
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
11,889
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
10,897
shares
|
$926,898
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
10,835
shares
|
$921,625
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
7,740
shares
|
$658,364
0.01% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,022
shares
|
$512,231
0.01% of portfolio
|
Q2 2025
Reduced 21.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,962
shares
|
$507,127
0.0% of portfolio
|
Q2 2025
Reduced 12.85%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,421
shares
|
$376,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,771
shares
|
$320,761
0.0% of portfolio
|
Q2 2025
Reduced 13.19%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
3,695
shares
|
$314,296
0.06% of portfolio
|
Q3 2025
Reduced 11.92%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
3,574
shares
|
$304,004
0.06% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
3,505
shares
|
$298,135
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
3,339
shares
|
$284,015
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
2,796
shares
|
$237,827
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
2,334
shares
|
$198,530
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,328
shares
|
$198,019
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,116
shares
|
$179,986
0.0% of portfolio
|
Q3 2025
Added 170.24%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,234
shares
|
$104,964
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,206
shares
|
$102,582
0.0% of portfolio
|
Q2 2025
Reduced 60.95%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
378
shares
|
$32,152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
251
shares
|
$21,350
0.0% of portfolio
|
Q3 2023
Added 0.4%
|