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 30 institutions that hold shares in the stock, with a total of 185,641 shares, which have been reported (via 13F filing form) to have a value of $15.1 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
|
$4.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
18,354
shares
|
$1.49 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
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,302
shares
|
$999,045
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
11,889
shares
|
$965,505
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
10,861
shares
|
$882,021
0.0% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
10,829
shares
|
$879,423
0.0% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
7,740
shares
|
$628,565
0.01% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,022
shares
|
$489,046
0.01% of portfolio
|
Q2 2025
Reduced 21.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,962
shares
|
$484,174
0.0% of portfolio
|
Q2 2025
Reduced 12.85%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,421
shares
|
$359,029
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
4,195
shares
|
$340,675
0.06% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,771
shares
|
$306,242
0.0% of portfolio
|
Q2 2025
Reduced 13.19%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,707
shares
|
$301,045
0.07% of portfolio
|
Q2 2025
Reduced 13.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
2,796
shares
|
$227,063
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,328
shares
|
$189,056
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,865
shares
|
$151,456
0.0% of portfolio
|
Q2 2025
Reduced 91.24%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
1,426
shares
|
$115,805
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,234
shares
|
$100,213
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,206
shares
|
$97,939
0.0% of portfolio
|
Q2 2025
Reduced 60.95%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
783
shares
|
$63,587
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
378
shares
|
$30,697
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
251
shares
|
$20,383
0.0% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
215
shares
|
$17,460
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
135
shares
|
$10,963
0.0% of portfolio
|
Q4 2017
Added 1858.52%
|