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 224,512 shares, which have been reported (via 13F filing form) to have a value of $18.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
36,627
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 37.23%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
32,205
shares
|
$2.7 Million
0.03% of portfolio
|
Q3 2025
Added 170.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
29,808
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2025
Added 23.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
26,835
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Added 84.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
13,928
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,302
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
10,897
shares
|
$914,585
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
10,835
shares
|
$909,381
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
7,452
shares
|
$625,446
0.01% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
6,002
shares
|
$503,747
0.01% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,421
shares
|
$371,054
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,031
shares
|
$338,321
0.0% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
3,695
shares
|
$310,121
0.06% of portfolio
|
Q3 2025
Reduced 11.92%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
3,574
shares
|
$299,965
0.06% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
3,505
shares
|
$294,174
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
3,339
shares
|
$280,242
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
2,700
shares
|
$226,611
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
2,334
shares
|
$195,892
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
2,328
shares
|
$195,389
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,328
shares
|
$195,389
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,116
shares
|
$177,595
0.0% of portfolio
|
Q3 2025
Added 170.24%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,234
shares
|
$103,569
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,180
shares
|
$99,037
0.0% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
378
shares
|
$31,725
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
251
shares
|
$21,066
0.0% of portfolio
|
Q3 2023
Added 0.4%
|
|