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 183,345 shares, which have been reported (via 13F filing form) to have a value of $14.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
59,366
shares
|
$4.82 Million
0.0% of portfolio
|
Q1 2025
Added 998.56%
|
|
|
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 |
May 13, 2025 Q1 2025 |
16,485
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 17.46%
|
|
|
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%
|
|
|
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%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
6,841
shares
|
$555,557
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,421
shares
|
$359,029
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
4,344
shares
|
$352,776
0.0% of portfolio
|
Q1 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%
|
|
|
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%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,088
shares
|
$250,776
0.0% of portfolio
|
Q2 2025
Reduced 60.95%
|
|
|
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
|
|
|
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 |
May 15, 2025 Q1 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%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
45
shares
|
$3,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
26
shares
|
$2,111
0.0% of portfolio
|
Q1 2025
New holding
|