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 28 institutions that hold shares in the stock, with a total of 192,501 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 |
May 15, 2025 Q1 2025 |
59,366
shares
|
$4.65 Million
0.0% of portfolio
|
Q1 2025
Added 998.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
21,298
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 91.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
16,485
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 17.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,302
shares
|
$963,615
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
11,640
shares
|
$911,761
0.0% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
10,829
shares
|
$848,235
0.0% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
8,337
shares
|
$653,037
0.0% of portfolio
|
Q1 2025
Added 42.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
7,653
shares
|
$599,459
0.01% of portfolio
|
Q1 2025
Added 45.52%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
6,841
shares
|
$535,855
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
6,762
shares
|
$529,667
0.01% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
5,400
shares
|
$422,982
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
4,344
shares
|
$340,265
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
4,195
shares
|
$328,594
0.06% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,707
shares
|
$290,369
0.07% of portfolio
|
Q2 2025
Reduced 13.97%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
3,485
shares
|
$272,980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,088
shares
|
$241,883
0.0% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,772
shares
|
$217,130
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
1,426
shares
|
$111,698
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
783
shares
|
$61,332
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
677
shares
|
$53,029
0.0% of portfolio
|
Q1 2025
Added 130.27%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
378
shares
|
$29,608
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
294
shares
|
$23,029
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
251
shares
|
$19,660
0.0% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
135
shares
|
$10,574
0.0% of portfolio
|
Q4 2017
Added 1858.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
26
shares
|
$2,036
0.0% of portfolio
|
Q1 2025
New holding
|