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AdvisorShares Dorsey Wright ADR ETF (AADR) Institutional Ownership

$81.67 0.00 (0.00%)
Closing price 10/2/2026 03:59 PM Eastern
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$81.78 +0.11 (+0.13%)
As of 10/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for AdvisorShares Dorsey Wright ADR ETF (NASDAQ:AADR)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$5.05M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.07M
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AADR Institutional Buying and Selling by Quarter

AdvisorShares Dorsey Wright ADR ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.5,457$448K0.0%-24.4%1.186%
9/9/2026Integrated Wealth Concepts LLC40,524$3.33M0.0%-1.1%8.810%
5/6/2026Advisortrust Partners LLC729$60K0.0%N/A0.135%
5/1/2026WealthShield Partners LLC4,459$364K0.0%+30.6%0.826%
4/22/2026Janney Montgomery Scott LLC4,805$392K0.0%+33.0%0.890%
2/23/2026Virtu Financial LLC9,984$861K0.0%N/A1.815%
2/17/2026Equitable Holdings Inc.3,090$267K0.0%-23.3%0.562%
2/17/2026MinichMacGregor Wealth Management LLC3,244$280K0.1%-9.2%0.590%
2/17/2026Osaic Holdings Inc.13,937$1.20M0.0%-53.2%2.534%
2/13/2026Wells Fargo & Company MN516$45K0.0%-56.3%0.094%
2/11/2026Janney Montgomery Scott LLC3,612$312K0.0%+3.1%0.657%
2/11/2026LPL Financial LLC16,601$1.43M0.0%+19.2%3.018%
2/9/2026Prospera Financial Services Inc7,207$622K0.0%-3.3%1.310%
2/2/2026Truist Financial Corp7,829$675K0.0%-27.7%1.423%
11/17/2025Integrated Wealth Concepts LLC32,205$2.79M0.0%+170.9%5.855%
11/14/2025Raymond James Financial Inc.26,835$2.33M0.0%+84.8%4.879%
11/14/2025Equitable Holdings Inc.4,031$350K0.0%+6.9%0.733%
11/13/2025Barometer Capital Management Inc.2,700$234K0.1%N/A0.491%
11/6/2025Prospera Financial Services Inc7,452$647K0.0%-3.7%1.355%
11/4/2025Strategy Asset Managers LLC3,695$321K0.1%-11.9%0.672%
10/31/2025WealthShield Partners LLC3,339$290K0.0%N/A0.607%
10/28/2025MinichMacGregor Wealth Management LLC3,574$310K0.1%-3.6%0.650%
10/14/2025Farther Finance Advisors LLC2,116$184K0.0%+170.2%0.385%
10/14/2025McCarthy & Cox2,334$202K0.0%N/A0.424%
9/4/2025Osaic Holdings Inc.24,216$1.91M0.0%+13.7%4.569%
8/14/2025Jane Street Group LLC5,962$471K0.0%-12.8%1.125%
8/14/2025Raymond James Financial Inc.14,520$1.15M0.0%-11.9%2.740%
8/13/2025CW Advisors LLC4,421$349K0.0%N/A0.834%
8/6/2025Prospera Financial Services Inc7,740$611K0.0%+14.5%1.460%
8/1/2025Envestnet Asset Management Inc.10,861$858K0.0%-6.7%2.049%
7/18/2025Truist Financial Corp10,829$855K0.0%-6.0%2.005%
7/16/2025MinichMacGregor Wealth Management LLC3,707$293K0.1%-14.0%0.686%
7/11/2025Farther Finance Advisors LLC783$62K0.0%N/A0.145%
5/19/2025Jane Street Group LLC6,841$509K0.0%N/A1.316%
5/9/2025Strategy Asset Managers LLC4,195$312K0.1%-19.5%0.807%
5/7/2025MJT & Associates Financial Advisory Group Inc.1,426$106K0.1%N/A0.274%
4/29/2025Envestnet Asset Management Inc.11,640$866K0.0%-10.2%2.282%
4/29/2025OneDigital Investment Advisors LLC7,653$569K0.0%+45.5%1.501%
4/22/2025MinichMacGregor Wealth Management LLC4,309$321K0.1%N/A0.862%
2/14/2025OneDigital Investment Advisors LLC5,259$363K0.0%N/A1.503%
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2/13/2025Raymond James Financial Inc.14,035$969K0.0%N/A4.010%
2/13/2025Wells Fargo & Company MN3,832$264K0.0%-90.7%1.095%
2/11/2025LPL Financial LLC5,841$403K0.0%-22.0%1.669%
2/6/2025Raymond James Financial Inc.14,035$969K0.0%N/A4.010%
11/8/2024Strategy Asset Managers LLC5,209$332K0.1%-3.9%1.336%
11/8/2024Prospera Financial Services Inc5,836$371K0.0%-8.9%1.496%
8/21/2024Truist Financial Corp14,253$882K0.0%-4.7%3.476%
8/2/2024Strategy Asset Managers LLC5,419$335K0.1%+4.0%1.322%
5/20/2024Virtu Financial LLC7,264$452K0.0%-16.9%1.689%
2/26/2024Virtu Financial LLC8,742$491K0.0%N/A1.943%
2/2/2024Truist Financial Corp14,997$843K0.0%-6.4%3.333%
1/16/2024Raymond James & Associates10,331$581K0.0%-3.7%2.296%
10/24/2023Raymond James & Associates10,729$526K0.0%-15.2%2.146%
10/10/2023International Assets Investment Management LLC10,524$516K0.0%N/A2.105%
10/4/2023International Assets Investment Management LLC10,524$516K0.0%N/A1.879%
8/25/2023Strategy Asset Managers LLC5,419$269K0.1%-10.0%0.968%
8/10/2023Cetera Advisor Networks LLC8,439$419K0.0%+8.7%1.507%
8/8/2023Claro Advisors LLC8,068$400K0.1%-40.6%1.441%
8/8/2023Prospera Financial Services Inc20,045$994K0.0%-8.0%3.579%
8/3/2023WealthShield Partners LLC5,813$288K0.0%+4.3%1.038%
8/2/2023Bank of Montreal Can1,530$77K0.0%N/A0.273%
8/1/2023Truist Financial Corp16,575$822K0.0%+1.3%2.960%
7/31/2023LPL Financial LLC9,753$484K0.0%-11.2%1.742%
7/25/2023Raymond James & Associates12,652$628K0.0%-2.5%2.259%
7/21/2023Activest Wealth Management2,403$40K0.0%N/A0.429%
5/8/2023WealthShield Partners LLC5,576$266K0.0%-8.5%0.899%
5/5/2023Truist Financial Corp16,364$782K0.0%+31.9%2.639%
4/17/2023Claro Advisors LLC13,581$649K0.2%-30.7%2.342%
4/14/2023Raymond James & Associates12,976$620K0.0%-6.4%2.237%
3/13/2023Claro Advisors LLC19,594$936K0.3%-40.1%3.378%
2/8/2023Raymond James & Associates13,860$662K0.0%+14.1%2.038%
2/8/2023Prospera Financial Services Inc18,896$902K0.0%-3.7%2.779%
2/7/2023LPL Financial LLC10,273$491K0.0%-9.0%1.511%
2/7/2023Envestnet Asset Management Inc.12,131$579K0.0%-14.5%1.784%
1/30/2023International Assets Investment Management LLC10,848$43K0.0%N/A1.595%
11/4/2022WealthShield Partners LLC6,068$267K0.1%+6.2%0.768%
11/2/2022Rockefeller Capital Management L.P.1,264$55K0.0%-45.4%0.160%
11/1/2022Personal CFO Solutions LLC9,863$434K0.1%-2.3%1.248%
10/27/2022Prospera Financial Services Inc19,631$864K0.0%-3.3%2.485%
10/26/2022Truist Financial Corp14,333$631K0.0%+17.0%1.814%
10/25/2022Raymond James & Associates12,148$535K0.0%-2.0%1.538%
10/12/2022QP Wealth Management LLC5,247$230K0.3%-40.4%0.656%
10/11/2022Strategy Asset Managers LLC6,019$265K0.1%N/A0.752%
8/12/2022Claro Advisors LLC32,738$1.59M0.6%+52.7%3.807%
8/8/2022Prospera Financial Services Inc20,296$986K0.1%+2.7%2.360%
8/5/2022Personal CFO Solutions LLC10,091$490K0.1%-4.5%1.173%
8/3/2022Envestnet Asset Management Inc.14,968$727K0.0%-31.5%1.740%
7/22/2022Truist Financial Corp12,250$595K0.0%+9.9%1.424%


AADR Institutional Ownership - Frequently Asked Questions

During the previous two years, 22 institutional investors and hedge funds held shares of AdvisorShares Dorsey Wright ADR ETF. The most heavily invested institutionals were Integrated Wealth Concepts LLC ($3.33M), Raymond James Financial Inc. ($2.33M), LPL Financial LLC ($1.43M), Osaic Holdings Inc. ($1.20M), Virtu Financial LLC ($861K), Truist Financial Corp ($675K), and Prospera Financial Services Inc ($622K).Learn more on AdvisorShares Dorsey Wright ADR ETF's institutional investors.

Of the 18 institutional investors that purchased AdvisorShares Dorsey Wright ADR ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($40.39K), Integrated Wealth Concepts LLC ($20.32K), Virtu Financial LLC ($9.98K), OneDigital Investment Advisors LLC ($7.65K), Jane Street Group LLC ($6.84K), CW Advisors LLC ($4.42K), and WealthShield Partners LLC ($4.38K).

Institutional investors have bought a total of 58,328 shares in the last 24 months. This purchase volume represents approximately $5.05M in transactions.

Of the 9 institutional investors that sold AdvisorShares Dorsey Wright ADR ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($15.87K), Truist Financial Corp ($3.01K), Envestnet Asset Management Inc. ($1.76K), Equitable Holdings Inc. ($941.00), Wells Fargo & Company MN ($664.00), Prospera Financial Services Inc ($533.00), and Strategy Asset Managers LLC ($500.00).

Institutional investors have sold a total of 24,207 shares in the last 24 months. This volume of shares sold represents approximately $2.07M in transactions.


Related Companies

Institutional ownership data for NASDAQ:AADR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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