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AdvisorShares Dorsey Wright ADR ETF (AADR) Institutional Ownership

$81.40 -0.01 (-0.01%)
As of 06/25/2026 03:19 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AdvisorShares Dorsey Wright ADR ETF (NASDAQ:AADR)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$5.77M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.28M
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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
5/6/2026 Advisortrust Partners LLC729$60K0.0%N/A0.135%
5/1/2026 WealthShield Partners LLC4,459$364K0.0%+30.6%0.826%
4/22/2026 Janney Montgomery Scott LLC4,805$392K0.0%+33.0%0.890%
2/23/2026 Virtu Financial LLC9,984$861K0.0%N/A1.815%
2/17/2026 Equitable Holdings Inc.3,090$267K0.0%-23.3%0.562%
2/17/2026 MinichMacGregor Wealth Management LLC3,244$280K0.1%-9.2%0.590%
2/17/2026 Osaic Holdings Inc.13,937$1.20M0.0%-53.2%2.534%
2/13/2026 Wells Fargo & Company MN516$45K0.0%-56.3%0.094%
2/11/2026 Janney Montgomery Scott LLC3,612$312K0.0%+3.1%0.657%
2/11/2026 LPL Financial LLC16,601$1.43M0.0%+19.2%3.018%
2/9/2026 Prospera Financial Services Inc7,207$622K0.0%-3.3%1.310%
2/2/2026 Truist Financial Corp7,829$675K0.0%-27.7%1.423%
11/17/2025 Integrated Wealth Concepts LLC32,205$2.79M0.0%+170.9%5.855%
11/14/2025 Raymond James Financial Inc.26,835$2.33M0.0%+84.8%4.879%
11/14/2025 Equitable Holdings Inc.4,031$350K0.0%+6.9%0.733%
11/13/2025 Barometer Capital Management Inc.2,700$234K0.1%N/A0.491%
11/6/2025 Prospera Financial Services Inc7,452$647K0.0%-3.7%1.355%
11/4/2025 Strategy Asset Managers LLC3,695$321K0.1%-11.9%0.672%
10/31/2025 WealthShield Partners LLC3,339$290K0.0%N/A0.607%
10/28/2025 MinichMacGregor Wealth Management LLC3,574$310K0.1%-3.6%0.650%
10/14/2025 Farther Finance Advisors LLC2,116$184K0.0%+170.2%0.385%
10/14/2025McCarthy & Cox2,334$202K0.0%N/A0.424%
9/4/2025 Osaic Holdings Inc.24,216$1.91M0.0%+13.7%4.569%
8/14/2025 Jane Street Group LLC5,962$471K0.0%-12.8%1.125%
8/14/2025 Raymond James Financial Inc.14,520$1.15M0.0%-11.9%2.740%
8/13/2025CW Advisors LLC4,421$349K0.0%N/A0.834%
8/6/2025 Prospera Financial Services Inc7,740$611K0.0%+14.5%1.460%
8/1/2025 Envestnet Asset Management Inc.10,861$858K0.0%-6.7%2.049%
7/18/2025 Truist Financial Corp10,829$855K0.0%-6.0%2.005%
7/16/2025 MinichMacGregor Wealth Management LLC3,707$293K0.1%-14.0%0.686%
7/11/2025 Farther 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%
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%
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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%
7/8/2022QP Wealth Management LLC8,802$428K0.6%-5.1%1.012%
5/10/2022Mercer Global Advisors Inc. ADV11,873$712K0.0%-31.0%1.319%
5/4/2022Aptus Capital Advisors LLC4,385$263K0.0%N/A0.479%
5/4/2022Prospera Financial Services Inc19,756$1.19M0.0%+7.6%2.159%
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5/4/2022Envestnet Asset Management Inc.21,853$1.31M0.0%-16.7%2.388%
5/2/2022Personal CFO Solutions LLC10,569$634K0.1%-17.4%1.155%
4/22/2022Truist Financial Corp11,150$669K0.0%+4.8%1.077%


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 ($2.79M), Raymond James Financial Inc. ($2.33M), LPL Financial LLC ($1.43M), Osaic Holdings Inc. ($1.20M), Virtu Financial LLC ($861K), Envestnet Asset Management Inc. ($858K), and Truist Financial Corp ($675K).Learn more on AdvisorShares Dorsey Wright ADR ETF's institutional investors.

Of the 19 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 67,428 shares in the last 24 months. This purchase volume represents approximately $5.77M in transactions.

Of the 10 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 ($3.70K), Raymond James Financial Inc. ($1.97K), MinichMacGregor Wealth Management LLC ($1.07K), Equitable Holdings Inc. ($941.00), Jane Street Group LLC ($879.00), and Envestnet Asset Management Inc. ($779.00).

Institutional investors have sold a total of 26,900 shares in the last 24 months. This volume of shares sold represents approximately $2.28M in transactions.


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This page (NASDAQ:AADR) was last updated on 6/27/2026 by MarketBeat.com Staff.
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