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AdvisorShares Dorsey Wright ADR ETF (AADR) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$2.31M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.88M
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AADR Institutional Buying and Selling by Quarter

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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
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%
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%
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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%
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%
4/18/2022QP Wealth Management LLC9,277$557K0.6%-6.0%0.896%
4/11/2022Strategy Asset Managers LLC6,919$415K0.1%N/A0.669%
2/15/2022Claro Advisors LLC21,446$1.38M0.5%+5.2%2.023%
2/14/2022Rockefeller Capital Management L.P.1,033$66K0.0%-39.5%0.097%
2/8/2022Natixis Advisors L.P.10,786$693K0.0%N/A1.013%
2/8/2022Raymond James & Associates12,504$803K0.0%-5.9%1.174%
2/4/2022Mercer Global Advisors Inc. ADV17,215$1.11M0.0%-4.4%1.616%
2/3/2022Advisor Group Holdings Inc.25,375$1.63M0.0%+7.7%2.383%
11/18/2021Personal CFO Solutions LLC13,156$836K0.2%-9.5%1.096%
11/16/2021Jane Street Group LLC77,487$4.92M0.0%+160.4%6.404%
11/16/2021LPL Financial LLC25,803$1.64M0.0%+5.0%2.132%
11/16/2021Claro Advisors LLC20,392$1.30M0.5%+1.9%1.685%
11/15/2021Flow Traders U.S. LLC45,334$2.88M0.1%+229.1%3.747%
11/12/2021Prospera Financial Services Inc16,015$1.02M0.1%+1.9%1.324%
11/10/2021Mercer Global Advisors Inc. ADV18,010$1.14M0.0%-2.6%1.488%
11/5/2021QP Wealth Management LLC9,779$621K0.7%-3.3%0.808%
11/5/2021Truist Financial Corp9,914$630K0.0%+3.7%0.819%
11/5/2021Advisor Group Holdings Inc.23,553$1.50M0.0%-5.5%1.947%
10/29/2021Commonwealth Equity Services LLC6,798$432K0.0%-13.7%0.562%
10/22/2021Spire Wealth Management1,117$71K0.0%-67.1%0.092%
10/19/2021Stratos Wealth Partners LTD.4,339$276K0.0%-5.7%0.359%
8/24/2021Flow Traders U.S. LLC13,774$916K0.0%+205.8%1.089%
8/17/2021Wells Fargo & Company MN216,266$14.38M0.0%-5.2%17.096%
8/16/2021Royal Bank of Canada5,517$367K0.0%+8.1%0.436%
8/16/2021Morgan Stanley161,328$10.72M0.0%+25.8%12.753%
8/16/2021Claro Advisors LLC20,018$1.33M0.6%-1.0%1.582%
8/13/2021LPL Financial LLC24,581$1.63M0.0%-0.9%1.943%
8/13/2021Stifel Financial Corp17,954$1.19M0.0%-11.0%1.419%
8/12/2021Prospera Financial Services Inc15,723$1.05M0.1%+20.0%1.243%
8/12/2021Strategic Blueprint LLC399$27K0.0%N/A0.032%
8/11/2021Susquehanna International Group LLP7,256$484K0.0%+98.5%0.574%
8/10/2021Mercer Global Advisors Inc. ADV18,483$1.23M0.0%+1.3%1.461%
8/6/2021WealthShield Partners LLC5,535$368K0.1%+20.5%0.438%
8/4/2021Envestnet Asset Management Inc.26,367$1.75M0.0%+3.2%2.084%
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8/2/2021Advisor Group Holdings Inc.24,928$1.65M0.0%-13.4%1.971%
7/31/2021QP Wealth Management LLC10,114$672K0.7%-18.9%0.800%
5/18/2021Flow Traders U.S. LLC4,504$281K0.0%N/A0.340%
5/18/2021Morgan Stanley128,255$7.99M0.0%-1.0%9.680%
5/18/2021Citadel Advisors LLC6,164$384K0.0%-39.7%0.462%
5/18/2021Jane Street Group LLC13,226$824K0.0%N/A0.998%
5/17/2021Royal Bank of Canada5,103$318K0.0%+41.2%0.385%
5/14/2021Stifel Financial Corp20,163$1.26M0.0%-5.5%1.522%
5/12/2021UBS Group AG46,342$2.89M0.0%+10.4%3.498%
5/11/2021Mercer Global Advisors Inc. ADV18,241$1.14M0.0%-11.1%1.377%
(Data available from 1/1/2016 forward)

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AADR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AADR shares?

During the previous two years, 15 institutional investors and hedge funds held shares of AdvisorShares Dorsey Wright ADR ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($969K), Truist Financial Corp ($882K), Raymond James & Associates ($581K), International Assets Investment Management LLC ($516K), Virtu Financial LLC ($452K), Cetera Advisor Networks LLC ($419K), and LPL Financial LLC ($403K).Learn more on AADR's institutional investors.

Which institutional investors have been buying AdvisorShares Dorsey Wright ADR ETF stock?

Of the 10 institutional investors that purchased AdvisorShares Dorsey Wright ADR ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($28.07K), International Assets Investment Management LLC ($21.05K), Virtu Financial LLC ($8.74K), OneDigital Investment Advisors LLC ($5.26K), Truist Financial Corp ($4.17K), Activest Wealth Management ($2.40K), and Bank of Montreal Can ($1.53K).

How much institutional buying is happening at AdvisorShares Dorsey Wright ADR ETF?

Institutional investors have bought a total of 72,341 shares in the last 24 months. This purchase volume represents approximately $4.28M in transactions.

Which AdvisorShares Dorsey Wright ADR ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold AdvisorShares Dorsey Wright ADR ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($37.38K), Claro Advisors LLC ($11.53K), LPL Financial LLC ($2.87K), Raymond James & Associates ($2.65K), Prospera Financial Services Inc ($2.31K), Truist Financial Corp ($1.72K), and Virtu Financial LLC ($1.48K).

How much institutional selling is happening at AdvisorShares Dorsey Wright ADR ETF?

Institutional investors have sold a total of 61,255 shares in the last 24 months. This volume of shares sold represents approximately $3.83M in transactions.


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This page (NASDAQ:AADR) was last updated on 4/17/2025 by MarketBeat.com Staff
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