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AdvisorShares Dorsey Wright ADR ETF (AADR) Institutional Ownership

$77.59 +0.62 (+0.80%)
As of 03/25/2025 03:35 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)
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
2/14/2025 OneDigital Investment Advisors LLC5,259$363K0.0%N/A1.503%
2/13/2025 Raymond James Financial Inc.14,035$969K0.0%N/A4.010%
2/13/2025 Wells Fargo & Company MN3,832$264K0.0%-90.7%1.095%
2/11/2025 LPL Financial LLC5,841$403K0.0%-22.0%1.669%
2/6/2025 Raymond James Financial Inc.14,035$969K0.0%N/A4.010%
11/8/2024 Strategy Asset Managers LLC5,209$332K0.1%-3.9%1.336%
11/8/2024 Prospera Financial Services Inc5,836$371K0.0%-8.9%1.496%
8/21/2024 Truist Financial Corp14,253$882K0.0%-4.7%3.476%
8/2/2024 Strategy Asset Managers LLC5,419$335K0.1%+4.0%1.322%
5/20/2024 Virtu Financial LLC7,264$452K0.0%-16.9%1.689%
2/26/2024 Virtu Financial LLC8,742$491K0.0%N/A1.943%
2/2/2024 Truist 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%
10/10/2023 International Assets Investment Management LLC10,524$516K0.0%N/A2.105%
10/4/2023 International Assets Investment Management LLC10,524$516K0.0%N/A1.879%
8/25/2023 Strategy Asset Managers LLC5,419$269K0.1%-10.0%0.968%
8/10/2023Cetera Advisor Networks LLC8,439$419K0.0%+8.7%1.507%
8/8/2023 Claro Advisors LLC8,068$400K0.1%-40.6%1.441%
8/8/2023 Prospera Financial Services Inc20,045$994K0.0%-8.0%3.579%
8/3/2023 WealthShield Partners LLC5,813$288K0.0%+4.3%1.038%
8/2/2023 Bank of Montreal Can1,530$77K0.0%N/A0.273%
8/1/2023 Truist Financial Corp16,575$822K0.0%+1.3%2.960%
7/31/2023 LPL Financial LLC9,753$484K0.0%-11.2%1.742%
7/25/2023Raymond James & Associates12,652$628K0.0%-2.5%2.259%
7/21/2023 Activest Wealth Management2,403$40K0.0%N/A0.429%
5/8/2023 WealthShield Partners LLC5,576$266K0.0%-8.5%0.899%
5/5/2023 Truist Financial Corp16,364$782K0.0%+31.9%2.639%
4/17/2023 Claro Advisors LLC13,581$649K0.2%-30.7%2.342%
4/14/2023Raymond James & Associates12,976$620K0.0%-6.4%2.237%
3/13/2023 Claro Advisors LLC19,594$936K0.3%-40.1%3.378%
2/8/2023Raymond James & Associates13,860$662K0.0%+14.1%2.038%
2/8/2023 Prospera Financial Services Inc18,896$902K0.0%-3.7%2.779%
2/7/2023 LPL Financial LLC10,273$491K0.0%-9.0%1.511%
2/7/2023 Envestnet Asset Management Inc.12,131$579K0.0%-14.5%1.784%
1/30/2023 International Assets Investment Management LLC10,848$43K0.0%N/A1.595%
11/4/2022 WealthShield Partners LLC6,068$267K0.1%+6.2%0.768%
11/2/2022 Rockefeller Capital Management L.P.1,264$55K0.0%-45.4%0.160%
11/1/2022 Personal CFO Solutions LLC9,863$434K0.1%-2.3%1.248%
10/27/2022 Prospera Financial Services Inc19,631$864K0.0%-3.3%2.485%
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10/26/2022 Truist 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%
10/11/2022 Strategy Asset Managers LLC6,019$265K0.1%N/A0.752%
8/12/2022 Claro Advisors LLC32,738$1.59M0.6%+52.7%3.807%
8/8/2022 Prospera Financial Services Inc20,296$986K0.1%+2.7%2.360%
8/5/2022 Personal CFO Solutions LLC10,091$490K0.1%-4.5%1.173%
8/3/2022 Envestnet Asset Management Inc.14,968$727K0.0%-31.5%1.740%
7/22/2022 Truist Financial Corp12,250$595K0.0%+9.9%1.424%
7/8/2022QP Wealth Management LLC8,802$428K0.6%-5.1%1.012%
5/10/2022 Mercer Global Advisors Inc. ADV11,873$712K0.0%-31.0%1.319%
5/4/2022 Aptus Capital Advisors LLC4,385$263K0.0%N/A0.479%
5/4/2022 Prospera Financial Services Inc19,756$1.19M0.0%+7.6%2.159%
5/4/2022 Envestnet Asset Management Inc.21,853$1.31M0.0%-16.7%2.388%
5/2/2022 Personal CFO Solutions LLC10,569$634K0.1%-17.4%1.155%
4/22/2022 Truist Financial Corp11,150$669K0.0%+4.8%1.077%
4/18/2022QP Wealth Management LLC9,277$557K0.6%-6.0%0.896%
4/11/2022 Strategy Asset Managers LLC6,919$415K0.1%N/A0.669%
2/15/2022 Claro Advisors LLC21,446$1.38M0.5%+5.2%2.023%
2/14/2022 Rockefeller Capital Management L.P.1,033$66K0.0%-39.5%0.097%
2/8/2022 Natixis Advisors L.P.10,786$693K0.0%N/A1.013%
2/8/2022Raymond James & Associates12,504$803K0.0%-5.9%1.174%
2/4/2022 Mercer Global Advisors Inc. ADV17,215$1.11M0.0%-4.4%1.616%
2/3/2022 Advisor Group Holdings Inc.25,375$1.63M0.0%+7.7%2.383%
11/18/2021 Personal CFO Solutions LLC13,156$836K0.2%-9.5%1.096%
11/16/2021 Jane Street Group LLC77,487$4.92M0.0%+160.4%6.404%
11/16/2021 LPL Financial LLC25,803$1.64M0.0%+5.0%2.132%
11/16/2021 Claro Advisors LLC20,392$1.30M0.5%+1.9%1.685%
11/15/2021 Flow Traders U.S. LLC45,334$2.88M0.1%+229.1%3.747%
11/12/2021 Prospera Financial Services Inc16,015$1.02M0.1%+1.9%1.324%
11/10/2021 Mercer 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%
11/5/2021 Truist Financial Corp9,914$630K0.0%+3.7%0.819%
11/5/2021 Advisor Group Holdings Inc.23,553$1.50M0.0%-5.5%1.947%
10/29/2021 Commonwealth Equity Services LLC6,798$432K0.0%-13.7%0.562%
10/22/2021 Spire Wealth Management1,117$71K0.0%-67.1%0.092%
10/19/2021 Stratos Wealth Partners LTD.4,339$276K0.0%-5.7%0.359%
8/24/2021 Flow Traders U.S. LLC13,774$916K0.0%+205.8%1.089%
8/17/2021 Wells Fargo & Company MN216,266$14.38M0.0%-5.2%17.096%
8/16/2021 Royal Bank of Canada5,517$367K0.0%+8.1%0.436%
8/16/2021 Morgan Stanley161,328$10.72M0.0%+25.8%12.753%
8/16/2021 Claro Advisors LLC20,018$1.33M0.6%-1.0%1.582%
8/13/2021 LPL Financial LLC24,581$1.63M0.0%-0.9%1.943%
8/13/2021 Stifel Financial Corp17,954$1.19M0.0%-11.0%1.419%
8/12/2021 Prospera Financial Services Inc15,723$1.05M0.1%+20.0%1.243%
8/12/2021 Strategic Blueprint LLC399$27K0.0%N/A0.032%
8/11/2021 Susquehanna International Group LLP7,256$484K0.0%+98.5%0.574%
8/10/2021 Mercer Global Advisors Inc. ADV18,483$1.23M0.0%+1.3%1.461%
8/6/2021 WealthShield Partners LLC5,535$368K0.1%+20.5%0.438%
8/4/2021 Envestnet Asset Management Inc.26,367$1.75M0.0%+3.2%2.084%
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8/2/2021 Advisor 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%
5/18/2021 Flow Traders U.S. LLC4,504$281K0.0%N/A0.340%
5/18/2021 Morgan Stanley128,255$7.99M0.0%-1.0%9.680%
5/18/2021 Citadel Advisors LLC6,164$384K0.0%-39.7%0.462%
5/18/2021 Jane Street Group LLC13,226$824K0.0%N/A0.998%
5/17/2021 Royal Bank of Canada5,103$318K0.0%+41.2%0.385%
5/14/2021 Stifel Financial Corp20,163$1.26M0.0%-5.5%1.522%
5/12/2021 UBS Group AG46,342$2.89M0.0%+10.4%3.498%
5/11/2021 Mercer 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), Raymond James & Associates ($3.53K), LPL Financial LLC ($2.87K), 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 62,139 shares in the last 24 months. This volume of shares sold represents approximately $3.87M in transactions.


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This page (NASDAQ:AADR) was last updated on 3/26/2025 by MarketBeat.com Staff
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