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AADR ADVISORSHARES TR

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DORSEY WRIGT ADR (ADR)

25 managers (25 13F filers) reported a position in AADR shares at 2025-03-31, 180,580 shares in all. 9 filers opened a position and 1 filer sold out during the quarter.

Managers
25
13F filers
25
New
9
Added
7
Reduced
4
Sold out
1
Shares held by filers
180,580

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY59,366$4.42M<0.01%+53,96213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,298$1.58M<0.01%+19,47313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,485$1.23M<0.01%+2,45013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,640$866K<0.01%-1,32613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,526$858K<0.01%-86213F-HRTimelineGroup
LPL Financial LLC8,337$620K<0.01%+2,49613F-HRTimeline
OneDigital Investment Advisors LLC7,653$569K0.01%+2,39413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,841$509K<0.01%new13F-HR/ATimelineGroup
Prospera Financial Services Inc6,762$503K0.01%+57313F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.5,400$402K0.15%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,344$323K<0.01%new13F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC4,309$321K0.07%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC4,195$312K0.06%-1,01413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,485$259K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,088$230K<0.01%-74413F-HRTimelineGroup
Claro Advisors Inc.2,772$206K0.03%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…1,426$106K0.1%13F-HRTimeline
UBS Group AGin group UBS Group AG677$50.4K<0.01%+38313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…378$28.1K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…294$21.9K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC251$19K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26$1.93K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC20$1.49K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7$579<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.