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AADR ADVISORSHARES TR

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DORSEY WRIGT ADR (ADR)

27 managers (27 13F filers) reported a position in AADR shares at 2025-09-30, 207,655 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
27
13F filers
27
New
6
Added
7
Reduced
7
Sold out
5
Shares held by filers
207,655

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY36,627$3.18M<0.01%-21,72213F-HR/ATimelineGroup
Integrated Wealth Concepts LLC32,205$2.79M0.02%+20,31613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,808$2.49M<0.01%+5,59213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,835$2.33M<0.01%+12,31513F-HRTimelineGroup
LPL Financial LLC13,928$1.21M<0.01%-4,42613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,897$945K<0.01%+3613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,835$940K<0.01%+613F-HRTimelineGroup
Prospera Financial Services Inc7,452$647K0.01%-28813F-HRTimeline
OneDigital Investment Advisors LLC6,002$521K0.01%-2013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,031$350K<0.01%+26013F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC3,695$321K0.06%-50013F-HRTimeline
MinichMacGregor Wealth Management, LLC3,574$310K0.06%-13313F-HRTimeline
Janney Montgomery Scott LLC3,505$304K<0.01%new13F-HRTimeline
WealthShield Partners, LLC3,339$290K0.03%new13F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.2,700$234K0.05%new13F-HRTimeline
McCarthy & Cox2,334$202K0.05%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,328$202K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC2,328$202K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,116$184K<0.01%+1,33313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,234$107K0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,180$102K<0.01%-2613F-HRTimelineGroup
Federation des caisses Desjardins du Qu…378$32.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC251$22K<0.01%013F-HRTimelineGroup
Scarborough Advisors, LLC45$3.92K<0.01%013F-HRTimeline
NewEdge Advisors, LLC20$1.74K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7$676<0.01%013F-HR/ATimelineGroup
FMR LLCin group FMR LLC1$87<0.01%new13F-HRTimelineGroup