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AADR ADVISORSHARES TR

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DORSEY WRIGT ADR (ADR)

28 managers (28 13F filers) reported a position in AADR shares at 2025-12-31, 196,639 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
28
13F filers
28
New
4
Added
6
Reduced
8
Sold out
4
Shares held by filers
196,639

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BAROMETER CAPITAL MANAGEMENT INC.43,230$10.1M2.42%+40,53013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY35,761$3.08M<0.01%-86613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,143$2.34M<0.01%+30813F-HRTimelineGroup
LPL Financial LLC16,601$1.43M<0.01%+2,67313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,937$1.2M<0.01%-15,87113F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC9,984$861K0.03%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,829$675K<0.01%-3,00613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,829$675K<0.01%-3,06813F-HRTimelineGroup
Prospera Financial Services Inc7,207$622K0.01%-24513F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,695$319K0.05%013F-HRTimeline
Janney Montgomery Scott LLC3,612$312K<0.01%+10713F-HRTimeline
WealthShield Partners, LLC3,414$294K0.03%+7513F-HRTimeline
MinichMacGregor Wealth Management, LLC3,244$280K0.05%-33013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,090$267K<0.01%-94113F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC2,328$201K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,328$201K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,216$191K<0.01%+10013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,234$106K0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…665$57.4K0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN516$44.5K<0.01%-66413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…378$32.5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC251$22K<0.01%013F-HRTimelineGroup
Scarborough Advisors, LLC45$3.9K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35$3.02K<0.01%new13F-HR/ATimelineGroup
IFP Advisors, Inc22$1.9K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC20$1.73K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…18$1.55K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7$672<0.01%013F-HRTimelineGroup