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AADR ADVISORSHARES TR

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DORSEY WRIGT ADR (ADR)

29 managers (29 13F filers) reported a position in AADR shares at 2026-03-31, 234,377 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
29
13F filers
29
New
7
Added
8
Reduced
5
Sold out
6
Shares held by filers
234,377

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC43,162$3.52M<0.01%+26,56113F-HRTimeline
Integrated Wealth Concepts LLC40,989$3.35M0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY34,778$2.84M<0.01%-98313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28,653$2.34M<0.01%+1,51013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,825$1.29M<0.01%+1,88813F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC8,662$707K0.03%-1,32213F-HRTimelineGroup
Prospera Financial Services Inc7,460$609K0.01%+25313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,221$589K<0.01%-60813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,221$589K<0.01%-60813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,966$487K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC4,805$392K<0.01%+1,19313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,525$369K<0.01%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP4,500$367K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC4,459$364K0.04%+1,04513F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,395$277K0.05%-30013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,092$267K<0.01%+213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,873$235K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC2,328$190K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,216$185K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…739$60.3K0.01%+7413F-HRTimeline
ADVISORTRUST PARTNERS, LLC729$59.5K0.02%new13F-HRTimeline
Federation des caisses Desjardins du Qu…378$30.7K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC251$20.5K<0.01%013F-HRTimelineGroup
Scarborough Advisors, LLC45$3.69K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35$2.86K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc22$1.8K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG21$1.71K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC20$1.63K<0.01%013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7$610<0.01%013F-HR/ATimelineGroup