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AdvisorShares Dorsey Wright ADR ETF
AADR

Overview Fund Activity

26 hedge funds and large institutions have $13.4M invested in AdvisorShares Dorsey Wright ADR ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
3
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$939K
2
LPL Financial
2
LPL Financial
California
$1.45M
3
CWM
3
Congress Wealth Management
Massachusetts
$349K
4
ACA
4
Aptus Capital Advisors
Alabama
$184K
5
CT
5
Colonial Trust
South Carolina
$97.5K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$129K
2
BCM
2
Barometer Capital Management
Ontario, Canada
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$0
4
CA
4
Claro Advisors
Massachusetts
$0
5
Raymond James Financial
5
Raymond James Financial
Florida
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.61M 58,349 -1,017 -2%
LPL Financial
2
LPL Financial
California
$1.45M 18,354 +10,017 +120%
Raymond James Financial
3
Raymond James Financial
Florida
$1.15M 14,520 -1,965 -12%
IWC
4
Integrated Wealth Concepts
Massachusetts
$939K 11,889 +11,889 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$858K 10,861 -779 -7%
Truist Financial
6
Truist Financial
North Carolina
$855K 10,829 -697 -6%
PFS
7
Prospera Financial Services
Texas
$611K 7,740 +978 +14%
OIA
8
OneDigital Investment Advisors
Kansas
$476K 6,022 -1,631 -21%
Jane Street
9
Jane Street
New York
$471K 5,962 -879 -13%
CWM
10
Congress Wealth Management
Massachusetts
$349K 4,421 +4,421 New
SAM
11
Strategy Asset Managers
California
$331K 4,195 – –
EH
12
Equitable Holdings
New York
$298K 3,771 -573 -13%
MWM
13
MinichMacGregor Wealth Management
New York
$293K 3,707 -602 -14%
ACA
14
Aptus Capital Advisors
Alabama
$184K 2,328 +2,328 New
Osaic Holdings
15
Osaic Holdings
Arizona
$129K 1,865 -19,433 -91%
MAFA
16
MJT & Associates Financial Advisory
Minnesota
$113K 1,426 – –
CT
17
Colonial Trust
South Carolina
$97.5K 1,234 +1,234 New
Wells Fargo
18
Wells Fargo
California
$95.3K 1,206 -1,882 -61%
FFA
19
Farther Finance Advisors
California
$61.8K 783 +783 New
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.6K 378 – –
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$20K 251 – –
CCMI
22
Creative Capital Management Investments
California
$17K 215 +215 New
SA
23
Scarborough Advisors
Maryland
$3.56K 45 +45 New
Bank of America
24
Bank of America
North Carolina
$2.37K 30 +4 +15%
NA
25
NewEdge Advisors
Louisiana
$1.58K 20 – –
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