ADVISORSHARES DORSEY WRIGHT (AADR) Institutional Shareholders
ADVISORSHARES DORSEY WRIGHT (AADR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $18.25M in AADR holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of AADR tracked by InsiderSet, reporting ownership valued at approximately $3.52M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.58M, representing an estimated gain of +1.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed AADR value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Integrated Wealth Concepts Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ADVISORSHARES DORSEY WRIGHT (AADR).
This page ranks the largest institutional AADR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
29
Total Reported Value
$18.25M
Largest Holder
Lpl Financial Llc
Largest Position
$3.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 43,162 | $3,523,278 | $3,580,271 | +$56,993 | +1.62% | |
| Integrated Wealth Concepts Llc | 0.03% | 40,989 | $3,345,939 | $3,400,021 | +$54,082 | +1.62% | |
| Morgan Stanley | 0.00% | 34,778 | $2,838,928 | $2,884,821 | +$45,893 | +1.62% | |
| Raymond James Financial Inc | 0.00% | 28,653 | $2,338,945 | $2,376,755 | +$37,810 | +1.62% | |
| Osaic Holdings, Inc. | 0.00% | 15,825 | $1,291,767 | $1,312,677 | +$20,910 | +1.62% | |
| Prospera Financial Services Inc | 0.01% | 7,423 | $609,520 | $615,735 | +$6,215 | +1.02% | |
| Envestnet Asset Management Inc | 0.00% | 7,221 | $589,450 | $598,979 | +$9,529 | +1.62% | |
| Jane Street Group, Llc | 0.00% | 5,966 | $487,005 | $494,877 | +$7,872 | +1.62% | |
| Truist Financial Corp | 0.00% | 5,457 | $448,102 | $452,656 | +$4,554 | +1.02% | |
| Pfg Advisors | 0.02% | 4,605 | $378,140 | $381,983 | +$3,843 | +1.02% | |
| Susquehanna International Group, Llp | 0.00% | 4,525 | $369,376 | $375,347 | +$5,971 | +1.62% | |
| Two Sigma Investments, Lp | 0.00% | 4,500 | $367,335 | $373,273 | +$5,938 | +1.62% | |
| Wealthshield Partners, Llc | 0.04% | 4,459 | $363,988 | $369,872 | +$5,884 | +1.62% | |
| Strategy Asset Managers Llc | 0.05% | 3,395 | $277,134 | $281,614 | +$4,480 | +1.62% | |
| Equitable Holdings, Inc. | 0.00% | 3,092 | $266,700 | $256,480 | -$10,220 | -3.83% | |
| Commonwealth Equity Services, Llc | 0.00% | 3,178 | $260,950 | $263,614 | +$2,664 | +1.02% | |
| Aptus Capital Advisors, Llc | 0.00% | 2,328 | $190,035 | $193,107 | +$3,072 | +1.62% | |
| Institute For Wealth Management, Llc. | 0.01% | 1,200 | $98,538 | $99,540 | +$1,002 | +1.02% | |
| Keating Financial Advisory Services, Inc. | 0.01% | 739 | $60,325 | $61,300 | +$975 | +1.62% | |
| Advisortrust Partners, Llc | 0.02% | 729 | $59,508 | $60,470 | +$962 | +1.62% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 378 | $30,716 | $31,355 | +$639 | +2.08% | |
| Farther Finance Advisors, Llc | 0.00% | 250 | $20,529 | $20,737 | +$208 | +1.02% | |
| Cwm, Llc | 0.00% | 251 | $20,461 | $20,820 | +$359 | +1.76% | |
| Mb, Levis & Associates, Llc | 0.00% | 130 | $10,675 | $10,783 | +$108 | +1.02% | |
| Rockefeller Capital Management L.P. | 0.00% | 35 | $2,862 | $2,903 | +$41 | +1.44% | |
| Ifp Advisors, Inc | 0.00% | 22 | $1,807 | $1,825 | +$18 | +0.99% | |
| Ubs Group Ag | 0.00% | 21 | $1,714 | $1,742 | +$28 | +1.63% | |
| Virtu Financial Llc | 0.03% | 8,662 | $707 | $718,509 | +$717,802 | +101527.93% | |
| Janney Montgomery Scott Llc | 0.00% | 4,805 | $392 | $398,573 | +$398,181 | +101576.74% |
Frequently asked questions about AADR
Who owns the most AADR stock?
The largest holders of AADR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ADVISORSHARES DORSEY WRIGHT (AADR).
Is AADR widely held by superinvestors?
Many widely followed stocks like AADR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AADR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.