Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / DORSEY WRIGT ADR
-
Number of holders
-
29
-
Total 13F shares, excl. options
-
677K
-
Shares change
-
+33.8K
-
Total reported value, excl. options
-
$42.2M
-
Value change
-
+$2.18M
-
Number of buys
-
13
-
Number of sells
-
-13
-
Price
-
$62.33
Significant Holders of ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) as of Q1 2021
30 filings reported holding AADR - ADVISORSHARES TR - DORSEY WRIGT ADR as of Q1 2021.
ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 677K shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (228K shares), MORGAN STANLEY (128K shares), UBS Group AG (46.3K shares), ADVISOR GROUP HOLDINGS, INC. (28.8K shares), ENVESTNET ASSET MANAGEMENT INC (25.5K shares), LPL Financial LLC (24.8K shares), Claro Advisors LLC (20.2K shares), STIFEL FINANCIAL CORP (20.2K shares), MERCER GLOBAL ADVISORS INC /ADV (18.2K shares), and PERSONAL CFO SOLUTIONS, LLC (14.7K shares).
This table shows the top 29 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.