Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / DORSEY WRIGT ADR
-
Total 13F shares
-
195,555
-
Share change
-
+14,975
-
Total reported value
-
$15,444,966
-
Price per share
-
$78.98
-
Number of holders
-
27
-
Value change
-
+$1,240,900
-
Number of buys
-
12
-
Number of sells
-
14
Institutional Holders of ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) as of Q2 2025
As of 30 Jun 2025,
ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
195,555 shares.
The largest 10 holders included
MORGAN STANLEY, OSAIC HOLDINGS, INC., LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, Integrated Wealth Concepts LLC, ENVESTNET ASSET MANAGEMENT INC, TRUIST FINANCIAL CORP, Prospera Financial Services Inc, OneDigital Investment Advisors LLC, and JANE STREET GROUP, LLC.
This page lists
27
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| 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.