Q2 2025 13F Holders as of 6/30/2025
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Type / Class
-
Equity / DORSEY WRIGT ADR
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Number of holders
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27
-
Total 13F shares, excl. options
-
196K
-
Shares change
-
+15K
-
Total reported value, excl. options
-
$15.4M
-
Value change
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+$1.24M
-
Number of buys
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12
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Number of sells
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-14
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Price
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$78.98
Significant Holders of ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) as of Q2 2025
32 filings reported holding AADR - ADVISORSHARES TR - DORSEY WRIGT ADR as of Q2 2025.
ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 196K shares
.
Largest 10 shareholders include MORGAN STANLEY (58.3K shares), OSAIC HOLDINGS, INC. (24.2K shares), LPL Financial LLC (18.4K shares), RAYMOND JAMES FINANCIAL INC (14.5K shares), Integrated Wealth Concepts LLC (11.9K shares), ENVESTNET ASSET MANAGEMENT INC (10.9K shares), TRUIST FINANCIAL CORP (10.8K shares), Prospera Financial Services Inc (7.74K shares), OneDigital Investment Advisors LLC (6.02K shares), and JANE STREET GROUP, LLC (5.96K shares).
This table shows the top 27 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.