Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / DORSEY WRIGT ADR
-
Total 13F shares
-
207,610
-
Share change
-
+16,521
-
Total reported value
-
$17,915,997
-
Price per share
-
$86.76
-
Number of holders
-
26
-
Value change
-
+$1,496,338
-
Number of buys
-
13
-
Number of sells
-
12
Institutional Holders of ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) as of Q3 2025
As of 30 Sep 2025,
ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
207,610 shares.
The largest 10 holders included
MORGAN STANLEY, Integrated Wealth Concepts LLC, OSAIC HOLDINGS, INC., RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, TRUIST FINANCIAL CORP, Prospera Financial Services Inc, OneDigital Investment Advisors LLC, and Equitable Holdings, Inc..
This page lists
26
institutional shareholders reporting positions in this security
for the Q3 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.