AdvisorShares Dorsey Wright ETF
AADR • NASDAQ
AdvisorShares Dorsey Wright ETF is an exchange-traded fund on NASDAQ. As of Q3 2025, 26 institutional investors hold shares in this ETF, with total holdings valued at $17.9M. MORGAN STANLEY is the largest holder with a position valued at $3.2M.
Overview
Overview of institutional ownership in AADR as of Q3 2025
All Institutions
- Institutions
- 26
- Value Held
- $17.9M
- Shares Held
- 207.6K
- Avg Position
- $689.1K
- Median Position
- $296.9K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in AADR as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $3.2M 0.00% of portfolio |
 Integrated Wealth Concepts LLC RIA/Wealth | $2.8M 0.03% of portfolio |
A Advisor Group Holdings, Inc. Institution | $2.5M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $2.3M 0.00% of portfolio |
L LPL Financial LLC Institution | $1.2M 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $945.5K 0.00% of portfolio |
 BB&T CORP Institution | $940.0K 0.00% of portfolio |
 Prospera Financial Services RIA/Wealth | $646.5K 0.01% of portfolio |
R Resources Investment Advisors, Inc. Pension/Endowment | $520.7K 0.01% of portfolio |
 Equitable Holdings, Inc. Institution | $349.7K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AADR in Q3 2025
- Traded
- +$1.5M
- Buyers
- 13
- Sellers
- 12
- Total Bought
- +$4.7M
- Total Sold
- −$3.2M
- Avg Position
- $577.9K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Integrated Wealth Concepts LLC RIA/Wealth | +$1.8M +20.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.1M +12.3K shares |
A Advisor Group Holdings, Inc. Institution | +$467.1K +5.6K shares |
 Janney Montgomery Scott LLC RIA/Wealth | +$304.1K +3.5K shares |
 Emerald Investment Partners, LLC RIA/Wealth | +$289.7K +3.3K shares |
 BAROMETER CAPITAL MANAGEMENT INC. Long Only Manager | +$234.3K +2.7K shares |
 McCarthy & Cox RIA/Wealth | +$202.5K +2.3K shares |
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | +$202.0K +2.3K shares |
 Farther Finance Advisors, LLC RIA/Wealth | +$115.7K +1.3K shares |
Equitable Holdings, Inc. Institution | +$22.6K +260.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
MORGAN STANLEY RIA/Wealth | −$1.9M −21.7K shares |
J JANE STREET GROUP, LLC Institution | −$470.9K −6.0K shares |
L LPL Financial LLC Institution | −$384.0K −4.4K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$220.8K −2.8K shares |
−$112.6K −1.4K shares | |
 STRATEGY ASSET MANAGERS LLC RIA/Wealth | −$43.4K −500.0 shares |
Prospera Financial Services RIA/Wealth | −$25.0K −288.0 shares |
−$17.0K −215.0 shares | |
 MinichMacGregor Wealth Management, LLC RIA/Wealth | −$11.5K −133.0 shares |
 BANK OF AMERICA CORP /DE/ Institution | −$2.4K −30.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AADR in Q3 2025
- New Positions
- 1
- New Value
- $202.5K
- Exited Positions
- 5
- Exited Value
- $823.7K
New Positions
| Institution | Position Value |
|---|---|
McCarthy & Cox RIA/Wealth | $202.5K 2.3K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $470.9K 6.0K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $220.8K 2.8K shares |
$112.6K 1.4K shares | |
$17.0K 215.0 shares | |
BANK OF AMERICA CORP /DE/ Institution | $2.4K 30.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in AADR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AADR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
McCarthy & Cox RIA/Wealth | 0.08% $202.5K |
MinichMacGregor Wealth Management, LLC RIA/Wealth | 0.06% $310.1K |
STRATEGY ASSET MANAGERS LLC RIA/Wealth | 0.06% $320.6K |
BAROMETER CAPITAL MANAGEMENT INC. Long Only Manager | 0.05% $234.3K |
Emerald Investment Partners, LLC RIA/Wealth | 0.03% $289.7K |
Integrated Wealth Concepts LLC RIA/Wealth | 0.03% $2.8M |
C Colonial Trust Co / SC Institution | 0.01% $107.1K |
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | 0.01% $202.0K |
Prospera Financial Services RIA/Wealth | 0.01% $646.5K |
R Resources Investment Advisors, Inc. Pension/Endowment | 0.01% $520.7K |