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Advisorshares Dorsey Wright (AADR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares8,884 from 34,366
Change-25,482 (-74%)
Value$725.5K (-$2.1M)
Filed 2026-11-06
Prospera Financial Services Inc
DECREASED
Shares7,402 from 7,423
Change-21 (0%)
Value$592.3K (-$17.3K)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares4,914 from 5,457
Change-543 (-10%)
Value$401.3K (-$46.8K)
Filed 2026-10-30
PFG Advisors
UNCHANGED
Shares4,605 from 4,605
Change0 (0%)
Value$376.1K (-$2.1K)
Filed 2026-10-16
Strategy Asset Managers LLC
UNCHANGED
Shares3,395 from 3,395
Change0 (0%)
Value$277.3K (-$1.5K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares3,156 from 3,178
Change-22 (-1%)
Value$257.8K (-$3.2K)
Filed 2026-11-02
MB, Levis & Associates, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$10.6K (-$58)
Filed 2026-10-16
GK Wealth Management LLC
NEW
Shares101
Change+101
Value$8.2K
Filed 2026-10-09
IFP Advisors, Inc
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.8K (-$10)
Filed 2026-10-16
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$98.5K)
Filed 2026-11-06
Farther Finance Advisors, LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$20.5K)
Filed 2026-10-08
Integrated Wealth Concepts LLC
N/A
Shares— from 40,524
Change-40,524 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 28,686
Change-28,686 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 20,539
Change-20,539 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,863
Change-12,863 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 9,440
Change-9,440 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,551
Change-6,551 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 5,498
Change-5,498 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,457
Change-5,457 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,544
Change-4,544 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,328
Change-2,328 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 745
Change-745 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 378
Change-378 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
UBS Group AG
N/A
Shares— from 75
Change-75 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7
Change-7 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED8,88434,366-25,482-74%$2.8M$725.5K-$2.1M2026-11-06
Prospera Financial Services Inc
DECREASED7,4027,423-210%$609.5K$592.3K-$17.3K2026-11-04
Truist Financial Corp
DECREASED4,9145,457-543-10%$448.1K$401.3K-$46.8K2026-10-30
PFG Advisors
UNCHANGED4,6054,60500%$378.1K$376.1K-$2.1K2026-10-16
Strategy Asset Managers LLC
UNCHANGED3,3953,39500%$278.8K$277.3K-$1.5K2026-10-14
Commonwealth Equity Services, LLC
DECREASED3,1563,178-22-1%$261.0K$257.8K-$3.2K2026-11-02
MB, Levis & Associates, LLC
UNCHANGED13013000%$10.7K$10.6K-$582026-10-16
GK Wealth Management LLC
NEW101—+101——$8.2K—2026-10-09
IFP Advisors, Inc
UNCHANGED222200%$1.8K$1.8K-$102026-10-16
Institute for Wealth Management, Llc.
CLOSED01,200-1,200-100%$98.5K$0-$98.5K2026-11-06
Farther Finance Advisors, LLC
CLOSED0250-250-100%$20.5K$0-$20.5K2026-10-08
Integrated Wealth Concepts LLC
N/A—40,524-40,524-100%$3.3M———
Morgan Stanley
N/A—28,686-28,686-100%$2.4M———
Raymond James Financial Inc
N/A—20,539-20,539-100%$1.7M———
Osaic Holdings, Inc.
N/A—12,863-12,863-100%$1.1M———
Virtu Financial LLC
N/A—9,440-9,440-100%$775.0K———
Janney Montgomery Scott LLC
N/A—6,551-6,551-100%$538.0K———
WealthShield Partners, LLC
N/A—5,498-5,498-100%$451.5K———
Envestnet Asset Management Inc
N/A—5,457-5,457-100%$448.1K———
Jane Street Group, LLC
N/A—4,544-4,544-100%$373.1K———
Susquehanna International Group, LLP
N/A—3,240-3,240-100%$266.1K———
Aptus Capital Advisors, LLC
N/A—2,328-2,328-100%$191.2K———
Keating Financial Advisory Services, Inc.
N/A—745-745-100%$61.2K———
Federation des caisses Desjardins du Quebec
N/A—378-378-100%$30.9K———
IFG Advisory, LLC
N/A—360-360-100%$29.6K———
UBS Group AG
N/A—75-75-100%$6.2K———
NewEdge Advisors, LLC
N/A—20-20-100%$1.6K———
JPMorgan Chase & Co
N/A—7-7-100%$630———
FMR LLC
N/A—1-1-100%$82———
Showing 29 of 29 institutions