Institutional Ownership
Advisorshares Tr
CUSIP 00768Y206DORSEY WRIGT ADRAADRQ1 2026
Institutional Holders
28
13F filers
Shares Held
234.4K
Aggregate institutional
Institutional Value
$18.05M
Q1 2026
Net New Holders
+0
7 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased8
Decreased5
Sold out7
Institutional Holders
28 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 43.2K | $3.52M | +26.6K | Added |
| 2 | Integrated Wealth Concepts LLC | 41.0K | $3.35M | +41.0K | New |
| 3 | Morgan Stanley | 34.8K | $2.84M | −983 | Reduced |
| 4 | Raymond James Financial Inc | 28.7K | $2.34M | +1.5K | Added |
| 5 | Osaic Holdings, Inc. | 15.8K | $1.29M | +1.9K | Added |
| 6 | Prospera Financial Services Inc | 7.5K | $608.9K | +253 | Added |
| 7 | Truist Financial Corp | 7.2K | $589.5K | −608 | Reduced |
| 8 | Envestnet Asset Management Inc | 7.2K | $589.5K | −608 | Reduced |
| 9 | Jane Street Group, LLC | 6.0K | $487.0K | +6.0K | New |
| 10 | Susquehanna International Group, LLP | 4.5K | $369.4K | +4.5K | New |
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