AADR

Advisorshares Dorsey Wright
UnclassifiedUSCUSIP 00768Y206◍ Confluence graph
Tracked 13F Holders
8
+4 QoQ
13F Value (tracked)
$4.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)2 adding · 0 trimming
Insider net (180d)$0
Price history not yet available for AADR.
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Ask your agent who owns AADR

This stock page is the Follow view. The Build view lets your agent query AADR owners, fund changes, insider filings, and source links through REST or MCP.

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Use Arkolith to show who owns AADR,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

8 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Integrated Wealth Concepts LLC
$3.3M
41K
New
+41K sh
Q1 2026
2Prospera Financial Services Inc
$609K
7K
+3.5%
Added · +253 sh
Q1 2026
3Equitable Holdings, Inc.
$267K
3K
+0.1%
Added · +2 sh
Q1 2026
4Aptus Capital Advisors, LLC
$190K
2K
Held
Q1 2026
5Federation des caisses Desjardins du Quebec
$31K
378
Held
Q1 2026
6CWM, LLC
$20K
251
Held
Q1 2026
7IFP Advisors, Inc
$2K
22
Held
Q1 2026
8NewEdge Advisors, LLC
$2K
20
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
2
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

22 funds+5 since Q2 2022
01122Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $17.3M

Share classes

Class13F holdersValue held
MSOSPURE US CANNABIS94 funds$188.4M
CWSMF Closed and MF Open36 funds$48.0M
YOLOPURE CANNABIS32 funds$3.5M
HDGERANGER EQUITY BE22 funds$40.8M
AADRthis pagemc22 funds$17.3M
SUREINSIDER ADVANTA20 funds$8.1M
DWSHDORSY SHRT ETF12 funds$1.5M
PSILPSYCHEDELICS ETF12 funds$562K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own AADR also own

CompanyCo-held byCombined value
SS SPDR S&P 500 ETF TRUST-USSPY11 funds$15.8B
APPLE INCAAPL11 funds$11.1B
MICROSOFT CORPMSFT11 funds$7.9B
AMAZON.COM INCAMZN11 funds$6.3B
NVIDIA CORPNVDA11 funds$5.3B
ALPHABET INC-CL AGOOGL11 funds$5.0B
META PLATFORMS INC-CLASS AMETA11 funds$4.7B
JPMORGAN CHASE & COJPM11 funds$4.4B
ISHARES CORE S&P 500 ETFIVV11 funds$4.2B
VISA INC-CLASS A SHARESV11 funds$3.8B
ALPHABET INC-CL CGOOG11 funds$3.6B
JOHNSON & JOHNSONJNJ11 funds$3.0B

Ranked by how many of AADR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AADR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.