26 tracked 13F filers disclose a position in AADR as of the latest SEC 13F filings, a combined $18.0M in reported value. 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $3.5M | 43K | ▲+160% Added · +27K sh | Q1 2026 | |
| 2 | Integrated Wealth Concepts LLC | $3.3M | 41K | ▼−1.1% Reduced · −464 sh | Q2 2026 | |
| 3 | MORGAN STANLEY | $2.8M | 35K | ▼−2.7% Reduced · −983 sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $2.3M | 29K | ▲+5.6% Added · +2K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $1.3M | 16K | ▲+14% Added · +2K sh | Q1 2026 | |
| 6 | Prospera Financial Services Inc | $610K | 7K | ▼−0.5% Reduced · −37 sh | Q2 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $589K | 7K | ▼−7.8% Reduced · −608 sh | Q1 2026 | |
| 8 | TRUIST FINANCIAL CORP | $589K | 7K | ▼−7.8% Reduced · −608 sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $487K | 6K | ▲New +6K sh | Q1 2026 | |
| 10 | WealthShield Partners, LLC | $451K | 5K | ▲+23% Added · +1K sh | Q2 2026 | |
| 11 | PFG Advisors | $378K | 5K | ▲New +5K sh | Q2 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $369K | 5K | ▲New +5K sh | Q1 2026 | |
| 13 | TWO SIGMA INVESTMENTS, LP | $367K | 5K | ▲New +5K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $235K | 3K | ▲New +3K sh | Q1 2026 | |
| 15 | Aptus Capital Advisors, LLC | $191K | 2K | —Held | Q2 2026 | |
| 16 | Farther Finance Advisors, LLC | $185K | 2K | —Held | Q1 2026 | |
| 17 | Institute for Wealth Management, LLC. | $99K | 1K | ▲New +1K sh | Q2 2026 | |
| 18 | Keating Financial Advisory Services, Inc. | $61K | 745 | ▲+0.8% Added · +6 sh | Q2 2026 | |
| 19 | Federation des caisses Desjardins du Quebec | $31K | 378 | —Held | Q1 2026 | |
| 20 | CWM, LLC | $20K | 251 | —Held | Q1 2026 | |
| 21 | MB, LEVIS & ASSOCIATES, LLC | $11K | 130 | ▲New +130 sh | Q2 2026 | |
| 22 | Rockefeller Capital Management L.P. | $3K | 35 | —Held | Q1 2026 | |
| 23 | IFP Advisors, Inc | $2K | 22 | —Held | Q2 2026 | |
| 24 | UBS Group AG | $2K | 21 | ▲New +21 sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $2K | 20 | —Held | Q2 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.
Last quarter, 3 funds opened a new position in AADR and 2 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 10 funds | $3.2B |
| APPLE INCAAPL | 10 funds | $3.0B |
| AMAZON.COM INCAMZN | 10 funds | $2.0B |
| ALPHABET INC-CL AGOOGL | 10 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 10 funds | $1.3B |
| TESLA INCTSLA | 10 funds | $1.3B |
| MICROSOFT CORPMSFT | 10 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 10 funds | $1.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 10 funds | $1.1B |
| PALANTIR TECHNOLOGIES INC-APLTR | 10 funds | $1.1B |
| MASTERCARD INC - AMA | 10 funds | $912.0M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $894.3M |
Ranked by how many of AADR's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MSOSUIT EXCHANGE TRADED | 157 funds | $220.4M |
| YOLOPURE CANNABIS | 54 funds | $5.2M |
| CWSUIE | 49 funds | $52.5M |
| AADRthis pagemc | 26 funds | $18.0M |
| HDGERANGER EQUITY BE | 24 funds | $42.6M |
| SUREINSIDER ADVANTA | 22 funds | $8.4M |
| MSOXmc | 18 funds | $1.8M |
| PSILPSYCHEDELICS ETF | 16 funds | $796K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AADR
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AADR/capital-change-brief"
Use Arkolith's capital_change_brief for AADR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + 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.