Who Owns ADVISORSHARES DORSEY (AADR)? -- Institutional Holders (2026-06-30)

34 institutions reported holding $16.5M of ADVISORSHARES DORSEY (AADR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Integrated Wealth Concepts LLC ($3.3M), LPL Financial LLC ($2.8M), MORGAN STANLEY ($2.4M), RAYMOND JAMES FINANCIAL INC ($1.7M), OSAIC HOLDINGS, INC. ($1.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Integrated Wealth Concepts LLC$3.3M40,524Trimmed
2LPL Financial LLC$2.8M34,366Trimmed
3MORGAN STANLEY$2.4M28,686Trimmed
4RAYMOND JAMES FINANCIAL INC$1.7M20,539Trimmed
5OSAIC HOLDINGS, INC.$1.1M12,863Trimmed
6Virtu Financial LLC$775,0009,440Added
7Prospera Financial Services Inc$609,5207,423Trimmed
8Janney Montgomery Scott LLC$538,0006,551Added
9WealthShield Partners, LLC$451,4685,498Added
10ENVESTNET ASSET MANAGEMENT INC$448,1025,457Trimmed
11TRUIST FINANCIAL CORP$448,1025,457Trimmed
12PFG Advisors$378,1404,605New
13JANE STREET GROUP, LLC$373,1314,544Trimmed
14STRATEGY ASSET MANAGERS LLC$278,7803,395Hold
15SUSQUEHANNA INTERNATIONAL GROUP, LLP$266,0533,240Trimmed
16COMMONWEALTH EQUITY SERVICES, LLC$260,9503,178Added
17Aptus Capital Advisors, LLC$191,1642,328Hold
18Institute for Wealth Management, LLC.$98,5381,200New
19Keating Financial Advisory Services, Inc.$61,176745Added
20Federation des caisses Desjardins du Quebec$30,905378Hold
21IFG Advisory, LLC$29,557360New
22Farther Finance Advisors, LLC$20,529250Trimmed
23MB, LEVIS & ASSOCIATES, LLC$10,675130New
24UBS Group AG$6,15975Added
25T3 Companies, LLC$4,67555,000New

Source: SEC Form 13F filings · as of 2026-06-30