ADVISORSHARES DORSEY (AADR) is held by 20 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling AADR?

In Q1 2026, 10 institutions opened or increased positions in ADVISORSHARES DORSEY while 6 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on AADR?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ADVISORSHARES DORSEY.

How many hedge funds hold AADR?

20 institutional investors report holding ADVISORSHARES DORSEY (AADR) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into AADR?

As of Q1 2026, tracked institutions in ADVISORSHARES DORSEY show 10 buyers versus 6 sellers — net inflows.

ADVISORSHARES DORSEY

AADR·00768Y206·US·ETF·Unknown - Unknown

Holders

(2 Elite)

$16.7M

Total Value

63% (16)

Consensus

10 buying - 6 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 20 funds

2 elite

No recent insider, activist, or congressional trades found for this stock

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	43,162(+160.0%)	$3.5M	0.0%	+4.07%	43
IWIntegrated Wealth Concepts LLC	New	40,989	$3.3M	0.0%	-4.69%	37
MORGAN STANLEY	Decreased	34,778(-2.8%)	$2.8M	0.0%	+14.72%	0
RAYMOND JAMES FINANCIAL INC	Increased	28,653(+5.6%)	$2.3M	0.0%	+7.75%	28
OSAIC HOLDINGS, INC.	Increased	15,825(+13.6%)	$1.3M	0.0%	+9.43%	29
ENVESTNET ASSET MANAGEMENT INC	Decreased	7,221(-7.8%)	$589,450	0.0%	+54.33%	0
TRUIST FINANCIAL CORP	Decreased	7,221(-7.8%)	$589,450	0.0%	+69.09%	0
JANE STREET GROUP, LLC	New	5,966	$487,005	0.0%	-4.69%	33
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	4,525	$369,376	0.0%	-4.69%	36
TWO SIGMA INVESTMENTS, LP	New	4,500	$367,335	0.0%	-4.69%	33
Equitable Holdings, Inc.	Increased	3,092(+0.1%)	$266,700	0.0%	+11.74%	23
COMMONWEALTH EQUITY SERVICES, LLC	New	2,873	$234,540	0.0%	-4.69%	32
Aptus Capital Advisors, LLC	Unchanged	2,328	$190,035	0.0%	+7.73%	0
Farther Finance Advisors, LLC	Unchanged	2,216	$184,992	0.0%	+0.71%	0
Federation des caisses Desjardins du Quebec	Unchanged	378	$30,716	0.0%	+12.92%	0
Rockefeller Capital Management L.P.	Unchanged	35	$2,862	0.0%	-2.73%	0
UBS Group AG	New	21	$1,714	0.0%	-4.69%	17
NewEdge Advisors, LLC	Unchanged	20	$1,633	0.0%	+90.18%	0
Virtu Financial LLC	Decreased	8,662(-13.2%)	$707	0.0%	-2.73%	0
JPMORGAN CHASE & CO	Unchanged	7	$610	0.0%	+22.18%	0