ADVISORSHARES TR (AADR) is held by 19 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Integrated Wealth Concepts LLC as of Q2 2026.

Are institutions buying or selling AADR?

In Q2 2026, 5 institutions opened or increased positions in ADVISORSHARES TR while 12 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on AADR?

HoldingsIntel scores ADVISORSHARES TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for AADR. In Q2 2026, the institutional leg showed net outflows: 5 buying versus 12 selling.

How many hedge funds hold AADR?

19 institutional investors report holding ADVISORSHARES TR (AADR) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into AADR?

As of Q2 2026, tracked institutions in ADVISORSHARES TR show 5 buyers versus 12 sellers — net outflows.

ADVISORSHARES TR

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

Holders

(2 Elite)

$13.3M

Total Value

29% (17)

Consensus

5 buying - 12 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 19 funds

2 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AADR.

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
IWIntegrated Wealth Concepts LLC	Decreased	40,525(-1.1%)	$3.3M	0.0%	-4.61%	0
LPL Financial LLC	Decreased	34,366(-20.4%)	$2.8M	0.0%	+4.16%	0
MORGAN STANLEY	Decreased	28,686(-17.5%)	$2.4M	0.0%	+14.81%	0
RAYMOND JAMES FINANCIAL INC	Decreased	20,539(-28.3%)	$1.7M	0.0%	+7.84%	0
OSAIC HOLDINGS, INC.	Decreased	12,863(-18.7%)	$1.1M	0.0%	+9.52%	0
TRUIST FINANCIAL CORP	Decreased	5,457(-24.4%)	$448,102	0.0%	+69.23%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	5,457(-24.4%)	$448,102	0.0%	+54.46%	0
JANE STREET GROUP, LLC	Decreased	4,544(-23.8%)	$373,131	0.0%	-4.61%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	3,240(-28.4%)	$266,053	0.0%	-4.61%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	3,178(+10.6%)	$260,950	0.0%	-3.96%	26
Aptus Capital Advisors, LLC	Unchanged	2,328	$191,164	0.0%	+7.82%	0
Federation des caisses Desjardins du Quebec	Unchanged	378	$30,905	0.0%	+13.01%	0
MGMERCER GLOBAL ADVISORS INC /ADV	New	370	$30,383	0.0%	+2.60%	30
Farther Finance Advisors, LLC	Decreased	250(-88.7%)	$20,529	0.0%	+0.80%	0
UBS Group AG	Increased	75(+257.1%)	$6,159	0.0%	+0.47%	17
NewEdge Advisors, LLC	Unchanged	20	$1,642	0.0%	+81.42%	0
Virtu Financial LLC	Increased	9,440(+9.0%)	$775	0.0%	-2.23%	12
JPMORGAN CHASE & CO	Unchanged	7	$630	0.0%	+8.39%	0
FMR LLC	New	1	$82	0.0%	+2.60%	17
Rockefeller Capital Management L.P.	Exited	0(-100.0%)	$2,862	0.0%	-5.11%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

ADVISORSHARES TR

Smart Money Verdict

Who's Trading

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