ADVISORSHARES TR

Watch

Share

AADR·00768Y206·US·ETF

AADR (ADVISORSHARES TR) is held by 18 institutional investors as of Q2 2026. Largest holders: Integrated Wealth Concepts LLC ($3.3M), LPL Financial LLC ($2.8M), MORGAN STANLEY ($2.4M). Net institutional sentiment: Bearish.

18

Holders

(2 Elite)

$14.1M

Total Value

24% (17)

Consensus

4 buying - 13 selling

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

Smart Money Verdict

View all

Loading verdict

Institutional (13F)47

Insider (Form 4)48

Activist (13D/13G)56

Congressional (STOCK Act)60

Holder Quality

59

★★★★★

Elite

35

★★★★

Strong

67

★★★

Solid

25

★★

Below

52

★

Weak

Held by 18 funds

2 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (18)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
IWIntegrated Wealth Concepts LLC	Decreased	40,524(-1.1%)	$3.3M	0.0%	-0.73%	0
LPL Financial LLC	Decreased	34,366(-20.4%)	$2.8M	0.0%	+5.46%	0
MORGAN STANLEY	Decreased	28,686(-17.5%)	$2.4M	0.0%	+11.23%	0
RAYMOND JAMES FINANCIAL INC	Decreased	20,539(-28.3%)	$1.7M	0.0%	+4.39%	0
OSAIC HOLDINGS, INC.	Decreased	12,863(-18.7%)	$1.1M	0.0%	+6.82%	0
Virtu Financial LLC	Increased	9,440(+9.0%)	$775,000	0.0%	-5.67%	27
ENVESTNET ASSET MANAGEMENT INC	Decreased	5,457(-24.4%)	$448,102	0.0%	+49.47%	0
TRUIST FINANCIAL CORP	Decreased	5,457(-24.4%)	$448,102	0.0%	+63.54%	0
JANE STREET GROUP, LLC	Decreased	4,544(-23.8%)	$373,131	0.0%	-0.73%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	3,240(-28.4%)	$266,053	0.0%	-0.73%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	3,178(+10.6%)	$260,950	0.0%	-0.84%	26
Aptus Capital Advisors, LLC	Unchanged	2,328	$191,164	0.0%	+2.91%	0
Federation des caisses Desjardins du Quebec	Unchanged	378	$30,905	0.0%	+9.53%	0
Farther Finance Advisors, LLC	Decreased	250(-88.7%)	$20,529	0.0%	-1.62%	0
UBS Group AG	Increased	75(+257.1%)	$6,159	0.0%	-1.54%	17
NewEdge Advisors, LLC	Unchanged	20	$1,642	0.0%	+74.60%	0
JPMORGAN CHASE & CO	Unchanged	7	$630	0.0%	+28.08%	0
FMR LLC	New	1	$82	0.0%	-1.84%	17
Equitable Holdings, Inc.	Exited	0(-100.0%)	$266,700	0.0%	+10.37%	0
Rockefeller Capital Management L.P.	Exited	0(-100.0%)	$2,862	0.0%	-4.24%	0

Showing 1-20 of 21

Per page:

1 / 2

AADRADVISORSHARES TR

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Similar stocks

FISVFiserv Inc

336 holders · $21.1B

SPYSS SPDR S&P 500 ETF TRUST-US

296 holders · $348.5B

IVVISHARES CORE S&P 500 ETF

263 holders · $566.9B

QQQInvesco QQQ Trust Series 1

246 holders · $125.8B

VOOVanguard S&P 500

246 holders · $265B

IWMiShares Russell 2000 ETF

242 holders · $68.1B

GLDSPDR GOLD TR

238 holders · $33.2B

XLFSELECT SECTOR SPDR TR

225 holders · $31.5B

XLESPDR Energy Select Sector ETF

223 holders · $17.3B

EFAISHARES MSCI EAFE ETF

221 holders · $47.1B

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