Who Owns AADR?
DORSEY WRIGHT ADR ETF — Institutional Ownership & 13F Holdings
$84.30
+1.68 (+2.03%)
Market Cap
$46.7M
Shares Outstanding
536,225
Institutional Holders
24
Total Inst. Value
$35.3M
% of Float Held
—
QoQ Holder Change
+11
Institutional data as of Q1 2025
New Positions
10
Closed Positions
2
Increased
7
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $21.9M | 294 |
| 2 | MORGAN STANLEY | $4.4M | 59,366 |
| 3 | OSAIC HOLDINGS, INC. | $1.6M | 21,298 |
| 4 | RAYMOND JAMES FINANCIAL INC | $1.2M | 16,485 |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $866K | 11,640 |
| 6 | TRUIST FINANCIAL CORP | $858K | 11,526 |
| 7 | LPL Financial LLC | $620K | 8,337 |
| 8 | OneDigital Investment Advisors LLC | $569K | 7,653 |
| 9 | JANE STREET GROUP, LLCNew | $509K | 6,841 |
| 10 | Prospera Financial Services Inc | $503K | 6,762 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +294 | $21.9M |
| MORGAN STANLEY | +54K | $4.4M |
| OSAIC HOLDINGS, INC. | +19K | $1.6M |
| RAYMOND JAMES FINANCIAL INC | +2K | $1.2M |
| LPL Financial LLC | +2K | $620K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -1K | $866K |
| STRATEGY ASSET MANAGERS LLC | -1K | $312K |
| TRUIST FINANCIAL CORP | -862 | $858K |
| WELLS FARGO & COMPANY/MN | -744 | $230K |
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Frequently Asked Questions
How many institutional investors hold AADR?
As of Q1 2025, 24 institutional investors report holding AADR (DORSEY WRIGHT ADR ETF) in their 13F filings.
Which hedge fund owns the most AADR?
The largest institutional holder of AADR is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $21.9M in shares.
Are institutions buying or selling AADR?
This quarter, 10 institutions opened new positions in AADR and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.