Who Owns DORSEY WRIGHT ADR ETF (AADR)?Hedge Fund & Institutional Holders

$83.19-0.58 (-0.69%)Financial ServicesNASDAQ

Institutional Holders

33

as of Q4 2025

Total Institutional Value

$1.0062300010001e+54T

% of Float Held

QoQ Change in Holders

+13 / -4

Price History

$60.74$69.82$78.91$88.00$97.09Aug 24May 25Mar 26

AADR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Virtu Financial LLCNew Position+10K+$861K
TRUIST FINANCIAL CORPNew Position+8K+$675K
WealthShield Partners, LLCNew Position+3K+$294K
MinichMacGregor Wealth Management, LLCNew Position+3K+$279K
Keating Financial Advisory Services, Inc.New Position+665+$57K
CWM, LLCNew Position+251+$22K
Scarborough Advisors, LLCNew Position+90+$6K
STRATEGY ASSET MANAGERS LLCNew Position+4K+$0
Janney Montgomery Scott LLCNew Position+4K+$0
ENVESTNET ASSET MANAGEMENT INCNew Position+8K+$0
IFP Advisors, IncNew Position+22+$0
Steward Partners Investment Advisory, LLCNew Position+18+$0
Rockefeller Capital Management L.P.New Position+35+$0
Farther Finance Advisors, LLCIncreased+100+$-183.4M
BAROMETER CAPITAL MANAGEMENT INC.Increased+41K+$-224.2M

AADR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-866-$3.2B
Integrated Wealth Concepts LLCClosed Position-32K-$2.8B
OSAIC HOLDINGS, INC.Decreased-16K-$2.5B
Prospera Financial Services IncDecreased-245-$646.5M
OneDigital Investment Advisors LLCClosed Position-6K-$520.7M
Equitable Holdings, Inc.Decreased-941-$349.7M
McCarthy & CoxClosed Position-2K-$202.5M
WELLS FARGO & COMPANY/MNDecreased-664-$102.4M
FMR LLCClosed Position-1-$87K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BAROMETER CAPITAL MANAGEMENT INC.43,230$10.1M2.42%Share
2MORGAN STANLEY35,761$3.0M0.00%Share
3RAYMOND JAMES FINANCIAL INC14,691$1.0M0.00%Share
4RAYMOND JAMES FINANCIAL INC12,452$1.0M0.00%Share
5LPL Financial LLC16,601$1.0M0.00%Share
6Virtu Financial LLC9,984$861K0.03%Share
7TRUIST FINANCIAL CORP7,829$675K0.00%Share
8WealthShield Partners, LLC3,414$294K0.03%Share
9MinichMacGregor Wealth Management, LLC3,244$279K0.05%Share
10GUARDIAN WEALTH ADVISORS, LLC / NC2,328$200K0.01%Share
11Farther Finance Advisors, LLC2,216$191K0.00%Share
12Keating Financial Advisory Services, Inc.665$57K0.01%Share
13T3 Companies, LLC78,000$40K0.05%Call
14CWM, LLC251$22K0.00%Share
15Scarborough Advisors, LLC45$3K0.00%Share
16Scarborough Advisors, LLC45$3K0.00%Share
17OSAIC HOLDINGS, INC.7,943$00.00%Share
18Aptus Capital Advisors, LLC2,328$00.00%Share
19Janney Montgomery Scott LLC3,612$00.00%Share
20OSAIC HOLDINGS, INC.40$00.00%Share
21ENVESTNET ASSET MANAGEMENT INC7,829$00.00%Share
22WELLS FARGO & COMPANY/MN516$00.00%Share
23JPMORGAN CHASE & CO7$00.00%Share
24NewEdge Advisors, LLC20$00.00%Share
25STRATEGY ASSET MANAGERS LLC3,695$00.00%Share
26OSAIC HOLDINGS, INC.5,954$00.00%Share
27Rockefeller Capital Management L.P.35$00.00%Share
28IFP Advisors, Inc22$00.00%Share
29Colonial Trust Co / SC1,234$00.00%Share
30Prospera Financial Services Inc7,207$00.00%Share
31Steward Partners Investment Advisory, LLC18$00.00%Share
32Federation des caisses Desjardins du Quebec378$00.00%Share
33Equitable Holdings, Inc.3,090$00.00%Share

AADR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202528$18.6M+9
Q3 202519$14.8B-5
Q2 202524$8.3B+0
Q1 202524$13.2B+8
Q4 202416$4.2B+3
Q3 202413$4.7T-1
Q2 202414$6.1T+1
Q1 202413$5.0T

Similar Stocks by Institutional Ownership

As of Q4 2025, 33 institutional investors hold AADR (DORSEY WRIGHT ADR ETF). The largest holder is BAROMETER CAPITAL MANAGEMENT INC. with $10.1M in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own AADR?

As of Q4 2025, 33 institutional investors report holding AADR (DORSEY WRIGHT ADR ETF) in their 13F filings.

Who is the largest institutional holder of AADR?

The largest institutional holder of AADR is BAROMETER CAPITAL MANAGEMENT INC. with $10.1M in shares.

Is institutional ownership of AADR increasing or decreasing?

This quarter, 13 institutions opened new positions in AADR and 4 closed their positions.