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

$1.006200010000001e+78T

% 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
BAROMETER CAPITAL MANAGEMENT INC.Increased+41K+$9.8B
MinichMacGregor Wealth Management, LLCNew Position+3K+$279.0M
Farther Finance Advisors, LLCIncreased+100+$7.4M
Scarborough Advisors, LLCNew Position+90+$6.0M
Virtu Financial LLCNew Position+10K+$861K
TRUIST FINANCIAL CORPNew Position+8K+$675K
WealthShield Partners, LLCNew Position+3K+$294K
Keating Financial Advisory Services, Inc.New Position+665+$57K
CWM, LLCNew Position+251+$22K
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

AADR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
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
MORGAN STANLEYDecreased-866-$177K
FMR LLCClosed Position-1-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BAROMETER CAPITAL MANAGEMENT INC.43,230$10.1B2.42%Share
2RAYMOND JAMES FINANCIAL INC14,691$1.0B0.31%Share
3RAYMOND JAMES FINANCIAL INC12,452$1.0B0.31%Share
4MinichMacGregor Wealth Management, LLC3,244$279.0M0.05%Share
5GUARDIAN WEALTH ADVISORS, LLC / NC2,328$200.0M0.01%Share
6Farther Finance Advisors, LLC2,216$191.0M2.05%Share
7MORGAN STANLEY35,761$3.0M0.00%Share
8Scarborough Advisors, LLC45$3.0M0.00%Share
9Scarborough Advisors, LLC45$3.0M0.00%Share
10LPL Financial LLC16,601$1.0M0.00%Share
11Virtu Financial LLC9,984$861K0.03%Share
12TRUIST FINANCIAL CORP7,829$675K0.00%Share
13WealthShield Partners, LLC3,414$294K0.03%Share
14Keating Financial Advisory Services, Inc.665$57K0.01%Share
15T3 Companies, LLC78,000$40K0.05%Call
16CWM, LLC251$22K0.00%Share
17OSAIC HOLDINGS, INC.5,954$00.00%Share
18OSAIC HOLDINGS, INC.7,943$00.00%Share
19OSAIC HOLDINGS, INC.40$00.00%Share
20WELLS FARGO & COMPANY/MN516$00.00%Share
21IFP Advisors, Inc22$00.00%Share
22Janney Montgomery Scott LLC3,612$00.00%Share
23Steward Partners Investment Advisory, LLC18$00.00%Share
24Aptus Capital Advisors, LLC2,328$00.00%Share
25Rockefeller Capital Management L.P.35$00.00%Share
26Colonial Trust Co / SC1,234$00.00%Share
27Federation des caisses Desjardins du Quebec378$00.00%Share
28Prospera Financial Services Inc7,207$00.00%Share
29NewEdge Advisors, LLC20$00.00%Share
30Equitable Holdings, Inc.3,090$00.00%Share
31JPMORGAN CHASE & CO7$00.00%Share
32STRATEGY ASSET MANAGERS LLC3,695$00.00%Share
33ENVESTNET ASSET MANAGEMENT INC7,829$00.00%Share

AADR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202528$12.7B+9
Q3 202519$11.6B-5
Q2 202524$8.0B+0
Q1 202524$12.9B+8
Q4 202416$3.5B+3
Q3 202413$1.7T-1
Q2 202414$2.5T+1
Q1 202413$1.3T

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 $10.1B 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 $10.1B in shares.

Is institutional ownership of AADR increasing or decreasing?

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