AdvisorShares Focused Equity ETF (CWS) Institutional Ownership $67.00 -0.43 (-0.64%) As of 05/22/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for AdvisorShares Focused Equity ETF (NYSEARCA:CWS)Number ofInstitutional Buyers(last 12 months)32TotalInstitutional Inflows(last 12 months)$12.03MNumber ofInstitutional Sellers(last 12 months)10TotalInstitutional Outflows(last 12 months)$3.98M Get CWS Insider Trade Alerts Want to know when executives and insiders are buying or selling AdvisorShares Focused Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CWS Institutional Buying and Selling by Quarter AdvisorShares Focused Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/21/2025 Geneos Wealth Management Inc.3,025$198K0.0%+202.5%0.114% 5/14/2025 Kestra Advisory Services LLC56,276$3.68M0.0%+17.4%2.092% 5/13/2025 Spreng Capital Management Inc.6,731$441K0.2%-2.4%0.250% 5/13/2025 HighTower Advisors LLC4,579$300K0.0%N/A0.170% 5/7/2025 LPL Financial LLC88,503$5.79M0.0%-23.6%3.290% 5/6/2025 Cetera Investment Advisers32,546$2.13M0.0%+2.5%1.210% 5/6/2025 Kovack Advisors Inc.21,802$1.43M0.2%-6.1%0.810% 5/6/2025 AE Wealth Management LLC6,103$400K0.0%-6.7%0.227% 5/5/2025 Kingsman Wealth Management Inc.13,236$867K0.6%N/A0.492% 4/29/2025 Envestnet Asset Management Inc.10,677$699K0.0%+18.4%0.397% Get the Latest News and Ratings for CWS and Related StocksEnter your email address below to receive the latest news and analysts' ratings for AdvisorShares Focused Equity ETF and its competitors with MarketBeat's FREE daily newsletter. 4/25/2025 Koshinski Asset Management Inc.8,630$565K0.0%+39.8%0.321% 4/25/2025 Trademark Financial Management LLC22,741$1.49M1.1%+146.3%0.845% 4/24/2025 Golden State Wealth Management LLC550$36K0.0%N/A0.020% 4/23/2025 Golden State Wealth Management LLC1,100$72K0.0%N/A0.041% 4/18/2025 Cornerstone Wealth Management LLC3,619$237K0.0%N/A0.135% 4/17/2025 Mason & Associates Inc39,442$2.58M0.6%+6.2%1.466% 4/10/2025 TrueWealth Advisors LLC8,985$588K0.2%+51.4%0.334% 4/9/2025 Merit Financial Group LLC19,705$1.29M0.0%+23.0%0.733% 4/9/2025 NBC Securities Inc.905$59K0.0%N/A0.034% 2/17/2025 Cetera Investment Advisers31,751$2.06M0.0%+4.9%1.334% 2/17/2025 Citadel Advisors LLC4,584$297K0.0%N/A0.193% 2/14/2025 Stifel Financial Corp70,709$4.58M0.0%+6.2%2.971% 2/13/2025 NewEdge Advisors LLC400$26K0.0%+100.0%0.017% 2/13/2025 Envestnet Asset Management Inc.9,020$584K0.0%+90.8%0.379% 2/12/2025 Arete Wealth Advisors LLC4,359$282K0.0%-22.4%0.183% 2/12/2025 OLD Mission Capital LLC6,342$411K0.0%+19.2%0.266% 2/11/2025 LPL Financial LLC115,772$7.50M0.0%-2.6%4.864% 2/11/2025 Millstone Evans Group LLC7,807$506K0.3%N/A0.328% 2/11/2025 Compass Ion Advisors LLC4,708$305K0.0%+52.0%0.198% 2/10/2025 Envestnet Portfolio Solutions Inc.4,223$273K0.0%-7.3%0.177% 2/10/2025 Commonwealth Equity Services LLC3,757$243K0.0%+14.1%0.158% 2/7/2025 GC Wealth Management RIA LLC18,699$1.21M0.2%+31.5%0.786% 2/5/2025 Kovack Advisors Inc.23,224$1.50M0.1%+0.9%0.976% 1/31/2025 D.A. Davidson & CO.8,086$524K0.0%N/A0.340% 1/30/2025 Trademark Financial Management LLC9,232$598K0.5%N/A0.388% 1/16/2025 Koshinski Asset Management Inc.6,175$400K0.0%-8.8%0.259% 1/15/2025 TrueWealth Advisors LLC5,936$384K0.1%+33.2%0.249% 1/15/2025 Merit Financial Group LLC16,016$1.04M0.0%N/A0.673% 1/14/2025 Mason & Associates Inc37,145$2.41M0.6%+4.0%1.561% 11/18/2024 Arete Wealth Advisors LLC5,614$384K0.0%+63.2%0.236% URGENT: Someone's Moving Gold Out of London... (Ad)People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold. Go here to learn about my Top Four picks for the coming bull mania.11/15/2024 MML Investors Services LLC4,521$311K0.0%N/A0.190% 11/15/2024 Jane Street Group LLC4,394$302K0.0%-81.9%0.185% 11/15/2024 Stifel Financial Corp66,582$4.58M0.0%+5.0%2.798% 11/6/2024 Kovack Advisors Inc.23,014$1.58M0.2%-1.7%0.967% 11/4/2024 Catalytic Wealth RIA LLC14,223$977K0.2%+9.9%0.598% 10/29/2024 TrueWealth Advisors LLC4,458$306K0.1%+11.5%0.187% 10/25/2024 Integrated Advisors Network LLC10,445$718K0.0%+1.8%0.439% 10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,157$217K0.0%N/A0.133% 10/23/2024 Mason & Associates Inc35,732$2.46M0.6%-11.8%1.501% 10/19/2024 Compass Ion Advisors LLC3,097$213K0.0%-5.4%0.130% 10/15/2024 NBC Securities Inc.685$47K0.0%N/A0.029% 8/22/2024 Cetera Investment Advisers27,633$1.72M0.0%+11.4%1.161% 8/7/2024 Wedbush Securities Inc.5,318$331K0.0%N/A0.223% 7/31/2024 Catalytic Wealth RIA LLC12,942$805K0.2%+5.7%0.544% 7/27/2024Zimmermann Investment Management & Planning LLC22,164$1.38M0.5%+5.3%0.931% 7/24/2024 TrueWealth Advisors LLC3,999$249K0.1%+10.3%0.168% 7/19/2024 Mason & Associates Inc40,501$2.52M0.7%+4.1%1.702% 7/13/2024 Compass Ion Advisors LLC3,274$209K0.0%N/A0.138% 5/24/2024Cetera Advisors LLC4,854$309K0.0%+38.4%0.204% 5/24/2024 Cetera Investment Advisers24,795$1.58M0.0%N/A1.042% 5/17/2024 Comerica Bank1,477$94K0.0%N/A0.062% 5/11/2024 Spreng Capital Management Inc.9,181$585K0.3%-3.3%0.386% 5/11/2024 Catalytic Wealth RIA LLC12,243$780K0.2%N/A0.514% 5/9/2024 Koshinski Asset Management Inc.6,770$431K0.0%N/A0.284% 5/1/2024 Concourse Financial Group Securities Inc.4,943$315K0.0%-30.0%0.208% 4/23/2024 Mason & Associates Inc38,909$2.48M0.7%N/A1.635% 4/23/2024 TrueWealth Advisors LLC3,626$231K0.1%N/A0.152% 4/19/2024 Kovack Advisors Inc.21,896$1.40M0.2%+338.8%0.920% 2/2/2024 Kovack Advisors Inc.4,990$296K0.0%+14.6%0.367% 1/26/2024 Cerity Partners LLC13,407$795K0.0%-5.3%0.986% 1/22/2024Zimmermann Investment Management & Planning LLC21,594$1.28M0.5%+6.2%1.588% 1/19/2024 Spreng Capital Management Inc.9,498$563K0.4%-13.0%0.698% 10/31/2023Zimmermann Investment Management & Planning LLC20,340$1.06M0.5%+74.7%1.496% 10/30/2023 Spreng Capital Management Inc.10,920$570K0.4%-3.6%0.803% 10/11/2023 AE Wealth Management LLC6,487$338K0.0%+11.1%0.477% 8/10/2023 Legacy Capital Group California Inc.9,984$539K0.2%N/A0.734% 8/10/2023Cetera Advisor Networks LLC19,902$1.07M0.0%+3.2%1.463% 8/1/2023 Spreng Capital Management Inc.11,327$611K0.5%-20.0%1.030% 7/31/2023 LPL Financial LLC42,515$2.29M0.0%+34.5%3.865% 7/13/2023Zimmermann Investment Management & Planning LLC11,645$628K0.3%N/A1.059% 7/10/2023 AE Wealth Management LLC5,840$315K0.0%-4.9%0.531% 7/7/2023 Fulcrum Equity Management27,885$1.50M1.7%N/A2.535% 5/11/2023 Cerity Partners LLC15,093$768K0.0%-1.4%2.187% 4/26/2023 IRON Financial LLC4,000$203K0.1%N/A0.580% 4/14/2023 AE Wealth Management LLC6,142$312K0.0%-4.9%0.890% 2/7/2023 LPL Financial LLC24,011$1.14M0.0%+1.8%3.480% 2/3/2023 Spreng Capital Management Inc.14,296$680K0.6%+1.7%2.072% 1/30/2023 Concourse Financial Group Securities Inc.6,029$287K0.0%N/A0.874% 10/25/2022 AE Wealth Management LLC6,594$271K0.0%+8.5%0.999% 8/11/2022 SFI Advisors LLC59,532$2.50M2.8%+8.8%8.885% Trump wipes out trillions overnight… (Ad)Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.Whether you take some of that wealth for yourself depends on if you watch this controversial exposé 8/8/2022 Baird Financial Group Inc.7,139$300K0.0%N/A1.066% 8/3/2022 AE Wealth Management LLC6,078$256K0.0%+9.0%0.907% 5/16/2022 SFI Advisors LLC54,741$2.64M1.6%+0.9%8.110% 5/13/2022 Spreng Capital Management Inc.14,124$682K0.4%-7.7%2.092% 5/12/2022Maryland Capital Management15,450$746K0.0%-3.1%2.289% 4/18/2022 AE Wealth Management LLC5,578$269K0.0%+11.3%0.826% 2/15/2022 SFI Advisors LLC54,240$2.79M2.5%N/A8.036% 1/31/2022 CWM LLC702$37K0.0%N/A0.107% 1/20/2022 AE Wealth Management LLC5,013$267K0.0%N/A0.765% 8/24/2021 Flow Traders U.S. LLC5,358$250K0.0%N/A0.864% (Data available from 1/1/2016 forward) CWS Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CWS shares? During the previous two years, 43 institutional investors and hedge funds held shares of AdvisorShares Focused Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($5.79M), Stifel Financial Corp ($4.58M), Kestra Advisory Services LLC ($3.68M), Mason & Associates Inc ($2.58M), Cetera Investment Advisers ($2.13M), Fulcrum Equity Management ($1.50M), and Trademark Financial Management LLC ($1.49M).Learn more on CWS's institutional investors. Which institutional investors have been buying AdvisorShares Focused Equity ETF stock? Of the 38 institutional investors that purchased AdvisorShares Focused Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mason & Associates Inc ($44.21K), Cetera Investment Advisers ($29.93K), Fulcrum Equity Management ($27.89K), Trademark Financial Management LLC ($22.74K), Zimmermann Investment Management & Planning LLC ($22.70K), Merit Financial Group LLC ($19.71K), and Kovack Advisors Inc. ($17.75K). How much institutional buying is happening at AdvisorShares Focused Equity ETF? Institutional investors have bought a total of 337,477 shares in the last 24 months. This purchase volume represents approximately $20.97M in transactions. Which AdvisorShares Focused Equity ETF major shareholders have been selling company stock? Of the 12 institutional investors that sold AdvisorShares Focused Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($30.33K), Jane Street Group LLC ($19.87K), Spreng Capital Management Inc. ($5.14K), Mason & Associates Inc ($4.77K), Concourse Financial Group Securities Inc. ($2.12K), Kovack Advisors Inc. ($1.82K), and Arete Wealth Advisors LLC ($1.26K). How much institutional selling is happening at AdvisorShares Focused Equity ETF? Institutional investors have sold a total of 67,901 shares in the last 24 months. This volume of shares sold represents approximately $4.45M in transactions. 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