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AdvisorShares Focused Equity ETF (CWS) Institutional Ownership

$68.11 -0.40 (-0.58%)
Closing price 08/1/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for AdvisorShares Focused Equity ETF (NYSEARCA:CWS)

Current
Institutional Ownership
Percentage
7.19%
Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$13.27M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.63M
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CWS Institutional Buying and Selling by Quarter

AdvisorShares Focused Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 Envestnet Asset Management Inc.10,460$732K0.0%-2.0%0.380%
7/31/2025 Mason & Associates Inc41,434$2.90M0.7%+5.1%1.507%
7/31/2025 Trademark Financial Management LLC64,687$4.53M2.8%+184.5%2.352%
7/30/2025 D.A. Davidson & CO.8,525$597K0.0%+3.8%0.310%
7/29/2025 Koshinski Asset Management Inc.7,180$503K0.0%-16.8%0.261%
7/17/2025 GC Wealth Management RIA LLC17,997$1.26M0.1%-6.2%0.654%
7/11/2025 Compass Ion Advisors LLC4,042$283K0.0%-13.2%0.147%
7/7/2025 Nova Wealth Management Inc.11,750$823K0.6%-19.3%0.427%
7/3/2025 TrueWealth Advisors LLC12,431$870K0.3%+38.4%0.452%
5/29/2025 Nova Wealth Management Inc.14,559$953K0.8%-18.0%0.547%
5/21/2025Geneos Wealth Management Inc.3,025$198K0.0%+202.5%0.114%
5/14/2025Kestra 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%
5/13/2025HighTower Advisors LLC4,579$300K0.0%N/A0.170%
5/7/2025LPL Financial LLC88,503$5.79M0.0%-23.6%3.290%
5/6/2025Cetera Investment Advisers32,546$2.13M0.0%+2.5%1.210%
5/6/2025Kovack Advisors Inc.21,802$1.43M0.2%-6.1%0.810%
5/6/2025AE 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%
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%
4/24/2025Golden State Wealth Management LLC550$36K0.0%N/A0.020%
4/23/2025Golden State Wealth Management LLC1,100$72K0.0%N/A0.041%
4/18/2025Cornerstone 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%
2/17/2025Cetera Investment Advisers31,751$2.06M0.0%+4.9%1.334%
2/17/2025Citadel Advisors LLC4,584$297K0.0%N/A0.193%
2/14/2025Stifel Financial Corp70,709$4.58M0.0%+6.2%2.971%
2/13/2025NewEdge Advisors LLC400$26K0.0%+100.0%0.017%
2/13/2025 Envestnet Asset Management Inc.9,020$584K0.0%+90.8%0.379%
2/12/2025Arete Wealth Advisors LLC4,359$282K0.0%-22.4%0.183%
2/12/2025OLD Mission Capital LLC6,342$411K0.0%+19.2%0.266%
2/11/2025LPL Financial LLC115,772$7.50M0.0%-2.6%4.864%
2/11/2025Millstone 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%
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2/10/2025Commonwealth 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%
2/5/2025Kovack 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%
11/18/2024Arete Wealth Advisors LLC5,614$384K0.0%+63.2%0.236%
11/15/2024MML Investors Services LLC4,521$311K0.0%N/A0.190%
11/15/2024Jane Street Group LLC4,394$302K0.0%-81.9%0.185%
11/15/2024Stifel Financial Corp66,582$4.58M0.0%+5.0%2.798%
11/6/2024Kovack 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%
10/25/2024Integrated Advisors Network LLC10,445$718K0.0%+1.8%0.439%
10/24/2024Bay 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%
8/22/2024Cetera Investment Advisers27,633$1.72M0.0%+11.4%1.161%
8/7/2024Wedbush 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%
5/24/2024Cetera Investment Advisers24,795$1.58M0.0%N/A1.042%
5/17/2024Comerica 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%
5/1/2024Concourse 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%
4/19/2024Kovack Advisors Inc.21,896$1.40M0.2%+338.8%0.920%
2/2/2024Kovack Advisors Inc.4,990$296K0.0%+14.6%0.367%
1/26/2024Cerity 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%
10/11/2023AE 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%
7/31/2023LPL Financial LLC42,515$2.29M0.0%+34.5%3.865%
7/13/2023Zimmermann Investment Management & Planning LLC11,645$628K0.3%N/A1.059%
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7/10/2023AE Wealth Management LLC5,840$315K0.0%-4.9%0.531%
7/7/2023Fulcrum Equity Management27,885$1.50M1.7%N/A2.535%
5/11/2023Cerity Partners LLC15,093$768K0.0%-1.4%2.187%
4/26/2023 IRON Financial LLC4,000$203K0.1%N/A0.580%
4/14/2023AE Wealth Management LLC6,142$312K0.0%-4.9%0.890%
2/7/2023LPL 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%
1/30/2023Concourse Financial Group Securities Inc.6,029$287K0.0%N/A0.874%
10/25/2022AE Wealth Management LLC6,594$271K0.0%+8.5%0.999%
8/11/2022SFI Advisors LLC59,532$2.50M2.8%+8.8%8.885%
(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), Trademark Financial Management LLC ($4.53M), Kestra Advisory Services LLC ($3.68M), Mason & Associates Inc ($2.90M), Cetera Investment Advisers ($2.13M), and Kovack Advisors Inc. ($1.43M).Learn more on AdvisorShares Focused Equity ETF's institutional investors.

What percentage of AdvisorShares Focused Equity ETF's stock is owned by institutional investors?

7.19% of AdvisorShares Focused Equity ETF's stock is owned by institutional investors. Learn more on CWS's institutional investor holdings.

Which institutional investors have been buying AdvisorShares Focused Equity ETF's stock?

Of the 36 institutional investors that purchased AdvisorShares Focused Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Trademark Financial Management LLC ($64.69K), Mason & Associates Inc ($46.20K), Cetera Investment Advisers ($29.93K), Merit Financial Group LLC ($19.71K), Kovack Advisors Inc. ($17.75K), Catalytic Wealth RIA LLC ($14.22K), and Kingsman Wealth Management Inc. ($13.24K).

How much institutional buying is happening at AdvisorShares Focused Equity ETF?

Institutional investors have bought a total of 199,791 shares in the last 24 months. This purchase volume represents approximately $13.27M in transactions.

Which of AdvisorShares Focused Equity ETF's major shareholders have been selling company stock?

Of the 13 institutional investors that sold AdvisorShares Focused Equity ETF's 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), Nova Wealth Management Inc. ($6.01K), Mason & Associates Inc ($4.77K), Koshinski Asset Management Inc. ($2.05K), 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 69,244 shares in the last 24 months. This volume of shares sold represents approximately $4.63M in transactions.


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This page (NYSEARCA:CWS) was last updated on 8/2/2025 by MarketBeat.com Staff
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