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AdvisorShares Focused Equity ETF (CWS) Institutional Ownership

$67.25 -0.44 (-0.65%)
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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)
24
Total
Institutional Inflows
(last 12 months)
$12.27M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$7.55M
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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
9/23/2026 Envestnet Asset Management Inc.4,588$313K0.0%-28.8%0.259%
8/21/2026 Mason & Associates Inc48,177$3.29M0.5%-0.4%2.618%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,258$290K0.0%+33.9%0.224%
7/8/2026 TrueWealth Advisors LLC15,665$1.07M0.2%-9.1%0.824%
5/18/2026 Royal Bank of Canada797$52K0.0%N/A0.035%
5/14/2026 GC Wealth Management RIA LLC18,119$1.17M0.0%-7.9%0.798%
5/13/2026 Cetera Investment Advisers68,388$4.43M0.0%+3.4%3.013%
5/5/2026 D.A. Davidson & CO.11,162$723K0.0%+13.9%0.492%
5/5/2026 Sigma Planning Corp29,460$1.91M0.1%+55.2%1.298%
4/30/2026 Mason & Associates Inc48,375$3.07M0.6%+6.6%2.085%
4/30/2026 Kestra Advisory Services LLC98,134$6.36M0.0%+1.7%4.230%
4/29/2026 Integrated Advisors Network LLC9,665$626K0.0%-12.2%0.417%
4/22/2026 Patriot Financial Group Insurance Agency LLC23,986$1.55M0.1%+100.0%1.025%
2/24/2026 Stone Wealth Partners33,881$2.33M2.1%N/A1.323%
2/18/2026 Beacon Pointe Advisors LLC7,146$491K0.0%+9.2%0.279%
2/17/2026 Cetera Investment Advisers66,128$4.55M0.0%+5.5%2.583%
2/17/2026 Kovack Advisors Inc.3,722$256K0.0%-81.6%0.145%
2/17/2026 Osaic Holdings Inc.107,020$7.36M0.0%-10.0%4.180%
2/17/2026 Captrust Financial Advisors3,648$251K0.0%-4.7%0.143%
2/16/2026 MML Investors Services LLC8,216$565K0.0%+11.0%0.321%
2/13/2026 Kestra Advisory Services LLC96,464$6.63M0.0%+4.7%3.768%
2/13/2026 Stifel Financial Corp91,729$6.30M0.0%+4.3%3.583%
2/12/2026 Federation des caisses Desjardins du Quebec1,369$94K0.0%-17.2%0.053%
2/12/2026 Commonwealth Equity Services LLC3,100$213K0.0%-34.0%0.121%
2/12/2026 Kovack Advisors Inc.3,722$259K0.0%-81.6%0.145%
2/11/2026 LPL Financial LLC101,683$6.99M0.0%-3.7%3.972%
2/10/2026 Cibc World Market Inc.127,503$8.76M0.0%+1.9%4.981%
2/5/2026 Cornerstone Wealth Management LLC6,303$433K0.0%+35.8%0.246%
2/2/2026 Millstone Evans Group LLC8,226$565K0.3%-11.8%0.320%
1/30/2026 Sigma Planning Corp18,976$1.31M0.0%+442.9%0.727%
1/30/2026 GC Wealth Management RIA LLC19,675$1.35M0.0%-5.3%0.754%
1/29/2026 D.A. Davidson & CO.9,800$674K0.0%+11.7%0.375%
1/29/2026 Compass Ion Advisors LLC3,478$239K0.0%-14.0%0.133%
1/28/2026 Trademark Financial Management LLC29,783$2.05M1.1%-48.6%1.141%
1/26/2026 Merit Financial Group LLC8,818$606K0.0%-47.2%0.338%
1/26/2026 United Advisor Group LLC19,988$1.37M0.2%N/A0.766%
1/22/2026 Kingsman Wealth Management Inc.12,192$838K0.5%-5.5%0.467%
1/14/2026 Nova Wealth Management Inc.7,754$533K0.4%-7.4%0.297%
11/14/2025 Raymond James Financial Inc.29,080$2.00M0.0%+2,262.3%1.097%
11/12/2025 Perennial Investment Advisors LLC5,905$405K0.0%+46.0%0.223%
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11/12/2025 Aviso Financial Inc.3,392$233K0.0%+8.9%0.128%
11/12/2025 Integrated Advisors Network LLC11,050$758K0.0%-1.7%0.417%
11/10/2025 Kovack Advisors Inc.20,206$1.39M0.1%-6.6%0.762%
11/7/2025 Merit Financial Group LLC16,716$1.15M0.0%+15.6%0.631%
11/7/2025 Mason & Associates Inc44,457$3.05M0.6%+7.3%1.678%
11/6/2025 Cibc World Market Inc.125,183$8.59M0.0%+2.5%4.724%
11/5/2025 Envestnet Asset Management Inc.11,101$762K0.0%+6.1%0.419%
11/4/2025 Thrivent Financial for Lutherans11,498$789K0.0%N/A0.434%
11/4/2025 Cornerstone Wealth Management LLC4,640$318K0.0%+9.5%0.175%
11/3/2025 AE Wealth Management LLC5,433$373K0.0%-7.7%0.205%
10/31/2025 Global Assets Advisory LLC2,983$205K0.1%N/A0.112%
10/30/2025 Millstone Evans Group LLC9,331$640K0.4%+18.0%0.349%
10/24/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,503$240K0.0%+7.7%0.129%
10/22/2025 D.A. Davidson & CO.8,775$602K0.0%+2.9%0.324%
10/20/2025 Merit Financial Group LLC16,716$1.15M0.0%+15.6%0.617%
10/20/2025 Kingsman Wealth Management Inc.12,895$885K0.5%-3.0%0.476%
10/17/2025 Trademark Financial Management LLC57,934$3.98M2.3%-10.4%2.138%
10/15/2025 TrueWealth Advisors LLC14,869$1.02M0.3%+19.6%0.549%
10/7/2025 Nova Wealth Management Inc.8,371$575K0.4%-28.8%0.309%
9/4/2025 Osaic Holdings Inc.138,474$9.69M0.0%-3.8%5.035%
8/14/2025 Raymond James Financial Inc.1,231$86K0.0%N/A0.045%
8/12/2025 Aviso Financial Inc.3,114$218K0.0%N/A0.113%
8/11/2025 Perennial Investment Advisors LLC4,045$283K0.0%N/A0.147%
8/8/2025 Cetera Investment Advisers35,671$2.50M0.0%+9.6%1.297%
8/6/2025 AE Wealth Management LLC5,884$412K0.0%-3.6%0.214%
8/4/2025 Kovack Advisors Inc.21,630$1.51M0.1%-0.8%0.787%
8/4/2025 Assetmark Inc.372$26K0.0%+86.0%0.014%
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%
5/29/2025Nova 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%
5/13/2025Spreng 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%
5/5/2025Kingsman Wealth Management Inc.13,236$867K0.6%N/A0.492%
4/29/2025Envestnet Asset Management Inc.10,677$699K0.0%+18.4%0.397%
4/25/2025Koshinski Asset Management Inc.8,630$565K0.0%+39.8%0.321%
4/25/2025Trademark Financial Management LLC22,741$1.49M1.1%+146.3%0.845%
4/24/2025Golden State Wealth Management LLC550$36K0.0%N/A0.020%
AI Panic: Sell now or wait? (Ad)

Bank of America, Goldman Sachs, and Morgan Stanley have reportedly warned private clients about a coming stock market crisis. Business Insider says it could mean a brutal decade ahead for stocks, one that could keep portfolios in the red well into the 2030s. New technology may offer a way to prepare before the warning plays out.tc pixel

Click here to see how you could protect your portfolio now
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%
4/17/2025Mason & Associates Inc39,442$2.58M0.6%+6.2%1.466%
4/10/2025TrueWealth Advisors LLC8,985$588K0.2%+51.4%0.334%
4/9/2025Merit Financial Group LLC19,705$1.29M0.0%+23.0%0.733%
4/9/2025NBC 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%


CWS Institutional Ownership - Frequently Asked Questions

During the previous two years, 51 institutional investors and hedge funds held shares of AdvisorShares Focused Equity ETF. The most heavily invested institutionals were Cibc World Market Inc. ($8.76M), Osaic Holdings Inc. ($7.36M), LPL Financial LLC ($6.99M), Kestra Advisory Services LLC ($6.36M), Stifel Financial Corp ($6.30M), Cetera Investment Advisers ($4.43M), and Mason & Associates Inc ($3.29M).Learn more on AdvisorShares Focused Equity ETF's institutional investors.

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

Of the 42 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), Stone Wealth Partners ($33.88K), Raymond James Financial Inc. ($29.08K), Sigma Planning Corp ($25.97K), Merit Financial Group LLC ($24.22K), United Advisor Group LLC ($19.99K), and Kestra Advisory Services LLC ($14.39K).

Institutional investors have bought a total of 180,471 shares in the last 24 months. This purchase volume represents approximately $12.27M in transactions.

Of the 18 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: Trademark Financial Management LLC ($34.90K), Kovack Advisors Inc. ($34.39K), Osaic Holdings Inc. ($11.90K), Merit Financial Group LLC ($7.90K), Nova Wealth Management Inc. ($4.00K), LPL Financial LLC ($3.88K), and GC Wealth Management RIA LLC ($2.65K).

Institutional investors have sold a total of 110,080 shares in the last 24 months. This volume of shares sold represents approximately $7.55M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CWS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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