AdvisorShares Focused Equity ETF (CWS) Institutional Ownership $67.20 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for AdvisorShares Focused Equity ETF (NYSEARCA:CWS)CurrentInstitutional OwnershipPercentage7.19%Number ofInstitutional Buyers(last 12 months)26TotalInstitutional Inflows(last 12 months)$16.36MNumber ofInstitutional Sellers(last 12 months)17TotalInstitutional Outflows(last 12 months)$8.37M 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. 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Skip Chart & View Institutional Buying and Selling Data CWS Institutional Buying and Selling by Quarter AdvisorShares Focused Equity ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/18/2026 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% 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. 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% 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% Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad)Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now.Discover the real reason behind the Iran strikes before markets react11/7/2025 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% 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% Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.👉 Unlock the ticker now and get it completely free.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% 2/13/2025Envestnet 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% CWS Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CWS shares? During the previous two years, 53 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 ($3.07M).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 44 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). How much institutional buying is happening at AdvisorShares Focused Equity ETF? Institutional investors have bought a total of 238,775 shares in the last 24 months. This purchase volume represents approximately $16.36M in transactions. Which of AdvisorShares Focused Equity ETF's major shareholders have been selling company stock? Of the 17 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. ($34.56K), Osaic Holdings Inc. ($17.45K), Nova Wealth Management Inc. ($10.01K), Merit Financial Group LLC ($7.90K), LPL Financial LLC ($3.88K), and GC Wealth Management RIA LLC ($3.84K). How much institutional selling is happening at AdvisorShares Focused Equity ETF? Institutional investors have sold a total of 121,879 shares in the last 24 months. This volume of shares sold represents approximately $8.37M in transactions. Related Companies MBOX Major Shareholders NBJP Major Shareholders MKOR Major Shareholders JPXN Major Shareholders EPHE Major Shareholders BKCI Major Shareholders EWO Major Shareholders MFEM Major Shareholders FEMR Major Shareholders BUL Major Shareholders This page (NYSEARCA:CWS) was last updated on 5/25/2026 by MarketBeat.com Staff. 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