Go Pro
→ Wall Street is staring at the wrong AI trade (From The Oxford Club) (Ad)tc pixel Free CWS Stock Alerts

AdvisorShares Focused Equity ETF (CWS) Institutional Ownership

$73.32 -0.04 (-0.05%)
As of 04:10 PM Eastern
Compare

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)
16
Total
Institutional Outflows
(last 12 months)
$7.80M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CWS Institutional Buying and Selling by Quarter

AdvisorShares Focused Equity ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/18/2026Royal 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%
2/18/2026Beacon 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%
2/17/2026Osaic Holdings Inc.107,020$7.36M0.0%-10.0%4.180%
2/17/2026Captrust 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%
2/12/2026Federation 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%
2/10/2026Cibc 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%
11/14/2025Raymond James Financial Inc.29,080$2.00M0.0%+2,262.3%1.097%
11/12/2025Perennial Investment Advisors LLC5,905$405K0.0%+46.0%0.223%
11/12/2025Aviso Financial Inc.3,392$233K0.0%+8.9%0.128%
11/12/2025 Integrated Advisors Network LLC11,050$758K0.0%-1.7%0.417%
Trump’s April 2027 Deadline Has Wallstreet Scrambling. (Ad)

The DTCC settles nearly every U.S. stock trade, but the old system takes three days and requires $12 billion in idle cash as a safety cushion. A new settlement grid now processes over 100,000 trades a day with instant, tamper-proof records. Trump has plans to move the entire $382 trillion financial system onto this infrastructure by April 2027. BlackRock's new fund on the grid hit $2.8 billion in assets in three months, JPMorgan runs $2 billion a day through it, and Goldman Sachs, Citi, Bank of America and Wells Fargo have announced integration plans.tc pixel

Get the free report on this settlement technology before adoption accelerates
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%
11/6/2025Cibc 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%
11/4/2025Thrivent 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%
9/4/2025Osaic Holdings Inc.138,474$9.69M0.0%-3.8%5.035%
8/14/2025Raymond James Financial Inc.1,231$86K0.0%N/A0.045%
8/12/2025Aviso Financial Inc.3,114$218K0.0%N/A0.113%
8/11/2025Perennial 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%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
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%
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%


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 ($3.07M).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 16 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. ($17.45K), 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 113,570 shares in the last 24 months. This volume of shares sold represents approximately $7.80M 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 7/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
One wafer-scale chip does in minutes what AI takes days
NVIDIA has dominated the AI computing race, but history shows even titans can be dethroned, just ask IBM. T...
Eagle Publishing | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel