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AdvisorShares Focused Equity ETF (CWS) Institutional Ownership

$68.71 0.00 (0.00%)
As of 07/2/2026 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)
26
Total
Institutional Inflows
(last 12 months)
$16.11M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$8.16M
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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
5/18/2026Royal Bank of Canada797$52K0.0%N/A0.035%
5/14/2026GC Wealth Management RIA LLC18,119$1.17M0.0%-7.9%0.798%
5/13/2026Cetera Investment Advisers68,388$4.43M0.0%+3.4%3.013%
5/5/2026D.A. Davidson & CO.11,162$723K0.0%+13.9%0.492%
5/5/2026Sigma Planning Corp29,460$1.91M0.1%+55.2%1.298%
4/30/2026Mason & Associates Inc48,375$3.07M0.6%+6.6%2.085%
4/30/2026Kestra Advisory Services LLC98,134$6.36M0.0%+1.7%4.230%
4/29/2026Integrated Advisors Network LLC9,665$626K0.0%-12.2%0.417%
4/22/2026Patriot Financial Group Insurance Agency LLC23,986$1.55M0.1%+100.0%1.025%
2/24/2026Stone Wealth Partners33,881$2.33M2.1%N/A1.323%
2/18/2026Beacon Pointe Advisors LLC7,146$491K0.0%+9.2%0.279%
2/17/2026Cetera Investment Advisers66,128$4.55M0.0%+5.5%2.583%
2/17/2026Kovack 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%
2/16/2026MML Investors Services LLC8,216$565K0.0%+11.0%0.321%
2/13/2026Kestra Advisory Services LLC96,464$6.63M0.0%+4.7%3.768%
2/13/2026Stifel 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%
2/12/2026Commonwealth Equity Services LLC3,100$213K0.0%-34.0%0.121%
2/12/2026Kovack Advisors Inc.3,722$259K0.0%-81.6%0.145%
2/11/2026LPL 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%
2/5/2026Cornerstone Wealth Management LLC6,303$433K0.0%+35.8%0.246%
2/2/2026Millstone Evans Group LLC8,226$565K0.3%-11.8%0.320%
1/30/2026Sigma Planning Corp18,976$1.31M0.0%+442.9%0.727%
1/30/2026GC Wealth Management RIA LLC19,675$1.35M0.0%-5.3%0.754%
1/29/2026D.A. Davidson & CO.9,800$674K0.0%+11.7%0.375%
1/29/2026Compass Ion Advisors LLC3,478$239K0.0%-14.0%0.133%
1/28/2026Trademark Financial Management LLC29,783$2.05M1.1%-48.6%1.141%
1/26/2026Merit Financial Group LLC8,818$606K0.0%-47.2%0.338%
1/26/2026United Advisor Group LLC19,988$1.37M0.2%N/A0.766%
1/22/2026Kingsman Wealth Management Inc.12,192$838K0.5%-5.5%0.467%
1/14/2026Nova 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%
11/12/2025Integrated Advisors Network LLC11,050$758K0.0%-1.7%0.417%
11/10/2025Kovack Advisors Inc.20,206$1.39M0.1%-6.6%0.762%
11/7/2025Merit Financial Group LLC16,716$1.15M0.0%+15.6%0.631%
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11/7/2025Mason & 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%
11/5/2025Envestnet Asset Management Inc.11,101$762K0.0%+6.1%0.419%
11/4/2025Thrivent Financial for Lutherans11,498$789K0.0%N/A0.434%
11/4/2025Cornerstone Wealth Management LLC4,640$318K0.0%+9.5%0.175%
11/3/2025AE Wealth Management LLC5,433$373K0.0%-7.7%0.205%
10/31/2025Global Assets Advisory LLC2,983$205K0.1%N/A0.112%
10/30/2025Millstone Evans Group LLC9,331$640K0.4%+18.0%0.349%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,503$240K0.0%+7.7%0.129%
10/22/2025D.A. Davidson & CO.8,775$602K0.0%+2.9%0.324%
10/20/2025Merit Financial Group LLC16,716$1.15M0.0%+15.6%0.617%
10/20/2025Kingsman Wealth Management Inc.12,895$885K0.5%-3.0%0.476%
10/17/2025Trademark Financial Management LLC57,934$3.98M2.3%-10.4%2.138%
10/15/2025TrueWealth Advisors LLC14,869$1.02M0.3%+19.6%0.549%
10/7/2025Nova 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%
8/8/2025Cetera Investment Advisers35,671$2.50M0.0%+9.6%1.297%
8/6/2025AE Wealth Management LLC5,884$412K0.0%-3.6%0.214%
8/4/2025Kovack Advisors Inc.21,630$1.51M0.1%-0.8%0.787%
8/4/2025Assetmark Inc.372$26K0.0%+86.0%0.014%
8/1/2025Envestnet Asset Management Inc.10,460$732K0.0%-2.0%0.380%
7/31/2025Mason & Associates Inc41,434$2.90M0.7%+5.1%1.507%
7/31/2025Trademark Financial Management LLC64,687$4.53M2.8%+184.5%2.352%
7/30/2025D.A. Davidson & CO.8,525$597K0.0%+3.8%0.310%
7/29/2025Koshinski Asset Management Inc.7,180$503K0.0%-16.8%0.261%
7/17/2025GC Wealth Management RIA LLC17,997$1.26M0.1%-6.2%0.654%
7/11/2025Compass Ion Advisors LLC4,042$283K0.0%-13.2%0.147%
7/7/2025Nova Wealth Management Inc.11,750$823K0.6%-19.3%0.427%
7/3/2025TrueWealth 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%
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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

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.

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

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).

Institutional investors have bought a total of 235,329 shares in the last 24 months. This purchase volume represents approximately $16.11M in transactions.

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), Merit Financial Group LLC ($7.90K), Nova Wealth Management Inc. ($6.81K), LPL Financial LLC ($3.88K), and GC Wealth Management RIA LLC ($3.84K).

Institutional investors have sold a total of 118,675 shares in the last 24 months. This volume of shares sold represents approximately $8.16M in transactions.


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This page (NYSEARCA:CWS) was last updated on 7/5/2026 by MarketBeat.com Staff.
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