Institutional Ownership Advisorshares Tr Advisorshares (CWS)
This table provides information about the institutional ownership of Advisorshares Tr Advisorshares (CWS). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 965,773 shares, which have been reported (via 13F filing form) to have a value of $65.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
138,474
shares
|
$9.41 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
122,115
shares
|
$8.3 Million
0.02% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
103,776
shares
|
$7.06 Million
0.0% of portfolio
|
Q2 2025
Added 17.26%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
85,650
shares
|
$5.82 Million
0.03% of portfolio
|
Q2 2025
Added 52.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
84,522
shares
|
$5.75 Million
0.01% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
57,934
shares
|
$3.94 Million
2.31% of portfolio
|
Q3 2025
Reduced 10.44%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
41,434
shares
|
$2.82 Million
0.7% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
37,816
shares
|
$2.57 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
35,671
shares
|
$2.43 Million
0.0% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
21,630
shares
|
$1.47 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
17,997
shares
|
$1.22 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
16,716
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Added 15.61%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
15,300
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2022
Reduced 0.97%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
14,869
shares
|
$1.01 Million
0.35% of portfolio
|
Q3 2025
Added 19.61%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
12,895
shares
|
$876,731
0.49% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
11,993
shares
|
$815,404
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
11,245
shares
|
$764,547
0.04% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,100
shares
|
$754,689
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
10,460
shares
|
$711,175
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
10,200
shares
|
$693,498
0.0% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
8,775
shares
|
$596,612
0.0% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
8,371
shares
|
$569,144
0.4% of portfolio
|
Q3 2025
Reduced 28.76%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
7,907
shares
|
$537,596
0.38% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
7,180
shares
|
$488,168
0.04% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,844
shares
|
$465,323
0.0% of portfolio
|
Q2 2025
Added 13.84%
|