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 996,203 shares, which have been reported (via 13F filing form) to have a value of $68.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
6,731
shares
|
$464,506
0.2% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
5,884
shares
|
$406,054
0.0% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,110
shares
|
$352,641
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
4,861
shares
|
$335,457
0.0% of portfolio
|
Q2 2025
Added 52.33%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
4,795
shares
|
$330,902
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,238
shares
|
$292,464
0.02% of portfolio
|
Q2 2025
Added 17.1%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
4,045
shares
|
$279,145
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,042
shares
|
$278,938
0.03% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
4,000
shares
|
$276,040
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,834
shares
|
$264,584
0.0% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,717
shares
|
$256,510
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
3,254
shares
|
$224,558
0.03% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
3,114
shares
|
$214,897
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,654
shares
|
$114,142
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,565
shares
|
$108,000
0.01% of portfolio
|
Q2 2025
Added 72.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,231
shares
|
$84,951
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
550
shares
|
$37,955
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
500
shares
|
$34,505
0.0% of portfolio
|
Q2 2025
Reduced 66.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
500
shares
|
$34,505
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
372
shares
|
$25,671
0.0% of portfolio
|
Q2 2025
Added 86.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
330
shares
|
$22,773
0.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
275
shares
|
$18,977
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
71
shares
|
$4,899
0.0% of portfolio
|
Q2 2025
Reduced 44.53%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
50
shares
|
$3,450
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
47
shares
|
$3,243
0.0% of portfolio
|
Q2 2025
New holding
|