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 51 institutions that hold shares in the stock, with a total of 858,746 shares, which have been reported (via 13F filing form) to have a value of $55.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
144,018
shares
|
$9.3 Million
0.02% of portfolio
|
Q1 2025
Added 293.3%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
117,807
shares
|
$7.61 Million
0.02% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
88,503
shares
|
$5.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
79,420
shares
|
$5.13 Million
0.01% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
56,276
shares
|
$3.63 Million
0.02% of portfolio
|
Q1 2025
Added 17.43%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
39,442
shares
|
$2.55 Million
0.67% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
32,546
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
22,741
shares
|
$1.47 Million
1.14% of portfolio
|
Q1 2025
Added 146.33%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
21,802
shares
|
$1.41 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
19,705
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 23.03%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
19,190
shares
|
$1.24 Million
0.23% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
19,101
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
17,763
shares
|
$1.15 Million
1.0% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
15,300
shares
|
$987,920
0.05% of portfolio
|
Q2 2022
Reduced 0.97%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
May 05, 2025 Q1 2025 |
13,236
shares
|
$854,648
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
11,993
shares
|
$774,388
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
11,100
shares
|
$716,726
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
10,677
shares
|
$689,413
0.0% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
10,421
shares
|
$672,883
0.04% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
10,400
shares
|
$671,527
0.0% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
8,985
shares
|
$580,161
0.23% of portfolio
|
Q1 2025
Added 51.36%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
8,630
shares
|
$557,239
0.05% of portfolio
|
Q1 2025
Added 39.76%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
8,214
shares
|
$530,377
0.0% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
7,807
shares
|
$504,097
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
6,731
shares
|
$434,620
0.2% of portfolio
|
Q1 2025
Reduced 2.38%
|