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 56 institutions that hold shares in the stock, with a total of 999,228 shares, which have been reported (via 13F filing form) to have a value of $69 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
163,173
shares
|
$11.3 Million
0.03% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
122,115
shares
|
$8.43 Million
0.02% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
103,776
shares
|
$7.16 Million
0.0% of portfolio
|
Q2 2025
Added 17.26%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
85,650
shares
|
$5.91 Million
0.03% of portfolio
|
Q2 2025
Added 52.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
84,522
shares
|
$5.83 Million
0.01% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
64,687
shares
|
$4.46 Million
2.77% of portfolio
|
Q2 2025
Added 184.45%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
41,434
shares
|
$2.86 Million
0.7% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
37,816
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
35,671
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
21,630
shares
|
$1.49 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
17,997
shares
|
$1.24 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
15,300
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2022
Reduced 0.97%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
14,459
shares
|
$997,815
0.01% of portfolio
|
Q2 2025
Reduced 26.62%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
13,299
shares
|
$917,763
0.58% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
12,431
shares
|
$857,863
0.32% of portfolio
|
Q2 2025
Added 38.35%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
11,993
shares
|
$827,636
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
11,750
shares
|
$810,867
0.6% of portfolio
|
Q2 2025
Reduced 19.29%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
11,245
shares
|
$776,017
0.04% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,100
shares
|
$766,011
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
10,460
shares
|
$721,844
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
10,400
shares
|
$717,704
0.0% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
8,525
shares
|
$588,310
0.0% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
7,907
shares
|
$545,662
0.38% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
7,180
shares
|
$495,491
0.04% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,844
shares
|
$472,304
0.0% of portfolio
|
Q2 2025
Added 13.84%
|