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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,103
shares
|
$394,070
0.0% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
6,012
shares
|
$388,194
0.0% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,110
shares
|
$329,952
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,659
shares
|
$300,831
0.04% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
4,579
shares
|
$295,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
4,000
shares
|
$258,279
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,776
shares
|
$243,816
0.0% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,765
shares
|
$243,106
0.0% of portfolio
|
Q1 2025
Added 95.69%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,619
shares
|
$233,678
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
3,239
shares
|
$209,142
0.03% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
3,191
shares
|
$206,042
0.0% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
3,025
shares
|
$195,324
0.01% of portfolio
|
Q1 2025
Added 202.5%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,654
shares
|
$106,798
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,475
shares
|
$95,240
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
905
shares
|
$58,435
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
550
shares
|
$35,513
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
500
shares
|
$32,284
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
329
shares
|
$21,243
0.02% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
200
shares
|
$12,913
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
128
shares
|
$8,264
0.0% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
50
shares
|
$3,228
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
42
shares
|
$2,711
0.0% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
21
shares
|
$1,355
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5
shares
|
$322
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$64
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|