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 57 institutions that hold shares in the stock, with a total of 984,182 shares, which have been reported (via 13F filing form) to have a value of $66.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
125,183
shares
|
$8.43 Million
0.02% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
118,924
shares
|
$8 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
105,563
shares
|
$7.11 Million
0.0% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
92,099
shares
|
$6.2 Million
0.03% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
87,936
shares
|
$5.92 Million
0.01% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
62,708
shares
|
$4.22 Million
0.01% of portfolio
|
Q3 2025
Added 75.8%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
44,457
shares
|
$2.99 Million
0.64% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 28, 2026 Q4 2025 |
29,783
shares
|
$2 Million
1.13% of portfolio
|
Q4 2025
Reduced 48.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
29,080
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
Added 2262.31%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
20,768
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2025
Added 15.4%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
20,206
shares
|
$1.36 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Jan 26, 2026 Q4 2025 |
19,988
shares
|
$1.35 Million
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
15,300
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2022
Reduced 0.97%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
14,795
shares
|
$995,851
0.32% of portfolio
|
Q4 2025
Reduced 0.5%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
12,895
shares
|
$867,962
0.49% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 26, 2026 Q4 2025 |
11,993
shares
|
$807,248
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
11,498
shares
|
$773,930
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
11,101
shares
|
$747,208
0.0% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
11,050
shares
|
$743,775
0.03% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
10,200
shares
|
$686,562
0.0% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
9,331
shares
|
$628,069
0.41% of portfolio
|
Q3 2025
Added 18.01%
|
|
|
Merit Financial Group, LLC
|
Jan 26, 2026 Q4 2025 |
8,818
shares
|
$593,539
0.01% of portfolio
|
Q4 2025
Reduced 47.25%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
8,775
shares
|
$590,645
0.0% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
7,754
shares
|
$521,921
0.37% of portfolio
|
Q4 2025
Reduced 7.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
7,401
shares
|
$498,161
0.0% of portfolio
|
Q3 2025
Added 8.14%
|
|