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 52 institutions that hold shares in the stock, with a total of 743,224 shares, which have been reported (via 13F filing form) to have a value of $48 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
115,772
shares
|
$7.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
109,240
shares
|
$7.05 Million
0.01% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
70,709
shares
|
$4.57 Million
0.0% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
47,923
shares
|
$3.09 Million
0.02% of portfolio
|
Q4 2024
Added 18.15%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
39,442
shares
|
$2.55 Million
0.67% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
36,618
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
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%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
19,101
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
18,699
shares
|
$1.21 Million
0.21% of portfolio
|
Q4 2024
Added 31.47%
|
|
|
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
|
|
|
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%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
8,754
shares
|
$565,245
0.01% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
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.
|
Feb 13, 2025 Q4 2024 |
6,895
shares
|
$445,210
0.2% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
6,342
shares
|
$409,502
0.0% of portfolio
|
Q4 2024
Added 19.21%
|