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 1 Million shares, which have been reported (via 13F filing form) to have a value of $67.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
6,703
shares
|
$451,178
0.19% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
6,546
shares
|
$440,611
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
5,905
shares
|
$397,465
0.04% of portfolio
|
Q3 2025
Added 45.98%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
5,433
shares
|
$365,695
0.0% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,110
shares
|
$343,954
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,700
shares
|
$316,357
0.0% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
4,640
shares
|
$312,318
0.02% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
4,295
shares
|
$289,096
0.0% of portfolio
|
Q3 2025
Reduced 88.64%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,042
shares
|
$272,067
0.03% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
4,000
shares
|
$269,240
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,827
shares
|
$257,595
0.0% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
3,503
shares
|
$235,786
0.03% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
3,495
shares
|
$235,248
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
3,392
shares
|
$228,315
0.01% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
3,093
shares
|
$208,189
0.0% of portfolio
|
Q3 2025
Reduced 35.5%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
2,983
shares
|
$200,785
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,131
shares
|
$143,437
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,708
shares
|
$114,965
0.01% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,654
shares
|
$111,330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
530
shares
|
$35,674
0.0% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
500
shares
|
$33,655
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
499
shares
|
$33,587
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
330
shares
|
$22,212
0.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
325
shares
|
$21,875
0.0% of portfolio
|
Q3 2025
Reduced 12.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
71
shares
|
$4,779
0.0% of portfolio
|
Q2 2025
Reduced 44.53%
|
|