Who Owns AdvisorShares Focused Equity ETF (CWS)?Hedge Fund & Institutional Holders

$65.73+0.17 (+0.27%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.00000070000006e+200T

% of Float Held

—

QoQ Change in Holders

+10 / -3

Price History

$59.37$62.52$65.67$68.82$71.96Sep 24Jun 25Mar 26

CWS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Trademark Financial Management, LLCNew Position+30K+$2.0B
RAYMOND JAMES FINANCIAL INCIncreased+35K+$2.0B
United Advisor Group, LLCNew Position+20K+$1.4B
Sigma Planning CorpIncreased+15K+$1.1B
Kingsman Wealth Management, Inc.New Position+12K+$837.0M
D.A. DAVIDSON & CO.New Position+10K+$673.0M
Millstone Evans Group, LLCNew Position+8K+$565.0M
SPRENG CAPITAL MANAGEMENT, INC.New Position+7K+$460.0M
Cornerstone Wealth Management, LLCNew Position+6K+$433.0M
IRON Financial LLCNew Position+4K+$274.0M
Perennial Investment Advisors, LLCIncreased+2K+$141.7M
Mason & Associates IncIncreased+919+$66.9M
Golden State Wealth Management, LLCNew Position+531+$36.0M
US BANCORP \DE\New Position+400+$27.0M
UBS Group AGIncreased+90+$5.7M

CWS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-4K-$7.2B
OSAIC HOLDINGS, INC.Decreased-12K-$1.2B
Kovack Advisors, Inc.Decreased-16K-$1.1B
Integrated Advisors Network LLCDecreased-40-$758.4M
Koshinski Asset Management, Inc.Closed Position-7K-$492.1M
CAPTRUST FINANCIAL ADVISORSDecreased-179-$262.7M
OLD MISSION CAPITAL LLCClosed Position-3K-$212.3M
Aviso Financial Inc.Decreased-3K-$189.8M
GC Wealth Management RIA, LLCDecreased-1K-$73.3M
Nova Wealth Management, Inc.Decreased-617-$42.5M
ROYAL BANK OF CANADAClosed Position-71-$5.0M
TrueWealth Advisors, LLCDecreased-74-$4.5M
ASSETMARK, INCDecreased-45-$3.3M
COMERICA BANKDecreased-12-$1.2M
Federation des caisses Desjardins du QuebecDecreased-285-$113K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CIBC WORLD MARKET INC.127,503$8.0B12.90%Share
2OSAIC HOLDINGS, INC.106,692$7.0B10.23%Share
3STIFEL FINANCIAL CORP91,729$6.0B5.40%Share
4RAYMOND JAMES FINANCIAL INC64,399$4.0B1.24%Share
5Mason & Associates Inc45,376$3.1B0.59%Share
6Trademark Financial Management, LLC29,783$2.0B1.13%Share
7United Advisor Group, LLC19,988$1.4B0.17%Share
8GC Wealth Management RIA, LLC19,675$1.4B0.05%Share
9Sigma Planning Corp18,976$1.3B0.04%Share
10TrueWealth Advisors, LLC14,795$1.0B0.26%Share
11Kingsman Wealth Management, Inc.12,192$837.0M0.45%Share
12D.A. DAVIDSON & CO.9,800$673.0M4.12%Share
13Millstone Evans Group, LLC8,226$565.0M0.33%Share
14Perennial Investment Advisors, LLC7,965$547.0M0.04%Share
15Nova Wealth Management, Inc.7,754$532.0M0.36%Share
16SPRENG CAPITAL MANAGEMENT, INC.6,703$460.0M0.18%Share
17Cornerstone Wealth Management, LLC6,303$433.0M0.02%Share
18IRON Financial LLC4,000$274.0M0.13%Share
19Kovack Advisors, Inc.3,722$258.0M0.02%Share
20UBS Group AG1,841$126.0M0.02%Share
21Aviso Financial Inc.639$43.0M0.00%Share
22Golden State Wealth Management, LLC531$36.0M0.00%Share
23COMERICA BANK487$33.0M0.13%Share
24US BANCORP \DE\400$27.0M0.03%Share
25UBS Group AG380$26.0M0.00%Share
26Comprehensive Financial Planning, Inc./PA330$22.0M0.01%Share
27ASSETMARK, INC280$19.0M0.04%Share
28LPL Financial LLC101,683$6.0M0.00%Share
29Kestra Advisory Services, LLC96,464$6.0M0.02%Share
30Cetera Investment Advisers66,128$4.0M0.00%Share
31Cambridge Investment Research Advisors, Inc.60,144$4.0M0.01%Share
32Patriot Financial Group Insurance Agency, LLC11,993$824K0.10%Share
33Merit Financial Group, LLC8,818$606K0.00%Share
34Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,717$255K0.03%Share
35Compass Ion Advisors, LLC3,478$239K0.02%Share
36NBC SECURITIES, INC.1,711$117K0.01%Share
37OSAIC HOLDINGS, INC.8$00.00%Share
38NewEdge Advisors, LLC500$00.00%Share
39Beacon Pointe Advisors, LLC7,146$00.00%Share
40MML INVESTORS SERVICES, LLC8,216$00.00%Share
41Federation des caisses Desjardins du Quebec1,369$00.00%Share
42Cerity Partners LLC10,200$00.00%Share
43CAPTRUST FINANCIAL ADVISORS3,648$00.00%Share
44Parallel Advisors, LLC5$00.00%Share
45AE Wealth Management LLC5,401$00.00%Share
46ENVESTNET ASSET MANAGEMENT INC11,962$00.00%Share
47THRIVENT FINANCIAL FOR LUTHERANS11,604$00.00%Share
48MORGAN STANLEY41$00.00%Share
49MORGAN STANLEY1$00.00%Share
50OSAIC HOLDINGS, INC.320$00.00%Share

CWS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202552$40.2B+16
Q3 202536$48.0B-13
Q2 202549$45.5B+1
Q1 202548$48.8B+6
Q4 202442$26.7B+6
Q3 202436$9.2T+9
Q2 202427$490.0B+7
Q1 202420$795.9T—

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As of Q4 2025, 50 institutional investors hold CWS (AdvisorShares Focused Equity ETF). The largest holder is CIBC WORLD MARKET INC. with $8.0B in shares. This quarter, 10 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own CWS?

As of Q4 2025, 50 institutional investors report holding CWS (AdvisorShares Focused Equity ETF) in their 13F filings.

Who is the largest institutional holder of CWS?

The largest institutional holder of CWS is CIBC WORLD MARKET INC. with $8.0B in shares.

Is institutional ownership of CWS increasing or decreasing?

This quarter, 10 institutions opened new positions in CWS and 3 closed their positions.