AdvisorShares Focused Equity ETF (CWS) Institutional Ownership $68.86 -0.01 (-0.01%) Closing price 09/5/2025 04:10 PM EasternExtended Trading$68.69 -0.17 (-0.24%) As of 09/5/2025 05:44 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for AdvisorShares Focused Equity ETF (NYSEARCA:CWS)CurrentInstitutional OwnershipPercentage7.19%Number ofInstitutional Buyers(last 12 months)33TotalInstitutional Inflows(last 12 months)$13.58MNumber ofInstitutional Sellers(last 12 months)14TotalInstitutional Outflows(last 12 months)$5.05M Get CWS Insider Trade Alerts Want to know when executives and insiders are buying or selling AdvisorShares Focused Equity ETF stock? 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Skip Chart & View Institutional Buying and Selling Data CWS Institutional Buying and Selling by Quarter AdvisorShares Focused Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails9/4/2025 Osaic Holdings Inc.138,474$9.69M0.0%-3.8%5.035% 8/14/2025 Raymond James Financial Inc.1,231$86K0.0%N/A0.045% 8/12/2025 Aviso Financial Inc.3,114$218K0.0%N/A0.113% 8/11/2025 Perennial Investment Advisors LLC4,045$283K0.0%N/A0.147% 8/8/2025 Cetera Investment Advisers35,671$2.50M0.0%+9.6%1.297% 8/6/2025 AE Wealth Management LLC5,884$412K0.0%-3.6%0.214% 8/4/2025 Kovack Advisors Inc.21,630$1.51M0.1%-0.8%0.787% 8/4/2025 Assetmark Inc.372$26K0.0%+86.0%0.014% 8/1/2025 Envestnet Asset Management Inc.10,460$732K0.0%-2.0%0.380% 7/31/2025 Mason & Associates Inc41,434$2.90M0.7%+5.1%1.507% Get the Latest News and Ratings for CWS and Related StocksEnter your email address below to receive the latest news and analysts' ratings for AdvisorShares Focused Equity ETF and its competitors with MarketBeat's FREE daily newsletter. 7/31/2025 Trademark Financial Management LLC64,687$4.53M2.8%+184.5%2.352% 7/30/2025 D.A. Davidson & CO.8,525$597K0.0%+3.8%0.310% 7/29/2025 Koshinski Asset Management Inc.7,180$503K0.0%-16.8%0.261% 7/17/2025 GC Wealth Management RIA LLC17,997$1.26M0.1%-6.2%0.654% 7/11/2025 Compass Ion Advisors LLC4,042$283K0.0%-13.2%0.147% 7/7/2025 Nova Wealth Management Inc.11,750$823K0.6%-19.3%0.427% 7/3/2025 TrueWealth Advisors LLC12,431$870K0.3%+38.4%0.452% 5/29/2025 Nova Wealth Management Inc.14,559$953K0.8%-18.0%0.547% 5/21/2025 Geneos Wealth Management Inc.3,025$198K0.0%+202.5%0.114% 5/14/2025 Kestra Advisory Services LLC56,276$3.68M0.0%+17.4%2.092% 5/13/2025 Spreng Capital Management Inc.6,731$441K0.2%-2.4%0.250% 5/13/2025 HighTower Advisors LLC4,579$300K0.0%N/A0.170% 5/7/2025 LPL Financial LLC88,503$5.79M0.0%-23.6%3.290% 5/6/2025 Cetera Investment Advisers32,546$2.13M0.0%+2.5%1.210% 5/6/2025 Kovack Advisors Inc.21,802$1.43M0.2%-6.1%0.810% 5/6/2025 AE Wealth Management LLC6,103$400K0.0%-6.7%0.227% 5/5/2025 Kingsman Wealth Management Inc.13,236$867K0.6%N/A0.492% 4/29/2025 Envestnet Asset Management Inc.10,677$699K0.0%+18.4%0.397% 4/25/2025 Koshinski Asset Management Inc.8,630$565K0.0%+39.8%0.321% 4/25/2025 Trademark Financial Management LLC22,741$1.49M1.1%+146.3%0.845% 4/24/2025 Golden State Wealth Management LLC550$36K0.0%N/A0.020% 4/23/2025 Golden State Wealth Management LLC1,100$72K0.0%N/A0.041% 4/18/2025 Cornerstone Wealth Management LLC3,619$237K0.0%N/A0.135% 4/17/2025 Mason & Associates Inc39,442$2.58M0.6%+6.2%1.466% 4/10/2025 TrueWealth Advisors LLC8,985$588K0.2%+51.4%0.334% 4/9/2025 Merit Financial Group LLC19,705$1.29M0.0%+23.0%0.733% 4/9/2025 NBC Securities Inc.905$59K0.0%N/A0.034% 2/17/2025 Cetera Investment Advisers31,751$2.06M0.0%+4.9%1.334% 2/17/2025 Citadel Advisors LLC4,584$297K0.0%N/A0.193% 2/14/2025 Stifel Financial Corp70,709$4.58M0.0%+6.2%2.971% 2/13/2025 NewEdge Advisors LLC400$26K0.0%+100.0%0.017% 2/13/2025 Envestnet Asset Management Inc.9,020$584K0.0%+90.8%0.379% 2/12/2025 Arete Wealth Advisors LLC4,359$282K0.0%-22.4%0.183% 2/12/2025 OLD Mission Capital LLC6,342$411K0.0%+19.2%0.266% 2/11/2025 LPL Financial LLC115,772$7.50M0.0%-2.6%4.864% 2/11/2025 Millstone Evans Group LLC7,807$506K0.3%N/A0.328% 2/11/2025 Compass Ion Advisors LLC4,708$305K0.0%+52.0%0.198% 2/10/2025 Envestnet Portfolio Solutions Inc.4,223$273K0.0%-7.3%0.177% 2/10/2025 Commonwealth Equity Services LLC3,757$243K0.0%+14.1%0.158% 2/7/2025 GC Wealth Management RIA LLC18,699$1.21M0.2%+31.5%0.786% 2/5/2025 Kovack Advisors Inc.23,224$1.50M0.1%+0.9%0.976% 1/31/2025 D.A. Davidson & CO.8,086$524K0.0%N/A0.340% 1/30/2025 Trademark Financial Management LLC9,232$598K0.5%N/A0.388% 1/16/2025 Koshinski Asset Management Inc.6,175$400K0.0%-8.8%0.259% 1/15/2025 TrueWealth Advisors LLC5,936$384K0.1%+33.2%0.249% 1/15/2025 Merit Financial Group LLC16,016$1.04M0.0%N/A0.673% 1/14/2025 Mason & Associates Inc37,145$2.41M0.6%+4.0%1.561% 11/18/2024 Arete Wealth Advisors LLC5,614$384K0.0%+63.2%0.236% 11/15/2024 MML Investors Services LLC4,521$311K0.0%N/A0.190% 11/15/2024 Jane Street Group LLC4,394$302K0.0%-81.9%0.185% 11/15/2024 Stifel Financial Corp66,582$4.58M0.0%+5.0%2.798% 11/6/2024 Kovack Advisors Inc.23,014$1.58M0.2%-1.7%0.967% 11/4/2024 Catalytic Wealth RIA LLC14,223$977K0.2%+9.9%0.598% 10/29/2024 TrueWealth Advisors LLC4,458$306K0.1%+11.5%0.187% 10/25/2024 Integrated Advisors Network LLC10,445$718K0.0%+1.8%0.439% 10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,157$217K0.0%N/A0.133% 10/23/2024 Mason & Associates Inc35,732$2.46M0.6%-11.8%1.501% 10/19/2024 Compass Ion Advisors LLC3,097$213K0.0%-5.4%0.130% 10/15/2024 NBC Securities Inc.685$47K0.0%N/A0.029% 8/22/2024 Cetera Investment Advisers27,633$1.72M0.0%+11.4%1.161% 8/7/2024 Wedbush Securities Inc.5,318$331K0.0%N/A0.223% 7/31/2024 Catalytic Wealth RIA LLC12,942$805K0.2%+5.7%0.544% 7/27/2024Zimmermann Investment Management & Planning LLC22,164$1.38M0.5%+5.3%0.931% 7/24/2024 TrueWealth Advisors LLC3,999$249K0.1%+10.3%0.168% 7/19/2024 Mason & Associates Inc40,501$2.52M0.7%+4.1%1.702% 7/13/2024 Compass Ion Advisors LLC3,274$209K0.0%N/A0.138% 5/24/2024Cetera Advisors LLC4,854$309K0.0%+38.4%0.204% 5/24/2024 Cetera Investment Advisers24,795$1.58M0.0%N/A1.042% 5/17/2024 Comerica Bank1,477$94K0.0%N/A0.062% 5/11/2024 Spreng Capital Management Inc.9,181$585K0.3%-3.3%0.386% 5/11/2024 Catalytic Wealth RIA LLC12,243$780K0.2%N/A0.514% 5/9/2024 Koshinski Asset Management Inc.6,770$431K0.0%N/A0.284% 5/1/2024 Concourse Financial Group Securities Inc.4,943$315K0.0%-30.0%0.208% 4/23/2024 Mason & Associates Inc38,909$2.48M0.7%N/A1.635% 4/23/2024 TrueWealth Advisors LLC3,626$231K0.1%N/A0.152% 4/19/2024 Kovack Advisors Inc.21,896$1.40M0.2%+338.8%0.920% 2/2/2024 Kovack Advisors Inc.4,990$296K0.0%+14.6%0.367% 1/26/2024 Cerity Partners LLC13,407$795K0.0%-5.3%0.986% 1/22/2024Zimmermann Investment Management & Planning LLC21,594$1.28M0.5%+6.2%1.588% 1/19/2024 Spreng Capital Management Inc.9,498$563K0.4%-13.0%0.698% 10/31/2023Zimmermann Investment Management & Planning LLC20,340$1.06M0.5%+74.7%1.496% 10/30/2023 Spreng Capital Management Inc.10,920$570K0.4%-3.6%0.803% 10/11/2023 AE Wealth Management LLC6,487$338K0.0%+11.1%0.477% 8/10/2023 Legacy Capital Group California Inc.9,984$539K0.2%N/A0.734% 8/10/2023Cetera Advisor Networks LLC19,902$1.07M0.0%+3.2%1.463% 8/1/2023 Spreng Capital Management Inc.11,327$611K0.5%-20.0%1.030% 7/31/2023 LPL Financial LLC42,515$2.29M0.0%+34.5%3.865% 7/13/2023Zimmermann Investment Management & Planning LLC11,645$628K0.3%N/A1.059% 7/10/2023 AE Wealth Management LLC5,840$315K0.0%-4.9%0.531% 7/7/2023 Fulcrum Equity Management27,885$1.50M1.7%N/A2.535% (Data available from 1/1/2016 forward) CWS Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CWS shares? During the previous two years, 46 institutional investors and hedge funds held shares of AdvisorShares Focused Equity ETF. The most heavily invested institutionals were Osaic Holdings Inc. ($9.69M), LPL Financial LLC ($5.79M), Stifel Financial Corp ($4.58M), Trademark Financial Management LLC ($4.53M), Kestra Advisory Services LLC ($3.68M), Mason & Associates Inc ($2.90M), and Cetera Investment Advisers ($2.50M).Learn more on AdvisorShares Focused Equity ETF's institutional investors. What percentage of AdvisorShares Focused Equity ETF's stock is owned by institutional investors? 7.19% of AdvisorShares Focused Equity ETF's stock is owned by institutional investors. Learn more on CWS's institutional investor holdings. Which institutional investors have been buying AdvisorShares Focused Equity ETF's stock? Of the 38 institutional investors that purchased AdvisorShares Focused Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Trademark Financial Management LLC ($64.69K), Mason & Associates Inc ($46.20K), Cetera Investment Advisers ($33.05K), Merit Financial Group LLC ($19.71K), Kovack Advisors Inc. ($17.75K), Catalytic Wealth RIA LLC ($14.22K), and Kingsman Wealth Management Inc. ($13.24K). How much institutional buying is happening at AdvisorShares Focused Equity ETF? Institutional investors have bought a total of 203,322 shares in the last 24 months. This purchase volume represents approximately $13.58M in transactions. Which of AdvisorShares Focused Equity ETF's major shareholders have been selling company stock? Of the 14 institutional investors that sold AdvisorShares Focused Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($30.33K), Jane Street Group LLC ($19.87K), Nova Wealth Management Inc. ($6.01K), Osaic Holdings Inc. ($5.54K), Mason & Associates Inc ($4.77K), Koshinski Asset Management Inc. ($2.05K), and Kovack Advisors Inc. ($1.99K). How much institutional selling is happening at AdvisorShares Focused Equity ETF? Institutional investors have sold a total of 75,179 shares in the last 24 months. This volume of shares sold represents approximately $5.05M in transactions. 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