AdvisorShares Focused Equity ETF (CWS) Institutional Ownership $66.16 -0.81 (-1.21%) As of 02/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for AdvisorShares Focused Equity ETF (NYSEARCA:CWS)Number ofInstitutional Buyers(last 12 months)27TotalInstitutional Inflows(last 12 months)$13.08MNumber ofInstitutional Sellers(last 12 months)10TotalInstitutional Outflows(last 12 months)$2.22M Get CWS Insider Trade Alerts Want to know when executives and insiders are buying or selling AdvisorShares Focused Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address 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 CompanyDetails2/17/2025 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% 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. 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% 10/25/2024Integrated 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% 7/27/2024 Zimmermann 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% Watch This Robotics Demo Before March 17th (Ad)Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry." Click here to watch the demo…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% 1/22/2024 Zimmermann 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% 10/31/2023 Zimmermann 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% 7/13/2023 Zimmermann Investment Management & Planning LLC11,645$628K0.3%N/A1.059% 7/10/2023 AE Wealth Management LLC5,840$315K0.0%-4.9%0.531% 7/7/2023Fulcrum Equity Management27,885$1.50M1.7%N/A2.535% 5/11/2023 Cerity Partners LLC15,093$768K0.0%-1.4%2.187% 4/26/2023 IRON Financial LLC4,000$203K0.1%N/A0.580% 4/14/2023 AE Wealth Management LLC6,142$312K0.0%-4.9%0.890% 2/7/2023 LPL Financial LLC24,011$1.14M0.0%+1.8%3.480% 2/3/2023 Spreng Capital Management Inc.14,296$680K0.6%+1.7%2.072% 1/30/2023 Concourse Financial Group Securities Inc.6,029$287K0.0%N/A0.874% 10/25/2022 AE Wealth Management LLC6,594$271K0.0%+8.5%0.999% 8/11/2022 SFI Advisors LLC59,532$2.50M2.8%+8.8%8.885% 8/8/2022 Baird Financial Group Inc.7,139$300K0.0%N/A1.066% 8/3/2022 AE Wealth Management LLC6,078$256K0.0%+9.0%0.907% 5/16/2022 SFI Advisors LLC54,741$2.64M1.6%+0.9%8.110% 5/13/2022 Spreng Capital Management Inc.14,124$682K0.4%-7.7%2.092% 5/12/2022Maryland Capital Management15,450$746K0.0%-3.1%2.289% 4/18/2022 AE Wealth Management LLC5,578$269K0.0%+11.3%0.826% 2/15/2022 SFI Advisors LLC54,240$2.79M2.5%N/A8.036% 1/31/2022 CWM LLC702$37K0.0%N/A0.107% 1/20/2022 AE Wealth Management LLC5,013$267K0.0%N/A0.765% 8/24/2021 Flow Traders U.S. LLC5,358$250K0.0%N/A0.864% 8/13/2021 LPL Financial LLC7,947$371K0.0%N/A1.282% 5/12/2021 UBS Group AG820$37K0.0%N/A0.132% 5/11/2021Maryland Capital Management16,650$744K0.0%-10.7%2.685% 4/29/2021 Spreng Capital Management Inc.15,307$684K0.5%+47.8%2.573% (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, 38 institutional investors and hedge funds held shares of AdvisorShares Focused Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($7.50M), Stifel Financial Corp ($4.58M), Mason & Associates Inc ($2.41M), Cetera Investment Advisers ($2.06M), Kovack Advisors Inc. ($1.50M), Fulcrum Equity Management ($1.50M), and Zimmermann Investment Management & Planning LLC ($1.38M).Learn more on CWS's institutional investors. Which institutional investors have been buying AdvisorShares Focused Equity ETF stock? Of the 33 institutional investors that purchased AdvisorShares Focused Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mason & Associates Inc ($41.91K), Cetera Investment Advisers ($29.13K), Fulcrum Equity Management ($27.89K), Zimmermann Investment Management & Planning LLC ($22.70K), Kovack Advisors Inc. ($17.75K), Merit Financial Group LLC ($16.02K), and Catalytic Wealth RIA LLC ($14.22K). How much institutional buying is happening at AdvisorShares Focused Equity ETF? Institutional investors have bought a total of 279,659 shares in the last 24 months. This purchase volume represents approximately $17.12M in transactions. Which AdvisorShares Focused Equity ETF major shareholders have been selling company stock? Of the 12 institutional investors that sold AdvisorShares Focused Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($19.87K), Spreng Capital Management Inc. ($4.98K), Mason & Associates Inc ($4.77K), LPL Financial LLC ($3.06K), Concourse Financial Group Securities Inc. ($2.12K), Arete Wealth Advisors LLC ($1.26K), and Cerity Partners LLC ($957.00). How much institutional selling is happening at AdvisorShares Focused Equity ETF? Institutional investors have sold a total of 39,134 shares in the last 24 months. This volume of shares sold represents approximately $2.56M in transactions. Related Companies PFIX Major Shareholders MFUS Major Shareholders MUSI Major Shareholders TUR Major Shareholders FM Major Shareholders FICS Major Shareholders KBA Major Shareholders EPOL Major Shareholders JPXN Major Shareholders THD Major Shareholders This page (NYSEARCA:CWS) was last updated on 2/22/2025 by MarketBeat.com Staff From Our PartnersElon’s “New Gold”MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...True Market Insiders | SponsoredCollect $7k per month from Tesla’s SECRET dividendTesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...Investors Alley | SponsoredBuy NVDA Now? After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...Chaikin Analytics | SponsoredSecret financial plot unfolding in Washington DC… [DEVELOPING]What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. Yo...Timothy Sykes | SponsoredElon Takes Aim at Social SecurityElon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...Altimetry | SponsoredNvidia’s Next Big Move Comes on Feb. 26Nvidia isn't the only company that benefits greatly from these earnings calls. That's because a handful of ...Weiss Ratings | SponsoredThe Real Hillbilly ElegyThe mountains of Appalachia are incredible to behold. Spanning thousands of miles across Alabama, Kentucky...Porter & Company | SponsoredMajor AI announcement for 2025BIG NEWS: “Market Wizard” Larry Benedict Releases a Whole New Way to Trade AI StocksBrownstone Research | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding AdvisorShares Focused Equity ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share AdvisorShares Focused Equity ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Free CWS Stock Alerts