Who Owns CWS?
AdvisorShares Focused Equity ETF — Institutional Ownership & 13F Holdings
$68.04
+0.99 (+1.47%)
Market Cap
$172.6M
Shares Outstanding
2,260,160
Institutional Holders
48
Total Inst. Value
$42.4M
% of Float Held
—
QoQ Holder Change
+28
Institutional data as of Q1 2025
New Positions
14
Closed Positions
8
Increased
16
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $9.4M | 144,018 |
| 2 | CIBC WORLD MARKET INC. | $7.7M | 117,807 |
| 3 | STIFEL FINANCIAL CORP | $5.2M | 79,420 |
| 4 | Mason & Associates IncNew | $2.6M | 39,442 |
| 5 | Cetera Investment Advisers | $2.1M | 32,546 |
| 6 | Trademark Financial Management, LLCNew | $1.5M | 22,741 |
| 7 | Kovack Advisors, Inc. | $1.4M | 21,802 |
| 8 | GC Wealth Management RIA, LLC | $1.3M | 19,190 |
| 9 | Nova Wealth Management, Inc.New | $1.2M | 17,763 |
| 10 | Kingsman Wealth Management, Inc.New | $867K | 13,236 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +107K | $9.4M |
| CIBC WORLD MARKET INC. | +9K | $7.7M |
| STIFEL FINANCIAL CORP | +9K | $5.2M |
| Mason & Associates IncNew | +39K | $2.6M |
| Cetera Investment Advisers | +795 | $2.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -27K | $6K |
| Kovack Advisors, Inc. | -1K | $1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | -566 | $209K |
| AE Wealth Management LLC | -435 | $400K |
| SPRENG CAPITAL MANAGEMENT, INC. | -164 | $441K |
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Frequently Asked Questions
How many institutional investors hold CWS?
As of Q1 2025, 48 institutional investors report holding CWS (AdvisorShares Focused Equity ETF) in their 13F filings.
Which hedge fund owns the most CWS?
The largest institutional holder of CWS is OSAIC HOLDINGS, INC. with $9.4M in shares.
Are institutions buying or selling CWS?
This quarter, 14 institutions opened new positions in CWS and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.