ADVISORSHARES TR

CWS

Data as of Q4 2025

Track which institutional investors hold this security, how their positions are changing, and whether consensus is bullish or bearish. Listed on US.

SymbolCWS

CUSIP00768Y560

Type

etf

ClassADVISORSHS ETF

SEC EDGAR Source

Institutional Holders

Total Institutional Value

$50.2M

Institutional Consensus

Price History

Institutional Holders(Showing 5 of 25)

Filer	Action	Shares	Value	Portfolio Weight	Est. P&L	Conviction
CIBC WORLD MARKET INC.	Increased	127,503(+1.9%)	$8.8M	0.0%	+13.23%	28
OSAIC HOLDINGS, INC.	Decreased	107,020(-10.0%)	$7.4M	0.0%	+10.88%	0
LPL Financial LLC	Decreased	101,683(-3.7%)	$7M	0.0%	+17.39%	0
Kestra Advisory Services, LLC	Increased	96,464(+4.7%)	$6.6M	0.0%	+6.09%	29
STIFEL FINANCIAL CORP	Increased	91,729(+4.3%)	$6.3M	0.0%	+8.98%	28

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