Who owns AdvisorShares Focused Equity ETF?
Institutional ownership of CWS from SEC Form 13F filings across 46 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
46
13F holders
$35.9M
value, 2026 filers
38.4%
of shares outstanding (712,402 sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CWS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | 171,738 | $11,710 | 0.0% | 9.2% | +100.5% |
| 2 | CIBC WORLD MARKET INC. | 126,540 | $8.6M | 0.0% | 6.8% | -2.3% |
| 3 | Cetera Investment Advisers | 67,177 | $4.6M | 0.0% | 3.6% | -1.8% |
| 4 | OSAIC HOLDINGS, INC. | 63,607 | $4.3M | 0.0% | 3.4% | -26.0% |
| 5 | Kestra Advisory Services, LLC | 59,269 | $4.0M | 0.0% | 3.2% | -39.6% |
| 6 | LPL Financial LLC | 38,241 | $2.6M | 0.0% | 2.1% | -43.7% |
| 7 | STIFEL FINANCIAL CORP | 19,391 | $1.3M | 0.0% | 1% | -79.1% |
| 8 | Patriot Financial Group Insurance Agency, LLC | 11,993 | $817,803 | 0.1% | 0.6% | -50.0% |
| 9 | D.A. DAVIDSON & CO. | 11,779 | $803,210 | 0.0% | 0.6% | +5.5% |
| 10 | Regatta Research & Money ManagementNEW | 10,339 | $704,391 | 0.7% | 0.6% | new |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,104 | $620,802 | 0.0% | 0.5% | +170.7% |
| 12 | Thrivent Financial for Lutherans | 8,483 | $578 | 0.0% | 0.5% | -9.0% |
| 13 | Perennial Investment Advisors, LLC | 7,834 | $534,200 | 0.0% | 0.4% | 0.0% |
| 14 | Millstone Evans Group, LLC | 7,818 | $533,109 | 0.3% | 0.4% | -3.3% |
| 15 | Integrated Advisors Network LLC | 7,442 | $507,470 | 0.0% | 0.4% | -23.0% |
| 16 | United Advisor Group, LLC | 6,703 | $457,081 | 0.0% | 0.4% | -21.4% |
| 17 | SPRENG CAPITAL MANAGEMENT, INC. | 6,611 | $450,804 | 0.2% | 0.4% | -1.3% |
| 18 | Nova Wealth Management, Inc. | 6,249 | $426,135 | 0.2% | 0.3% | -9.2% |
| 19 | HRT FINANCIAL LPNEW | 6,012 | $409 | 0.0% | 0.3% | new |
| 20 | Cerity Partners LLC | 5,950 | $405,731 | 0.0% | 0.3% | -16.4% |
| 21 | Cornerstone Wealth Management, LLC | 5,761 | $392,869 | 0.0% | 0.3% | -7.2% |
| 22 | RAYMOND JAMES FINANCIAL INC | 5,465 | $372,658 | 0.0% | 0.3% | -55.9% |
| 23 | Icon Wealth Advisors, LLC | 5,112 | $348,614 | 0.0% | 0.3% | 0.0% |
| 24 | Snowden Capital Advisors LLC | 5,110 | $348,451 | 0.0% | 0.3% | 0.0% |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 4,588 | $312,872 | 0.0% | 0.2% | -28.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.