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Who owns CWSWhat CWS owns — n/a

Who owns AdvisorShares Focused Equity ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of CWS from SEC Form 13F filings across 54 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.

As of the 2026-06-30 reporting period, 54 institutions disclosed 763,075 shares of AdvisorShares Focused Equity ETF worth $52.0M — about 41.1% of shares outstanding; the largest disclosed holder is CIBC WORLD MARKET INC.. Source: SEC Form 13F filings, parsed by EvidInvest.

54

13F holders

$52.0M

value, 2026 filers

41.1%

of shares outstanding (763,075 sh)

7

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1CIBC WORLD MARKET INC.126,540$8.6M0.0%6.8%-2.3%
2Cambridge Investment Research Advisors, Inc.85,869$5.9M0.0%4.6%+0.3%
3Cetera Investment Advisers67,177$4.6M0.0%3.6%-1.8%
4OSAIC HOLDINGS, INC.63,607$4.3M0.0%3.4%-26.0%
5Kestra Advisory Services, LLC59,269$4.0M0.0%3.2%-39.6%
6Mason & Associates Inc48,177$3.3M0.5%2.6%-0.4%
7LPL Financial LLC38,241$2.6M0.0%2.1%-43.7%
8Stone Wealth Partners32,647$2.2M1.6%1.8%-1.2%
9STIFEL FINANCIAL CORP19,391$1.3M0.0%1%-79.1%
10TrueWealth Advisors, LLC15,665$1.1M0.2%0.8%-9.1%
11FLOW TRADERS U.S. LLCNEW15,526$1.1M0.0%0.8%new
12Patriot Financial Group Insurance Agency, LLC11,993$817,8030.1%0.6%-50.0%
13D.A. DAVIDSON & CO.11,779$803,2100.0%0.6%+5.5%
14GC Wealth Management RIA, LLC10,692$729,0870.0%0.6%-41.0%
15Regatta Research & Money ManagementNEW10,339$704,3910.7%0.6%new
16SUSQUEHANNA INTERNATIONAL GROUP, LLP9,104$620,8020.0%0.5%+170.7%
17Thrivent Financial for Lutherans8,483$578,0000.0%0.5%-9.0%
18Perennial Investment Advisors, LLC7,834$534,2000.0%0.4%0.0%
19Millstone Evans Group, LLC7,818$533,1090.3%0.4%-3.3%
20Integrated Advisors Network LLC7,442$507,4700.0%0.4%-23.0%
21United Advisor Group, LLC6,703$457,0810.0%0.4%-21.4%
22SPRENG CAPITAL MANAGEMENT, INC.6,611$450,8040.2%0.4%-1.3%
23Nova Wealth Management, Inc.NEW6,249$426,1350.2%0.3%new
24HRT FINANCIAL LPNEW6,012$409,0000.0%0.3%new
25Cerity Partners LLC5,950$405,7310.0%0.3%-16.4%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.