Who owns CWS?
AdvisorShares Focused Equity ETF · AdvisorShares
54 institutions reported holding CWS, worth $57.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CWS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $11.7M | 171,738 | +86,104 shares |
| CIBC World Market Inc. | Toronto, Ontario, Canada | $8.6M | 126,540 | −2,956 shares |
| Cetera Investment Advisers | Schaumburg, IL | $4.6M | 67,177 | −1,211 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $4.3M | 63,607 | −22,342 shares |
| Kestra Advisory Services, LLC | Austin, TX | $4.0M | 59,269 | −38,865 shares |
| Mason & Associates Inc | Los Angeles, CA | $3.3M | 48,177 | −198 shares |
| LPL Financial LLC | Fort Mill, SC | $2.6M | 38,241 | −29,645 shares |
| Stone Wealth Partners | Jefferson, LA | $2.2M | 32,647 | −397 shares |
| Stifel Financial Corp. | St. Louis, MO | $1.3M | 19,391 | −73,220 shares |
| TrueWealth Advisors, LLC | Birmingham, AL | $1.1M | 15,665 | −1,572 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CWS?
54 institutional managers reported holding CWS in Form 13F filings for June 30, 2026, worth $57.9M in total. The largest reported position was held by Cambridge Investment Research Advisors, Inc., at $11.7M.
Did institutions buy or sell CWS last quarter?
Reported 13F value fell 10.7% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CWS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.