ADVISORSHARES TR (CWS) is held by 25 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is CIBC WORLD MARKET INC. as of Q2 2026.

Are institutions buying or selling CWS?

In Q2 2026, 5 institutions opened or increased positions in ADVISORSHARES TR while 18 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on CWS?

HoldingsIntel scores ADVISORSHARES TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for CWS. In Q2 2026, the institutional leg showed net outflows: 5 buying versus 18 selling.

How many hedge funds hold CWS?

25 institutional investors report holding ADVISORSHARES TR (CWS) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into CWS?

As of Q2 2026, tracked institutions in ADVISORSHARES TR show 5 buyers versus 18 sellers — net outflows.

ADVISORSHARES TR

CWS·00768Y560·US·ETF

Holders

(5 Elite)

$30.5M

Total Value

22% (23)

Consensus

5 buying - 18 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 25 funds

5 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CWS.

Checking access…

	Action
CIBC WORLD MARKET INC.	Decreased	126,540(-2.3%)	$8.6M	0.0%	+11.47%	0
Cetera Investment Advisers	Decreased	67,177(-1.8%)	$4.6M	0.0%	+3.88%	0
OSAIC HOLDINGS, INC.	Decreased	63,607(-26.0%)	$4.3M	0.0%	+9.38%	0
Kestra Advisory Services, LLC	Decreased	59,269(-39.6%)	$4M	0.0%	+4.55%	0
LPL Financial LLC	Decreased	38,241(-43.7%)	$2.6M	0.0%	+15.81%	0
STIFEL FINANCIAL CORP	Decreased	19,391(-79.1%)	$1.3M	0.0%	+7.42%	0
D.A. DAVIDSON & CO.	Increased	11,779(+5.5%)	$803,210	0.0%	+3.82%	26
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	9,104(+170.7%)	$620,802	0.0%	-0.13%	27
HRT FINANCIAL LP	New	6,012	$409,000	0.0%	+0.60%	33
Cerity Partners LLC	Decreased	5,950(-16.4%)	$405,731	0.0%	+43.78%	0
Beacon Pointe Advisors, LLC	Decreased	5,835(-20.8%)	$397,903	0.0%	+0.87%	0
RAYMOND JAMES FINANCIAL INC	Decreased	5,465(-55.9%)	$372,658	0.0%	-0.38%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	4,588(-28.8%)	$312,872	0.0%	+3.21%	0
AE Wealth Management LLC	Decreased	4,518(-13.6%)	$308,082	0.0%	+35.22%	0
JPMORGAN CHASE & CO	Increased	4,065	$276,694	0.0%	+0.60%	16
AQR CAPITAL MANAGEMENT LLC	Unchanged	4,000	$272,760	0.0%	-1.48%	0
IEQ CAPITAL, LLC	Unchanged	4,000	$272,760	0.0%	-1.48%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	3,642(-0.2%)	$248,348	0.0%	+10.92%	0
UBS Group AG	Increased	2,265(+54.1%)	$154,450	0.0%	+0.74%	21
Federation des caisses Desjardins du Quebec	Unchanged	1,369	$93,229	0.0%	+5.68%	0

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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