ADVISORSHARES TR (CWS) is held by 28 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is CIBC WORLD MARKET INC. as of Q1 2026.

Are institutions buying or selling CWS?

In Q1 2026, 11 institutions opened or increased positions in ADVISORSHARES TR while 11 reduced or exited — a balanced quarter.

What is the Smart Money Verdict on CWS?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ADVISORSHARES TR.

How many hedge funds hold CWS?

28 institutional investors report holding ADVISORSHARES TR (CWS) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into CWS?

As of Q1 2026, tracked institutions in ADVISORSHARES TR show 11 buyers versus 11 sellers — balanced flow.

ADVISORSHARES TR

CWS·00768Y560·US·ETF·Unknown - Unknown

Holders

(5 Elite)

$42M

Total Value

50% (22)

Consensus

11 buying - 11 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 28 funds

5 elite

No recent insider, activist, or congressional trades found for this stock

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CIBC WORLD MARKET INC.	Increased	129,496(+1.6%)	$8.4M	0.0%	+10.74%	28
Kestra Advisory Services, LLC	Increased	98,134(+1.7%)	$6.4M	0.0%	+3.86%	28
STIFEL FINANCIAL CORP	Increased	92,611(+1.0%)	$6M	0.0%	+6.71%	27
OSAIC HOLDINGS, INC.	Decreased	85,949(-19.7%)	$5.6M	0.0%	+8.66%	0
Cetera Investment Advisers	Increased	68,388(+3.4%)	$4.4M	0.0%	+3.19%	28
LPL Financial LLC	Decreased	67,886(-33.2%)	$4.4M	0.0%	+15.05%	0
GOLDMAN SACHS GROUP INC	New	26,731	$1.7M	0.0%	-2.13%	36
RAYMOND JAMES FINANCIAL INC	Decreased	12,386(-80.8%)	$802,160	0.0%	-1.03%	0
D.A. DAVIDSON & CO.	Increased	11,162(+13.9%)	$722,869	0.0%	+3.33%	28
Beacon Pointe Advisors, LLC	Increased	7,371(+3.1%)	$477,327	0.0%	-0.01%	25
Cerity Partners LLC	Decreased	7,118(-30.2%)	$460,973	0.0%	+42.84%	0
CITADEL ADVISORS LLC	New	6,494	$420,562	0.0%	-2.13%	33
ENVESTNET ASSET MANAGEMENT INC	Decreased	6,444(-46.1%)	$417,310	0.0%	+2.54%	0
AE Wealth Management LLC	Decreased	5,229(-3.2%)	$338,638	0.0%	+34.34%	0
IEQ CAPITAL, LLC	New	4,000	$259,046	0.0%	-2.13%	32
AQR CAPITAL MANAGEMENT LLC	New	4,000	$259,046	0.0%	-2.13%	32
MFMerit Financial Group, LLC	Decreased	3,833(-56.5%)	$248,247	0.0%	+4.55%	0
CAPTRUST FINANCIAL ADVISORS	Unchanged	3,648	$236,250	0.0%	+10.20%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	3,363(-40.0%)	$217,793	0.0%	-2.00%	0
UBS Group AG	Decreased	1,470(-33.8%)	$95,200	0.0%	+0.16%	0