CWS

Advisorshares Equity Focused

-$9.7M

Net Activity

Institutions Holding

56

Popularity Rank

#5712

Avg Weight

0.08%

Total Value

$64.8M

Ownership Trend

56 institutions currently hold CWS, with 19 net buyers and 30 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

30

Net Buying Institutions

19

Key Holders

Key Holders

Top 5 by Value

CW
Cibc World Market INC.
$8.4M
KA
Kestra Advisory Services, LLC
$6.4M
SF
Stifel Financial CORP
$6.0M
OH
Osaic Holdings, INC.
$5.6M
CI
Cambridge Investment Research Advisors, Inc.
$5.5M

Top 5 by Conviction

SW
Stone Wealth Partners
1.92%
M&
Mason & Associates Inc
0.59%
KW
Kingsman Wealth Management, Inc.
0.33%
ME
Millstone Evans Group, LLC
0.31%
NW
Nova Wealth Management, Inc.
0.29%
View all 56 holding institutions

Quarterly Activity

Recent Activity

+$42.7M

Total Buy Value

$35.6M

Total Sell Value

New buy8
Trim24
Add11
Sold out6

19

Net Buyers

30

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ADVISORSHARES EQUITY FOCUSED (CWS)?
Major stakeholders currently include Cibc World Market INC. ($8.4M), Kestra Advisory Services, LLC ($6.4M), Stifel Financial CORP ($6.0M). Based on the latest 13F filings, there are a total of 56 tracked investment funds and institutions maintaining positions in CWS.
What is the overall institutional sentiment toward CWS recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $9.7M, driven by 19 managers accumulating shares while 30 reduced their exposure.
Which institutions have been selling or reducing their CWS positions?
In the latest period, 24 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $35.6M.
Are there any notable investors adding CWS to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 11 existing holders added to their shares. The total reported buy value for the quarter amounted to $42.7M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail