ADVISORSHARES EQUITY FOCUSED (CWS) Institutional Ownership Changes & 13F Activity
ADVISORSHARES EQUITY FOCUSED (CWS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cibc World Market Inc., Osaic Holdings, Inc., Lpl Financial Llc, Kestra Advisory Services, Llc, and Stifel Financial Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Shp Wealth Management | Buy | +348 | — | 348 | $23.94K | Q4 2025 | Mar 04, 2026 |
| Stone Wealth Partners | Buy | +33,881 | — | 33,881 | $2.33M | Q4 2025 | Feb 24, 2026 |
| Raymond James Financial Inc | Buy | +64,399 | — | 64,399 | $4.43M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +7,146 | — | 7,146 | $491.11K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +500 | — | 500 | $34.37K | Q4 2025 | Feb 18, 2026 |
| Osaic Holdings, Inc. | Buy | +107,020 | — | 107,020 | $7.36M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +66,128 | — | 66,128 | $4.54M | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network Llc | Buy | +11,010 | — | 11,010 | $756.71K | Q4 2025 | Feb 17, 2026 |
| Perennial Investment Advisors, Llc | Buy | +7,965 | — | 7,965 | $547.43K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +5,604 | — | 5,604 | $385.16K | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors Llc | Buy | +5,110 | — | 5,110 | $351.20K | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +3,648 | — | 3,648 | $250.72K | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, Llc | Buy | +96,464 | — | 96,464 | $6.63M | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +91,729 | — | 91,729 | $6.30M | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +8,216 | — | 8,216 | $564.66K | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | Buy | +3,717 | — | 3,717 | $255.44K | Q4 2025 | Feb 13, 2026 |
| Aviso Financial Inc. | Buy | +639 | — | 639 | $43.92K | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, Llc | Buy | +531 | — | 531 | $36.54K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +42 | — | 42 | $2.94K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +1 | — | 1 | $36.00 | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | Buy | +3,722 | — | 3,722 | $258.86K | Q4 2025 | Feb 12, 2026 |
| Commonwealth Equity Services, Llc | Buy | +3,100 | — | 3,100 | $213.05K | Q4 2025 | Feb 12, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Buy | +1,369 | — | 1,369 | $94.02K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +101,683 | — | 101,683 | $6.99M | Q4 2025 | Feb 11, 2026 |
| Cerity Partners Llc | Buy | +10,200 | — | 10,200 | $701.04K | Q4 2025 | Feb 11, 2026 |
| Comprehensive Financial Planning, Inc./Pa | Buy | +330 | — | 330 | $22.72K | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, Llc | Buy | +5 | — | 5 | $344.00 | Q4 2025 | Feb 11, 2026 |
| Cibc World Market Inc. | Buy | +127,503 | — | 127,503 | $8.76M | Q4 2025 | Feb 10, 2026 |
| Envestnet Asset Management Inc | Buy | +11,962 | — | 11,962 | $822.14K | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +60,144 | — | 60,144 | $4.13M | Q4 2025 | Feb 05, 2026 |
Frequently asked questions about CWS activity
Which institutional owners are buying CWS?
Institutional owners buying CWS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CWS activity?
"Buy" means an investor increased their reported position in CWS compared to the prior reporting period. This reflects growing exposure to ADVISORSHARES EQUITY FOCUSED (CWS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CWS increasing?
Institutional interest in CWS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.