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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Shp Wealth ManagementBuy+348—348$23.94KQ4 2025Mar 04, 2026
Stone Wealth PartnersBuy+33,881—33,881$2.33MQ4 2025Feb 24, 2026
Raymond James Financial IncBuy+64,399—64,399$4.43MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+7,146—7,146$491.11KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+500—500$34.37KQ4 2025Feb 18, 2026
Osaic Holdings, Inc.Buy+107,020—107,020$7.36MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+66,128—66,128$4.54MQ4 2025Feb 17, 2026
Integrated Advisors Network LlcBuy+11,010—11,010$756.71KQ4 2025Feb 17, 2026
Perennial Investment Advisors, LlcBuy+7,965—7,965$547.43KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+5,604—5,604$385.16KQ4 2025Feb 17, 2026
Snowden Capital Advisors LlcBuy+5,110—5,110$351.20KQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+3,648—3,648$250.72KQ4 2025Feb 17, 2026
Kestra Advisory Services, LlcBuy+96,464—96,464$6.63MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+91,729—91,729$6.30MQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+8,216—8,216$564.66KQ4 2025Feb 13, 2026
Bay Colony Advisory Group, Inc D/B/A Bay Colony AdvisorsBuy+3,717—3,717$255.44KQ4 2025Feb 13, 2026
Aviso Financial Inc.Buy+639—639$43.92KQ4 2025Feb 13, 2026
Golden State Wealth Management, LlcBuy+531—531$36.54KQ4 2025Feb 13, 2026
Morgan StanleyBuy+42—42$2.94KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+1—1$36.00Q4 2025Feb 13, 2026
Kovack Advisors, Inc.Buy+3,722—3,722$258.86KQ4 2025Feb 12, 2026
Commonwealth Equity Services, LlcBuy+3,100—3,100$213.05KQ4 2025Feb 12, 2026
Federation Des Caisses Desjardins Du QuebecBuy+1,369—1,369$94.02KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+101,683—101,683$6.99MQ4 2025Feb 11, 2026
Cerity Partners LlcBuy+10,200—10,200$701.04KQ4 2025Feb 11, 2026
Comprehensive Financial Planning, Inc./PaBuy+330—330$22.72KQ4 2025Feb 11, 2026
Parallel Advisors, LlcBuy+5—5$344.00Q4 2025Feb 11, 2026
Cibc World Market Inc.Buy+127,503—127,503$8.76MQ4 2025Feb 10, 2026
Envestnet Asset Management IncBuy+11,962—11,962$822.14KQ4 2025Feb 10, 2026
Cambridge Investment Research Advisors, Inc.Buy+60,144—60,144$4.13MQ4 2025Feb 05, 2026
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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.