Who Owns ADVISORSHARES TR (CWS)? -- Institutional Holders (2026-06-30)

62 institutions reported holding $52.0M of ADVISORSHARES TR (CWS) in SEC 13F filings for 2026-06-30. Largest institutional holders: CIBC WORLD MARKET INC. ($8.6M), Cambridge Investment Research Advisors, Inc. ($5.9M), Cetera Investment Advisers ($4.6M), OSAIC HOLDINGS, INC. ($4.3M), Kestra Advisory Services, LLC ($4.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CIBC WORLD MARKET INC.$8.6M126,540Trimmed
2Cambridge Investment Research Advisors, Inc.$5.9M85,869Added
3Cetera Investment Advisers$4.6M67,177Trimmed
4OSAIC HOLDINGS, INC.$4.3M63,607Trimmed
5Kestra Advisory Services, LLC$4.0M59,269Trimmed
6Mason & Associates Inc$3.3M48,177Trimmed
7LPL Financial LLC$2.6M38,241Trimmed
8Stone Wealth Partners$2.2M32,647Trimmed
9STIFEL FINANCIAL CORP$1.3M19,391Trimmed
10TrueWealth Advisors, LLC$1.1M15,665Trimmed
11FLOW TRADERS U.S. LLC$1.1M15,526New
12Patriot Financial Group Insurance Agency, LLC$817,80311,993Trimmed
13D.A. DAVIDSON & CO.$803,21011,779Added
14GC Wealth Management RIA, LLC$729,08710,692Trimmed
15Regatta Research & Money Management$704,39110,339New
16SUSQUEHANNA INTERNATIONAL GROUP, LLP$620,8029,104Added
17Thrivent Financial for Lutherans$578,0008,483Trimmed
18Perennial Investment Advisors, LLC$534,2007,834Hold
19Millstone Evans Group, LLC$533,1097,818Trimmed
20Integrated Advisors Network LLC$507,4707,442Trimmed
21United Advisor Group, LLC$457,0816,703Trimmed
22SPRENG CAPITAL MANAGEMENT, INC.$450,8046,611Trimmed
23Nova Wealth Management, Inc.$426,1356,249Trimmed
24HRT FINANCIAL LP$409,0006,012New
25Cerity Partners LLC$405,7315,950Trimmed

Source: SEC Form 13F filings · as of 2026-06-30