AdvisorShares Trust - CWS

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$74.5M
QoQ value delta ($000)
+$6.848M (+10.12%)
Implied price effect (QoQ)
+0.12%
Shares
Total shares
1,084,080
QoQ shares delta
+98,461 (+9.99%)
Total shares held by funds (by quarter)

Market chart (CWS)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 8 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
CIBC WORLD MARKET INC. 8,763 127,503 0.01%
OSAIC HOLDINGS, INC. 7,356 107,020 0.01%
LPL Financial LLC 6,988 101,683 0.0%
Kestra Advisory Services, LLC 6,629 96,464 0.03%
STIFEL FINANCIAL CORP 6,304 91,729 0.01%
Cetera Investment Advisers 4,544 66,128 0.0%
RAYMOND JAMES FINANCIAL INC 4,426 64,399 0.0%
Cambridge Investment Research Advisors, Inc. 4,134 60,144 0.01%
Mason & Associates Inc 3,118 45,376 0.59%
Stone Wealth Partners 2,328 33,881 2.07%
Trademark Financial Management, LLC 2,046 29,783 1.13%
United Advisor Group, LLC 1,373 19,988 0.17%
GC Wealth Management RIA, LLC 1,352 19,675 0.05%
Sigma Planning Corp 1,312 18,976 0.04%
TrueWealth Advisors, LLC 1,016 14,795 0.26%
Kingsman Wealth Management, Inc. 837 12,192 0.45%
Patriot Financial Group Insurance Agency, LLC 824 11,993 0.1%
ENVESTNET ASSET MANAGEMENT INC 822 11,962 0.0%
THRIVENT FINANCIAL FOR LUTHERANS 807 11,604 0.0%
Integrated Advisors Network LLC 756 11,010 0.03%
Cerity Partners LLC 701 10,200 0.0%
D.A. DAVIDSON & CO. 673 9,800 0.0%
Merit Financial Group, LLC 606 8,818 0.0%
Millstone Evans Group, LLC 565 8,226 0.33%
MML INVESTORS SERVICES, LLC 564 8,216 0.0%