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Advisorshares Equity Focused (CWS)

CUSIP: 00768Y560 | NYSE | 108 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Cambridge Investment Research Advisors, Inc.84,277
0.0% of portfolio›$5.6M
Stone Wealth Partners62,833
1.5% of portfolio›$4.2M
Kestra Advisory Services, LLC56,932
0.0% of portfolio›$3.8M
TrueWealth Advisors, LLC16,034
0.2% of portfolio›$1.1M
Patriot Financial Group Insurance Agency, LLC11,993
0.1% of portfolio›$797.9K
D.A. Davidson & Co.11,960
0.0% of portfolio›$795.7K
GC Wealth Management RIA, LLC10,168
0.0% of portfolio›$676.5K
Thrivent Financial for Lutherans8,513
0.0% of portfolio›$571.0K
Integrated Advisors Network LLC7,442
0.0% of portfolio›$495.1K
Cornerstone Wealth Management, LLC5,812
0.0% of portfolio›$386.7K
United Advisor Group, LLC5,029
0.0% of portfolio›$334.6K
Iron Financial LLC4,000
0.1% of portfolio›$266.1K
Lanark Financial, Inc.1,342
0.0% of portfolio›$89.3K
Holos Integrated Wealth LLC1,000
0.0% of portfolio›$68.1K
Golden State Wealth Management, LLC531
0.0% of portfolio›$35.4K
US Bancorp \de\334
0.0% of portfolio›$22.2K
Comprehensive Financial Planning, Inc.330
0.0% of portfolio›$22.0K
Assetmark, Inc200
0.0% of portfolio›$13.3K
StyleTurnoverLocationFiled
Cambridge Investment Research Advisors, Inc.
84,277$5.6M0.0%ETFLowFairfield, IA2026-11-02
Stone Wealth Partners
62,833$4.2M1.5%ETFLowJefferson, LA2026-11-05
Kestra Advisory Services, LLC
56,932$3.8M0.0%CoreLowAustin, TX2026-11-02
TrueWealth Advisors, LLC
16,034$1.1M0.2%ETFMediumBirmingham, AL2026-10-09
Patriot Financial Group Insurance Agency, LLC
11,993$797.9K0.1%GrowthLowWalpole, MA2026-10-14
D.A. Davidson & Co.
11,960$795.7K0.0%CoreLowGreat Falls, MT2026-10-28
GC Wealth Management RIA, LLC
10,168$676.5K0.0%GrowthMediumCambridge, MA2026-11-02
Thrivent Financial for Lutherans
8,513$571.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Integrated Advisors Network LLC
7,442$495.1K0.0%GrowthMediumDallas, TX2026-10-20
Cornerstone Wealth Management, LLC
5,812$386.7K0.0%ETFVery LowSt. Peters, MO2026-11-04
United Advisor Group, LLC
5,029$334.6K0.0%ETFLowCincinnati, OH2026-11-03
Iron Financial LLC
4,000$266.1K0.1%ETFLowNorthbrook, IL2026-10-23
Lanark Financial, Inc.
1,342$89.3K0.0%CoreMediumBirmingham, AL2026-10-26
Holos Integrated Wealth LLC
1,000$68.1K0.0%ETFLowKennett Square, PA2026-10-23
Golden State Wealth Management, LLC
531$35.4K0.0%ETFMediumSanta Ana, CA2026-11-02
US Bancorp \de\
334$22.2K0.0%IndexLowMinneapolis, MN2026-11-05
Comprehensive Financial Planning, Inc.
330$22.0K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Assetmark, Inc
200$13.3K0.0%ETFLowConcord, CA2026-10-21