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Advisorshares Equity Focused (CWS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares84,277 from 85,869
Change-1,592 (-2%)
Value$5.6M (-$248.0K)
Filed 2026-11-02
Stone Wealth Partners
INCREASED
Shares62,833 from 32,647
Change+30,186 (+92%)
Value$4.2M (+$2.0M)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares56,932 from 59,269
Change-2,337 (-4%)
Value$3.8M (-$253.9K)
Filed 2026-11-02
TrueWealth Advisors, LLC
INCREASED
Shares16,034 from 15,665
Change+369 (+2%)
Value$1.1M (-$1.5K)
Filed 2026-10-09
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares11,993 from 11,993
Change0 (0%)
Value$797.9K (-$19.9K)
Filed 2026-10-14
D.A. Davidson & Co.
INCREASED
Shares11,960 from 11,779
Change+181 (+2%)
Value$795.7K (-$7.5K)
Filed 2026-10-28
GC Wealth Management RIA, LLC
DECREASED
Shares10,168 from 10,692
Change-524 (-5%)
Value$676.5K (-$52.6K)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares8,513 from 8,483
Change+30 (+0%)
Value$571.0K (-$7.0K)
Filed 2026-11-05
Integrated Advisors Network LLC
UNCHANGED
Shares7,442 from 7,442
Change0 (0%)
Value$495.1K (-$12.4K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
INCREASED
Shares5,812 from 5,761
Change+51 (+1%)
Value$386.7K (-$6.2K)
Filed 2026-11-04
United Advisor Group, LLC
DECREASED
Shares5,029 from 6,703
Change-1,674 (-25%)
Value$334.6K (-$122.5K)
Filed 2026-11-03
Iron Financial LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$266.1K (-$6.6K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares1,342 from 1,341
Change+1 (+0%)
Value$89.3K (-$2.2K)
Filed 2026-10-26
Holos Integrated Wealth LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$68.1K (-$462)
Filed 2026-10-23
Golden State Wealth Management, LLC
UNCHANGED
Shares531 from 531
Change0 (0%)
Value$35.4K (-$884)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares334 from 379
Change-45 (-12%)
Value$22.2K (-$3.6K)
Filed 2026-11-05
Comprehensive Financial Planning, Inc.
DECREASED
Shares330 from 331
Change-1 (0%)
Value$22.0K (-$550)
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares200 from 280
Change-80 (-29%)
Value$13.3K (-$5.8K)
Filed 2026-10-21
Kingsman Wealth Management, Inc.
CLOSED
Shares0 from 4,214
Change-4,214 (-100%)
Value$0 (-$287.3K)
Filed 2026-10-13
CIBC World Market Inc.
N/A
Shares— from 126,540
Change-126,540 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 67,177
Change-67,177 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 63,607
Change-63,607 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 48,177
Change-48,177 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 38,241
Change-38,241 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 19,391
Change-19,391 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 15,526
Change-15,526 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 10,339
Change-10,339 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,104
Change-9,104 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 7,834
Change-7,834 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 7,818
Change-7,818 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 6,611
Change-6,611 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 6,249
Change-6,249 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,012
Change-6,012 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,835
Change-5,835 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,465
Change-5,465 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 5,112
Change-5,112 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,110
Change-5,110 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,588
Change-4,588 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,258
Change-4,258 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 42
Change-42 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
SHP Wealth Management
N/A
Shares— from 0
Change0
Value—
Status
Cambridge Investment Research Advisors, Inc.
DECREASED84,27785,869-1,592-2%$5.9M$5.6M-$248.0K2026-11-02
Stone Wealth Partners
INCREASED62,83332,647+30,186+92%$2.2M$4.2M+$2.0M2026-11-05
Kestra Advisory Services, LLC
DECREASED56,93259,269-2,337-4%$4.0M$3.8M-$253.9K2026-11-02
TrueWealth Advisors, LLC
INCREASED16,03415,665+369+2%$1.1M$1.1M-$1.5K2026-10-09
Patriot Financial Group Insurance Agency, LLC
UNCHANGED11,99311,99300%$817.8K$797.9K-$19.9K2026-10-14
D.A. Davidson & Co.
INCREASED11,96011,779+181+2%$803.2K$795.7K-$7.5K2026-10-28
GC Wealth Management RIA, LLC
DECREASED10,16810,692-524-5%$729.1K$676.5K-$52.6K2026-11-02
Thrivent Financial for Lutherans
INCREASED8,5138,483+30+0%$578.0K$571.0K-$7.0K2026-11-05
Integrated Advisors Network LLC
UNCHANGED7,4427,44200%$507.5K$495.1K-$12.4K2026-10-20
Cornerstone Wealth Management, LLC
INCREASED5,8125,761+51+1%$392.9K$386.7K-$6.2K2026-11-04
United Advisor Group, LLC
DECREASED5,0296,703-1,674-25%$457.1K$334.6K-$122.5K2026-11-03
Iron Financial LLC
UNCHANGED4,0004,00000%$272.8K$266.1K-$6.6K2026-10-23
Lanark Financial, Inc.
INCREASED1,3421,341+1+0%$91.5K$89.3K-$2.2K2026-10-26
Holos Integrated Wealth LLC
UNCHANGED1,0001,00000%$68.5K$68.1K-$4622026-10-23
Golden State Wealth Management, LLC
UNCHANGED53153100%$36.3K$35.4K-$8842026-11-02
US Bancorp \de\
DECREASED334379-45-12%$25.8K$22.2K-$3.6K2026-11-05
Comprehensive Financial Planning, Inc.
DECREASED330331-10%$22.5K$22.0K-$5502026-10-27
Assetmark, Inc
DECREASED200280-80-29%$19.1K$13.3K-$5.8K2026-10-21
Kingsman Wealth Management, Inc.
CLOSED04,214-4,214-100%$287.3K$0-$287.3K2026-10-13
CIBC World Market Inc.
N/A—126,540-126,540-100%$8.6M———
Cetera Investment Advisers
N/A—67,177-67,177-100%$4.6M———
Osaic Holdings, Inc.
N/A—63,607-63,607-100%$4.3M———
Mason & Associates Inc
N/A—48,177-48,177-100%$3.3M———
LPL Financial LLC
N/A—38,241-38,241-100%$2.6M———
Stifel Financial Corp
N/A—19,391-19,391-100%$1.3M———
Flow Traders U.S. LLC
N/A—15,526-15,526-100%$1.1M———
Regatta Research & Money Management
N/A—10,339-10,339-100%$704.4K———
Susquehanna International Group, LLP
N/A—9,104-9,104-100%$620.8K———
Perennial Investment Advisors, LLC
N/A—7,834-7,834-100%$534.2K———
Millstone Evans Group, LLC
N/A—7,818-7,818-100%$533.1K———
Spreng Capital Management, Inc.
N/A—6,611-6,611-100%$450.8K———
Nova Wealth Management, Inc.
N/A—6,249-6,249-100%$426.1K———
HRT Financial LP
N/A—6,012-6,012-100%$409.0K———
Cerity Partners LLC
N/A—5,950-5,950-100%$405.7K———
Beacon Pointe Advisors, LLC
N/A—5,835-5,835-100%$397.9K———
Raymond James Financial Inc
N/A—5,465-5,465-100%$372.7K———
Icon Wealth Advisors, LLC
N/A—5,112-5,112-100%$348.6K———
Snowden Capital Advisors LLC
N/A—5,110-5,110-100%$348.5K———
Envestnet Asset Management Inc
N/A—4,588-4,588-100%$312.9K———
AE Wealth Management LLC
N/A—4,518-4,518-100%$308.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,258-4,258-100%$290.4K———
JPMorgan Chase & Co
N/A—4,065-4,065-100%$276.7K———
IEQ Capital, LLC
N/A—4,000-4,000-100%$272.8K———
AQR Capital Management LLC
N/A—4,000-4,000-100%$272.8K———
Captrust Financial Advisors
N/A—3,642-3,642-100%$248.3K———
UBS Group AG
N/A—2,265-2,265-100%$154.5K———
Federation des caisses Desjardins du Quebec
N/A—1,369-1,369-100%$93.2K———
Institute for Wealth Management, Llc.
N/A—1,224-1,224-100%$83.5K———
NewEdge Advisors, LLC
N/A—500-500-100%$34.1K———
IFG Advisory, LLC
N/A—109-109-100%$7.4K———
Morgan Stanley
N/A—42-42-100%$2.9K———
Vanguard Advisers Inc
N/A—18-18-100%$1.2K———
Wells Fargo & Company
N/A—00—$5———
SHP Wealth Management
N/A—00—$23———
Showing 54 of 54 institutions