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Disclosery

CWS ADVISORSHARES TR

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ADVISORSHS ETF (fund)

54 managers (54 13F filers) reported a position in CWS shares at 2025-12-31, 1,084,080 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
54
13F filers
54
New
3
Added
20
Reduced
19
Sold out
4
Shares held by filers
1,084,080

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CIBC WORLD MARKET INC.127,503$8.76M0.02%+2,32013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.107,020$7.36M0.01%-11,90413F-HRTimelineGroup
LPL Financial LLC101,683$6.99M<0.01%-3,88013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC96,464$6.63M0.03%+4,36513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP91,729$6.3M0.01%+3,79313F-HRTimelineGroup
Cetera Investment Advisers66,128$4.54M<0.01%+3,42013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC64,399$4.43M<0.01%+35,31913F-HRTimelineGroup
Cambridge Investment Research Advisors,…60,144$4.13M0.01%+55,84913F-HRTimeline
Mason & Associates Inc45,376$3.12M0.59%+91913F-HRTimeline
Stone Wealth Partners33,881$2.33M2.07%13F-HRTimeline
Trademark Financial Management, LLC29,783$2.05M1.13%-28,15113F-HRTimeline
United Advisor Group, LLC19,988$1.37M0.18%new13F-HRTimeline
GC Wealth Management RIA, LLC19,675$1.35M0.05%-1,09313F-HRTimeline
Sigma Planning Corp18,976$1.31M0.04%+15,48113F-HRTimeline
TrueWealth Advisors, LLC14,795$1.02M0.26%-7413F-HRTimeline
Kingsman Wealth Management, Inc.12,192$838K0.45%-70313F-HRTimeline
Patriot Financial Group Insurance Agenc…11,993$824K0.1%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,962$822K<0.01%+86113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,604$807K<0.01%+10613F-HRTimelineGroup
Integrated Advisors Network LLC11,010$757K0.03%-4013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,200$701K<0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.9,800$674K<0.01%+1,02513F-HRTimeline
Merit Financial Group, LLC8,818$606K<0.01%-7,89813F-HRTimeline
Millstone Evans Group, LLC8,226$565K0.33%-1,10513F-HRTimeline
MML INVESTORS SERVICES, LLC8,216$565K<0.01%+81513F-HRTimeline
Perennial Investment Advisors, LLC7,965$547K0.04%+2,06013F-HRTimeline
Nova Wealth Management, Inc.7,754$533K0.37%-61713F-HRTimeline
Beacon Pointe Advisors, LLC7,146$491K<0.01%+60013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.6,703$461K0.18%013F-HRTimeline
Cornerstone Wealth Management, LLC6,303$433K0.02%+1,66313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,604$385K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC5,401$371K<0.01%-3213F-HRTimeline
Snowden Capital Advisors LLC5,110$351K0.01%013F-HRTimeline
IRON Financial LLC4,000$275K0.13%013F-HRTimeline
Kovack Advisors, Inc.3,722$256K0.01%-16,48413F-HR/ATimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,717$255K0.03%+21413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,648$251K<0.01%-17913F-HRTimeline
Compass Ion Advisors, LLC3,478$239K0.02%-56413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,100$213K<0.01%-1,60013F-HRTimeline
UBS Group AGin group UBS Group AG2,221$153K<0.01%+9013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,711$118K0.01%+313F-HRTimeline
Federation des caisses Desjardins du Qu…1,369$94K<0.01%-28513F-HRTimeline
Aviso Financial Inc.639$43.9K<0.01%-2,75313F-HRTimeline
Golden State Wealth Management, LLC531$36.5K<0.01%+113F-HRTimeline
NewEdge Advisors, LLC500$34.4K<0.01%013F-HRTimeline
COMERICA BANK487$33.5K<0.01%-1213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\400$27.5K<0.01%new13F-HRTimelineGroup
SHP Wealth Management348$23.9K<0.01%13F-HRTimeline
Comprehensive Financial Planning, Inc./…330$22.7K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC280$19.2K<0.01%-4513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY42$2.94K<0.01%013F-HR/ATimelineGroup
Parallel Advisors, LLC5$344<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$41<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$36<0.01%+113F-HRTimelineGroup