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Disclosery

CWS ADVISORSHARES TR

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ADVISORSHS ETF (fund)

57 managers (57 13F filers) reported a position in CWS shares at 2026-03-31, 1,002,259 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
57
13F filers
57
New
8
Added
11
Reduced
24
Sold out
5
Shares held by filers
1,002,259

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.129,496$8.39M0.01%+1,99313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC98,134$6.36M0.02%+1,67013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP92,611$6M0.01%+88213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.85,949$5.57M0.01%-21,07113F-HRTimelineGroup
Cambridge Investment Research Advisors,…85,634$5.55M0.01%+25,49013F-HRTimeline
Cetera Investment Advisers68,388$4.43M<0.01%+2,26013F-HRTimeline
LPL Financial LLC67,886$4.4M<0.01%-33,79713F-HRTimeline
Mason & Associates Inc48,375$3.07M0.6%+2,99913F-HRTimeline
Stone Wealth Partners33,044$2.14M1.92%-83713F-HRTimeline
Sigma Planning Corp29,460$1.91M0.05%+10,48413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,731$1.73M<0.01%new13F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…23,986$1.55M0.09%+11,99313F-HRTimeline
GC Wealth Management RIA, LLC18,119$1.17M0.05%-1,55613F-HRTimeline
TrueWealth Advisors, LLC17,237$1.12M0.28%+2,44213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,386$802K<0.01%-52,01313F-HRTimelineGroup
D.A. DAVIDSON & CO.11,162$723K<0.01%+1,36213F-HRTimeline
Integrated Advisors Network LLC9,665$626K0.03%-1,34513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,324$604K<0.01%-2,28013F-HRTimelineGroup
Kingsman Wealth Management, Inc.9,139$592K0.33%-3,05313F-HRTimeline
United Advisor Group, LLC8,527$552K0.07%-11,46113F-HRTimeline
Millstone Evans Group, LLC8,083$523K0.31%-14313F-HRTimeline
Perennial Investment Advisors, LLC7,834$507K0.04%-13113F-HRTimeline
Beacon Pointe Advisors, LLC7,371$477K<0.01%+22513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,118$461K<0.01%-3,08213F-HRTimelineGroup
Nova Wealth Management, Inc.6,881$446K0.29%-87313F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.6,701$434K0.2%-213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,494$421K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,444$417K<0.01%-5,51813F-HRTimelineGroup
Cornerstone Wealth Management, LLC6,210$402K0.02%-9313F-HRTimeline
Icon Wealth Advisors, LLC5,112$343K0.02%new13F-HRTimeline
AE Wealth Management LLC5,229$339K<0.01%-17213F-HRTimeline
Snowden Capital Advisors LLC5,110$331K0.01%013F-HRTimeline
IRON Financial LLC4,000$259K0.11%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,000$259K<0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC4,000$259K<0.01%new13F-HRTimeline
Merit Financial Group, LLC3,833$248K<0.01%-4,98513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,648$236K<0.01%013F-HRTimeline
Kovack Advisors, Inc.3,442$225K0.01%-28013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,363$218K<0.01%-2,24113F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…3,180$206K0.03%-53713F-HRTimeline
LANARK FINANCIAL, INC.1,561$101K0.01%-15013F-HRTimeline
UBS Group AGin group UBS Group AG1,470$95.2K<0.01%-75113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,369$88.5K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC1,000$65.5K0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA797$52K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC531$34.4K<0.01%013F-HRTimeline
NewEdge Advisors, LLC500$32.4K<0.01%013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\400$25.9K<0.01%013F-HRTimelineGroup
SHP Wealth Management348$22.6K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…330$21.4K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC280$18.1K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC167$10.8K<0.01%new13F-HRTimeline
Aviso Financial Inc.139$9K<0.01%-50013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY42$2.75K<0.01%013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC18$1.17K<0.01%13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$38<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$37<0.01%013F-HR/ATimelineGroup