Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / ADVISORSHS ETF
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Number of holders
-
50
-
Total 13F shares, excl. options
-
977,319
-
Shares change
-
+32,887
-
Total reported value, excl. options
-
$67,105,370
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Value change
-
+$2,229,496
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Number of buys
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25
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Number of sells
-
22
-
Price
-
$68.63
Institutional Holders of ADVISORSHARES TR - ADVISORSHS ETF (CWS) as of Q3 2025
As of 30 Sep 2025 ADVISORSHARES TR - ADVISORSHS ETF (CWS) had 56 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 977,319 shares of stock of the company.
Largest 10 holders included CIBC WORLD MARKET INC., OSAIC HOLDINGS, INC., LPL Financial LLC, Kestra Advisory Services, LLC, STIFEL FINANCIAL CORP, Cetera Investment Advisers, Trademark Financial Management, LLC, Mason & Associates Inc, RAYMOND JAMES FINANCIAL INC, and GC Wealth Management RIA, LLC.
This table shows 56 institutional shareholders of the security as of 30 Sep 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.