CWS (ADVISORSHARES TR) is held by 27 institutional investors as of Q1 2026. Largest holders: CIBC WORLD MARKET INC. ($8.4M), Kestra Advisory Services, LLC ($6.4M), STIFEL FINANCIAL CORP ($6M). Net institutional sentiment: Mixed.
27
Holders
Avg rating(5 Elite)
$42M
Total Value
48% (30)
Fund Consensus
11 buying - 12 selling
Smart Money Verdict45Weak MomentumSingle Source
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See how CWS's score breaks down across 4 SEC sources
Held by 27 funds
5 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 129,496(+1.6%) | $8.4M | 0.0% | +8.85% | 28 | |
Increased | 98,134(+1.7%) | $6.4M | 0.0% | +2.09% | 28 | |
Increased | 92,611(+1.0%) | $6M | 0.0% | +4.89% | 27 | |
Decreased | 85,949(-19.7%) | $5.6M | 0.0% | +6.81% | 0 | |
Increased | 68,388(+3.4%) | $4.4M | 0.0% | +1.44% | 28 | |
Decreased | 67,886(-33.2%) | $4.4M | 0.0% | +13.09% | 0 | |
New | 26,731 | $1.7M | 0.0% | -3.79% | 36 | |
Decreased | 12,386(-80.8%) | $802,160 | 0.0% | -2.72% | 0 | |
Increased | 11,162(+13.9%) | $722,869 | 0.0% | +1.57% | 28 | |
Increased | 7,371(+3.1%) | $477,327 | 0.0% | -1.71% | 25 | |
Decreased | 7,118(-30.2%) | $460,973 | 0.0% | +40.41% | 0 | |
New | 6,494 | $420,562 | 0.0% | -3.79% | 33 | |
Decreased | 6,444(-46.1%) | $417,310 | 0.0% | +0.79% | 0 | |
Decreased | 5,229(-3.2%) | $338,638 | 0.0% | +32.05% | 0 | |
New | 4,000 | $259,046 | 0.0% | -3.79% | 32 | |
New | 4,000 | $259,046 | 0.0% | -3.79% | 32 | |
Decreased | 3,833(-56.5%) | $248,247 | 0.0% | +2.77% | 0 | |
Unchanged | 3,648 | $236,250 | 0.0% | +8.32% | 0 | |
Decreased | 3,363(-40.0%) | $217,793 | 0.0% | -3.67% | 0 | |
Decreased | 1,470(-33.8%) | $95,200 | 0.0% | -1.55% | 0 |
