As of 30 Sep 2025, 50 institutional investors reported holding 977,319 shares of ADVISORSHARES TR - ADVISORSHS ETF (CWS).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 14,795 | $1,016,846 | -$5,086 | $68.73 | 1 |
| 2025 Q3 | 977,319 | $67,105,370 | +$2,229,497 | $68.63 | 50 |
| 2025 Q2 | 944,432 | $66,112,770 | +$8,336,238 | $70.00 | 51 |
| 2025 Q1 | 840,220 | $55,123,286 | -$434,761 | $65.47 | 48 |
| 2024 Q4 | 704,759 | $45,907,104 | +$3,699,800 | $64.77 | 47 |
| 2024 Q3 | 619,772 | $42,586,636 | +$965,022 | $68.72 | 45 |
| 2024 Q2 | 607,148 | $37,749,111 | +$8,474,002 | $62.17 | 38 |
| 2024 Q1 | 470,572 | $29,970,017 | +$14,400,444 | $63.69 | 29 |
| 2023 Q4 | 246,600 | $14,625,564 | +$3,896,130 | $59.32 | 22 |
| 2023 Q3 | 181,231 | $9,454,620 | -$569,781 | $52.17 | 17 |
| 2023 Q2 | 190,691 | $10,286,600 | +$2,947,604 | $53.95 | 17 |
| 2023 Q1 | 137,919 | $7,013,407 | +$1,299,448 | $50.85 | 17 |
| 2022 Q4 | 112,980 | $5,371,343 | +$258,058 | $47.55 | 15 |
| 2022 Q3 | 122,846 | $5,049,000 | -$145,675 | $41.11 | 8 |
| 2022 Q2 | 126,232 | $5,323,000 | +$411,928 | $42.11 | 10 |
| 2022 Q1 | 115,603 | $5,580,000 | +$541,875 | $48.26 | 11 |
| 2021 Q4 | 104,350 | $5,465,000 | +$99,604 | $53.34 | 9 |
| 2021 Q3 | 48,095 | $2,242,000 | +$3,042 | $46.55 | 7 |
| 2021 Q2 | 48,904 | $2,283,000 | +$591,774 | $46.69 | 8 |
| 2021 Q1 | 36,255 | $1,622,000 | -$99,177 | $44.85 | 6 |
| 2020 Q4 | 38,585 | $1,690,000 | +$226,091 | $43.75 | 6 |
| 2020 Q3 | 33,449 | $1,313,000 | +$147,959 | $39.13 | 6 |
| 2020 Q2 | 28,820 | $1,006,000 | -$258,623 | $34.97 | 5 |
| 2020 Q1 | 37,467 | $1,147,000 | +$947,175 | $30.63 | 5 |
| 2019 Q4 | 7,399 | $284,000 | -$2,000 | $41.79 | 2 |
| 2019 Q3 | 925 | $42,000 | -$595,000 | $39.79 | 2 |
| 2019 Q2 | 17,387 | $597,000 | -$89,061 | $34.34 | 1 |
| 2019 Q1 | 20,088 | $650,000 | -$335,485 | $32.37 | 3 |
| 2018 Q4 | 31,707 | $910,000 | -$443,552 | $28.70 | 4 |
| 2018 Q3 | 45,626 | $1,545,000 | -$10,676 | $33.60 | 6 |
| 2018 Q2 | 46,296 | $1,476,000 | +$267,159 | $31.82 | 5 |
| 2018 Q1 | 37,935 | $1,168,000 | +$801,696 | $30.78 | 5 |
| 2017 Q4 | 11,923 | $373,000 | +$31,654 | $31.27 | 3 |
| 2017 Q3 | 10,911 | $316,000 | +$314,000 | $29.22 | 3 |
| 2017 Q2 | 10,228 | $293,000 | +$291,000 | $30.98 | 2 |
| 2017 Q1 | 60 | $2,000 | -$269,000 | $33.33 | 1 |
| 2016 Q4 | 12,396 | $322,000 | -$1,664,999 | $25.97 | 3 |
| 2016 Q3 | 78,872 | $1,987,000 | +$1,986,999 | $25.19 | 1 |