Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / ADVISORSHS ETF
-
Total 13F shares
-
944,432
-
Share change
-
+118,771
-
Total reported value
-
$66,112,770
-
Price per share
-
$70.00
-
Number of holders
-
51
-
Value change
-
+$8,336,238
-
Number of buys
-
28
-
Number of sells
-
14
Institutional Holders of ADVISORSHARES TR - ADVISORSHS ETF (CWS) as of Q2 2025
As of 30 Jun 2025,
ADVISORSHARES TR - ADVISORSHS ETF (CWS) was held by
51 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
944,432 shares.
The largest 10 holders included
OSAIC HOLDINGS, INC., CIBC WORLD MARKET INC., LPL Financial LLC, Kestra Advisory Services, LLC, STIFEL FINANCIAL CORP, Trademark Financial Management, LLC, Mason & Associates Inc, Cambridge Investment Research Advisors, Inc., Cetera Investment Advisers, and Kovack Advisors, Inc..
This page lists
51
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| 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.