Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Advisorshares Tr (CWS)

51 + Investors. Track Smart Money conviction in CWS. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
26%

Smart Money Signals — CWS

Based on 53 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CWS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
53 hedge funds hold CWS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CWS is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 26% buying

13 buying37 selling
Last quarter: 37 funds sold vs only 13 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 5 → 8 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

45% conviction (2yr+) 32% medium 23% new
24 out of 53 hedge funds have held CWS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~7 new funds/quarter

9 → 5 → 5 → 8 → 7 new funds/Q
New funds entering each quarter: 5 → 5 → 8 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 43% veterans vs 26% newcomers

43% veterans 30% 1-2yr 26% new
Entry-cohort mix of 53 holders: 23 (43%) are 2+ year veterans, 16 entered 1–2 years ago, and 14 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
7 of 51 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CWS

In 2026 Q2, 13 hedge funds were net buyers of CWS (7 opened a new position, 6 added to an existing one), while 37 reduced or exited (29 trimmed, 8 sold completely) — a 26% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 53.

Hedge Fund Ownership: CWS

How many hedge funds hold CWS — quarterly history vs. share price
Quarterly hedge fund ownership of CWS vs. share price

Market Analysis: CWS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CWS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: CWS
51 + Investors

Track Smart Money conviction in CWS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 51 54 -5.56%
13F Shares 763K 1M -23.83%
Total Value $45M $59M -24.08%
New Positions 7 8 -1
Increased Positions 6 11 -5
Closed Positions 8 7 +1
Reduced Positions 29 24 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CWS

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Institutional Holders (2026 Q2)

51 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CWS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CWS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stone Wealth Partners 1.63% 32,647 $2.2M
2 Regatta Research & Money Management 0.67% 10,339 $704K
3 Mason & Associates Inc 0.53% 48,177 $3.3M
4 Millstone Evans Group, LLC 0.29% 7,818 $533K
5 TrueWealth Advisors, LLC 0.24% 15,665 $1.1M
6 Nova Wealth Management, Inc. 0.24% 6,249 $426K
7 Spreng Capital Management, INC. 0.16% 6,611 $451K
8 Kingsman Wealth Management, Inc. 0.13% 4,214 $287K
9 IRON Financial LLC 0.11% 4,000 $273K
10 Patriot Financial Group Insurance Agency, LLC 0.08% 11,993 $818K
11 United Advisor Group, LLC 0.05% 6,703 $457K
12 GC Wealth Management RIA, LLC 0.04% 10,692 $729K
13 Perennial Investment Advisors, LLC 0.04% 7,834 $534K
14 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% 4,258 $290K
15 Holos Integrated Wealth LLC 0.03% 1,000 $69K
16 Integrated Advisors Network LLC 0.02% 7,442 $507K
17 Icon Wealth Advisors, LLC 0.02% 5,112 $349K
18 Cornerstone Wealth Management, LLC 0.02% 5,761 $393K
19 Cibc World Market INC. 0.01% 126,540 $8.6M
20 Kestra Advisory Services, LLC 0.01% 59,269 $4.0M
21 Comprehensive Financial Planning, Inc./PA 0.01% 331 $23K
22 Snowden Capital Advisors LLC 0.01% 5,110 $348K
23 Institute for Wealth Management, LLC. 0.01% 1,224 $83K
24 Lanark Financial, INC. 0.01% 1,341 $91K
25 Osaic Holdings, INC. 0.01% 63,607 $4.3M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Advisorshares Tr (CWS)

What does the Smart Money Trend signal show for CWS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CWS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CWS?

Heavy selling pressure — only 26% buying: Last quarter: 37 funds sold vs only 13 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for CWS holders?

Smaller funds dominant — 11% AUM from top-100: 7 of 51 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CWS?

45% of holders stayed for 2+ years: 24 out of 53 hedge funds have held CWS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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