CWS — ADVISORSHARES EQUITY FOCUSED
As of Q2 2026, 4 SEC-registered investment managers reported holding CWS (ADVISORSHARES EQUITY FOCUSED) in their latest 13F filings, with a combined reported value of $706.79K across 10.37K shares. That is -73.2% by share count (-28.37K shares) versus the previous quarter, while reported value moved -71.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Goldman Sachs Group history | Q1 2026 | 26.73K | $1.73M | 0.00% | New |
| Two Sigma Investments history | Q2 2025 | 11.10K | $777.04K | 0.00% | Hold |
| Citadel Advisors history | Q1 2026 | 6.49K | $420.56K | 0.00% | New |
| JPMorgan Chase & Co history | Q2 2026 | 4.07K | $276.69K | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 4.00K | $272.76K | 0.00% | Hold |
| UBS Group AG history | Q2 2026 | 2.27K | $154.45K | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 42 | $2.89K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q4 2024 | 4 | $259 | 0.00% | New |
| Wells Fargo & Co history | Q1 2026 | 1 | $37 | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 4.07K sh · $276.69K
Fully Exited (vs previous quarter)
- Goldman Sachs Group sold 26.73K sh · $1.73M
- Citadel Advisors sold 6.49K sh · $420.56K
- Wells Fargo & Co sold 1 sh · $37
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.07K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.00K | 4.00K |
| UBS Group AG | 239 | — | 380 | 852 | 634 | 1.48K | 91 | — | 3 | — | — | 1.92K | 3.77K | — | 2.13K | 2.22K | 1.47K | 2.27K |
| Morgan Stanley | — | — | — | — | — | 2 | 41 | 52 | 51 | 51 | 42 | 42 | 42 | 42 | 42 | 42 | 42 | 42 |
| Citadel Advisors | — | — | 5.59K | — | — | — | — | — | — | — | — | 4.58K | — | — | — | — | 6.49K | — |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 26.73K | — |
| Wells Fargo & Co | 101 | 101 | 101 | 101 | 1 | 1 | — | 1 | 1 | 1 | 1 | 2 | 1 | 1 | — | 1 | 1 | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | 4 | — | — | — | — | — | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | 11.10K | 11.10K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details