Public ownership evidence

AdvisorShares Focused Equity ETF (CWS) Ownership Disclosures

Read CWS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

AdvisorShares Focused Equity ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Beacon Pointe Advisors, LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
5,835
Value (USD)
$397,903
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001042
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CWS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CWS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Beacon Pointe Advisors, LLC2026-06-302026-08-195,835$397,903None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,369$93,229None
Perennial Investment Advisors, LLC2026-06-302026-08-157,834$534,200None
IFG Advisory, LLC2026-06-302026-08-15109$7,449None
OSAIC HOLDINGS, INC.2026-06-302026-08-15320$21,821None
OSAIC HOLDINGS, INC.2026-06-302026-08-158$546None
OSAIC HOLDINGS, INC.2026-06-302026-08-1563,279$4,315,298None
HRT FINANCIAL LP2026-06-302026-08-156,012$409,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-1515,526$1,059,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-159,104$620,802None
Thrivent Financial for Lutherans2026-06-302026-08-158,483$578,000None
Cerity Partners LLC2026-06-302026-08-155,950$405,731None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-154,000$272,760None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-155,444$371,226None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1521$1,432None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$5None
UBS Group AG2026-06-302026-08-142,265$154,450None
CIBC WORLD MARKET INC.2026-06-302026-08-14126,540$8,628,763None
Snowden Capital Advisors LLC2026-06-302026-08-145,110$348,451None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-143,642$248,348None
VANGUARD ADVISERS INC2026-06-302026-08-1418$1,227None
MORGAN STANLEY2026-06-302026-08-1441$2,796None
MORGAN STANLEY2026-06-302026-08-141$90None
Regatta Research & Money Management2026-06-302026-08-13771$52,555None
Regatta Research & Money Management2026-06-302026-08-13707$48,211None
Regatta Research & Money Management2026-06-302026-08-13701$47,750None
Regatta Research & Money Management2026-06-302026-08-13701$47,743None
Regatta Research & Money Management2026-06-302026-08-13587$40,002None
Regatta Research & Money Management2026-06-302026-08-13547$37,243None
Regatta Research & Money Management2026-06-302026-08-13501$34,140None
Regatta Research & Money Management2026-06-302026-08-13412$28,095None
Regatta Research & Money Management2026-06-302026-08-13410$27,958None
Regatta Research & Money Management2026-06-302026-08-13405$27,617None
Regatta Research & Money Management2026-06-302026-08-13375$25,521None
Regatta Research & Money Management2026-06-302026-08-13346$23,594None
Regatta Research & Money Management2026-06-302026-08-13343$23,346None
Regatta Research & Money Management2026-06-302026-08-13308$21,003None
Regatta Research & Money Management2026-06-302026-08-13246$16,761None
Regatta Research & Money Management2026-06-302026-08-13241$16,415None
Regatta Research & Money Management2026-06-302026-08-13224$15,275None
Regatta Research & Money Management2026-06-302026-08-13223$15,207None
Regatta Research & Money Management2026-06-302026-08-13213$14,484None
Regatta Research & Money Management2026-06-302026-08-13209$14,224None
Regatta Research & Money Management2026-06-302026-08-13203$13,794None
Regatta Research & Money Management2026-06-302026-08-13203$13,794None
Regatta Research & Money Management2026-06-302026-08-13201$13,656None
Regatta Research & Money Management2026-06-302026-08-13197$13,434None
Regatta Research & Money Management2026-06-302026-08-13197$13,434None
Regatta Research & Money Management2026-06-302026-08-13185$12,616None
Regatta Research & Money Management2026-06-302026-08-13178$12,138None

90-day public filing window, up to 50 source positions.

Beacon Pointe Advisors, LLC ↗Federation des caisses Desjardins du Quebec ↗Perennial Investment Advisors, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗HRT FINANCIAL LP ↗FLOW TRADERS U.S. LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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