Advisorshares Insider AdvantSUREETF
13F holders, Q2 2026 (June 30)21holders −1
2new positions
3sold out
1famous investor
$148.83avg. 13F price*
At the end of Q2 2026, 21 institutions reported holding Advisorshares Insider Advant (SURE) in their 13F filings, down 1 from Q1 2026. 2 opened new positions and 3 sold out. The largest holders were Inscription Capital, LLC ($1.5M), LPL Financial LLC ($1.3M) and Morgan Stanley ($1.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Advisorshares Insider Advant
- CUSIP
- 00768Y818
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.8M |
| Exits | 3 | $1.1M |
All 13F filers, Q1 2026 → Q2 2026: 13,444 shares bought and 13,496 shares sold, net −52 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Inscription Capital, LLC | 0.14% | New | 10,350 | $1.5M |
| LPL Financial LLC | 0.00% | Add +3.9% | 8,648 | $1.3M |
| Morgan Stanley | 0.00% | No change | 7,708 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Reduce -5.8% | 6,040 | $900K |
| Caerus Investment Advisors, LLC | 0.30% | No change | 5,920 | $882K |
| Osaic Holdings, Inc. | 0.00% | Add +3.4% | 4,495 | $670K |
| Jones Financial Companies LLLP | 0.00% | Add +46.0% | 3,373 | $493K |
| Busey Bank | 0.01% | No change | 3,000 | $447K |
| Silverlake Wealth Management LLC | 0.08% | Reduce -13.8% | 2,965 | $442K |
| Ancora Advisors LLC | 0.01% | No change | 2,810 | $419K |
| Citadel Advisors | 0.00% | Reduce -47.0% | 2,600 | $387K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,081 | $310K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -36.1% | 1,931 | $288K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 1,702 | $254K |
| Raymond James Financial Inc. | 0.00% | Reduce -18.9% | 1,688 | $251K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 1,502 | $224K |
| Parallel Advisors, LLC | 0.00% | No change | 488 | $73K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 400 | $60K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 294 | $44K |
| UBS Group AG | 0.00% | Add +36.8% | 212 | $32K |
| Global Retirement Partners, LLC | 0.00% | — | 100 | $15K |
"% of holder's portfolio" is SURE's weight in each manager's 13F, not the share of Advisorshares Insider Advant the manager owns.