Advisorshares Insider AdvantSUREETF
13F holders, Q1 2024 (March 31)21holders
1famous investor
$116.92avg. 13F price*
At the end of Q1 2024, 21 institutions reported holding Advisorshares Insider Advant (SURE) in their 13F filings. The largest holders were Osaic Holdings, Inc. ($2.1M), LPL Financial LLC ($1.1M) and 9258 Wealth Management, LLC ($821K). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $532K |
| Exits | 3 | $330K |
Ownership 21 holders
| Osaic Holdings, Inc. | 0.00% | Add +2.9% | 17,562 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -1.7% | 9,246 | $1.1M |
| 9258 Wealth Management, LLC | 0.13% | No change | 7,020 | $821K |
| Morgan Stanley | 0.00% | No change | 6,509 | $761K |
| Caerus Investment Advisors, LLC | 0.67% | No change | 5,920 | $692K |
| Susquehanna International Group, LLP | 0.00% | New | 4,446 | $520K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +10.1% | 4,347 | $508K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 3,877 | $453K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -3.8% | 3,656 | $427K |
| Private Advisor Group, LLC | 0.00% | No change | 3,575 | $418K |
| Citadel Advisors | 0.00% | Add +42.5% | 3,331 | $389K |
| Ancora Advisors LLC | 0.01% | Reduce -7.4% | 2,810 | $329K |
| Wealthspire Advisors, LLC | 0.00% | No change | 1,931 | $226K |
| Wells Fargo & Company | 0.00% | Add +60.0% | 800 | $94K |
| Parallel Advisors, LLC | 0.00% | No change | 480 | $56K |
| Cwm, LLC | 0.00% | No change | 324 | $38K |
| Principal Securities, Inc. | 0.00% | No change | 279 | $33K |
| Westside Investment Management, Inc. | 0.01% | No change | 267 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $23K |
| Global Retirement Partners, LLC | 0.00% | New | 100 | $12K |
| UBS Group AG | 0.00% | Reduce -88.1% | 49 | $6K |
"% of holder's portfolio" is SURE's weight in each manager's 13F, not the share of Advisorshares Insider Advant the manager owns.