Advisorshares Insider AdvantSUREETF
13F holders, Q2 2024 (June 30)18holders −3
1new positions
4sold out
$112.01avg. 13F price*
At the end of Q2 2024, 18 institutions reported holding Advisorshares Insider Advant (SURE) in their 13F filings, down 3 from Q1 2024. 1 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($967K), Osaic Holdings, Inc. ($870K) and Morgan Stanley ($798K).
- Company
- Advisorshares Insider Advant
- CUSIP
- 00768Y818
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $443K |
| Exits | 4 | $1.3M |
All 13F filers, Q1 2024 → Q2 2024: 4,570 shares bought and 22,313 shares sold, net −17,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| LPL Financial LLC | 0.00% | Reduce -6.6% | 8,633 | $967K |
| Osaic Holdings, Inc. | 0.00% | Reduce -55.8% | 7,764 | $870K |
| Morgan Stanley | 0.00% | Add +9.5% | 7,125 | $798K |
| 9258 Wealth Management, LLC | 0.12% | No change | 7,020 | $786K |
| Caerus Investment Advisors, LLC | 0.65% | No change | 5,920 | $663K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | No change | 4,347 | $487K |
| Silverlake Wealth Management LLC | 0.18% | New | 3,954 | $443K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.1% | 3,756 | $421K |
| Private Advisor Group, LLC | 0.00% | No change | 3,575 | $400K |
| Ancora Advisors LLC | 0.01% | No change | 2,810 | $315K |
| Wealthspire Advisors, LLC | 0.00% | No change | 1,931 | $216K |
| Wells Fargo & Company | 0.00% | Reduce -37.4% | 501 | $56K |
| Parallel Advisors, LLC | 0.00% | No change | 480 | $54K |
| Cwm, LLC | 0.00% | No change | 324 | $36K |
| Principal Securities, Inc. | 0.00% | No change | 279 | $31K |
| Westside Investment Management, Inc. | 0.01% | No change | 267 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $22K |
| Global Retirement Partners, LLC | 0.00% | No change | 100 | $11K |
"% of holder's portfolio" is SURE's weight in each manager's 13F, not the share of Advisorshares Insider Advant the manager owns.