Advisorshares Insider AdvantSUREETF
13F holders, Q3 2024 (September 30)21holders +3
3new positions
0sold out
$119.04avg. 13F price*
At the end of Q3 2024, 21 institutions reported holding Advisorshares Insider Advant (SURE) in their 13F filings, up 3 from Q2 2024. 3 opened new positions and 0 sold out. The largest holders were LPL Financial LLC ($1.0M), Morgan Stanley ($846K) and Osaic Holdings, Inc. ($821K).
- Company
- Advisorshares Insider Advant
- CUSIP
- 00768Y818
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $304K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 2,719 shares bought and 2,885 shares sold, net −166 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| LPL Financial LLC | 0.00% | Add +0.3% | 8,663 | $1.0M |
| Morgan Stanley | 0.00% | Reduce -0.3% | 7,105 | $846K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.1% | 6,899 | $821K |
| Caerus Investment Advisors, LLC | 0.67% | No change | 5,920 | $705K |
| 9258 Wealth Management, LLC | 0.09% | Reduce -28.5% | 5,020 | $598K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | No change | 4,347 | $517K |
| Silverlake Wealth Management LLC | 0.19% | Add +3.3% | 4,085 | $486K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 3,757 | $447K |
| Private Advisor Group, LLC | 0.00% | No change | 3,575 | $426K |
| Ancora Advisors LLC | 0.01% | No change | 2,810 | $335K |
| Susquehanna International Group, LLP | 0.00% | New | 2,247 | $267K |
| Wealthspire Advisors, LLC | 0.00% | No change | 1,931 | $230K |
| Wells Fargo & Company | 0.00% | No change | 501 | $60K |
| Parallel Advisors, LLC | 0.00% | No change | 480 | $57K |
| Cwm, LLC | 0.00% | No change | 324 | $39K |
| Principal Securities, Inc. | 0.00% | No change | 279 | $33K |
| Westside Investment Management, Inc. | 0.01% | No change | 267 | $32K |
| Farther Finance Advisors, LLC | 0.00% | New | 265 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $24K |
| Global Retirement Partners, LLC | 0.00% | No change | 100 | $12K |
| UBS Group AG | 0.00% | New | 45 | $5K |
"% of holder's portfolio" is SURE's weight in each manager's 13F, not the share of Advisorshares Insider Advant the manager owns.