Advisorshares Insider AdvantSUREETF
13F holders, Q4 2024 (December 31)24holders +3
4new positions
0sold out
1famous investor
$116.41avg. 13F price*
At the end of Q4 2024, 24 institutions reported holding Advisorshares Insider Advant (SURE) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 0 sold out. The largest holders were LPL Financial LLC ($1.0M), Osaic Holdings, Inc. ($830K) and Morgan Stanley ($828K). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $851K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 7,859 shares bought and 646 shares sold, net +7,213 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| LPL Financial LLC | 0.00% | Add +0.4% | 8,696 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +3.4% | 7,131 | $830K |
| Morgan Stanley | 0.00% | Add +0.1% | 7,113 | $828K |
| Caerus Investment Advisors, LLC | 0.65% | No change | 5,920 | $689K |
| Waverly Advisors, LLC | 0.01% | New | 5,260 | $612K |
| Raymond James Financial Inc. | 0.00% | — | 4,561 | $531K |
| Silverlake Wealth Management LLC | 0.18% | Reduce -3.6% | 3,938 | $458K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 3,776 | $440K |
| Private Advisor Group, LLC | 0.00% | No change | 3,575 | $416K |
| Ancora Advisors LLC | 0.01% | No change | 2,810 | $327K |
| Susquehanna International Group, LLP | 0.00% | Add +10.2% | 2,476 | $288K |
| Citadel Advisors | 0.00% | New | 2,041 | $238K |
| Wealthspire Advisors, LLC | 0.00% | No change | 1,931 | $225K |
| Parallel Advisors, LLC | 0.00% | Add +0.6% | 483 | $56K |
| Cwm, LLC | 0.00% | No change | 324 | $38K |
| Principal Securities, Inc. | 0.00% | Add +0.7% | 281 | $33K |
| Westside Investment Management, Inc. | 0.01% | No change | 267 | $31K |
| Farther Finance Advisors, LLC | 0.00% | No change | 265 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $23K |
| Global Retirement Partners, LLC | 0.00% | No change | 100 | $12K |
| UBS Group AG | 0.00% | Add +40.0% | 63 | $7K |
| Asset Dedication, LLC | 0.00% | New | 13 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -99.6% | 2 | $199 |
| FMR LLC | 0.00% | New | 1 | $116 |
"% of holder's portfolio" is SURE's weight in each manager's 13F, not the share of Advisorshares Insider Advant the manager owns.