Advisorshares Insider AdvantSUREETF
13F holders, Q1 2025 (March 31)24holders
3new positions
2sold out
1famous investor
$111.53avg. 13F price*
At the end of Q1 2025, 24 institutions reported holding Advisorshares Insider Advant (SURE) in their 13F filings, unchanged from Q4 2024. 3 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($1.0M), Morgan Stanley ($788K) and Caerus Investment Advisors, LLC ($660K). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $519K |
| Exits | 2 | $2K |
All 13F filers, Q4 2024 → Q1 2025: 8,186 shares bought and 5,822 shares sold, net +2,364 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| LPL Financial LLC | 0.00% | Add +5.8% | 9,203 | $1.0M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 7,067 | $788K |
| Caerus Investment Advisors, LLC | 0.64% | No change | 5,920 | $660K |
| Waverly Advisors, LLC | 0.01% | Add +7.8% | 5,672 | $633K |
| Raymond James Financial Inc. | 0.00% | Reduce -11.4% | 4,043 | $451K |
| Silverlake Wealth Management LLC | 0.17% | Add +2.5% | 4,037 | $450K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 3,776 | $421K |
| Citadel Advisors | 0.00% | Add +79.6% | 3,665 | $409K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 3,611 | $403K |
| Private Advisor Group, LLC | 0.00% | No change | 3,575 | $399K |
| Susquehanna International Group, LLP | 0.00% | Add +35.7% | 3,361 | $375K |
| Ancora Advisors LLC | 0.01% | No change | 2,810 | $313K |
| Wealthspire Advisors, LLC | 0.00% | No change | 1,931 | $215K |
| Osaic Holdings, Inc. | 0.00% | Reduce -73.4% | 1,897 | $212K |
| Jones Financial Companies LLLP | 0.00% | New | 666 | $74K |
| Parallel Advisors, LLC | 0.00% | No change | 483 | $54K |
| Royal Bank of Canada | 0.00% | New | 382 | $43K |
| Cwm, LLC | 0.00% | No change | 324 | $36K |
| Principal Securities, Inc. | 0.00% | No change | 281 | $33K |
| Westside Investment Management, Inc. | 0.01% | No change | 267 | $30K |
| Farther Finance Advisors, LLC | 0.00% | No change | 265 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $22K |
| UBS Group AG | 0.00% | Reduce -14.3% | 54 | $6K |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 1 | $80 |
"% of holder's portfolio" is SURE's weight in each manager's 13F, not the share of Advisorshares Insider Advant the manager owns.