Advisorshares Insider AdvantSUREETF
13F holders, Q2 2025 (June 30)22holders −2
1new positions
4sold out
1famous investor
$117.49avg. 13F price*
At the end of Q2 2025, 22 institutions reported holding Advisorshares Insider Advant (SURE) in their 13F filings, down 2 from Q1 2025. 1 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($1.0M), Morgan Stanley ($782K) and Waverly Advisors, LLC ($715K). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $73K |
| Exits | 4 | $484K |
All 13F filers, Q1 2025 → Q2 2025: 3,967 shares bought and 7,515 shares sold, net −3,548 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| LPL Financial LLC | 0.00% | Reduce -3.2% | 8,912 | $1.0M |
| Morgan Stanley | 0.00% | Reduce -5.8% | 6,658 | $782K |
| Waverly Advisors, LLC | 0.01% | Add +7.3% | 6,089 | $715K |
| Caerus Investment Advisors, LLC | 0.66% | No change | 5,920 | $695K |
| Osaic Holdings, Inc. | 0.00% | Add +151.0% | 4,761 | $560K |
| Silverlake Wealth Management LLC | 0.14% | No change | 4,037 | $474K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.5% | 3,759 | $442K |
| Raymond James Financial Inc. | 0.00% | Reduce -13.0% | 3,518 | $413K |
| Citadel Advisors | 0.00% | Reduce -11.8% | 3,233 | $380K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.8% | 3,225 | $379K |
| Ancora Advisors LLC | 0.01% | No change | 2,810 | $330K |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.6% | 2,198 | $258K |
| Wealthspire Advisors, LLC | 0.00% | No change | 1,931 | $227K |
| Jones Financial Companies LLLP | 0.00% | Add +9.9% | 732 | $86K |
| Ameritas Advisory Services, LLC | 0.00% | New | 620 | $73K |
| Parallel Advisors, LLC | 0.00% | No change | 483 | $57K |
| Cwm, LLC | 0.00% | No change | 324 | $38K |
| 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% | — | 100 | $12K |
| Wells Fargo & Company | 0.00% | No change | 1 | $84 |
"% of holder's portfolio" is SURE's weight in each manager's 13F, not the share of Advisorshares Insider Advant the manager owns.