Advisorshares Insider AdvantSUREETF
13F holders, Q3 2025 (September 30)20holders −2
3new positions
4sold out
$123.74avg. 13F price*
At the end of Q3 2025, 20 institutions reported holding Advisorshares Insider Advant (SURE) in their 13F filings, down 2 from Q2 2025. 3 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($1.0M), Morgan Stanley ($923K) and Waverly Advisors, LLC ($764K).
- Company
- Advisorshares Insider Advant
- CUSIP
- 00768Y818
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $503K |
| Exits | 4 | $515K |
All 13F filers, Q2 2025 → Q3 2025: 7,178 shares bought and 7,129 shares sold, net +49 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| LPL Financial LLC | 0.00% | Reduce -5.4% | 8,430 | $1.0M |
| Morgan Stanley | 0.00% | Add +12.0% | 7,458 | $923K |
| Waverly Advisors, LLC | 0.01% | Add +1.4% | 6,175 | $764K |
| Caerus Investment Advisors, LLC | 0.30% | No change | 5,920 | $733K |
| Osaic Holdings, Inc. | 0.00% | No change | 4,761 | $589K |
| Silverlake Wealth Management LLC | 0.12% | Reduce -4.9% | 3,841 | $475K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 3,515 | $435K |
| Susquehanna International Group, LLP | 0.00% | Add +59.7% | 3,510 | $434K |
| Private Advisor Group, LLC | 0.00% | No change | 3,225 | $399K |
| Ancora Advisors LLC | 0.01% | No change | 2,810 | $348K |
| Wealthspire Advisors, LLC | 0.00% | No change | 1,931 | $239K |
| Flow Traders U.S. LLC | 0.01% | New | 1,903 | $235K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -54.9% | 1,697 | $210K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 1,618 | $200K |
| Jones Financial Companies LLLP | 0.00% | Add +97.1% | 1,443 | $180K |
| UBS Group AG | 0.00% | New | 548 | $68K |
| Parallel Advisors, LLC | 0.00% | No change | 483 | $60K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +100.0% | 400 | $49K |
| Cwm, LLC | 0.00% | No change | 324 | $40K |
| Global Retirement Partners, LLC | 0.00% | No change | 100 | $12K |
"% of holder's portfolio" is SURE's weight in each manager's 13F, not the share of Advisorshares Insider Advant the manager owns.