Advisorshares Insider AdvantSUREETF
13F holders, Q4 2025 (December 31)23holders +3
3new positions
0sold out
1famous investor
$127.43avg. 13F price*
At the end of Q4 2025, 23 institutions reported holding Advisorshares Insider Advant (SURE) in their 13F filings, up 3 from Q3 2025. 3 opened new positions and 0 sold out. The largest holders were LPL Financial LLC ($1.1M), Morgan Stanley ($938K) and Waverly Advisors, LLC ($797K). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.1M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 10,340 shares bought and 2,301 shares sold, net +8,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| LPL Financial LLC | 0.00% | Add +0.5% | 8,470 | $1.1M |
| Morgan Stanley | 0.00% | Reduce -1.3% | 7,358 | $938K |
| Waverly Advisors, LLC | 0.01% | Add +1.2% | 6,251 | $797K |
| Caerus Investment Advisors, LLC | 0.25% | No change | 5,920 | $754K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.6% | 4,495 | $573K |
| Susquehanna International Group, LLP | 0.00% | Add +18.1% | 4,144 | $528K |
| Silverlake Wealth Management LLC | 0.11% | Add +0.4% | 3,856 | $491K |
| Citadel Advisors | 0.00% | New | 3,764 | $480K |
| Private Advisor Group, LLC | 0.00% | No change | 3,225 | $411K |
| Busey Bank | 0.01% | New | 3,000 | $382K |
| Ancora Advisors LLC | 0.01% | No change | 2,810 | $358K |
| Raymond James Financial Inc. | 0.00% | Reduce -36.0% | 2,248 | $286K |
| Jones Financial Companies LLLP | 0.00% | Add +49.8% | 2,162 | $275K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,081 | $265K |
| Wealthspire Advisors, LLC | 0.00% | No change | 1,931 | $246K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 1,702 | $217K |
| Flow Traders U.S. LLC | 0.01% | Reduce -14.7% | 1,624 | $207K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.1% | 1,619 | $206K |
| Parallel Advisors, LLC | 0.00% | Add +1.0% | 488 | $62K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 400 | $51K |
| Cwm, LLC | 0.00% | No change | 324 | $41K |
| UBS Group AG | 0.00% | Reduce -71.0% | 159 | $20K |
| Global Retirement Partners, LLC | 0.00% | No change | 100 | $13K |
"% of holder's portfolio" is SURE's weight in each manager's 13F, not the share of Advisorshares Insider Advant the manager owns.