Advisorshares Insider AdvantSUREETF
13F holders, Q1 2026 (March 31)22holders −1
1new positions
1sold out
1famous investor
$127.13avg. 13F price*
At the end of Q1 2026, 22 institutions reported holding Advisorshares Insider Advant (SURE) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($1.1M), Morgan Stanley ($980K) and Waverly Advisors, LLC ($815K). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $37K |
| Exits | 1 | $206K |
All 13F filers, Q4 2025 → Q1 2026: 3,260 shares bought and 2,708 shares sold, net +552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| LPL Financial LLC | 0.00% | Reduce -1.8% | 8,322 | $1.1M |
| Morgan Stanley | 0.00% | Add +4.8% | 7,708 | $980K |
| Waverly Advisors, LLC | 0.01% | Add +2.5% | 6,410 | $815K |
| Caerus Investment Advisors, LLC | 0.32% | No change | 5,920 | $753K |
| Citadel Advisors | 0.00% | Add +30.2% | 4,902 | $623K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.3% | 4,348 | $553K |
| Susquehanna International Group, LLP | 0.00% | Reduce -5.0% | 3,937 | $501K |
| Silverlake Wealth Management LLC | 0.09% | Reduce -10.8% | 3,440 | $437K |
| Private Advisor Group, LLC | 0.00% | No change | 3,225 | $410K |
| Wealthspire Advisors, LLC | 0.00% | Add +56.5% | 3,022 | $384K |
| Busey Bank | 0.01% | No change | 3,000 | $381K |
| Ancora Advisors LLC | 0.01% | No change | 2,810 | $357K |
| Jones Financial Companies LLLP | 0.00% | Add +6.9% | 2,311 | $290K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,081 | $265K |
| Raymond James Financial Inc. | 0.00% | Reduce -7.4% | 2,081 | $265K |
| Flow Traders U.S. LLC | 0.01% | Add +4.9% | 1,703 | $217K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 1,702 | $216K |
| Parallel Advisors, LLC | 0.00% | No change | 488 | $62K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 400 | $51K |
| Cwm, LLC | 0.00% | No change | 324 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | New | 294 | $37K |
| UBS Group AG | 0.00% | Reduce -2.5% | 155 | $20K |
"% of holder's portfolio" is SURE's weight in each manager's 13F, not the share of Advisorshares Insider Advant the manager owns.