AdvisorShares Insiders Advantage ETF (SURE) Institutional Ownership $120.11 +0.48 (+0.40%) As of 07/3/2025 05:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for AdvisorShares Insiders Advantage ETF (NYSEARCA:SURE)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$1.97MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$30.66K Get SURE Insider Trade Alerts Want to know when executives and insiders are buying or selling AdvisorShares Insiders Advantage ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SURE Institutional Buying and Selling by Quarter AdvisorShares Insiders Advantage ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails4/30/2025Silverlake Wealth Management LLC4,037$450K0.2%+2.5%0.997% 2/17/2025Waverly Advisors LLC5,260$612K0.0%N/A1.238% 2/17/2025Citadel Advisors LLC2,041$238K0.0%N/A0.480% 2/13/2025Raymond James Financial Inc.4,561$531K0.0%N/A1.073% 2/6/2025Raymond James Financial Inc.4,561$531K0.0%N/A1.073% 1/27/2025Silverlake Wealth Management LLC3,938$458K0.2%-3.6%0.927% 10/29/2024Farther Finance Advisors LLC265$32K0.0%N/A0.062% 10/10/2024Silverlake Wealth Management LLC4,085$486K0.2%+3.3%0.961% 7/31/2024Commonwealth Equity Services LLC3,756$421K0.0%-3.1%0.884% 2/7/2024Principal Securities Inc.279$29K0.0%N/A0.063% Get the Latest News and Ratings for SURE and Related StocksEnter your email address below to receive the latest news and analysts' ratings for AdvisorShares Insiders Advantage ETF and its competitors with MarketBeat's FREE daily newsletter. 2/7/2024Wealthspire Advisors LLC1,931$202K0.0%N/A0.439% 2/6/2024Private Advisor Group LLC3,575$373K0.0%-29.6%0.813% 2/6/20249258 Wealth Management LLC7,020$733K0.1%+7.7%1.595% 1/19/2024Caerus Investment Advisors LLC5,920$618K0.6%N/A1.345% 1/16/2024Raymond James Financial Services Advisors Inc.3,947$412K0.0%-7.6%0.897% 11/8/20239258 Wealth Management LLC6,517$618K0.1%+18.7%1.481% 10/24/2023Raymond James Financial Services Advisors Inc.4,273$405K0.0%-9.0%0.971% 7/31/2023LPL Financial LLC9,981$951K0.0%-17.3%2.268% 7/25/2023Raymond James Financial Services Advisors Inc.4,696$448K0.0%+4.2%1.021% 5/11/2023Western Pacific Wealth Management LP1,000$90K0.1%N/A0.217% 5/10/2023Private Advisor Group LLC5,125$460K0.0%N/A1.114% 5/3/20239258 Wealth Management LLC5,490$493K0.1%N/A1.193% 5/1/2023CWM LLC324$29K0.0%N/A0.070% 4/28/2023Ameritas Advisory Services LLC1,216$110K0.0%N/A0.264% 4/25/2023Parallel Advisors LLC474$43K0.0%N/A0.103% 4/14/2023Raymond James Financial Services Advisors Inc.4,506$405K0.0%N/A0.980% (Data available from 1/1/2016 forward) SURE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SURE shares? During the previous two years, 13 institutional investors and hedge funds held shares of AdvisorShares Insiders Advantage ETF. The most heavily invested institutionals were LPL Financial LLC ($951K), 9258 Wealth Management LLC ($733K), Caerus Investment Advisors LLC ($618K), Waverly Advisors LLC ($612K), Raymond James Financial Inc. ($531K), Silverlake Wealth Management LLC ($450K), and Commonwealth Equity Services LLC ($421K).Learn more on AdvisorShares Insiders Advantage ETF's institutional investors. Which institutional investors have been buying AdvisorShares Insiders Advantage ETF's stock? Of the 10 institutional investors that purchased AdvisorShares Insiders Advantage ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($9.12K), Caerus Investment Advisors LLC ($5.92K), Waverly Advisors LLC ($5.26K), Citadel Advisors LLC ($2.04K), Wealthspire Advisors LLC ($1.93K), 9258 Wealth Management LLC ($1.53K), and Principal Securities Inc. ($279.00). How much institutional buying is happening at AdvisorShares Insiders Advantage ETF? Institutional investors have bought a total of 16,918 shares in the last 24 months. This purchase volume represents approximately $1.97M in transactions. Which of AdvisorShares Insiders Advantage ETF's major shareholders have been selling company stock? The following institutional investors have sold AdvisorShares Insiders Advantage ETF stock in the last 24 months: Silverlake Wealth Management LLC ($147.00), and Commonwealth Equity Services LLC ($121.00). How much institutional selling is happening at AdvisorShares Insiders Advantage ETF? Institutional investors have sold a total of 268 shares in the last 24 months. This volume of shares sold represents approximately $30.66K in transactions. Related Companies KNOW Institutional Ownership GURU Institutional Ownership CSD Institutional Ownership MVPA Institutional Ownership LST Institutional Ownership IGTR Institutional Ownership SAMM Institutional Ownership IPOS Institutional Ownership PIE Institutional Ownership DALI Institutional Ownership This page (NYSEARCA:SURE) was last updated on 7/5/2025 by MarketBeat.com Staff From Our PartnersA new rule goes live in July — and the banks are quietly cashing inA little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...American Alternative | SponsoredIs Elon's empire crumbling?The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...Brownstone Research | SponsoredPresidential Bombshell: $150T Resource to Be Released as soon as this Summer?Something extraordinary is happening in Washington. 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