AdvisorShares Insiders Advantage ETF (SURE) Institutional Ownership $124.54 +0.11 (+0.09%) As of 01:07 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for AdvisorShares Insiders Advantage ETF (NYSEARCA:SURE)Number ofInstitutional Buyers(last 12 months)7TotalInstitutional Inflows(last 12 months)$2.38MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$78.79K 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. 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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 CompanyDetails9/4/2025Osaic Holdings Inc.4,761$560K0.0%+151.0%1.190% 8/14/2025Raymond James Financial Inc.3,518$413K0.0%-13.0%0.880% 7/21/2025Ameritas Advisory Services LLC620$73K0.0%N/A0.155% 4/30/2025Silverlake 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% 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. 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% 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, 14 institutional investors and hedge funds held shares of AdvisorShares Insiders Advantage ETF. The most heavily invested institutionals were 9258 Wealth Management LLC ($733K), Caerus Investment Advisors LLC ($618K), Waverly Advisors LLC ($612K), Osaic Holdings Inc. ($560K), Silverlake Wealth Management LLC ($450K), Commonwealth Equity Services LLC ($421K), and Raymond James Financial Inc. ($413K).Learn more on AdvisorShares Insiders Advantage ETF's institutional investors. Which institutional investors have been buying AdvisorShares Insiders Advantage ETF's stock? Of the 11 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), Osaic Holdings Inc. ($2.86K), Citadel Advisors LLC ($2.04K), Wealthspire Advisors LLC ($1.93K), and 9258 Wealth Management LLC ($1.53K). How much institutional buying is happening at AdvisorShares Insiders Advantage ETF? Institutional investors have bought a total of 20,402 shares in the last 24 months. This purchase volume represents approximately $2.38M 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: Raymond James Financial Inc. ($525.00), and Silverlake Wealth Management LLC ($147.00). How much institutional selling is happening at AdvisorShares Insiders Advantage ETF? Institutional investors have sold a total of 672 shares in the last 24 months. This volume of shares sold represents approximately $78.79K in transactions. 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