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AdvisorShares Insiders Advantage ETF (SURE) Institutional Ownership

$137.85 +1.84 (+1.35%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AdvisorShares Insiders Advantage ETF (NYSEARCA:SURE)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$1.74M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$119.82K
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SURE Institutional Buying and Selling by Quarter

AdvisorShares Insiders Advantage ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2026Osaic Holdings Inc.4,495$573K0.0%-5.6%1.183%
1/27/2026 Busey Bank3,000$382K0.0%N/A0.789%
1/23/2026 Farther Finance Advisors LLC2,081$265K0.0%N/A0.548%
11/17/2025Susquehanna International Group LLP3,510$434K0.0%+59.7%0.924%
11/17/2025Flow Traders U.S. LLC1,903$235K0.0%N/A0.501%
11/5/2025Prime Capital Investment Advisors LLC1,618$200K0.0%N/A0.426%
11/4/2025Jones Financial Companies Lllp1,443$180K0.0%+97.1%0.380%
10/28/2025 Silverlake Wealth Management LLC3,841$475K0.1%-4.9%1.011%
9/4/2025Osaic 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%
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%


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 Waverly Advisors LLC ($612K), Osaic Holdings Inc. ($573K), Silverlake Wealth Management LLC ($475K), Susquehanna International Group LLP ($434K), Commonwealth Equity Services LLC ($421K), Raymond James Financial Inc. ($413K), and Busey Bank ($382K).Learn more on AdvisorShares Insiders Advantage ETF's institutional investors.

Which institutional investors have been buying AdvisorShares Insiders Advantage ETF's stock?

Of the 12 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), Waverly Advisors LLC ($5.26K), Busey Bank ($3K), Osaic Holdings Inc. ($2.86K), Farther Finance Advisors LLC ($2.35K), Citadel Advisors LLC ($2.04K), and Flow Traders U.S. LLC ($1.90K).

How much institutional buying is happening at AdvisorShares Insiders Advantage ETF?

Institutional investors have bought a total of 14,109 shares in the last 24 months. This purchase volume represents approximately $1.74M 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), Osaic Holdings Inc. ($266.00), and Silverlake Wealth Management LLC ($196.00).

How much institutional selling is happening at AdvisorShares Insiders Advantage ETF?

Institutional investors have sold a total of 987 shares in the last 24 months. This volume of shares sold represents approximately $119.82K in transactions.


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This page (NYSEARCA:SURE) was last updated on 5/5/2026 by MarketBeat.com Staff.
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