Who Owns AdvisorShares Insider Advantage ETF (SURE)?Hedge Fund & Institutional Holders

$127.21-0.22 (-0.18%)Financial ServicesNYSE_ARCA

Institutional Holders

25

as of Q4 2025

Total Institutional Value

$4.910003820002651e+40T

% of Float Held

—

QoQ Change in Holders

+9 / -0

Price History

$98.15$107.18$116.21$125.23$134.26Sep 24Jun 25Mar 26

SURE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SILVERLAKE WEALTH MANAGEMENT LLCNew Position+4K+$491.0M
Busey BankNew Position+3K+$382.0M
Farther Finance Advisors, LLCNew Position+2K+$265.0M
Prime Capital Investment Advisors, LLCNew Position+2K+$206K
CWM, LLCNew Position+324+$41K
CITADEL ADVISORS LLCNew Position+4K+$0
Global Retirement Partners, LLCNew Position+100+$0
COMMONWEALTH EQUITY SERVICES, LLCNew Position+2K+$0
JONES FINANCIAL COMPANIES LLLPNew Position+2K+$0
Parallel Advisors, LLCIncreased+5+$-59.8M
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+634+$-434.3M
Waverly Advisors, LLCIncreased+76+$-764.1M
LPL Financial LLCIncreased+40+$-1.0B

SURE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-266-$588.5M
RAYMOND JAMES FINANCIAL INCDecreased-1K-$434.9M
UBS Group AGDecreased-389-$47.8M
MORGAN STANLEYDecreased-100-$922K
FLOW TRADERS U.S. LLCDecreased-279-$235K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SILVERLAKE WEALTH MANAGEMENT LLC3,856$491.0M0.11%Share
2Busey Bank3,000$382.0M0.01%Share
3Farther Finance Advisors, LLC2,081$265.0M0.00%Share
4UBS Group AG159$20.0M0.00%Share
5LPL Financial LLC8,470$1.0M0.00%Share
6Prime Capital Investment Advisors, LLC1,619$206K0.00%Share
7CWM, LLC324$41K0.00%Share
8Global Retirement Partners, LLC100$00.00%Share
9MORGAN STANLEY7,357$00.00%Share
10MORGAN STANLEY1$00.00%Share
11FLOW TRADERS U.S. LLC1,624$00.00%Share
12OSAIC HOLDINGS, INC.4,495$00.00%Share
13WELLS FARGO & COMPANY/MN0$00.00%Share
14Caerus Investment Advisors, LLC5,920$00.00%Share
15COMMONWEALTH EQUITY SERVICES, LLC1,702$00.00%Share
16RAYMOND JAMES FINANCIAL INC407$00.00%Share
17RAYMOND JAMES FINANCIAL INC1,841$00.00%Share
18SUSQUEHANNA INTERNATIONAL GROUP, LLP4,144$00.00%Share
19JONES FINANCIAL COMPANIES LLLP2,162$00.00%Share
20Waverly Advisors, LLC6,251$00.00%Share
21CITADEL ADVISORS LLC3,764$00.00%Share
22Private Advisor Group, LLC3,225$00.00%Share
23Wealthspire Advisors, LLC1,931$00.00%Share
24Steward Partners Investment Advisory, LLC400$00.00%Share
25Parallel Advisors, LLC488$00.00%Share

SURE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202523$1.2B+9
Q3 202514$4.8B-6
Q2 202520$5.3B-4
Q1 202524$7.2B+0
Q4 202424$50.0B+9
Q3 202415$1.1T+1
Q2 202414$34.1B-3
Q1 202417$520.3T—

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As of Q4 2025, 25 institutional investors hold SURE (AdvisorShares Insider Advantage ETF). The largest holder is SILVERLAKE WEALTH MANAGEMENT LLC with $491.0M in shares. This quarter, 9 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own SURE?

As of Q4 2025, 25 institutional investors report holding SURE (AdvisorShares Insider Advantage ETF) in their 13F filings.

Who is the largest institutional holder of SURE?

The largest institutional holder of SURE is SILVERLAKE WEALTH MANAGEMENT LLC with $491.0M in shares.

Is institutional ownership of SURE increasing or decreasing?

This quarter, 9 institutions opened new positions in SURE and 0 closed their positions.