Who Owns SURE?
AdvisorShares Insider Advantage ETF — Institutional Ownership & 13F Holdings
$136.94
+0.00 (+0.00%)
Market Cap
$50.9M
Shares Outstanding
355,873
Institutional Holders
23
Total Inst. Value
$5.6M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
4
Closed Positions
5
Increased
4
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $787K | 7,067 |
| 2 | Caerus Investment Advisors, LLC | $660K | 5,920 |
| 3 | Waverly Advisors, LLC | $633K | 5,672 |
| 4 | RAYMOND JAMES FINANCIAL INC | $451K | 4,043 |
| 5 | SILVERLAKE WEALTH MANAGEMENT LLCNew | $450K | 4,037 |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $421K | 3,776 |
| 7 | CITADEL ADVISORS LLC | $409K | 3,665 |
| 8 | Prime Capital Investment Advisors, LLCNew | $403K | 3,611 |
| 9 | Private Advisor Group, LLC | $399K | 3,575 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $375K | 3,361 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Waverly Advisors, LLC | +412 | $633K |
| SILVERLAKE WEALTH MANAGEMENT LLCNew | +4K | $450K |
| CITADEL ADVISORS LLC | +2K | $409K |
| Prime Capital Investment Advisors, LLCNew | +4K | $403K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +885 | $375K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -5K | $212K |
| RAYMOND JAMES FINANCIAL INC | -518 | $451K |
| MORGAN STANLEY | -46 | $787K |
| UBS Group AG | -9 | $6K |
| WELLS FARGO & COMPANY/MN | -1 | $80 |
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Frequently Asked Questions
How many institutional investors hold SURE?
As of Q1 2025, 23 institutional investors report holding SURE (AdvisorShares Insider Advantage ETF) in their 13F filings.
Which hedge fund owns the most SURE?
The largest institutional holder of SURE is MORGAN STANLEY with $787K in shares.
Are institutions buying or selling SURE?
This quarter, 4 institutions opened new positions in SURE and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.