SURE institutional holders
ADVISORSHARES TR INSIDER ADVAN · 13F, 2026Q2
| Managers holding | 21 |
|---|---|
| Shares held | 68,307 |
| Reported value | $10.2m |
| Quarter flows | 3 new, 4 added, 5 trimmed, 4 exited |
Top 22 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Inscription Capital, LLC | 10,350 | $1.5m | 0.1% |
| LPL Financial LLC | 8,648 | $1.3m | 0.0% |
| MORGAN STANLEY | 7,708 | $1.1m | 0.0% |
| Waverly Advisors, LLC | 6,040 | $899,755 | 0.0% |
| Caerus Investment Advisors, LLC | 5,920 | $881,879 | 0.3% |
| OSAIC HOLDINGS, INC. | 4,495 | $670,140 | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 3,373 | $492,670 | 0.0% |
| Busey Bank | 3,000 | $446,898 | 0.0% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 2,965 | $441,692 | 0.1% |
| Ancora Advisors LLC | 2,810 | $418,594 | 0.0% |
| CITADEL ADVISORS LLC | 2,600 | $387,312 | 0.0% |
| Farther Finance Advisors, LLC | 2,081 | $309,927 | 0.0% |
| Wealthspire Advisors, LLC | 1,931 | $287,654 | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,702 | $253,610 | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 1,688 | $251,455 | 0.0% |
| Prime Capital Investment Advisors, LLC | 1,502 | $223,678 | 0.0% |
| Parallel Advisors, LLC | 488 | $72,708 | 0.0% |
| Steward Partners Investment Advisory, LLC | 400 | $59,586 | 0.0% |
| PNC Financial Services Group, Inc. | 294 | $43,796 | 0.0% |
| UBS Group AG | 212 | $31,581 | 0.0% |
| Global Retirement Partners, LLC | 100 | $14,897 | 0.0% |
| WELLS FARGO & COMPANY/MN | 0 | $5 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SURE"). SURE price history · All 13F data