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AdvisorShares Insiders Advantage ETF (SURE) Institutional Ownership

$122.56 +0.08 (+0.07%)
Closing price 09/3/2025 04:10 PM Eastern
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$122.58 +0.02 (+0.01%)
As of 09/3/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for AdvisorShares Insiders Advantage ETF (NYSEARCA:SURE)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$2.04M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$78.79K
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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
8/14/2025 Raymond James Financial Inc.3,518$413K0.0%-13.0%0.880%
7/21/2025 Ameritas Advisory Services LLC620$73K0.0%N/A0.155%
4/30/2025 Silverlake Wealth Management LLC4,037$450K0.2%+2.5%0.997%
2/17/2025 Waverly Advisors LLC5,260$612K0.0%N/A1.238%
2/17/2025 Citadel Advisors LLC2,041$238K0.0%N/A0.480%
2/13/2025 Raymond James Financial Inc.4,561$531K0.0%N/A1.073%
2/6/2025 Raymond James Financial Inc.4,561$531K0.0%N/A1.073%
1/27/2025 Silverlake Wealth Management LLC3,938$458K0.2%-3.6%0.927%
10/29/2024 Farther Finance Advisors LLC265$32K0.0%N/A0.062%
10/10/2024 Silverlake Wealth Management LLC4,085$486K0.2%+3.3%0.961%
7/31/2024 Commonwealth Equity Services LLC3,756$421K0.0%-3.1%0.884%
2/7/2024 Principal Securities Inc.279$29K0.0%N/A0.063%
2/7/2024 Wealthspire Advisors LLC1,931$202K0.0%N/A0.439%
2/6/2024 Private Advisor Group LLC3,575$373K0.0%-29.6%0.813%
2/6/20249258 Wealth Management LLC7,020$733K0.1%+7.7%1.595%
1/19/2024 Caerus 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%
7/31/2023 LPL 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%
5/11/2023 Western Pacific Wealth Management LP1,000$90K0.1%N/A0.217%
5/10/2023 Private Advisor Group LLC5,125$460K0.0%N/A1.114%
5/3/20239258 Wealth Management LLC5,490$493K0.1%N/A1.193%
5/1/2023 CWM LLC324$29K0.0%N/A0.070%
4/28/2023 Ameritas Advisory Services LLC1,216$110K0.0%N/A0.264%
4/25/2023 Parallel 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, 13 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), Silverlake Wealth Management LLC ($450K), Commonwealth Equity Services LLC ($421K), Raymond James Financial Inc. ($413K), and Raymond James Financial Services Advisors Inc. ($412K).Learn more on AdvisorShares Insiders Advantage ETF's institutional investors.

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

Of the 10 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), Citadel Advisors LLC ($2.04K), Wealthspire Advisors LLC ($1.93K), 9258 Wealth Management LLC ($1.53K), and Ameritas Advisory Services LLC ($620.00).

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

Institutional investors have bought a total of 17,538 shares in the last 24 months. This purchase volume represents approximately $2.04M 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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This page (NYSEARCA:SURE) was last updated on 9/4/2025 by MarketBeat.com Staff
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