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AdvisorShares Insiders Advantage ETF (SURE) Institutional Ownership

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Closing price 04/17/2025 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)
5
Total
Institutional Inflows
(last 12 months)
$1.96M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$30.66K
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SURE Institutional Buying and Selling by Quarter

AdvisorShares Insiders Advantage ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
10/29/2024 Farther 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%
5/11/2023 Western 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%
4/25/2023 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, 17 institutional investors and hedge funds held shares of AdvisorShares Insiders Advantage ETF. The most heavily invested institutionals were LPL Financial LLC ($951K), 9258 Wealth Management LLC ($733K), Caerus Investment Advisors LLC ($618K), Waverly Advisors LLC ($612K), Raymond James Financial Inc. ($531K), Silverlake Wealth Management LLC ($458K), and Commonwealth Equity Services LLC ($421K).Learn more on SURE's institutional investors.

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

Of the 15 institutional investors that purchased AdvisorShares Insiders Advantage ETF 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), 9258 Wealth Management LLC ($7.02K), Caerus Investment Advisors LLC ($5.92K), Waverly Advisors LLC ($5.26K), Private Advisor Group LLC ($5.13K), Citadel Advisors LLC ($2.04K), and Wealthspire Advisors LLC ($1.93K).

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

Institutional investors have bought a total of 40,298 shares in the last 24 months. This purchase volume represents approximately $4.20M in transactions.

Which AdvisorShares Insiders Advantage ETF major shareholders have been selling company stock?

The following institutional investors have sold AdvisorShares Insiders Advantage ETF stock in the last 24 months: LPL Financial LLC ($2.08K), Private Advisor Group LLC ($1.50K), Raymond James Financial Services Advisors Inc. ($749.00), Silverlake Wealth Management LLC ($147.00), and Commonwealth Equity Services LLC ($121.00).

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

Institutional investors have sold a total of 4,600 shares in the last 24 months. This volume of shares sold represents approximately $460.08K in transactions.



This page (NYSEARCA:SURE) was last updated on 4/21/2025 by MarketBeat.com Staff
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