SURE Institutional Ownership
AdvisorShares Insider Advantage ETF
1W: +0.4%
1M: -2.7%
3M: -2.0%
YTD: +14.2%
1Y: +17.8%
3Y: +57.4%
5Y: +60.5%
$146.13
+0.50 (+0.35%)
Weekly Expected Move ±1.4%
$142
$144
$146
$148
$150
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SURE
25
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
10M
Total Invested
4
New Positions
4
Increased
8
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (26 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Inscription Capital, LLC NEW | 10,350 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 2 | LPL Financial LLC | 8,648 | 1M | +326 | +3.9% | 53Q | SEC ↗ |
| 3 | MORGAN STANLEY | 7,708 | 1M | — | +0.0% | 51Q | SEC ↗ |
| 4 | Waverly Advisors, LLC | 6,040 | 883K | -370 | -5.8% | 7Q | SEC ↗ |
| 5 | Caerus Investment Advisors, LLC | 5,920 | 865K | — | +0.0% | 11Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 4,495 | 657K | +147 | +3.4% | 26Q | SEC ↗ |
| 7 | JONES FINANCIAL COMPANIES LLLP | 3,373 | 493K | +1,062 | +46.0% | 6Q | SEC ↗ |
| 8 | Busey Bank | 3,000 | 438K | — | +0.0% | 3Q | SEC ↗ |
| 9 | SILVERLAKE WEALTH MANAGEMENT LLC | 2,965 | 433K | -475 | -13.8% | 9Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC | 2,600 | 380K | -2,302 | -47.0% | 3Q | SEC ↗ |
| 11 | Farther Finance Advisors, LLC | 2,081 | 304K | — | +0.0% | 3Q | SEC ↗ |
| 12 | Wealthspire Advisors, LLC | 1,931 | 282K | -1,091 | -36.1% | 11Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 1,702 | 249K | — | +0.0% | 35Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 1,688 | 247K | -393 | -18.9% | 7Q | SEC ↗ |
| 15 | Prime Capital Investment Advisors, LLC NEW | 1,502 | 219K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Parallel Advisors, LLC | 488 | 71K | — | +0.0% | 28Q | SEC ↗ |
| 17 | MERCER GLOBAL ADVISORS INC /ADV NEW | 425 | 62K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Steward Partners Investment Advisory, | 400 | 58K | — | +0.0% | 23Q | SEC ↗ |
| 19 | CWM, LLC | 324 | 47K | — | +0.0% | 13Q | SEC ↗ |
| 20 | PNC Financial Services Group, Inc. | 294 | 43K | — | +0.0% | 2Q | SEC ↗ |
| 21 | UBS Group AG | 212 | 31K | +57 | +36.8% | 4Q | SEC ↗ |
| 22 | Global Retirement Partners, LLC NEW | 100 | 15K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Private Advisor Group, LLC | 0 | 0K | -3,225 | -100.0% | 28Q | SEC ↗ |
| 24 | FLOW TRADERS U.S. LLC | 0 | 0K | -1,703 | -100.0% | 3Q | SEC ↗ |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -3,937 | -100.0% | 7Q | SEC ↗ |
| 26 | WELLS FARGO & COMPANY/MN | 0 | 0K | — | — | 47Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Inscription Capital, LLC | 10,350 | 2M |
| Prime Capital Investment Advisors, | 1,502 | 219K |
| MERCER GLOBAL ADVISORS INC /ADV | 425 | 62K |
| Global Retirement Partners, LLC | 100 | 15K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 3,937 | 575K |
| Private Advisor Group, LLC | 3,225 | 471K |
| FLOW TRADERS U.S. LLC | 1,703 | 249K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +1,062 | +46.0% | 3,373 |
| LPL Financial LLC | +326 | +3.9% | 8,648 |
| OSAIC HOLDINGS, INC. | +147 | +3.4% | 4,495 |
| UBS Group AG | +57 | +36.8% | 212 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -2,302 | -47.0% | 2,600 |
| Wealthspire Advisors, LLC | -1,091 | -36.1% | 1,931 |
| SILVERLAKE WEALTH MANAGEMENT LLC | -475 | -13.8% | 2,965 |
| RAYMOND JAMES FINANCIAL INC | -393 | -18.9% | 1,688 |
| Waverly Advisors, LLC | -370 | -5.8% | 6,040 |