ADVISORSHARES TR

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SURE·00768Y818·US·ETF·Unknown - Unknown

SURE (ADVISORSHARES TR) is held by 16 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($1.1M), MORGAN STANLEY ($980,229), Waverly Advisors, LLC ($815,098). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (16)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	8,322(-1.8%)	$1.1M	0.0%	+107.91%	0
MORGAN STANLEY	Increased	7,708(+4.8%)	$980,229	0.0%	+32.07%	26
WAWaverly Advisors, LLC	Increased	6,410(+2.5%)	$815,098	0.0%	+28.44%	25
CITADEL ADVISORS LLC	Increased	4,902(+30.2%)	$623,340	0.0%	+14.50%	31
OSAIC HOLDINGS, INC.	Decreased	4,348(-3.3%)	$553,291	0.0%	+51.16%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	3,937(-5.0%)	$500,630	0.0%	+24.33%	0
Private Advisor Group, LLC	Unchanged	3,225	$410,092	0.0%	+92.19%	0
WAWealthspire Advisors, LLC	Increased	3,022(+56.5%)	$384,279	0.0%	+30.59%	34
JONES FINANCIAL COMPANIES LLLP	Increased	2,311(+6.9%)	$290,176	0.0%	+22.53%	25
Farther Finance Advisors, LLC	Unchanged	2,081	$265,386	0.0%	+15.44%	0
RAYMOND JAMES FINANCIAL INC	Decreased	2,081(-7.4%)	$264,597	0.0%	+28.87%	0
COMMONWEALTH EQUITY SERVICES, LLC	Unchanged	1,702	$216,490	0.0%	+122.14%	0
Steward Partners Investment Advisory, LLC	Unchanged	400	$50,864	0.0%	+49.96%	0
PNC FINANCIAL SERVICES GROUP, INC.	New	294	$37,385	0.0%	+11.48%	31
UBS Group AG	Decreased	155(-2.5%)	$19,710	0.0%	+21.20%	0
WELLS FARGO & COMPANY/MN	Unchanged	0	$5	0.0%	+47.48%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer