ADVISORSHARES TR

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SURE·00768Y818·US·ETF

SURE (ADVISORSHARES TR) is held by 14 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($1.3M), MORGAN STANLEY ($1.1M), Waverly Advisors, LLC ($899,755). Net institutional sentiment: Mixed.

14

Holders

(1 Elite)

$6.1M

Total Value

40% (10)

Consensus

4 buying - 6 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)34

Insider (Form 4)77

Activist (13D/13G)73

Congressional (STOCK Act)55

Holder Quality

36

★★★★★

Elite

10

★★★★

Strong

44

★★★

Solid

82

★★

Below

43

★

Weak

Held by 14 funds

1 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SURE.

Top Holders

Top Holders (14)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	8,648(+3.9%)	$1.3M	0.0%	+99.89%	26
MORGAN STANLEY	Unchanged	7,708	$1.1M	0.0%	+32.17%	0
WAWaverly Advisors, LLC	Decreased	6,040(-5.8%)	$899,755	0.0%	+28.54%	0
OSAIC HOLDINGS, INC.	Increased	4,495(+3.4%)	$670,140	0.0%	+48.76%	25
JONES FINANCIAL COMPANIES LLLP	Increased	3,373(+46.0%)	$492,670	0.0%	+14.38%	33
CITADEL ADVISORS LLC	Decreased	2,600(-47.0%)	$387,312	0.0%	+14.59%	0
Farther Finance Advisors, LLC	Unchanged	2,081	$309,927	0.0%	+15.77%	0
WAWealthspire Advisors, LLC	Decreased	1,931(-36.1%)	$287,654	0.0%	+30.69%	0
COMMONWEALTH EQUITY SERVICES, LLC	Unchanged	1,702	$253,610	0.0%	+122.31%	0
RAYMOND JAMES FINANCIAL INC	Decreased	1,688(-18.9%)	$251,455	0.0%	+28.97%	0
Steward Partners Investment Advisory, LLC	Unchanged	400	$59,586	0.0%	+50.07%	0
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	294	$43,796	0.0%	+11.57%	0
UBS Group AG	Increased	212(+36.8%)	$31,581	0.0%	+14.65%	17
WELLS FARGO & COMPANY/MN	Unchanged	0	$5	0.0%	+78.69%	0
Private Advisor Group, LLC	Exited	0(-100.0%)	$410,092	0.0%	+92.74%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$500,630	0.0%	+24.68%	0

SUREADVISORSHARES TR

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer