Who owns AdvisorShares Insider Advantage ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SURE from SEC Form 13F filings across 22 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 22 institutions disclosed 68,307 shares of AdvisorShares Insider Advantage ETF worth $10.2M — about 18% of shares outstanding; the largest disclosed holder is Inscription Capital, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
22
13F holders
$10.2M
value, 2026 filers
18%
of shares outstanding (68,307 sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SURE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Inscription Capital, LLCNEW | 10,350 | $1.5M | 0.1% | 2.7% | new |
| 2 | LPL Financial LLC | 8,648 | $1.3M | 0.0% | 2.3% | +3.9% |
| 3 | MORGAN STANLEY | 7,708 | $1.1M | 0.0% | 2% | 0.0% |
| 4 | Waverly Advisors, LLC | 6,040 | $899,755 | 0.0% | 1.6% | -5.8% |
| 5 | Caerus Investment Advisors, LLCNEW | 5,920 | $881,879 | 0.3% | 1.6% | new |
| 6 | OSAIC HOLDINGS, INC. | 4,495 | $670,140 | 0.0% | 1.2% | +3.4% |
| 7 | JONES FINANCIAL COMPANIES LLLP | 3,373 | $492,670 | 0.0% | 0.9% | +46.0% |
| 8 | Busey Bank | 3,000 | $446,898 | 0.0% | 0.8% | 0.0% |
| 9 | SILVERLAKE WEALTH MANAGEMENT LLC | 2,965 | $441,692 | 0.1% | 0.8% | -13.8% |
| 10 | Ancora Advisors LLCNEW | 2,810 | $418,594 | 0.0% | 0.7% | new |
| 11 | CITADEL ADVISORS LLC | 2,600 | $387,312 | 0.0% | 0.7% | -47.0% |
| 12 | Farther Finance Advisors, LLC | 2,081 | $309,927 | 0.0% | 0.5% | 0.0% |
| 13 | Wealthspire Advisors, LLC | 1,931 | $287,654 | 0.0% | 0.5% | -36.1% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 1,702 | $253,610 | 0.0% | 0.4% | 0.0% |
| 15 | RAYMOND JAMES FINANCIAL INC | 1,688 | $251,455 | 0.0% | 0.4% | -18.9% |
| 16 | Prime Capital Investment Advisors, LLCNEW | 1,502 | $223,678 | 0.0% | 0.4% | new |
| 17 | Parallel Advisors, LLC | 488 | $72,708 | 0.0% | 0.1% | 0.0% |
| 18 | Steward Partners Investment Advisory, LLC | 400 | $59,586 | 0.0% | 0.1% | 0.0% |
| 19 | PNC Financial Services Group, Inc. | 294 | $43,796 | 0.0% | 0.1% | 0.0% |
| 20 | UBS Group AG | 212 | $31,581 | 0.0% | 0.1% | +36.8% |
| 21 | Global Retirement Partners, LLCNEW | 100 | $14,897 | 0.0% | 0% | new |
| 22 | WELLS FARGO & COMPANY/MN | 0 | $5 | 0.0% | 0% | — |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.