SUREADVISORSHARES TR
CUSIP 00768Y818 · Yahoo Finance ↗ · Google Finance ↗
Advisorshares Tr (SURE) has 21 institutional holders in Filings Flow’s 13F database, together reporting 59.9K shares worth $8M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Morgan Stanley, and Waverly Advisors, LLC.
Institutional Holders
21
Q1 2026
Reported Value
$8M
Ticker
SURE
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Caerus Investment Advisors, LLC$240M AUM | 0.24% | $754,341 | 5.9K | Q4 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.09% | $437,472 | 3.4K | Q1 2026 |
| Busey Bank$3.7B AUM | 0.01% | $381,481 | 3.0K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $217,000 | 1.7K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $815,098 | 6.4K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $31,368 | 267 | Q2 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $72,839 | 620 | Q2 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $384,279 | 3.0K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $206,238 | 1.6K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $265,386 | 2.1K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $410,092 | 3.2K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $62,065 | 488 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $553,291 | 4.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $216,490 | 1.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 8.3K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $50,864 | 400 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $12,742 | 100 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $290,176 | 2.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $41,200 | 324 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $623,340 | 4.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $264,597 | 2.1K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $980,229 | 7.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $500,630 | 3.9K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $37,385 | 294 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $19,710 | 155 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.