ADVISORSHARES TR SURE
INSIDER ADVANTA · ETP · CUSIP 00768Y818
22
institutional holders
-1 vs Q1 2026
68.3k
shares reported held*
$10.2mreported value*
2 new
4 added
5 reduced
3 sold out
net sold ≈ $7.7k (-52 shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $148.83.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 23 |
| Q4 2022 | 21 |
| Q1 2023 | 22 |
| Q2 2023 | 19 |
| Q3 2023 | 18 |
| Q4 2023 | 23 |
| Q1 2024 | 22 |
| Q2 2024 | 19 |
| Q3 2024 | 22 |
| Q4 2024 | 25 |
| Q1 2025 | 25 |
| Q2 2025 | 23 |
| Q3 2025 | 21 |
| Q4 2025 | 24 |
| Q1 2026 | 23 |
| Q2 2026 | 22 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 6 | 3 |
| Q4 2024 | 12 | 2 |
| Q1 2025 | 8 | 7 |
| Q2 2025 | 4 | 11 |
| Q3 2025 | 8 | 9 |
| Q4 2025 | 11 | 5 |
| Q1 2026 | 7 | 7 |
| Q2 2026 | 6 | 8 |
Biggest buyers
| Inscription Capital, LLC | New | +10.3k |
| Prime Capital Investment Advisors, LLC | New | +1.5k |
| JONES FINANCIAL COMPANIES LLLP | Added | +1.1k |
| LPL Financial LLC | Added | +326 |
| OSAIC HOLDINGS, INC. | Added | +147 |
| UBS Group AG | Added | +57 |
Biggest sellers
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -3.9k |
| Private Advisor Group, LLC | Sold out | -3.2k |
| CITADEL ADVISORS LLC | Reduced | -2.3k |
| FLOW TRADERS U.S. LLC | Sold out | -1.7k |
| Wealthspire Advisors, LLC | Reduced | -1.1k |
| SILVERLAKE WEALTH MANAGEMENT LLC | Reduced | -475 |
| RAYMOND JAMES FINANCIAL INC | Reduced | -393 |
| Waverly Advisors, LLC | Reduced | -370 |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Inscription Capital, LLC 0.14% of their portfolio | 10.3k $1.5m | New |
| LPL Financial LLC 0.00% of their portfolio | 8.6k $1.3m | Added +326 |
| MORGAN STANLEY 0.00% of their portfolio | 7.7k $1.1m | Unchanged |
| Waverly Advisors, LLC 0.01% of their portfolio | 6.0k $899.8k | Reduced -370 |
| Caerus Investment Advisors, LLC 0.30% of their portfolio | 5.9k $881.9k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 4.5k $670.1k | Added +147 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 3.4k $492.7k | Added +1.1k |
| Busey Bank 0.01% of their portfolio | 3.0k $446.9k | Unchanged |
| SILVERLAKE WEALTH MANAGEMENT LLC 0.08% of their portfolio | 3.0k $441.7k | Reduced -475 |
| Ancora Advisors LLC 0.01% of their portfolio | 2.8k $418.6k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 2.6k $387.3k | Reduced -2.3k |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 2.1k $309.9k | Unchanged |
| Wealthspire Advisors, LLC 0.00% of their portfolio | 1.9k $287.7k | Reduced -1.1k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 1.7k $253.6k | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 1.7k $251.5k | Reduced -393 |
| Prime Capital Investment Advisors, LLC 0.00% of their portfolio | 1.5k $223.7k | New |
| Parallel Advisors, LLC 0.00% of their portfolio | 488 $72.7k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 400 $59.6k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 294 $43.8k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 212 $31.6k | Added +57 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 100 $14.9k | First filing |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 0 $5 | Unchanged |