22 institutions reported holding $8.0M of ADVISORSHARES TR (SURE) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($1.1M), MORGAN STANLEY ($980,229), Waverly Advisors, LLC ($815,098), CITADEL ADVISORS LLC ($623,340), OSAIC HOLDINGS, INC. ($553,291). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $1.1M | 8,322 | Trimmed |
| 2 | MORGAN STANLEY | $980,229 | 7,708 | Added |
| 3 | Waverly Advisors, LLC | $815,098 | 6,410 | Added |
| 4 | CITADEL ADVISORS LLC | $623,340 | 4,902 | Added |
| 5 | OSAIC HOLDINGS, INC. | $553,291 | 4,348 | Trimmed |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $500,630 | 3,937 | Trimmed |
| 7 | SILVERLAKE WEALTH MANAGEMENT LLC | $437,472 | 3,440 | Trimmed |
| 8 | Private Advisor Group, LLC | $410,092 | 3,225 | Hold |
| 9 | Wealthspire Advisors, LLC | $384,279 | 3,022 | Added |
| 10 | Busey Bank | $381,481 | 3,000 | Hold |
| 11 | Ancora Advisors LLC | $357,320 | 2,810 | Hold |
| 12 | JONES FINANCIAL COMPANIES LLLP | $290,176 | 2,311 | Added |
| 13 | Farther Finance Advisors, LLC | $265,386 | 2,081 | Hold |
| 14 | RAYMOND JAMES FINANCIAL INC | $264,597 | 2,081 | Trimmed |
| 15 | FLOW TRADERS U.S. LLC | $217,000 | 1,703 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $216,490 | 1,702 | Hold |
| 17 | Parallel Advisors, LLC | $62,065 | 488 | Hold |
| 18 | Steward Partners Investment Advisory, LLC | $50,864 | 400 | Hold |
| 19 | CWM, LLC | $41,200 | 324 | Hold |
| 20 | PNC Financial Services Group, Inc. | $37,385 | 294 | New |
| 21 | UBS Group AG | $19,710 | 155 | Trimmed |
| 22 | Prime Capital Investment Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31