Who Owns ADVISORSHARES TR (SURE)? -- Institutional Holders (2026-06-30)
24 institutions reported holding $10.2M of ADVISORSHARES TR (SURE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Inscription Capital, LLC ($1.5M), LPL Financial LLC ($1.3M), MORGAN STANLEY ($1.1M), Waverly Advisors, LLC ($899,755), Caerus Investment Advisors, LLC ($881,879). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Inscription Capital, LLC | $1.5M | 10,350 | New |
| 2 | LPL Financial LLC | $1.3M | 8,648 | Added |
| 3 | MORGAN STANLEY | $1.1M | 7,708 | Hold |
| 4 | Waverly Advisors, LLC | $899,755 | 6,040 | Trimmed |
| 5 | Caerus Investment Advisors, LLC | $881,879 | 5,920 | Hold |
| 6 | OSAIC HOLDINGS, INC. | $670,140 | 4,495 | Added |
| 7 | JONES FINANCIAL COMPANIES LLLP | $492,670 | 3,373 | Added |
| 8 | Busey Bank | $446,898 | 3,000 | Hold |
| 9 | SILVERLAKE WEALTH MANAGEMENT LLC | $441,692 | 2,965 | Trimmed |
| 10 | Ancora Advisors LLC | $418,594 | 2,810 | Hold |
| 11 | CITADEL ADVISORS LLC | $387,312 | 2,600 | Trimmed |
| 12 | Farther Finance Advisors, LLC | $309,927 | 2,081 | Hold |
| 13 | Wealthspire Advisors, LLC | $287,654 | 1,931 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $253,610 | 1,702 | Hold |
| 15 | RAYMOND JAMES FINANCIAL INC | $251,455 | 1,688 | Trimmed |
| 16 | Prime Capital Investment Advisors, LLC | $223,678 | 1,502 | New |
| 17 | Parallel Advisors, LLC | $72,708 | 488 | Hold |
| 18 | Steward Partners Investment Advisory, LLC | $59,586 | 400 | Hold |
| 19 | PNC Financial Services Group, Inc. | $43,796 | 294 | Hold |
| 20 | UBS Group AG | $31,581 | 212 | Added |
| 21 | Global Retirement Partners, LLC | $14,897 | 100 | Hold |
| 22 | Private Advisor Group, LLC | $0 | 0 | Exited |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 24 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30