ADVISORSHARES TR (SURE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
23
Reporting holders
$10.2M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Inscription Capital, LLC | $1.5M | 10,350 | 0.14% | new | NEW |
| LPL Financial LLC | $1.3M | 8,648 | 0.00% | 31q | +3.9%+$48.6K |
| MORGAN STANLEY | $1.1M | 7,708 | 0.00% | 35q | HELD |
| Waverly Advisors, LLC | $899.8K | 6,040 | 0.01% | 7q | -5.8%-$55.1K |
| Caerus Investment Advisors, LLC | $881.9K | 5,920 | 0.29% | 10q | HELD |
| OSAIC HOLDINGS, INC. | $670.1K | 4,495 | 0.00% | 26q | +3.4%+$21.9K |
| JONES FINANCIAL COMPANIES LLLP | $492.7K | 3,373 | 0.00% | 6q | +46.0%+$155.1K |
| Busey Bank | $446.9K | 3,000 | 0.01% | 3q | HELD |
| SILVERLAKE WEALTH MANAGEMENT LLC | $441.7K | 2,965 | 0.08% | 9q | -13.8%-$70.8K |
| Ancora Advisors LLC | $418.6K | 2,810 | 0.01% | 31q | HELD |
| CITADEL ADVISORS LLC | $387.3K | 2,600 | 0.00% | 3q | -47.0%-$342.9K |
| Farther Finance Advisors, LLC | $309.9K | 2,081 | 0.00% | 3q | HELD |
| Wealthspire Advisors, LLC | $287.7K | 1,931 | 0.00% | 11q | -36.1%-$162.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $253.6K | 1,702 | 0.00% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $251.5K | 1,688 | 0.00% | 7q | -18.9%-$58.5K |
| Prime Capital Investment Advisors, LLC | $223.7K | 1,502 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $72.7K | 488 | 0.00% | 28q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $63.3K | 425 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $59.6K | 400 | 0.00% | 23q | HELD |
| PNC Financial Services Group, Inc. | $43.8K | 294 | 0.00% | 2q | HELD |
| UBS Group AG | $31.6K | 212 | 0.00% | 4q | +36.8%+$8.5K |
| Global Retirement Partners, LLC | $14.9K | 100 | 0.00% | 8q | HELD |
| WELLS FARGO & COMPANY/MN | $5 | 0 | 0.00% | 31q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 23 | $10.2M | 68,732 | 3 | 4 | 5 | 0.0% |
| Q1 2026 | 21 | $7.7M | 60,960 | 1 | 5 | 6 | 0.0% |
| Q4 2025 | 22 | $8.4M | 66,183 | 3 | 4 | 4 | 0.0% |
| Q3 2025 | 18 | $7.0M | 56,168 | 2 | 5 | 3 | 0.0% |
| Q2 2025 | 20 | $6.6M | 55,960 | 1 | 3 | 6 | 0.0% |
| Q1 2025 | 22 | $6.6M | 59,391 | 3 | 5 | 5 | 0.0% |
| Q4 2024 | 22 | $6.6M | 57,127 | 4 | 5 | 2 | 0.0% |
| Q3 2024 | 19 | $6.5M | 54,739 | 3 | 1 | 2 | 0.0% |
| Q2 2024 | 16 | $6.2M | 54,906 | 1 | 0 | 4 | 0.0% |
| Q1 2024 | 19 | $10.0M | 85,546 | 2 | 5 | 4 | 0.0% |
| Q4 2023 | 20 | $8.0M | 76,356 | 4 | 4 | 5 | 0.0% |
| Q3 2023 | 15 | $5.9M | 61,848 | 0 | 2 | 5 | 0.0% |
| Q2 2023 | 16 | $6.3M | 65,932 | 3 | 2 | 3 | 0.0% |
| Q1 2023 | 19 | $6.2M | 69,020 | 3 | 0 | 4 | 0.0% |
| Q4 2022 | 15 | $5.7M | 67,110 | 2 | 1 | 3 | 0.0% |
| Q3 2022 | 22 | $7.1M | 91,722 | 2 | 2 | 3 | 0.0% |
| Q2 2022 | 21 | $7.4M | 87,033 | 1 | 0 | 8 | 0.0% |
| Q1 2022 | 22 | $9.5M | 97,681 | 2 | 5 | 4 | 0.0% |
| Q4 2021 | 26 | $9.5M | 97,005 | 2 | 2 | 5 | 0.0% |
| Q3 2021 | 22 | $10.1M | 108,240 | 2 | 5 | 1 | 0.0% |
| Q2 2021 | 24 | $8.4M | 88,333 | 2 | 1 | 5 | 0.0% |
| Q1 2021 | 26 | $9.1M | 101,270 | 3 | 5 | 7 | 0.0% |
| Q4 2020 | 27 | $13.3M | 165,409 | 4 | 4 | 6 | 0.0% |
| Q3 2020 | 25 | $9.4M | 135,736 | 4 | 5 | 6 | 0.0% |
| Q2 2020 | 23 | $8.5M | 128,559 | 2 | 0 | 10 | 0.0% |
| Q1 2020 | 26 | $8.6M | 286,732 | 3 | 7 | 5 | 0.0% |
| Q4 2019 | 29 | $14.0M | 187,729 | 1 | 3 | 11 | 0.0% |
| Q3 2019 | 30 | $13.7M | 197,877 | 2 | 1 | 11 | 0.0% |
| Q2 2019 | 29 | $15.5M | 227,760 | 3 | 4 | 9 | 0.0% |
| Q1 2019 | 31 | $12.3M | 188,015 | 3 | 4 | 13 | 0.0% |
| Q4 2018 | 32 | $14.3M | 244,185 | 1 | 0 | 2 | 0.0% |