Citadel Advisors’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Citadel Advisors’s Portfolio SURE Stock Details SURE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$623K	Buy	4,902 +1,138	+30%	+$149K	﹤0.01%	8757
2025 Q4	$480K	Buy	+3,764	New	+$469K	﹤0.01%	9128
2025 Q3	–	Sell	-3,233	Closed	-$380K	–	14055
2025 Q2	$380K	Sell	3,233 -432	-12%	-$48.1K	﹤0.01%	9267
2025 Q1	$409K	Buy	3,665 +1,624	+80%	+$189K	﹤0.01%	8926
2024 Q4	$238K	Buy	+2,041	New	+$247K	﹤0.01%	10134
2024 Q2	–	Sell	-3,331	Closed	-$389K	–	15360
2024 Q1	$389K	Buy	3,331 +994	+43%	+$108K	﹤0.01%	8919
2023 Q4	$244K	Buy	+2,337	New	+$228K	﹤0.01%	9568
2023 Q2	–	Sell	-3,873	Closed	-$348K	–	15214
2023 Q1	$348K	Buy	+3,873	New	+$352K	﹤0.01%	9069
2022 Q3	–	Sell	-4,659	Closed	-$398K	–	13574
2022 Q2	$398K	Buy	+4,659	New	+$428K	﹤0.01%	9149
2021 Q2	–	Sell	-7,813	Closed	-$702K	–	14403
2021 Q1	$702K	Sell	7,813 -11,607	-60%	-$989K	﹤0.01%	8938
2020 Q4	$1.56M	Buy	+19,420	New	+$1.47M	﹤0.01%	5898
2020 Q3	–	Sell	-10,566	Closed	-$701K	–	10707
2020 Q2	$701K	Sell	10,566 -2,455	-19%	-$157K	﹤0.01%	6471
2020 Q1	$737K	Buy	13,021 +5,197	+66%	+$360K	﹤0.01%	5845
2019 Q4	$584K	Sell	7,824 -1,189	-13%	-$85.5K	﹤0.01%	6574
2019 Q3	$626K	Sell	9,013 -17,123	-66%	-$1.19M	﹤0.01%	6371
2019 Q2	$1.78M	Buy	26,136 +19,270	+281%	+$1.28M	﹤0.01%	4713
2019 Q1	$450K	Sell	6,866 -10,766	-61%	-$687K	﹤0.01%	6969
2018 Q4	$1.03M	Buy	17,632 +2,441	+16%	+$157K	﹤0.01%	5254
2018 Q3	$1.06M	Buy	+15,191	New	+$1.06M	﹤0.01%	5425
2017 Q2	–	Sell	-17,144	Closed	-$1.12M	–	8040
2017 Q1	$1.12M	Buy	+17,144	New	+$1.12M	﹤0.01%	3842
2016 Q4	–	Sell	-15,940	Closed	-$929K	–	7814
2016 Q3	$929K	Sell	15,940 -17,929	-53%	-$1.04M	﹤0.01%	3927
2016 Q2	$1.88M	Buy	33,869 +24,553	+264%	+$1.36M	﹤0.01%	2821
2016 Q1	$523K	Sell	9,316 -21,691	-70%	-$1.14M	﹤0.01%	4356
2015 Q4	$1.68M	Buy	31,007 +6,951	+29%	+$387K	﹤0.01%	2943
2015 Q3	$1.27M	Buy	+24,056	New	+$1.35M	﹤0.01%	3507

Other funds holding SURE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

CIA

Caerus Investment Advisors West Lake Hills, Texas $240M AUM 27.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWM

Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

Citadel Advisors's SURE Position: Q1 2026 in Review

Citadel Advisors increased its AdvisorShares Insider Advantage ETF (SURE) stake by 30% in Q1 2026, buying an estimated $149K and bringing the position to 4,902 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #8757.

Citadel Advisors first reported a position in SURE in Q3 2015 and has held it in 25 quarters since. The position peaked at $1.88M in Q2 2016. 22 funds tracked by Wall St. Rank hold SURE as of Q1 2026.

Citadel Advisors held 4,902 shares of AdvisorShares Insider Advantage ETF worth $623K as of Q1 2026.
Citadel Advisors bought 1,138 AdvisorShares Insider Advantage ETF shares in Q1 2026, an estimated $149K.
AdvisorShares Insider Advantage ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8757 holding.
Citadel Advisors first reported a position in AdvisorShares Insider Advantage ETF in Q3 2015 and has held it in 25 quarters since.
Citadel Advisors's AdvisorShares Insider Advantage ETF position peaked at $1.88M in Q2 2016.
22 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.