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AdvisorShares Insider Advantage ETF

22 hedge funds and large institutions have $8.72M invested in AdvisorShares Insider Advantage ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $8.68M → $8.72M (+$37.4K)

0.12% more ownership

Funds ownership: 17.93%18.05% (+0.12%)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

4% less funds holding

Funds holding: 2322 (-1)

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.06M -$19.4K -148 -2%
Morgan Stanley
2
Morgan Stanley
New York
$980K +$45.8K +350 +5%
WA
3
Waverly Advisors
Alabama
$815K +$20.8K +159 +3%
CIA
4
Caerus Investment Advisors
Texas
$753K
Citadel Advisors
5
Citadel Advisors
Florida
$623K +$149K +1,138 +30%
Osaic Holdings
6
Osaic Holdings
Arizona
$553K -$19.3K -147 -3%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$501K -$27.1K -207 -5%
SWM
8
Silverlake Wealth Management
Vermont
$437K -$54.5K -416 -11%
PAG
9
Private Advisor Group
New Jersey
$410K
WANY
10
Wealthspire Advisors (New York)
New York
$384K +$143K +1,091 +56%
BB
11
Busey Bank
Illinois
$381K
AA
12
Ancora Advisors
Ohio
$357K
Jones Financial Companies
13
Jones Financial Companies
Missouri
$290K +$19.5K +149 +7%
FFA
14
Farther Finance Advisors
California
$265K
Raymond James Financial
15
Raymond James Financial
Florida
$265K -$21.9K -167 -7%
FTUS
16
Flow Traders U.S.
New York
$217K +$10.3K +79 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$216K
PA
18
Parallel Advisors
California
$62.1K
SPIA
19
Steward Partners Investment Advisory
New York
$50.9K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$41.2K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$37.4K +$38.5K +294 New
UBS Group
22
UBS Group
Switzerland
$19.7K -$524 -4 -3%
Wells Fargo
23
Wells Fargo
California
$5
PCIA
24
Prime Capital Investment Advisors
Kansas
-$206K -1,619 Closed

SURE Hedge Fund Activity: Q1 2026 in Review

22 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q1 2026, worth a combined $8.72M — up 0.43% from $8.68M a quarter earlier.

Fund positioning in SURE was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 6 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $149K. The largest seller was Prime Capital Investment Advisors, exiting entirely with an estimated $206K sold.

  • 22 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q1 2026, down from 23 in Q4 2025.
  • Funds reported $8.72M of AdvisorShares Insider Advantage ETF stock for Q1 2026, up 0.43% quarter-over-quarter.
  • 1 fund opened new AdvisorShares Insider Advantage ETF positions in Q1 2026 and 1 closed out, a net change of 0 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q1 2026 was Citadel Advisors, an estimated $149K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q1 2026 was Prime Capital Investment Advisors, an estimated $206K sold.

Based on aggregated 13F filings for Q1 2026.