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AdvisorShares Insider Advantage ETF
SURE

Overview Fund Activity

22 hedge funds and large institutions have $6.68M invested in AdvisorShares Insider Advantage ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Ameritas Advisory Services
Nebraska
$72.8K
2
WA
Waverly Advisors
Alabama
$715K
3
Jones Financial Companies
Jones Financial Companies
Missouri
$85.8K

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$258K
3
Raymond James Financial
Raymond James Financial
Florida
$413K
4
Citadel Advisors
Citadel Advisors
Florida
$380K
5
Morgan Stanley
Morgan Stanley
New York
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.05M -$34.2K -291 -3%
Morgan Stanley
2
Morgan Stanley
New York
$782K -$48.1K -409 -6%
WA
3
Waverly Advisors
Alabama
$715K +$49K +417 +7%
CIA
4
Caerus Investment Advisors
Texas
$695K – – –
SWM
5
Silverlake Wealth Management
Vermont
$474K – – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$442K -$2K -17 -0.5%
Raymond James Financial
7
Raymond James Financial
Florida
$413K -$61.7K -525 -13%
Citadel Advisors
8
Citadel Advisors
Florida
$380K -$50.8K -432 -12%
PAG
9
Private Advisor Group
New Jersey
$379K -$41.1K -350 -10%
AA
10
Ancora Advisors
Ohio
$330K – – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$258K -$137K -1,163 -35%
WANY
12
Wealthspire Advisors (New York)
New York
$227K – – –
Osaic Holdings
13
Osaic Holdings
Arizona
$187K -$33.9K -291 -15%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$85.8K +$7.73K +66 +10%
AAS
15
Ameritas Advisory Services
Nebraska
$72.8K +$72.8K +620 New
PA
16
Parallel Advisors
California
$56.8K – – –
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
WIM
18
Westside Investment Management
California
$31.4K – – –
FFA
19
Farther Finance Advisors
California
$31.1K – – –
SPIA
20
Steward Partners Investment Advisory
New York
$23.5K – – –
GRP
21
Global Retirement Partners
California
$11.7K +$11.7K +100 New
Wells Fargo
22
Wells Fargo
California
$84 – – –
PCIA
23
Prime Capital Investment Advisors
Kansas
– -$403K -3,611 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
– -$43K -382 Closed
PS
25
Principal Securities
Iowa
– -$32.7K -281 Closed
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