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AdvisorShares Insider Advantage ETF

23 hedge funds and large institutions have $8.68M invested in AdvisorShares Insider Advantage ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

17% more capital invested

Capital invested by funds: $7.44M → $8.68M (+$1.25M)

15% more funds holding

Funds holding: 2023 (+3)

2.72% more ownership

Funds ownership: 15.21%17.93% (+2.7%)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.08M +$4.98K +40 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$938K -$12.5K -100 -1%
WA
3
Waverly Advisors
Alabama
$797K +$9.47K +76 +1%
CIA
4
Caerus Investment Advisors
Texas
$754K
Osaic Holdings
5
Osaic Holdings
Arizona
$573K -$33.1K -266 -6%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$528K +$79K +634 +18%
SWM
7
Silverlake Wealth Management
Vermont
$491K +$1.87K +15 +0.4%
Citadel Advisors
8
Citadel Advisors
Florida
$480K +$469K +3,764 New
PAG
9
Private Advisor Group
New Jersey
$411K
BB
10
Busey Bank
Illinois
$382K +$374K +3,000 New
AA
11
Ancora Advisors
Ohio
$358K
Raymond James Financial
12
Raymond James Financial
Florida
$286K -$158K -1,267 -36%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$275K +$89.6K +719 +50%
FFA
14
Farther Finance Advisors
California
$265K +$259K +2,081 New
WANY
15
Wealthspire Advisors (New York)
New York
$246K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$217K +$623 +5 +0.3%
FTUS
17
Flow Traders U.S.
New York
$207K -$34.8K -279 -15%
PCIA
18
Prime Capital Investment Advisors
Kansas
$206K +$125 +1 +0.1%
PA
19
Parallel Advisors
California
$62.2K +$623 +5 +1%
SPIA
20
Steward Partners Investment Advisory
New York
$51K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$41K
UBS Group
22
UBS Group
Switzerland
$20.3K -$48.5K -389 -71%
GRP
23
Global Retirement Partners
California
$12.7K
Wells Fargo
24
Wells Fargo
California
$16

SURE Hedge Fund Activity: Q4 2025 in Review

23 of the 8,245 institutional investors tracked by Wall St. Rank reported a position in AdvisorShares Insider Advantage ETF (SURE) for Q4 2025, worth a combined $8.68M — up 17% from $7.44M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SURE positions and 0 closed out — a net gain of 3 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $469K. The largest seller was Raymond James Financial, cutting an estimated $158K.

  • 23 institutional investors held AdvisorShares Insider Advantage ETF (SURE) as of Q4 2025, up from 20 in Q3 2025.
  • Funds reported $8.68M of AdvisorShares Insider Advantage ETF stock for Q4 2025, up 17% quarter-over-quarter.
  • 3 funds opened new AdvisorShares Insider Advantage ETF positions in Q4 2025 and 0 closed out, a net change of +3 holders.
  • The largest AdvisorShares Insider Advantage ETF buyer in Q4 2025 was Citadel Advisors, an estimated $469K added.
  • The largest AdvisorShares Insider Advantage ETF seller in Q4 2025 was Raymond James Financial, an estimated $158K sold.

Based on aggregated 13F filings for Q4 2025.