SURE · AdvisorShares Insider Advantage ETF ETF
$150.56
-0.96 (-0.64%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $387,322
Total Shares: 2,600
Institutional Ownership Trend
14 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2023Top Holder
100.0%
+74.0 pts
Top 5
100.0%
+32.7 pts
Top 10
100.0%
+5.8 pts
HHI
10,000
Highly concentrated+8,687
Quarterly Activity
vs Mar 31, 2023
New
0
Increased
0
Decreased
1
Sold Out
21
Unchanged
0
Holder count:
-21
Institutional value:
-94.1%
Shares held:
-96.4%
Top Buyers
vs Mar 31, 2023No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2023| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −1,273 | 2,600 |
Top New Positions
vs Mar 31, 2023No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large OSAIC HOLDINGS, INC. | 19,033 | $1,709,162 | |
| Mega LPL Financial LLC | 12,064 | $1,083,347 | |
| Mega MORGAN STANLEY | 7,587 | $681,312 | |
| Small 9258 Wealth Management, LLC | 5,490 | $493,002 | |
| Mid Private Advisor Group, LLC | 5,125 | $460,225 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC SURE | $387,322 | 100.00% | 2,600 | Shares | 2026-09-02 |