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
20 quarters
Holder Concentration
Across 1 13F filers · Δ vs Sep 30, 2024Top Holder
100.0%
+83.2 pts
Top 5
100.0%
+40.3 pts
Top 10
100.0%
+8.5 pts
HHI
10,000
Highly concentrated+9,017
Quarterly Activity
vs Sep 30, 2024
New
1
Increased
0
Decreased
0
Sold Out
21
Unchanged
0
Holder count:
-20
Institutional value:
-93.7%
Shares held:
-95.0%
Top New Positions
vs Sep 30, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 2,600 | $387,322 |
Top Sold-Out Positions
vs Sep 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 8,663 | $1,031,243 | |
| Large OSAIC HOLDINGS, INC. | 6,899 | $821,255 | |
| Small Caerus Investment Advisors, LLC | 5,920 | $704,716 | |
| Small 9258 Wealth Management, LLC | 5,020 | $597,580 | |
| Large Raymond James Financial Services Advisors, Inc. | 4,347 | $517,466 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC SURE | $387,322 | 100.00% | 2,600 | Shares | 2026-09-02 |