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Advisorshares Insider Advant (SURE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares15,730 from 8,648
Change+7,082 (+82%)
Value$2.3M (+$978.5K)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
NEW
Shares13,500
Change+13,500
Value$1.9M
Filed 2026-11-05
Busey Bank
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$432.3K (-$14.6K)
Filed 2026-10-26
Silverlake Wealth Management LLC
DECREASED
Shares2,376 from 2,965
Change-589 (-20%)
Value$342.3K (-$99.4K)
Filed 2026-10-21
Farther Finance Advisors, LLC
UNCHANGED
Shares2,081 from 2,081
Change0 (0%)
Value$299.8K (-$10.1K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
INCREASED
Shares1,707 from 1,702
Change+5 (+0%)
Value$246.0K (-$7.6K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares1,502 from 1,502
Change0 (0%)
Value$216.4K (-$7.3K)
Filed 2026-10-20
Parallel Advisors, LLC
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$70.3K (-$2.4K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$42.4K (-$1.4K)
Filed 2026-11-06
Inscription Capital, LLC
CLOSED
Shares0 from 10,350
Change-10,350 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 7,708
Change-7,708 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 6,040
Change-6,040 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 5,920
Change-5,920 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,495
Change-4,495 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,373
Change-3,373 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,931
Change-1,931 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
UBS Group AG
N/A
Shares— from 212
Change-212 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED15,7308,648+7,082+82%$1.3M$2.3M+$978.5K2026-11-06
Elevation Point Wealth Partners, LLC
NEW13,500—+13,500——$1.9M—2026-11-05
Busey Bank
UNCHANGED3,0003,00000%$446.9K$432.3K-$14.6K2026-10-26
Silverlake Wealth Management LLC
DECREASED2,3762,965-589-20%$441.7K$342.3K-$99.4K2026-10-21
Farther Finance Advisors, LLC
UNCHANGED2,0812,08100%$309.9K$299.8K-$10.1K2026-10-08
Commonwealth Equity Services, LLC
INCREASED1,7071,702+5+0%$253.6K$246.0K-$7.6K2026-11-02
Prime Capital Investment Advisors, LLC
UNCHANGED1,5021,50200%$223.7K$216.4K-$7.3K2026-10-20
Parallel Advisors, LLC
UNCHANGED48848800%$72.7K$70.3K-$2.4K2026-11-03
PNC Financial Services Group, Inc.
UNCHANGED29429400%$43.8K$42.4K-$1.4K2026-11-06
Inscription Capital, LLC
CLOSED010,350-10,350-100%$1.5M$0-$1.5M2026-11-02
Morgan Stanley
N/A—7,708-7,708-100%$1.1M———
Waverly Advisors, LLC
N/A—6,040-6,040-100%$899.8K———
Caerus Investment Advisors, LLC
N/A—5,920-5,920-100%$881.9K———
Osaic Holdings, Inc.
N/A—4,495-4,495-100%$670.1K———
Jones Financial Companies Lllp
N/A—3,373-3,373-100%$492.7K———
Ancora Advisors LLCA
N/A—2,810-2,810-100%$418.6K———
Citadel Advisors LLC
N/A—2,600-2,600-100%$387.3K———
Wealthspire Advisors, LLC
N/A—1,931-1,931-100%$287.7K———
Raymond James Financial Inc
N/A—1,688-1,688-100%$251.5K———
Steward Partners Investment Advisory, LLC
N/A—400-400-100%$59.6K———
UBS Group AG
N/A—212-212-100%$31.6K———
Global Retirement Partners, LLC
N/A—100-100-100%$14.9K———
Wells Fargo & Company
N/A—00—$5———
Showing 23 of 23 institutions