AdvisorShares Trust - SURE
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
Q3 2026
· Q2 2026
Value (USD)
Total reported value ($000)
$10.14M
QoQ value delta ($000)
-$10K
(-0.1%)
Implied price effect (QoQ)
-0.1%
Shares
Total shares
68,307
QoQ shares delta
0
(0.0%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
Market chart (SURE)
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Top holders (Q3 2026)
Top 25 only
Full list
Partial Q3 2026 data: 1 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Inscription Capital, LLC | 1,541 | 10,350 | 0.14% |
| LPL Financial LLC | 1,288 | 8,648 | 0.0% |
| MORGAN STANLEY | 1,148 | 7,708 | 0.0% |
| Waverly Advisors, LLC | 899 | 6,040 | 0.01% |
| Caerus Investment Advisors, LLC | 881 | 5,920 | 0.29% |
| OSAIC HOLDINGS, INC. | 670 | 4,495 | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 492 | 3,373 | 0.0% |
| Busey Bank | 446 | 3,000 | 0.01% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 441 | 2,965 | 0.08% |
| Ancora Advisors LLC | 418 | 2,810 | 0.01% |
| CITADEL ADVISORS LLC | 387 | 2,600 | 0.0% |
| Farther Finance Advisors, LLC | 299 | 2,081 | 0.0% |
| Wealthspire Advisors, LLC | 287 | 1,931 | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 253 | 1,702 | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 251 | 1,688 | 0.0% |
| Prime Capital Investment Advisors, LLC | 223 | 1,502 | 0.0% |
| Parallel Advisors, LLC | 72 | 488 | 0.0% |
| Steward Partners Investment Advisory, LLC | 59 | 400 | 0.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | 43 | 294 | 0.0% |
| UBS Group AG | 31 | 212 | 0.0% |
| Global Retirement Partners, LLC | 14 | 100 | 0.0% |
| WELLS FARGO & COMPANY/MN | 0 | 0 | 0.0% |