AdvisorShares Insider Advantage

SURE • ARCA

AdvisorShares Insider Advantage is an exchange-traded fund on ARCA. As of Q3 2025, 21 institutional investors hold shares in this ETF, with total holdings valued at $7.4M. LPL Financial LLC is the largest holder with a position valued at $1.0M.

Overview

Overview of institutional ownership in SURE as of Q3 2025

All Institutions

Institutions: 21
Value Held: $7.4M
Shares Held: 60.1K
Avg Position: $354.1K
Median Position: $238.9K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in SURE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$1.0M 0.00% of portfolio	8.4K shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$922.9K 0.00% of portfolio	7.5K shares	Q4 2013 Held for 11y 11m	$1.65T
Warren Averett Asset Management, LLC RIA/Wealth	Justin Thomas Russell CEO	$764.1K 0.01% of portfolio	6.2K shares	Q4 2024 Held for 11 months	$10.0B
Caerus Investment Advisors, LLC Venture Capital	Michael Hoi-Ming Cheung Managing Partner	$732.5K 0.30% of portfolio	5.9K shares	Q4 2023 Held for 1y 11m	$244.6M
A Advisor Group Holdings, Inc. Institution	-	$588.5K 0.00% of portfolio	4.8K shares	Q1 2020 Held for 5y 8m	$71.0B
SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth	Robert William Eddy Managing Partner	$475.2K 0.12% of portfolio	3.8K shares	Q2 2024 Held for 1y 5m	$396.1M
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$434.9K 0.00% of portfolio	3.5K shares	Q4 2024 Held for 11 months	$310.43B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$434.3K 0.00% of portfolio	3.5K shares	Q1 2024 Held for 1y 8m	$67.9B
Private Advisor Group, LLC RIA/Wealth	Franklin R Smith CEO	$399.0K 0.00% of portfolio	3.2K shares	Q2 2019 Held for 6y 5m	$20.3B
Ancora Advisors, LLC RIA/Wealth	Frederick David Disanto CEO	$347.7K 0.01% of portfolio	2.8K shares	Q3 2013 Held for 12y 2m	$5.0B

Net Capital Flow

Institutional buying and selling activity for SURE in Q3 2025

Traded: +$34.2K
Buyers: 9
Sellers: 8
Total Bought: +$888.7K
Total Sold: −$854.6K
Avg Position: $297.4K

Biggest Buyers

Institution	Net Bought	Current Position
F FLOW TRADERS U.S. LLC Institution	+$235.5K +1.9K shares	$235.5K 1.9K shares
Prime Capital Investment Advisors, LLC RIA/Wealth	+$200.2K +1.6K shares	$200.2K 1.6K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$162.3K +1.3K shares	$434.3K 3.5K shares
MORGAN STANLEY RIA/Wealth	+$99.0K +800.0 shares	$922.9K 7.5K shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$88.6K +711.0 shares	$179.7K 1.4K shares
UBS Group AG Institution	+$67.8K +548.0 shares	$67.8K 548.0 shares
Steward Partners Investment Advisory, LLC RIA/Wealth	+$24.7K +200.0 shares	$49.5K 400.0 shares
Warren Averett Asset Management, LLC RIA/Wealth	+$10.6K +86.0 shares	$764.1K 6.2K shares
WELLS FARGO & COMPANY/MN Institution	+$2.0 +-1.0 shares	$2.0 0.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$379.8K −3.2K shares	Sold Off 0 shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$255.1K −2.1K shares	$210.0K 1.7K shares
Ameritas Advisory Services, LLC RIA/Wealth	−$72.8K −620.0 shares	Sold Off 0 shares
L LPL Financial LLC Institution	−$59.6K −482.0 shares	$1.0M 8.4K shares
Westside Investment Management, Inc. RIA/Wealth	−$31.4K −267.0 shares	Sold Off 0 shares
Farther Finance Advisors, LLC RIA/Wealth	−$31.1K −265.0 shares	Sold Off 0 shares
SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth	−$24.2K −196.0 shares	$475.2K 3.8K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$371.2 −3.0 shares	$434.9K 3.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SURE in Q3 2025

New Positions: 1
New Value: $235.5K
Exited Positions: 4
Exited Value: $515.2K

New Positions

Institution	Position Value
F FLOW TRADERS U.S. LLC Institution	$235.5K 1.9K shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$379.8K 3.2K shares
Ameritas Advisory Services, LLC RIA/Wealth	$72.8K 620.0 shares
Westside Investment Management, Inc. RIA/Wealth	$31.4K 267.0 shares
Farther Finance Advisors, LLC RIA/Wealth	$31.1K 265.0 shares

Options Activity

Institutions with the largest Call and Put options positions in SURE as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SURE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Caerus Investment Advisors, LLC Venture Capital	Michael Hoi-Ming Cheung Managing Partner	0.30% $732.5K	5.9K shares	Q4 2023 Held for 1y 11m	$244.6M
SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth	Robert William Eddy Managing Partner	0.12% $475.2K	3.8K shares	Q2 2024 Held for 1y 5m	$396.1M
F FLOW TRADERS U.S. LLC Institution	-	0.01% $235.5K	1.9K shares	Q3 2025 Held for 2 months	$2.1B
Warren Averett Asset Management, LLC RIA/Wealth	Justin Thomas Russell CEO	0.01% $764.1K	6.2K shares	Q4 2024 Held for 11 months	$10.0B
Ancora Advisors, LLC RIA/Wealth	Frederick David Disanto CEO	0.01% $347.7K	2.8K shares	Q3 2013 Held for 12y 2m	$5.0B
Prime Capital Investment Advisors, LLC RIA/Wealth	John Edward Girouard CEO	0.00% $200.2K	1.6K shares	Q1 2025 Held for 8 months	$8.0B
Private Advisor Group, LLC RIA/Wealth	Franklin R Smith CEO	0.00% $399.0K	3.2K shares	Q2 2019 Held for 6y 5m	$20.3B
Sontag Advisory, LLC RIA/Wealth	Michael Anthony Lamena CEO	0.00% $238.9K	1.9K shares	Q4 2023 Held for 1y 11m	$19.1B
Parallel Advisors, LLC RIA/Wealth	Jerry Eilert Rendic CEO	0.00% $59.8K	483.0 shares	Q3 2019 Held for 6y 2m	$5.4B
A Advisor Group Holdings, Inc. Institution	-	0.00% $588.5K	4.8K shares	Q1 2020 Held for 5y 8m	$71.0B