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SURE ADVISORSHARES TR

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INDX FD (fund)

22 managers (22 13F filers) reported a position in SURE shares at 2026-06-30, 68,307 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
22
13F filers
22
New
2
Added
4
Reduced
5
Sold out
3
Shares held by filers
68,307

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Inscription Capital, LLC10,350$1.54M0.14%new13F-HRTimeline
LPL Financial LLC8,648$1.29M<0.01%+32613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,708$1.15M<0.01%013F-HRTimelineGroup
Waverly Advisors, LLC6,040$900K0.01%-37013F-HRTimeline
Caerus Investment Advisors, LLC5,920$882K0.3%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,495$670K<0.01%+14713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,373$493K<0.01%+1,06213F-HRTimelineGroup
Busey Bank3,000$447K0.01%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,965$442K0.08%-47513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,810$419K0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,600$387K<0.01%-2,30213F-HRTimelineGroup
Farther Finance Advisors, LLC2,081$310K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC1,931$288K<0.01%-1,09113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,702$254K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,688$251K<0.01%-39313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC1,502$224K<0.01%new13F-HRTimeline
Parallel Advisors, LLC488$72.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…400$59.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…294$43.8K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG212$31.6K<0.01%+5713F-HRTimelineGroup
Global Retirement Partners, LLC100$14.9K<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$5<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.