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SURE ADVISORSHARES TR

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INDX FD (fund)

25 managers (25 13F filers) reported a position in SURE shares at 2024-12-31, 61,227 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.

Managers
25
13F filers
25
New
4
Added
8
Reduced
2
Sold out
0
Shares held by filers
61,227

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC8,696$1.01M<0.01%+3313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,131$830K<0.01%+23213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,113$828K<0.01%+813F-HR/ATimelineGroup
Caerus Investment Advisors, LLC5,920$689K0.65%013F-HRTimeline
Waverly Advisors, LLC5,260$612K0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,561$531K<0.01%13F-HR/ATimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC3,938$458K0.18%-14713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,776$440K<0.01%+1913F-HRTimeline
Private Advisor Group, LLC3,575$416K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,810$327K0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,476$288K<0.01%+22913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,041$238K<0.01%new13F-HRTimelineGroup
Wealthspire Advisors, LLC1,931$225K<0.01%013F-HRTimeline
Parallel Advisors, LLC483$56.3K<0.01%+313F-HRTimeline
CWM, LLCin group CWM, LLC324$38K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC281$32.7K<0.01%+213F-HRTimelineGroup
Westside Investment Management, Inc.267$31.1K0.01%013F-HRTimeline
Farther Finance Advisors, LLC265$30.8K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…200$23.3K<0.01%013F-HRTimeline
Global Retirement Partners, LLC100$11.6K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG63$7.33K<0.01%+1813F-HRTimelineGroup
Asset Dedication, LLC13$1.51K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$199<0.01%-49913F-HRTimelineGroup
FMR LLCin group FMR LLC1$116<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.