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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 2025-03-31, 63,491 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
25
13F filers
25
New
3
Added
5
Reduced
5
Sold out
2
Shares held by filers
63,491

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC9,203$1.03M<0.01%+50713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,067$788K<0.01%-4613F-HRTimelineGroup
Caerus Investment Advisors, LLC5,920$660K0.64%013F-HRTimeline
Waverly Advisors, LLC5,672$633K0.01%+41213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,043$451K<0.01%-51813F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC4,037$450K0.17%+9913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,776$421K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,665$409K<0.01%+1,62413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC3,611$403K<0.01%new13F-HRTimeline
Private Advisor Group, LLC3,575$399K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,361$375K<0.01%+88513F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC2,810$313K0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC1,931$215K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,897$212K<0.01%-5,23413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP666$73.7K<0.01%new13F-HR/ATimelineGroup
Parallel Advisors, LLC483$53.9K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA382$43K<0.01%new13F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC324$36K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC281$32.7K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.267$29.8K0.01%013F-HRTimeline
Farther Finance Advisors, LLC265$29.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…200$22.3K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG54$6.02K<0.01%-913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$80<0.01%-113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.