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SURE ADVISORSHARES TR

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INDX FD (fund)

23 managers (23 13F filers) reported a position in SURE shares at 2025-06-30, 60,043 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
23
13F filers
23
New
1
Added
3
Reduced
7
Sold out
4
Shares held by filers
60,043

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC8,912$1.05M<0.01%-29113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,658$782K<0.01%-40913F-HRTimelineGroup
Waverly Advisors, LLC6,089$715K0.01%+41713F-HRTimeline
Caerus Investment Advisors, LLC5,920$695K0.66%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,761$560K<0.01%+2,86413F-HR/ATimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC4,037$474K0.14%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,759$442K<0.01%-1713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,518$413K<0.01%-52513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,233$380K<0.01%-43213F-HRTimelineGroup
Private Advisor Group, LLC3,225$379K<0.01%-35013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,810$330K0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,198$258K<0.01%-1,16313F-HRTimelineGroup
Wealthspire Advisors, LLC1,931$227K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP732$85.8K<0.01%+6613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…620$72.8K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC483$56.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC324$38K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.267$31.4K0.01%013F-HRTimeline
Farther Finance Advisors, LLC265$31.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…200$23.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC100$11.7K<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$84<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.