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SURE ADVISORSHARES TR

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INDX FD (fund)

21 managers (21 13F filers) reported a position in SURE shares at 2025-09-30, 60,092 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
21
13F filers
21
New
3
Added
5
Reduced
5
Sold out
4
Shares held by filers
60,092

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC8,430$1.04M<0.01%-48213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,458$923K<0.01%+80013F-HR/ATimelineGroup
Waverly Advisors, LLC6,175$764K0.01%+8613F-HRTimeline
Caerus Investment Advisors, LLC5,920$733K0.3%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,761$589K<0.01%013F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC3,841$475K0.12%-19613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,515$435K<0.01%-313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,510$434K<0.01%+1,31213F-HRTimelineGroup
Private Advisor Group, LLC3,225$399K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,810$348K0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC1,931$239K<0.01%013F-HRTimeline
FLOW TRADERS U.S. LLC1,903$235K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,697$210K<0.01%-2,06213F-HRTimeline
Prime Capital Investment Advisors, LLC1,618$200K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,443$180K<0.01%+71113F-HRTimelineGroup
UBS Group AGin group UBS Group AG548$67.8K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC483$59.8K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…400$49.5K<0.01%+20013F-HRTimeline
CWM, LLCin group CWM, LLC324$40K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC100$12.4K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$2<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.