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SURE ADVISORSHARES TR

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INDX FD (fund)

24 managers (24 13F filers) reported a position in SURE shares at 2025-12-31, 68,131 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.

Managers
24
13F filers
24
New
3
Added
8
Reduced
5
Sold out
0
Shares held by filers
68,131

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC8,470$1.08M<0.01%+4013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,358$938K<0.01%-10013F-HR/ATimelineGroup
Waverly Advisors, LLC6,251$797K0.01%+7613F-HRTimeline
Caerus Investment Advisors, LLC5,920$754K0.25%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,495$573K<0.01%-26613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,144$528K<0.01%+63413F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC3,856$491K0.11%+1513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,764$480K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC3,225$411K<0.01%013F-HRTimeline
Busey Bank3,000$382K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,810$358K0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,248$286K<0.01%-1,26713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,162$275K<0.01%+71913F-HRTimelineGroup
Farther Finance Advisors, LLC2,081$265K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC1,931$246K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,702$217K<0.01%+513F-HRTimeline
FLOW TRADERS U.S. LLC1,624$207K0.01%-27913F-HRTimeline
Prime Capital Investment Advisors, LLC1,619$206K<0.01%+113F-HRTimeline
Parallel Advisors, LLC488$62.2K<0.01%+513F-HRTimeline
Steward Partners Investment Advisory, L…400$51K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC324$41K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG159$20.3K<0.01%-38913F-HRTimelineGroup
Global Retirement Partners, LLC100$12.7K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$16<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.