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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 2026-03-31, 68,583 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
23
13F filers
23
New
1
Added
6
Reduced
6
Sold out
1
Shares held by filers
68,583

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC8,322$1.06M<0.01%-14813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,708$980K<0.01%+35013F-HRTimelineGroup
Waverly Advisors, LLC6,410$815K0.01%+15913F-HRTimeline
Caerus Investment Advisors, LLC5,920$753K0.32%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,902$623K<0.01%+1,13813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,348$553K<0.01%-14713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,937$501K<0.01%-20713F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC3,440$437K0.09%-41613F-HRTimeline
Private Advisor Group, LLC3,225$410K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC3,022$384K<0.01%+1,09113F-HRTimeline
Busey Bank3,000$381K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,810$357K0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,311$290K<0.01%+14913F-HRTimelineGroup
Farther Finance Advisors, LLC2,081$265K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,081$265K<0.01%-16713F-HRTimelineGroup
FLOW TRADERS U.S. LLC1,703$217K0.01%+7913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,702$216K<0.01%013F-HRTimeline
Parallel Advisors, LLC488$62.1K<0.01%013F-HR/ATimeline
Steward Partners Investment Advisory, L…400$50.9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC324$41.2K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…294$37.4K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG155$19.7K<0.01%-413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$5<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.