Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / INSIDER ADVANTA
-
Number of holders
-
26
-
Total 13F shares, excl. options
-
101,070
-
Shares change
-
-42,101
-
Total reported value, excl. options
-
$9,073,259
-
Value change
-
-$3,442,639
-
Number of buys
-
7
-
Number of sells
-
-12
-
Price
-
$89.78
Significant Holders of ADVISORSHARES TR - INSIDER ADVANTA (SURE) as of Q1 2021
31 filings reported holding SURE - ADVISORSHARES TR - INSIDER ADVANTA as of Q1 2021.
ADVISORSHARES TR - INSIDER ADVANTA (SURE) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 101,070 shares
.
Largest 10 shareholders include ADVISOR GROUP HOLDINGS, INC. (17,702 shares), MORGAN STANLEY (10,035 shares), LPL Financial LLC (9,858 shares), Raymond James Financial Services Advisors, Inc. (8,679 shares), CITADEL ADVISORS LLC (7,813 shares), Private Advisor Group, LLC (7,125 shares), ROYAL BANK OF CANADA (6,708 shares), 9258 Wealth Management, LLC (5,490 shares), Flaharty Asset Management, LLC (5,385 shares), and Belpointe Asset Management LLC (4,385 shares).
This table shows the top 26 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.