22 tracked 13F filers disclose a position in SURE as of the latest SEC 13F filings, a combined $8.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $1.1M | 8K | ▼−1.7% Reduced · −148 sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $980K | 8K | ▲+4.8% Added · +350 sh | Q1 2026 | |
| 3 | Waverly Advisors, LLC | $815K | 6K | ▲+2.5% Added · +159 sh | Q1 2026 | |
| 4 | Caerus Investment Advisors, LLC | $753K | 6K | —Held | Q1 2026 | |
| 5 | CITADEL ADVISORS LLC | $623K | 5K | ▲+30% Added · +1K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $553K | 4K | ▼−3.3% Reduced · −147 sh | Q1 2026 | |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $501K | 4K | ▼−5.0% Reduced · −207 sh | Q1 2026 | |
| 8 | Wealthspire Advisors, LLC | $384K | 3K | ▲+56% Added · +1K sh | Q1 2026 | |
| 9 | Busey Bank | $381K | 3K | —Held | Q1 2026 | |
| 10 | SILVERLAKE WEALTH MANAGEMENT LLC | $442K | 3K | ▼−14% Reduced · −475 sh | Q2 2026 | |
| 11 | Ancora Advisors LLC | $419K | 3K | —Held | Q2 2026 | |
| 12 | JONES FINANCIAL COMPANIES LLLP | $290K | 2K | ▲+6.9% Added · +149 sh | Q1 2026 | |
| 13 | Farther Finance Advisors, LLC | $265K | 2K | —Held | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $265K | 2K | ▼−7.4% Reduced · −167 sh | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $216K | 2K | —Held | Q1 2026 | |
| 16 | Prime Capital Investment Advisors, LLC | $224K | 2K | ▲Added Added · +2K sh | Q2 2026 | |
| 17 | Parallel Advisors, LLC | $62K | 488 | —Held | Q1 2026 | |
| 18 | Steward Partners Investment Advisory, LLC | $60K | 400 | —Held | Q2 2026 | |
| 19 | CWM, LLC | $41K | 324 | —Held | Q1 2026 | |
| 20 | PNC FINANCIAL SERVICES GROUP, INC. | $37K | 294 | ▲New +294 sh | Q1 2026 | |
| 21 | UBS Group AG | $20K | 155 | ▼−2.5% Reduced · −4 sh | Q1 2026 | |
| 22 | Global Retirement Partners, LLC | $15K | 100 | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in SURE and 4 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $7.4B |
| NVIDIA CORPNVDA | 9 funds | $4.4B |
| APPLE INCAAPL | 9 funds | $2.8B |
| AMAZON.COM INCAMZN | 9 funds | $2.3B |
| MICROSOFT CORPMSFT | 9 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 9 funds | $1.7B |
| BROADCOM INCAVGO | 9 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 9 funds | $1.4B |
| VANGUARD FTSE DEVELOPED ETFVEA | 9 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 9 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 9 funds | $1.1B |
Ranked by how many of SURE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MSOSUIT EXCHANGE TRADED | 157 funds | $220.4M |
| YOLOPURE CANNABIS | 54 funds | $5.2M |
| CWSUIE | 49 funds | $52.5M |
| AADRmc | 26 funds | $18.0M |
| HDGERANGER EQUITY BE | 24 funds | $42.6M |
| SUREthis pageINSIDER ADVANTA | 22 funds | $8.4M |
| MSOXmc | 18 funds | $1.8M |
| PSILPSYCHEDELICS ETF | 16 funds | $796K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SURE
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SURE/capital-change-brief"
Use Arkolith's capital_change_brief for SURE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SURE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.