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On this page, we present all of the funds holding SURE from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SURE, with a link to that fund's top holdings. The next columns
indicate the amount of SURE stock held by each of the funds holding SURE, followed by the SURE position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 21 funds holding SURE within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Advisor Group Holdings Inc.. For more details on the positions held by Advisor Group Holdings Inc.
(or by any of the other funds holding SURE), click the fund name in the "Holder" column of the funds-holding-SURE table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Advisor Group Holdings Inc. | 17,072 | $1,784 | 12/31/2023 | | SURE | 17,072 | $1,784 | 12/31/2023 | | LPL Financial LLC | 9,403 | $982 | 12/31/2023 | | SURE | 9,403 | $982 | 12/31/2023 | | 9258 Wealth Management LLC | 7,020 | $821 | 03/31/2024 | | SURE | 7,020 | $821 | 03/31/2024 | | Caerus Investment Advisors LLC | 5,920 | $692 | 03/31/2024 | | SURE | 5,920 | $692 | 03/31/2024 | | Morgan Stanley | 6,509 | $680 | 12/31/2023 | | SURE | 6,509 | $680 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 4,347 | $508 | 03/31/2024 | | SURE | 4,347 | $508 | 03/31/2024 | | Commonwealth Equity Services LLC | 3,877 | $453 | 03/31/2024 | | SURE | 3,877 | $453 | 03/31/2024 | | Private Advisor Group LLC | 3,575 | $418 | 03/31/2024 | | SURE | 3,575 | $418 | 03/31/2024 | | Prime Capital Investment Advisors LLC | 3,801 | $397 | 12/31/2023 | | SURE | 3,801 | $397 | 12/31/2023 | | Ancora Advisors LLC | 3,035 | $317 | 12/31/2023 | | SURE | 3,035 | $317 | 12/31/2023 | | Citadel Advisors LLC | 2,337 | $244 | 12/31/2023 | | SURE | 2,337 | $244 | 12/31/2023 | | Sontag Advisory LLC | 1,931 | $226 | 03/31/2024 | | SURE | 1,931 | $226 | 03/31/2024 | | Parallel Advisors LLC | 480 | $56 | 03/31/2024 | | SURE | 480 | $56 | 03/31/2024 | | Wells Fargo & Company MN | 500 | $52 | 12/31/2023 | | SURE | 500 | $52 | 12/31/2023 | | UBS Group AG | 412 | $43 | 12/31/2023 | | SURE | 412 | $43 | 12/31/2023 | | CWM LLC | 324 | $38 | 03/31/2024 | | SURE | 324 | $38 | 03/31/2024 | | Westside Investment Management Inc. | 267 | $31 | 03/31/2024 | | SURE | 267 | $31 | 03/31/2024 | | Principal Securities Inc. | 279 | $29 | 12/31/2023 | | SURE | 279 | $29 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 200 | $21 | 12/31/2023 | | SURE | 200 | $21 | 12/31/2023 | | Royal Bank of Canada | 185 | $19 | 12/31/2023 | | SURE | 185 | $19 | 12/31/2023 | | Global Retirement Partners LLC | 100 | $12 | 03/31/2024 | | SURE | 100 | $12 | 03/31/2024 | | Proequities Inc. | 0 | $0 | 03/31/2024 | | SURE | 0 | $0 | 03/31/2024 |
See Summary: Institutional Holders of SURE
See Details: Top 10 Hedge Funds Holding SURE
Also See: SURE Insider Buying
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