AI Holders Summary · Q2 2026

24 institutions reported SURE in Q2 2026. Inscription Capital, LLC leads at 14.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Inscription Capital, LLC

CIK 0001767868

$2M10K0.14%Q2 2026 02

Waverly Advisors, LLC

CIK 0001568787

$900K6K0.01%Q2 2026 05

Caerus Investment Advisors, LLC

CIK 0001862682

$882K6K0.29%Q2 2026 06

OSAIC HOLDINGS, INC.

CIK 0001677044

$670K4K0.00%Q2 2026 07

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$493K3K0.00%Q2 2026 08

Busey Bank

CIK 0001427202

$447K3K0.01%Q2 2026 09

SILVERLAKE WEALTH MANAGEMENT LLC

CIK 0001966026

$442K3K0.08%Q2 2026 10

Ancora Advisors LLC

CIK 0001446114

$419K3K0.01%Q2 2026 11

CITADEL ADVISORS LLC

CIK 0001423053

$387K3K0.00%Q2 2026 12

Farther Finance Advisors, LLC

CIK 0001992825

$310K2K0.00%Q2 2026 13

Wealthspire Advisors, LLC

CIK 0001646247

$288K2K0.00%Q2 2026 14

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$254K2K0.00%Q2 2026 15

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$251K2K0.00%Q2 2026 16

Prime Capital Investment Advisors, LLC

CIK 0001731446

$224K2K0.00%Q2 2026 17

FLOW TRADERS U.S. LLC

CIK 0001466697· Market maker

$217K2K0.01%Q1 2026 18

Parallel Advisors, LLC

CIK 0001690010

$73K4880.00%Q2 2026 19

Steward Partners Investment Advisory, LLC

CIK 0001723397

$60K4000.00%Q2 2026 20

CWM, LLC

CIK 0001535847

$41K3240.00%Q1 2026

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