Who owns SURE?
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22 institutions reported holding SURE, worth $10.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SURE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Inscription Capital, LLC | Houston, TX | $1.5M | 10,350 | New position |
| LPL Financial LLC | Fort Mill, SC | $1.3M | 8,648 | +326 shares |
| Morgan Stanley | New York, NY | $1.1M | 7,708 | No change |
| Waverly Advisors, LLC | Birmingham, AL | $900K | 6,040 | −370 shares |
| Caerus Investment Advisors, LLC | West Lake Hills, TX | $882K | 5,920 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $670K | 4,495 | +147 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $493K | 3,373 | +1,062 shares |
| Busey Bank | Urbana, IL | $447K | 3,000 | No change |
| Silverlake Wealth Management LLC | Williston, VT | $442K | 2,965 | −475 shares |
| Ancora Advisors LLC | Cleveland, OH | $419K | 2,810 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SURE?
22 institutional managers reported holding SURE in Form 13F filings for June 30, 2026, worth $10.2M in total. The largest reported position was held by Inscription Capital, LLC, at $1.5M.
Did institutions buy or sell SURE last quarter?
Reported 13F value rose 28.3% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SURE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.