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SRET Institutional Ownership

Global X - SuperDividend REIT ETF
1W: -3.0% 1M: -9.8% 3M: -13.0% YTD: -9.6% 1Y: -8.0% 3Y: +20.1% 5Y: -5.2%
$19.74
-0.01 (-0.05%)
 
Weekly Expected Move ±1.4%
$19 $19 $20 $20 $20
ETF NASDAQ · AUM $203.0M

Institutional Ownership — SRET

49
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
49M
Total Invested
11
New Positions
12
Increased
14
Reduced
6
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (52 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 659,462 13M +276,845 +72.4% 15Q SEC ↗
2 LPL Financial LLC 544,833 11M +39,266 +7.8% 15Q SEC ↗
3 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 416,828 8M +9,405 +2.3% 9Q SEC ↗
4 MORGAN STANLEY 110,018 2M +10,316 +10.3% 15Q SEC ↗
5 CITADEL ADVISORS LLC 61,707 1M -142,868 -69.8% 3Q SEC ↗
6 Stratos Wealth Partners, LTD. 49,451 976K -253 -0.5% 15Q SEC ↗
7 WEALTH ENHANCEMENT ADVISORY SERVICES, 48,028 948K -801 -1.6% 7Q SEC ↗
8 SBI Securities Co., Ltd. 47,946 946K +407 +0.9% 7Q SEC ↗
9 OSAIC HOLDINGS, INC. 29,818 589K +331 +1.1% 15Q SEC ↗
10 Advyzon Investment Management, LLC 23,585 466K -871 -3.6% 6Q SEC ↗
11 Investors Research Corp 20,631 407K -670 -3.1% 15Q SEC ↗
12 Janney Montgomery Scott LLC NEW 19,374 382K — +0.0% 1Q SEC ↗
13 RAYMOND JAMES FINANCIAL INC NEW 17,839 352K — +0.0% 1Q SEC ↗
14 Global Retirement Partners, LLC NEW 17,678 349K — +0.0% 1Q SEC ↗
15 MML INVESTORS SERVICES, LLC 16,445 325K +4,076 +33.0% 8Q SEC ↗
16 Cambridge Investment Research Advisors 15,380 304K +2,966 +23.9% 2Q SEC ↗
17 SEI INVESTMENTS CO 13,746 271K +3,473 +33.8% 2Q SEC ↗
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,554 268K -34,913 -72.0% 15Q SEC ↗
19 FLOW TRADERS U.S. LLC NEW 10,329 204K — +0.0% 1Q SEC ↗
20 HighTower Advisors, LLC 9,889 195K — +0.0% 6Q SEC ↗
21 SYKON CAPITAL LLC NEW 9,206 182K — +0.0% 1Q SEC ↗
22 Crews Bank & Trust 3,180 63K — +0.0% 7Q SEC ↗
23 ROYAL BANK OF CANADA 2,532 50K +298 +13.3% 15Q SEC ↗
24 Founders Financial Alliance, LLC 2,138 42K -68 -3.1% 15Q SEC ↗
25 GILL CAPITAL PARTNERS, LLC 1,766 35K — +0.0% 2Q SEC ↗
26 CWM, LLC 630 12K — +0.0% 14Q SEC ↗
27 Synergy Investment Management, LLC 600 12K — +0.0% 2Q SEC ↗
28 Regatta Research & Money Management NEW 561 11K — +0.0% 1Q SEC ↗
29 Triumph Capital Management 500 10K — +0.0% 4Q SEC ↗
30 MERCER GLOBAL ADVISORS INC /ADV NEW 460 9K — +0.0% 1Q SEC ↗
31 AE Wealth Management LLC 350 7K — +0.0% 7Q SEC ↗
32 Qube Research & Technologies Ltd 336 7K -105 -23.8% 14Q SEC ↗
33 SHP Wealth Management NEW 228 5K — +0.0% 1Q SEC ↗
34 Farther Finance Advisors, LLC 227 4K +59 +35.1% 13Q SEC ↗
35 IFP Advisors, Inc 106 2K — +0.0% 15Q SEC ↗
36 FMR LLC 102 2K +21 +25.9% 9Q SEC ↗
37 LifeSteps Financial, Inc. NEW 66 1K — +0.0% 1Q SEC ↗
38 Noble Wealth Management PBC 25 0K — +0.0% 4Q SEC ↗
39 NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW 7 0K — +0.0% 1Q SEC ↗
40 Silver Grove Financial Group, Inc. NEW 3 0K — +0.0% 1Q SEC ↗
41 INTERNATIONAL ASSETS INVESTMENT MANAGE 2 0K — +0.0% 3Q SEC ↗
42 UBS Group AG 1 0K — +0.0% 2Q SEC ↗
43 STANCE CAPITAL LLC 0 0K -374 -100.0% 1Q SEC ↗
44 Essential Partners LLC 0 0K -54 -100.0% 1Q SEC ↗
45 Western Wealth Management, LLC 0 0K -600 -100.0% 1Q SEC ↗
46 WELLS FARGO & COMPANY/MN 0 0K — — 14Q SEC ↗
47 Blue Trust, Inc. 0 0K -83 -100.0% 2Q SEC ↗
48 Sigma Planning Corp 0 0K -50,709 -100.0% 5Q SEC ↗
49 D.A. DAVIDSON & CO. 0 0K -23,708 -100.0% 2Q SEC ↗
50 JANE STREET GROUP, LLC 0 0K -28,793 -100.0% 3Q SEC ↗
Biggest Increases (12)
HolderAddedChange %Total Shares
BANK OF AMERICA CORP /DE +276,845 +72.4% 659,462
LPL Financial LLC +39,266 +7.8% 544,833
MORGAN STANLEY +10,316 +10.3% 110,018
MIRAE ASSET GLOBAL ETFS HOLDINGS Lt +9,405 +2.3% 416,828
MML INVESTORS SERVICES, LLC +4,076 +33.0% 16,445
SEI INVESTMENTS CO +3,473 +33.8% 13,746
Cambridge Investment Research Advis +2,966 +23.9% 15,380
SBI Securities Co., Ltd. +407 +0.9% 47,946
OSAIC HOLDINGS, INC. +331 +1.1% 29,818
ROYAL BANK OF CANADA +298 +13.3% 2,532
Farther Finance Advisors, LLC +59 +35.1% 227
FMR LLC +21 +25.9% 102
Biggest Decreases (8)
HolderReducedChange %Total Shares
CITADEL ADVISORS LLC -142,868 -69.8% 61,707
SUSQUEHANNA INTERNATIONAL GROUP, LL -34,913 -72.0% 13,554
Advyzon Investment Management, LLC -871 -3.6% 23,585
WEALTH ENHANCEMENT ADVISORY SERVICE -801 -1.6% 48,028
Investors Research Corp -670 -3.1% 20,631
Stratos Wealth Partners, LTD. -253 -0.5% 49,451
Qube Research & Technologies Ltd -105 -23.8% 336
Founders Financial Alliance, LLC -68 -3.1% 2,138

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms