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Global X SuperDividend REIT ETF (SRET) Institutional Ownership

Global X SuperDividend REIT ETF logo
$22.38 -0.07 (-0.31%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Global X SuperDividend REIT ETF (NASDAQ:SRET)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$12.48M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$5.08M
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SRET Institutional Buying and Selling by Quarter

Global X SuperDividend REIT ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026Sei Investments Co.10,273$218K0.0%N/A0.098%
5/5/2026 D.A. Davidson & CO.23,708$503K0.0%-90.3%0.227%
5/5/2026 Sigma Planning Corp50,709$1.08M0.0%+34.4%0.486%
2/17/2026Osaic Holdings Inc.26,847$585K0.0%+11.1%0.247%
2/13/2026 Advyzon Investment Management LLC17,484$381K0.0%+7.2%0.161%
2/12/2026 Sykon Capital LLC10,277$224K0.1%N/A0.095%
2/11/2026 Janney Montgomery Scott LLC20,635$449K0.0%+6.1%0.190%
2/11/2026 LPL Financial LLC471,040$10.26M0.0%+9.5%4.337%
2/3/2026 SBI Securities Co. Ltd.45,848$998K0.0%-4.8%0.422%
1/30/2026 Sigma Planning Corp37,724$821K0.0%+17.0%0.383%
1/29/2026 D.A. Davidson & CO.244,240$5.32M0.0%N/A2.477%
1/20/2026 Stratos Wealth Partners LTD.44,407$967K0.0%+7.0%0.456%
1/8/2026 Wealth Enhancement Advisory Services LLC48,388$1.07M0.0%-2.3%0.497%
11/17/2025Susquehanna International Group LLP46,706$1.01M0.0%+234.8%0.497%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.366,561$7.93M0.0%+12.1%3.904%
11/17/2025Bank of America Corp DE175,402$3.80M0.0%+120.5%1.868%
11/13/2025Family Management Corp13,350$289K0.0%N/A0.142%
11/10/2025 Advyzon Investment Management LLC16,310$353K0.1%+3.5%0.174%
11/7/2025 Founders Financial Alliance LLC2,586$56K0.0%+23.9%0.028%
11/6/2025 Stratos Wealth Partners LTD.41,508$898K0.0%-6.2%0.442%
11/5/2025 SBI Securities Co. Ltd.48,172$1.04M0.0%-2.6%0.513%
11/3/2025AE Wealth Management LLC6,532$141K0.0%+85.1%0.070%
9/4/2025Osaic Holdings Inc.27,248$577K0.0%-6.9%0.306%
8/15/2025Bank of America Corp DE79,551$1.68M0.0%+0.8%0.893%
8/14/2025Raymond James Financial Inc.7,401$157K0.0%N/A0.083%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.326,851$6.92M0.0%+9.9%3.668%
8/8/2025 Advyzon Investment Management LLC15,757$333K0.1%+30.1%0.177%
8/6/2025AE Wealth Management LLC3,529$75K0.0%+30.6%0.040%
8/5/2025 Sigma Planning Corp28,890$611K0.0%+99.3%0.324%
7/21/2025 Ameritas Advisory Services LLC1,210$26K0.0%N/A0.014%
7/17/2025 Janney Montgomery Scott LLC17,778$376K0.0%+7.5%0.200%
5/19/2025Jane Street Group LLC15,067$319K0.0%-30.7%0.172%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.297,373$6.30M0.0%-0.9%3.387%
5/13/2025HighTower Advisors LLC9,889$210K0.0%N/A0.113%
5/12/2025Founders Financial Alliance LLC2,047$43K0.0%-41.8%0.023%
5/9/2025Advyzon Investment Management LLC12,112$257K0.1%N/A0.138%
5/7/2025LPL Financial LLC397,106$8.42M0.0%+9.1%4.523%
5/2/2025SBI Securities Co. Ltd.49,185$1.04M0.0%+4.6%0.560%
5/2/2025Sigma Planning Corp14,496$307K0.0%N/A0.165%
4/30/2025Stratos Wealth Partners LTD.44,246$938K0.0%+1.7%0.504%
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4/8/2025Investors Research Corp23,703$503K0.1%-6.2%0.268%
3/17/2025Wealth Enhancement Advisory Services LLC50,372$1.01M0.0%N/A0.569%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.299,961$6.00M0.0%-2.8%3.386%
2/17/2025Bank of America Corp DE59,136$1.18M0.0%+22.7%0.667%
2/14/2025Jane Street Group LLC21,749$435K0.0%+13.3%0.245%
2/11/2025LPL Financial LLC364,064$7.29M0.0%-7.6%4.109%
2/7/2025Founders Financial Alliance LLC3,515$70K0.0%-18.7%0.040%
2/6/2025SBI Securities Co. Ltd.47,038$941K0.0%N/A0.531%
1/27/2025Stratos Wealth Partners LTD.43,494$870K0.0%-2.0%0.491%
1/23/2025Crews Bank & Trust3,180$64K0.0%N/A0.036%
1/17/2025Janney Montgomery Scott LLC16,625$333K0.0%+79.2%0.166%
11/15/2024MML Investors Services LLC12,393$279K0.0%N/A0.120%
11/15/2024Jane Street Group LLC19,203$432K0.0%-64.1%0.186%
11/15/2024HighTower Advisors LLC9,890$222K0.0%N/A0.096%
10/8/2024Axiom Advisory LLC17,874$384K0.0%+3.9%0.175%
8/26/2024Founders Financial Alliance LLC3,392$68K0.0%-18.6%0.033%
8/14/2024Bank of Montreal Can24,100$481K0.0%-56.3%0.231%
8/7/2024Daiwa Securities Group Inc.1,040,000$20.74M0.1%+28.4%9.981%
5/24/2024Cetera Advisors LLC78,098$1.60M0.0%N/A0.726%
5/24/2024Cetera Investment Advisers79,756$1.63M0.0%+33.4%0.741%
5/1/2024Mirae Asset Global Investments Co. Ltd.339,792$7.13M0.0%+4.5%3.158%
2/9/2024Gladstone Institutional Advisory LLC10,441$231K0.0%N/A0.092%
2/6/2024Sykon Capital LLC9,186$203K0.1%N/A0.081%
1/24/2024Mirae Asset Global Investments Co. Ltd.325,225$7.19M0.0%+1.4%2.865%
1/24/2024Stratos Wealth Partners LTD.46,848$1.04M0.0%-7.7%0.413%
1/16/2024Raymond James Financial Services Advisors Inc.10,141$224K0.0%N/A0.089%
11/13/2023LPL Financial LLC516,497$10.39M0.0%+1.4%4.430%
11/8/2023Atria Wealth Solutions Inc.14,590$293K0.0%-4.0%0.125%
11/1/2023Daiwa Securities Group Inc.810,000$16.29M0.1%+24.6%6.947%
10/26/2023Mirae Asset Global Investments Co. Ltd.320,845$6.45M0.0%-1.0%2.752%
10/24/2023Stratos Wealth Partners LTD.50,781$1.02M0.0%-1.6%0.436%
10/11/2023Ronald Blue Trust Inc.1,907$41K0.0%N/A0.017%
8/10/2023Mirae Asset Global Investments Co. Ltd.324,130$6.96M0.0%-4.6%2.797%
8/10/2023Cetera Investment Advisers58,331$1.25M0.0%-24.7%0.503%
8/3/2023Atria Wealth Solutions Inc.15,193$326K0.0%+12.9%0.129%
8/2/2023Bank of Montreal Can2,253$49K0.0%N/A0.019%
7/31/2023LPL Financial LLC509,318$10.94M0.0%-4.5%4.331%
7/18/2023Stratos Wealth Partners LTD.51,619$1.11M0.0%+1.8%0.440%
5/10/2023Credit Suisse AG161,342$3.51M0.0%N/A1.298%
5/10/2023LPL Financial LLC533,545$11.62M0.0%-1.2%4.292%
5/8/2023Sigma Planning Corp28,490$620K0.0%N/A0.229%
5/8/2023Global Retirement Partners LLC1,734$37K0.0%+47.2%0.014%
5/4/2023Mirae Asset Global Investments Co. Ltd.339,792$7.40M0.0%+2.9%2.734%
4/27/2023Stratos Wealth Partners LTD.50,684$1.10M0.0%-4.3%0.403%
2/9/2023Mirae Asset Global Investments Co. Ltd.330,237$7.16M0.0%-64.1%2.570%
2/8/2023Belpointe Asset Management LLC1,838$40K0.0%N/A0.014%
2/7/2023Commonwealth Equity Services LLC9,609$208K0.0%-68.0%0.075%
2/7/2023LPL Financial LLC539,988$11.71M0.0%-61.8%4.202%
2/7/2023Envestnet Asset Management Inc.10,493$228K0.0%-43.8%0.082%
2/6/2023Daiwa Securities Group Inc.650,000$14.10M0.1%-66.7%5.058%
Millionaire warns: Move your money now (Ad)

Larry Benedict, the hedge fund trader who generated $274 million in profits for clients and beat the S&P 500 by 18 times in 2025, says Trump's installation of a new Federal Reserve chair is triggering the most significant shift in U.S. markets in nearly 20 years. Benedict's track record around Fed moves is hard to ignore - 62% from a single position after 2020 rate cuts, 117% in under a month when rate hikes were signaled in 2022, and an 89% gain in 17 days following a Jackson Hole speech. He has already identified the one ticker he believes will be at the center of the coming money flows, and he's sharing it free.tc pixel

Click here to see the ticker Larry Benedict is recommending right now
2/6/2023Investors Research Corp26,537$576K0.2%-67.0%0.207%
11/15/2022Kinloch Capital LLC16,882$116K0.1%N/A0.042%
11/15/2022Flow Traders U.S. LLC70,132$482K0.0%+205.2%0.177%
11/3/2022Global Retirement Partners LLC3,500$25K0.0%+133.3%0.009%
10/27/2022Sightline Wealth Advisors LLC20,383$141K0.2%N/A0.051%
10/25/2022Raymond James Financial Services Advisors Inc.14,020$96K0.0%-15.1%0.035%
10/14/2022Private Advisor Group LLC91,683$630K0.0%+291.2%0.229%
8/13/2022Flow Traders U.S. LLC22,976$185K0.0%N/A0.056%
8/12/2022LPL Financial LLC1,209,343$9.72M0.0%+10.4%2.965%
8/11/2022Wealthsource Partners LLC239,930$1.93M0.1%+6.1%0.588%


SRET Institutional Ownership - Frequently Asked Questions

During the previous two years, 29 institutional investors and hedge funds held shares of Global X SuperDividend REIT ETF. The most heavily invested institutionals were Daiwa Securities Group Inc. ($20.74M), LPL Financial LLC ($10.26M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($7.93M), Bank of America Corp DE ($3.80M), Cetera Investment Advisers ($1.63M), Cetera Advisors LLC ($1.60M), and Sigma Planning Corp ($1.08M).Learn more on Global X SuperDividend REIT ETF's institutional investors.

Of the 27 institutional investors that purchased Global X SuperDividend REIT ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: D.A. Davidson & CO. ($244.24K), Daiwa Securities Group Inc. ($230K), Bank of America Corp DE ($107.42K), Cetera Advisors LLC ($78.10K), LPL Financial LLC ($73.79K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($69.19K), and Wealth Enhancement Advisory Services LLC ($50.37K).

Institutional investors have bought a total of 576,471 shares in the last 24 months. This purchase volume represents approximately $12.48M in transactions.

The following institutional investors have sold Global X SuperDividend REIT ETF stock in the last 24 months: D.A. Davidson & CO. ($220.53K), Jane Street Group LLC ($6.68K), SBI Securities Co. Ltd. ($3.63K), Stratos Wealth Partners LTD. ($2.73K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($2.59K), Osaic Holdings Inc. ($2.01K), and Wealth Enhancement Advisory Services LLC ($1.12K).

Institutional investors have sold a total of 239,293 shares in the last 24 months. This volume of shares sold represents approximately $5.08M in transactions.


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This page (NASDAQ:SRET) was last updated on 5/14/2026 by MarketBeat.com Staff.
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