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Global X SuperDividend REIT ETF (SRET) Institutional Ownership

Global X SuperDividend REIT ETF logo
$22.38 -0.02 (-0.09%)
As of 03:59 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)
16
Total
Institutional Inflows
(last 12 months)
$16.16M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$4.98M
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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
8/21/2026 Investors Research Corp20,631$468K0.1%-3.1%0.200%
8/20/2026 M Holdings Securities Inc.31,731$782K0.1%N/A0.308%
7/10/2026 Investors Research Corp20,631$468K0.1%-3.1%0.200%
5/19/2026 Bank of America Corp DE382,617$8.11M0.0%+107.4%3.665%
5/18/2026 Royal Bank of Canada2,234$47K0.0%-58.1%0.021%
5/14/2026 Sei 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%
2/17/2026 Osaic 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%
11/17/2025 Susquehanna International Group LLP46,706$1.01M0.0%+234.8%0.497%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.366,561$7.93M0.0%+12.1%3.904%
11/17/2025 Bank of America Corp DE175,402$3.80M0.0%+120.5%1.868%
11/13/2025 Family 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%
11/3/2025 AE Wealth Management LLC6,532$141K0.0%+85.1%0.070%
9/4/2025 Osaic Holdings Inc.27,248$577K0.0%-6.9%0.306%
8/15/2025 Bank of America Corp DE79,551$1.68M0.0%+0.8%0.893%
8/14/2025 Raymond James Financial Inc.7,401$157K0.0%N/A0.083%
8/14/2025 MIRAE 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%
8/6/2025 AE 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%
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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%
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%
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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%
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%


SRET Institutional Ownership - Frequently Asked Questions

During the previous two years, 27 institutional investors and hedge funds held shares of Global X SuperDividend REIT ETF. The most heavily invested institutionals were LPL Financial LLC ($10.26M), Bank of America Corp DE ($8.11M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($7.93M), Sigma Planning Corp ($1.08M), Wealth Enhancement Advisory Services LLC ($1.07M), Susquehanna International Group LLP ($1.01M), and SBI Securities Co. Ltd. ($998K).Learn more on Global X SuperDividend REIT ETF's institutional investors.

Of the 25 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: Bank of America Corp DE ($305.58K), D.A. Davidson & CO. ($244.24K), LPL Financial LLC ($73.79K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($69.19K), Wealth Enhancement Advisory Services LLC ($50.37K), SBI Securities Co. Ltd. ($49.19K), and Sigma Planning Corp ($47.34K).

Institutional investors have bought a total of 747,550 shares in the last 24 months. This purchase volume represents approximately $16.16M 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), SBI Securities Co. Ltd. ($3.63K), Royal Bank of Canada ($3.10K), Stratos Wealth Partners LTD. ($2.73K), Osaic Holdings Inc. ($2.01K), Investors Research Corp ($1.34K), and Wealth Enhancement Advisory Services LLC ($1.12K).

Institutional investors have sold a total of 234,459 shares in the last 24 months. This volume of shares sold represents approximately $4.98M in transactions.


Related Companies

Institutional ownership data for NASDAQ:SRET is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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