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Funds Holding SRET

On this page, we present all of the funds holding SRET from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SRET, with a link to that fund's top holdings. The next columns indicate the amount of SRET stock held by each of the funds holding SRET, followed by the SRET position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 35 funds holding SRET within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Daiwa Securities Group Inc.. For more details on the positions held by Daiwa Securities Group Inc. (or by any of the other funds holding SRET), click the fund name in the "Holder" column of the funds-holding-SRET table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Daiwa Securities Group Inc.810,000$17,917 12/31/2023
     SRET810,000$17,917 12/31/2023
LPL Financial LLC537,954$11,900 12/31/2023
     SRET537,954$11,900 12/31/2023
Credit Suisse AG483,983$10,706 12/31/2023
     SRET483,983$10,706 12/31/2023
Bank of America Corp DE450,434$9,964 12/31/2023
     SRET450,434$9,964 12/31/2023
Mirae Asset Global Investments Co. Ltd.325,225$7,194 12/31/2023
     SRET325,225$7,194 12/31/2023
Susquehanna International Group LLP124,615$2,756 12/31/2023
     SRET124,615$2,756 12/31/2023
Morgan Stanley85,269$1,886 12/31/2023
     SRET85,269$1,886 12/31/2023
Cetera Investment Advisers59,804$1,323 12/31/2023
     SRET59,804$1,323 12/31/2023
Stratos Wealth Partners LTD.59,361$1,213 03/31/2024
     SRET59,361$1,213 03/31/2024
Advisor Group Holdings Inc.30,703$679 12/31/2023
     SRET30,703$679 12/31/2023
Investors Research Corp25,934$574 12/31/2023
     SRET25,934$574 12/31/2023
Citadel Advisors LLC $391 12/31/2023
     SRET13,772$305 12/31/2023
     Call4,000$88 12/31/2023
     Put100$2 12/31/2023
Jane Street Group LLC13,103$290 12/31/2023
     SRET13,103$290 12/31/2023
Gladstone Institutional Advisory LLC10,441$231 12/31/2023
     SRET10,441$231 12/31/2023
Raymond James Financial Services Advisors Inc.10,141$224 12/31/2023
     SRET10,141$224 12/31/2023
Sykon Capital LLC9,186$203 12/31/2023
     SRET9,186$203 12/31/2023
Founders Financial Alliance LLC3,437$76 12/31/2023
     SRET3,437$76 12/31/2023
Royal Bank of Canada3,295$74 12/31/2023
     SRET3,295$74 12/31/2023
Bank of Montreal Can3,130$70 12/31/2023
     SRET3,130$70 12/31/2023
Harbour Investments Inc.2,300$51 12/31/2023
     SRET2,300$51 12/31/2023
UBS Group AG2,102$46 12/31/2023
     SRET2,102$46 12/31/2023
Ronald Blue Trust Inc.1,907$42 12/31/2023
     SRET1,907$42 12/31/2023
Global Retirement Partners LLC1,839$39 12/31/2023
     SRET1,839$39 12/31/2023
CWM LLC630$13 03/31/2024
     SRET630$13 03/31/2024
National Bank of Canada FI457$10 12/31/2023
     SRET457$10 12/31/2023
Qube Research & Technologies Ltd466$10 12/31/2023
     SRET466$10 12/31/2023
Retirement Group LLC454$10 12/31/2023
     SRET454$10 12/31/2023
Sound Income Strategies LLC449$9 03/31/2024
     SRET449$9 03/31/2024
Farther Finance Advisors LLC231$5 12/31/2023
     SRET231$5 12/31/2023
IFP Advisors Inc172$4 12/31/2023
     SRET172$4 12/31/2023
Farmers & Merchants Investments Inc.78$2 03/31/2024
     SRET78$2 03/31/2024
JPMorgan Chase & Co.40$1 12/31/2023
     SRET40$1 12/31/2023
FMR LLC36$1 12/31/2023
     SRET36$1 12/31/2023
Comerica Bank25$1 12/31/2023
     SRET25$1 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     SRET1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     SRET0$0 12/31/2023

See Summary: Institutional Holders of SRET
See Details: Top 10 Hedge Funds Holding SRET
Also See: SRET Holdings Changes

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