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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Daiwa Securities Group Inc. | 810,000 | $17,917 | 12/31/2023 |
SRET | 810,000 | $17,917 | 12/31/2023 |
LPL Financial LLC | 537,954 | $11,900 | 12/31/2023 |
SRET | 537,954 | $11,900 | 12/31/2023 |
Credit Suisse AG | 483,983 | $10,706 | 12/31/2023 |
SRET | 483,983 | $10,706 | 12/31/2023 |
Bank of America Corp DE | 450,434 | $9,964 | 12/31/2023 |
SRET | 450,434 | $9,964 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 325,225 | $7,194 | 12/31/2023 |
SRET | 325,225 | $7,194 | 12/31/2023 |
Susquehanna International Group LLP | 124,615 | $2,756 | 12/31/2023 |
SRET | 124,615 | $2,756 | 12/31/2023 |
Morgan Stanley | 85,269 | $1,886 | 12/31/2023 |
SRET | 85,269 | $1,886 | 12/31/2023 |
Cetera Investment Advisers | 59,804 | $1,323 | 12/31/2023 |
SRET | 59,804 | $1,323 | 12/31/2023 |
Stratos Wealth Partners LTD. | 59,361 | $1,213 | 03/31/2024 |
SRET | 59,361 | $1,213 | 03/31/2024 |
Advisor Group Holdings Inc. | 30,703 | $679 | 12/31/2023 |
SRET | 30,703 | $679 | 12/31/2023 |
Investors Research Corp | 25,934 | $574 | 12/31/2023 |
SRET | 25,934 | $574 | 12/31/2023 |
Citadel Advisors LLC | $391 | 12/31/2023 | |
SRET | 13,772 | $305 | 12/31/2023 |
Call | 4,000 | $88 | 12/31/2023 |
Put | 100 | $2 | 12/31/2023 |
Jane Street Group LLC | 13,103 | $290 | 12/31/2023 |
SRET | 13,103 | $290 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 10,441 | $231 | 12/31/2023 |
SRET | 10,441 | $231 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 10,141 | $224 | 12/31/2023 |
SRET | 10,141 | $224 | 12/31/2023 |
Sykon Capital LLC | 9,186 | $203 | 12/31/2023 |
SRET | 9,186 | $203 | 12/31/2023 |
Founders Financial Alliance LLC | 3,437 | $76 | 12/31/2023 |
SRET | 3,437 | $76 | 12/31/2023 |
Royal Bank of Canada | 3,295 | $74 | 12/31/2023 |
SRET | 3,295 | $74 | 12/31/2023 |
Bank of Montreal Can | 3,130 | $70 | 12/31/2023 |
SRET | 3,130 | $70 | 12/31/2023 |
Harbour Investments Inc. | 2,300 | $51 | 12/31/2023 |
SRET | 2,300 | $51 | 12/31/2023 |
UBS Group AG | 2,102 | $46 | 12/31/2023 |
SRET | 2,102 | $46 | 12/31/2023 |
Ronald Blue Trust Inc. | 1,907 | $42 | 12/31/2023 |
SRET | 1,907 | $42 | 12/31/2023 |
Global Retirement Partners LLC | 1,839 | $39 | 12/31/2023 |
SRET | 1,839 | $39 | 12/31/2023 |
CWM LLC | 630 | $13 | 03/31/2024 |
SRET | 630 | $13 | 03/31/2024 |
National Bank of Canada FI | 457 | $10 | 12/31/2023 |
SRET | 457 | $10 | 12/31/2023 |
Qube Research & Technologies Ltd | 466 | $10 | 12/31/2023 |
SRET | 466 | $10 | 12/31/2023 |
Retirement Group LLC | 454 | $10 | 12/31/2023 |
SRET | 454 | $10 | 12/31/2023 |
Sound Income Strategies LLC | 449 | $9 | 03/31/2024 |
SRET | 449 | $9 | 03/31/2024 |
Farther Finance Advisors LLC | 231 | $5 | 12/31/2023 |
SRET | 231 | $5 | 12/31/2023 |
IFP Advisors Inc | 172 | $4 | 12/31/2023 |
SRET | 172 | $4 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 78 | $2 | 03/31/2024 |
SRET | 78 | $2 | 03/31/2024 |
JPMorgan Chase & Co. | 40 | $1 | 12/31/2023 |
SRET | 40 | $1 | 12/31/2023 |
FMR LLC | 36 | $1 | 12/31/2023 |
SRET | 36 | $1 | 12/31/2023 |
Comerica Bank | 25 | $1 | 12/31/2023 |
SRET | 25 | $1 | 12/31/2023 |
Wells Fargo & Company MN | 1 | $0 | 12/31/2023 |
SRET | 1 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
SRET | 0 | $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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