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Global X Superdividend REIT (SRET)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares557,318 from 544,833
Change+12,485 (+2%)
Value$11.2M (-$1.2M)
Filed 2026-11-06
UMB Bank, n.a.
NEW
Shares47,800
Change+47,800
Value$957.4K
Filed 2026-11-06
SBI Securities Co., Ltd.
DECREASED
Shares46,291 from 47,946
Change-1,655 (-3%)
Value$927.2K (-$159.7K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares32,269 from 48,028
Change-15,759 (-33%)
Value$624.4K (-$463.4K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares21,899 from 15,380
Change+6,519 (+42%)
Value$439 (-$348.6K)
Filed 2026-11-02
Investors Research Corp
DECREASED
Shares19,169 from 20,631
Change-1,462 (-7%)
Value$384.0K (-$83.8K)
Filed 2026-10-07
Global Retirement Partners, LLC
DECREASED
Shares17,642 from 17,678
Change-36 (0%)
Value$353.4K (-$47.4K)
Filed 2026-11-10
SEI Investments Co
INCREASED
Shares15,936 from 13,746
Change+2,190 (+16%)
Value$319.1K (+$7.5K)
Filed 2026-11-10
Fifth Third Bancorp
NEW
Shares4,775
Change+4,775
Value$95.6K
Filed 2026-11-05
Founders Financial Alliance, LLC
INCREASED
Shares2,584 from 2,138
Change+446 (+21%)
Value$51.8K (+$3.3K)
Filed 2026-11-10
Farther Finance Advisors, LLC
INCREASED
Shares2,261 from 227
Change+2,034 (+896%)
Value$45.3K (+$40.1K)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares1,404
Change+1,404
Value$28.1K
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$10.0K (-$1.3K)
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares374
Change+374
Value$7.5K
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$2.1K (-$280)
Filed 2026-10-16
FMR LLC
DECREASED
Shares97 from 102
Change-5 (-5%)
Value$1.9K (-$369)
Filed 2026-11-10
Noble Wealth Management PBC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$501 (-$66)
Filed 2026-10-01
Silver Grove Financial Group, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$52 (-$7)
Filed 2026-11-05
HighTower Advisors, LLC
CLOSED
Shares0 from 9,889
Change-9,889 (-100%)
Value$0 (-$224.2K)
Filed 2026-11-10
Huntington National Bank
CLOSED
Shares0 from 4,750
Change-4,750 (-100%)
Value$0 (-$107.7K)
Filed 2026-11-10
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,766
Change-1,766 (-100%)
Value$0 (-$40.0K)
Filed 2026-10-13
Synergy Investment Management, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$13.6K)
Filed 2026-11-10
LifeSteps Financial, Inc.
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$45)
Filed 2026-11-02
UBS Group AG
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$23)
Filed 2026-11-10
Bank of America Corp
N/A
Shares— from 659,462
Change-659,462 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 416,828
Change-416,828 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 110,018
Change-110,018 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 61,707
Change-61,707 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 49,451
Change-49,451 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 29,818
Change-29,818 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 23,585
Change-23,585 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 19,374
Change-19,374 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 17,839
Change-17,839 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,445
Change-16,445 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,554
Change-13,554 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 10,329
Change-10,329 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 9,206
Change-9,206 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 561
Change-561 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 336
Change-336 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 228
Change-228 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7
Change-7 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED557,318544,833+12,485+2%$12.4M$11.2M-$1.2M2026-11-06
UMB Bank, n.a.
NEW47,800—+47,800——$957.4K—2026-11-06
SBI Securities Co., Ltd.
DECREASED46,29147,946-1,655-3%$1.1M$927.2K-$159.7K2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED32,26948,028-15,759-33%$1.1M$624.4K-$463.4K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED21,89915,380+6,519+42%$349.0K$439-$348.6K2026-11-02
Investors Research Corp
DECREASED19,16920,631-1,462-7%$467.7K$384.0K-$83.8K2026-10-07
Global Retirement Partners, LLC
DECREASED17,64217,678-360%$400.8K$353.4K-$47.4K2026-11-10
SEI Investments Co
INCREASED15,93613,746+2,190+16%$311.6K$319.1K+$7.5K2026-11-10
Fifth Third Bancorp
NEW4,775—+4,775——$95.6K—2026-11-05
Founders Financial Alliance, LLC
INCREASED2,5842,138+446+21%$48.5K$51.8K+$3.3K2026-11-10
Farther Finance Advisors, LLC
INCREASED2,261227+2,034+896%$5.1K$45.3K+$40.1K2026-10-08
Latitude Advisors, LLC
NEW1,404—+1,404——$28.1K—2026-10-27
Triumph Capital Management
UNCHANGED50050000%$11.3K$10.0K-$1.3K2026-10-14
Simplex Trading, LLC
NEW374—+374——$7.5K—2026-11-04
IFP Advisors, Inc
UNCHANGED10610600%$2.4K$2.1K-$2802026-10-16
FMR LLC
DECREASED97102-5-5%$2.3K$1.9K-$3692026-11-10
Noble Wealth Management PBC
UNCHANGED252500%$567$501-$662026-10-01
Silver Grove Financial Group, Inc.
UNCHANGED3300%$59$52-$72026-11-05
HighTower Advisors, LLC
CLOSED09,889-9,889-100%$224.2K$0-$224.2K2026-11-10
Huntington National Bank
CLOSED04,750-4,750-100%$107.7K$0-$107.7K2026-11-10
Gill Capital Partners, LLC
CLOSED01,766-1,766-100%$40.0K$0-$40.0K2026-10-13
Synergy Investment Management, LLC
CLOSED0600-600-100%$13.6K$0-$13.6K2026-11-10
LifeSteps Financial, Inc.
CLOSED066-66-100%$1.5K$0-$1.5K2026-10-15
International Assets Investment Management, LLC
CLOSED02-2-100%$45$0-$452026-11-02
UBS Group AG
CLOSED01-1-100%$23$0-$232026-11-10
Bank of America Corp
N/A—659,462-659,462-100%$14.9M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—416,828-416,828-100%$9.4M———
Morgan Stanley
N/A—110,018-110,018-100%$2.5M———
Citadel Advisors LLC
N/A—61,707-61,707-100%$1.4M———
Stratos Wealth Partners, Ltd.
N/A—49,451-49,451-100%$1.1M———
Osaic Holdings, Inc.
N/A—29,818-29,818-100%$675.9K———
Advyzon Investment Management, LLC
N/A—23,585-23,585-100%$534.7K———
Janney Montgomery Scott LLC
N/A—19,374-19,374-100%$439.0K———
Raymond James Financial Inc
N/A—17,839-17,839-100%$404.4K———
MML Investors Services, LLC
N/A—16,445-16,445-100%$372.8K———
Susquehanna International Group, LLP
N/A—13,554-13,554-100%$307.3K———
Flow Traders U.S. LLC
N/A—10,329-10,329-100%$234.0K———
Sykon Capital LLC
N/A—9,206-9,206-100%$208.7K———
Crews Bank & Trust
N/A—3,180-3,180-100%$72.1K———
Royal Bank of Canada
N/A—2,532-2,532-100%$57.0K———
Regatta Research & Money Management
N/A—561-561-100%$12.7K———
AE Wealth Management LLC
N/A—350-350-100%$7.9K———
Qube Research & Technologies Ltd
N/A—336-336-100%$7.6K———
SHP Wealth Management
N/A—228-228-100%$5.2K———
Northwestern Mutual Wealth Management Co
N/A—7-7-100%$159———
Wells Fargo & Company
N/A—00—$4———
Showing 46 of 46 institutions