Among active 13F managers last quarter, 3 opened and 4 added, while 3 reduced; the largest holder to move was Citadel Advisors LLC (−70%).
37 tracked 13F filers disclose a position in SRET as of the latest SEC 13F filings, a combined $38.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 506K | $10.7M | ▲+7.3% Added · +35K sh | Q1 2026 | |
| 2 | Mirae Asset Global Etfs Holdings Ltd. | 407K | $8.6M | ▲+8.2% Added · +31K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 383K | $8.1M | ▲+107% Added · +198K sh | Q1 2026 | |
| 4 | Morgan Stanley | 100K | $2.1M | ▲+19% Added · +16K sh | Q1 2026 | |
| 5 | Citadel Advisors LLC | 62K | $1.4M | ▼−70% Reduced · −143K sh | Q2 2026 | |
| 6 | Stratos Wealth Partners, LTD. | 49K | $1.1M | ▼−0.5% Reduced · −253 sh | Q2 2026 | |
| 7 | Susquehanna International Group, LLP | 48K | $1.0M | ▼−39% Reduced · −32K sh | Q1 2026 | |
| 8 | Wealth Enhancement Advisory Services, LLC | 48K | $1.1M | ▼−1.6% Reduced · −801 sh | Q2 2026 | |
| 9 | SBI Securities Co., Ltd. | 48K | $1.1M | ▲+0.8% Added · +407 sh | Q2 2026 | |
| 10 | Osaic Holdings, Inc. | 29K | $625K | ▲+9.8% Added · +3K sh | Q1 2026 | |
| 11 | Jane Street Group, LLC | 29K | $610K | ▼−3.2% Reduced · −941 sh | Q1 2026 | |
| 12 | Advyzon Investment Management, LLC | 24K | $535K | ▼−3.6% Reduced · −871 sh | Q2 2026 | |
| 13 | Global Retirement Partners, LLC | 18K | $401K | ▲81× Added · +17K sh | Q2 2026 | |
| 14 | MML Investors Services, LLC | 16K | $373K | ▲+33% Added · +4K sh | Q2 2026 | |
| 15 | Sei Investments Co | 10K | $218K | ▲New +10K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | 10K | $210K | —Held | Q1 2026 | |
| 17 | Sykon Capital LLC | 9K | $209K | ▲Added Added · +9K sh | Q2 2026 | |
| 18 | Huntington National Bank | 5K | $108K | —Held | Q2 2026 | |
| 19 | Crews Bank & Trust | 3K | $72K | —Held | Q2 2026 | |
| 20 | Royal Bank Of Canada | 2K | $47K | ▼−58% Reduced · −3K sh | Q1 2026 | |
| 21 | Founders Financial Alliance, LLC | 2K | $48K | ▼−3.1% Reduced · −68 sh | Q2 2026 | |
| 22 | Gill Capital Partners, LLC | 2K | $40K | —Held | Q2 2026 | |
| 23 | CWM, LLC | 630 | $13K | —Held | Q1 2026 | |
| 24 | Synergy Investment Management, LLC | 600 | $14K | —Held | Q2 2026 | |
| 25 | Triumph Capital Management | 500 | $11K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in SRET and 4 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 16 funds | $7.7B |
| Apple IncAAPL | 16 funds | $7.3B |
| Amazon.com IncAMZN | 16 funds | $5.8B |
| Microsoft CorpMSFT | 16 funds | $5.3B |
| Alphabet Inc-CL CGOOG | 16 funds | $3.5B |
| Alphabet Inc-CL AGOOGL | 16 funds | $3.3B |
| Meta Platforms Inc-Class AMETA | 16 funds | $2.4B |
| JPMorgan Chase & CoJPM | 16 funds | $2.0B |
| Taiwan Semiconductor-SP ADRTSM | 16 funds | $1.5B |
| Tesla IncTSLA | 16 funds | $1.4B |
| Chevron CorpCVX | 16 funds | $1.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 16 funds | $1.1B |
Ranked by how many of SRET's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SRET.
No filings captured for this ticker in the live stream yet.
Connected entities for SRET
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SRET/capital-change-brief"
Use Arkolith's capital_change_brief for SRET. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SRET. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.