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Holder Amount Position Size ($ in 1000's)  As of Daiwa Securities Group Inc. 810,000 $16,556  03/31/2024      SRET 810,000 $16,556  03/31/2024 LPL Financial LLC 530,914 $10,852  03/31/2024      SRET 530,914 $10,852  03/31/2024 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. 339,792 $7,132  03/31/2024      SRET 339,792 $7,132  03/31/2024 Credit Suisse AG 161,327 $3,298  03/31/2024      SRET 161,327 $3,298  03/31/2024 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. 30,200 $617  03/31/2024      SRET 30,200 $617  03/31/2024 Investors Research Corp 25,537 $522  03/31/2024      SRET 25,537 $522  03/31/2024 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 Susquehanna International Group LLP 11,601 $237  03/31/2024      SRET 11,601 $237  03/31/2024 Sigma Planning Corp 11,615 $237  03/31/2024      SRET 11,615 $237  03/31/2024 Gladstone Institutional Advisory LLC 10,441 $231  12/31/2023      SRET 10,441 $231  12/31/2023 HighTower Advisors LLC 9,889 $202  03/31/2024      SRET 9,889 $202  03/31/2024 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 Global Retirement Partners LLC 1,723 $35  03/31/2024      SRET 1,723 $35  03/31/2024 JFS Wealth Advisors LLC 1,195 $24  03/31/2024      SRET 1,195 $24  03/31/2024 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 Sound Income Strategies LLC 449 $9  03/31/2024      SRET 449 $9  03/31/2024 Retirement Group LLC 462 $9  03/31/2024      SRET 462 $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  03/31/2024      SRET 40 $1  03/31/2024 Capital Investment Advisory Services LLC 42 $1  03/31/2024      SRET 42 $1  03/31/2024 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 0 $0  03/31/2024      SRET 0 $0  03/31/2024 See All: Funds Holding SRET See Details: Top 10 Hedge Funds Holding SRET Also See: SRET Holdings Changes

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