ETF Ser SolutionsETF

13F holders, Q1 2024 (March 31)
12holders
$46.20avg. 13F price*

At the end of Q1 2024, 12 institutions reported holding ETF Ser Solutions in their 13F filings. The largest holders were LPL Financial LLC ($830K), Osaic Holdings, Inc. ($266K) and Financial Advocates Investment Management ($206K).

Company
ETF Ser Solutions
CUSIP
26922A628
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 12Q1 2024Q2 2024: 11Q2 2024Q3 2024: 14Q3 2024Q4 2024: 14Q4 2024Q1 2025: 21Q1 2025Q2 2025: 23Q2 2025Q3 2025: 20Q3 2025Q4 2025: 24Q4 2025Q1 2026: 19Q1 2026Q2 2026: 19Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions5$212K
Exits3$473K

Ownership 12 holders

LPL Financial LLC 0.00% Reduce -12.5% 17,977 $830K
Osaic Holdings, Inc. 0.00% Add +77.2% 5,769 $266K
Financial Advocates Investment Management 0.01% New 4,455 $206K
Bogart Wealth, LLC 0.00% No change 643 $30K
Winch Advisory Services, LLC 0.00% No change 277 $13K
Tanglewood Legacy Advisors, LLC 0.01% Reduce -39.5% 230 $11K
Spire Wealth Management 0.00% No change 189 $9K
Benjamin F. Edwards & Company, Inc. 0.00% No change 100 $5K
UBS Group AG 0.00% New 80 $4K
CoreCap Advisors, LLC 0.00% New 54 $2K
FMR LLC 0.00% New 4 $185
Morgan Stanley 0.00% New 1 $84

"% of holder's portfolio" is ETF SER SOLUTIONS's weight in each manager's 13F, not the share of ETF Ser Solutions the manager owns.