ETF Ser SolutionsETF
13F holders, Q4 2024 (December 31)14holders
1new positions
2sold out
$47.32avg. 13F price*
At the end of Q4 2024, 14 institutions reported holding ETF Ser Solutions in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($1.3M), Financial Advocates Investment Management ($242K) and Osaic Holdings, Inc. ($189K).
- Company
- ETF Ser Solutions
- CUSIP
- 26922A628
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $27K |
| Exits | 2 | $6K |
All 13F filers, Q3 2024 → Q4 2024: 7,328 shares bought and 116 shares sold, net +7,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| LPL Financial LLC | 0.00% | Add +26.7% | 27,880 | $1.3M |
| Financial Advocates Investment Management | 0.01% | Add +9.9% | 5,104 | $242K |
| Osaic Holdings, Inc. | 0.00% | Add +2.9% | 3,992 | $189K |
| Harbour Investments, Inc. | 0.00% | Add +34.7% | 1,150 | $54K |
| Bogart Wealth, LLC | 0.00% | Add +1.2% | 651 | $31K |
| AE Wealth Management LLC | 0.00% | New | 578 | $27K |
| Creative Financial Designs Inc. | 0.00% | Add +1.1% | 283 | $13K |
| Winch Advisory Services, LLC | 0.00% | No change | 277 | $13K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 230 | $11K |
| Spire Wealth Management | 0.00% | No change | 189 | $9K |
| McClarren Financial Advisors, Inc. | 0.01% | No change | 96 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 60 | $3K |
| Morgan Stanley | 0.00% | No change | 1 | $64 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $45 |
"% 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.