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Stocks / ETF Ser Solutions
Institutional Ownership

ETF Ser Solutions

CUSIP 26922A446OPUS SML CP VLOSCVQ1 2026

Institutional Holders
70
13F filers
Shares Held
19.80M
Aggregate institutional
Institutional Value
$781.91M
Q1 2026
Net New Holders
-3
9 new · 12 closed

Institutional Ownership Trend

Aggregate 13F value by quarter

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Position Activity

Q1 2026

New positions9
Increased26
Decreased27
Sold out12

Institutional Holders

70 funds hold this security · Q1 2026

#FundSharesValueΔ SharesActivity
1Aptus Capital Advisors, LLC5.56M$219.39M210.2KReduced
2Integrated Wealth Concepts LLC2.31M$91.16M+329.3KAdded
3Diversified Enterprises, LLC1.87M$73.70M+83.9KAdded
4Guardian Wealth Advisors, LLC / Nc1.54M$60.68M65.6KReduced
5Envestnet Asset Management Inc975.4K$38.47M+975.4KNew
6Corient Private Wealth LLC931.3K$36.73M180.7KReduced
7Brogan Financial, Inc.817.6K$32.25M+9.3KAdded
8Second Line Capital, LLC592.9K$24.49M+11.9KAdded
9Raymond James Financial Inc553.5K$21.83M+10.3KAdded
10First Heartland Consultants, Inc.552.2K$21.78M+8.3KAdded

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