Institutional Ownership
ETF Ser Solutions
CUSIP 26922B444APTUS LRG CAP UPUPSDQ1 2026
Institutional Holders
27
13F filers
Shares Held
5.36M
Aggregate institutional
Institutional Value
$136.73M
Q1 2026
Net New Holders
+2
8 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased13
Decreased4
Sold out6
Institutional Holders
27 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 1.91M | $48.83M | −78.1K | Reduced |
| 2 | Envestnet Asset Management Inc | 590.5K | $15.06M | +590.5K | New |
| 3 | Park Place Capital Corp | 574.0K | $14.64M | +45.6K | Added |
| 4 | Signal Advisors Wealth, LLC | 444.1K | $11.32M | +97.5K | Added |
| 5 | Waterloo Capital, L.P. | 405.0K | $10.33M | −2.7K | Reduced |
| 6 | Uniting Wealth Partners, LLC | 265.1K | $6.78M | +15.3K | Added |
| 7 | 6th Street Advisors, LLC | 179.8K | $4.59M | +179.8K | First Filing |
| 8 | Financial Guidance Group, Inc. | 160.5K | $4.09M | +20.7K | Added |
| 9 | Maripau Wealth Management LLC | 129.6K | $3.31M | +10.3K | Added |
| 10 | Lord & Richards Wealth Management, LLC | 108.6K | $2.77M | +4.6K | Added |
17 more institutional holders on Premium
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