SEC 13F Intelligence

ETF SER SOLUTIONS

CUSIP 26922A537

Etf Ser Solutions has 11 institutional holders in Filings Flow’s 13F database, together reporting 68 shares worth $3,000 as of Q2 2021. The largest reported holders are Kestra Advisory Services, LLC, Altman Advisors, Inc., and Lpl Financial LLC.

Institutional Holders
1
Q2 2021
Reported Value
$3,000
Ticker
unmapped
private placement or foreign
Quarters Tracked
5

Ownership Trend

Institutional holders
Q4 ’18: 8Q4 ’18Q1 ’19: 8Q1 ’19Q2 ’19: 10Q2 ’19Q3 ’19: 11Q3 ’19Q2 ’21: 1Q2 ’21filingsflow.com
Total reported value
Q4 ’18: $10MQ4 ’18Q1 ’19: $12MQ1 ’19Q2 ’19: $14MQ2 ’19Q3 ’19: $12MQ3 ’19Q2 ’21: $3,000Q2 ’21filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Altman Advisors, Inc.$241M AUM7.45%$12M249.3KQ4 2020OLDER
Solitude Financial Services$338M AUM4.63%$5M110.7KQ4 2020OLDER
Newport Wealth Strategies, Inc.$165M AUM1.64%$2M50.5KQ4 2020OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.35%$2M29.8KQ1 2021OLDER
Brouwer & Janachowski, LLC$574M AUM0.31%$2M37.3KQ4 2020OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.23%$2M34.9KQ4 2020OLDER
Integrated Advisors Network LLC$1.9B AUM0.22%$2M41.8KQ4 2020OLDER
Venturi Wealth Management, LLC$2.2B AUM0.21%$2M42.3KQ4 2020OLDER
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.15%$294,0006.2KQ4 2020OLDER
Kestra Advisory Services, LLC$26.4B AUM0.06%$5.4B114.2KQ4 2020OLDER
Frontier Wealth Management LLC$1.4B AUM0.06%$757,00015.9KQ4 2020OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM0.01%$63,0001.4KQ3 2020OLDER
Princeton Global Asset Management LLC$613M AUM0.01%$37,000785Q4 2020OLDER
LPL Financial LLC$376.6B AUM0.01%$9M180.1KQ4 2020OLDER
Hudock, Inc.$680M AUM0.01%$29,000630Q4 2020OLDER
Avior Wealth Management, LLC$3.8B AUM0.01%$83,0001.6KQ1 2021OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$117,0002.5KQ4 2020OLDER
IFP Advisors, Inc$4.8B AUM0.00%$3,00068Q2 2021
UBS Group AG$666.3B AUM0.00%$14,000301Q4 2020OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.