SEC 13F Intelligence

ETF SER SOLUTIONS

CUSIP 26922B105

Etf Ser Solutions has 19 institutional holders in Filings Flow’s 13F database, together reporting 2.73M shares worth $104M as of Q1 2026. The largest reported holders are Brookstone Capital Management, Cetera Investment Advisers, and Creativeone Wealth, LLC.

Institutional Holders
19
Q1 2026
Reported Value
$104M
Ticker
unmapped
private placement or foreign
Quarters Tracked
23

Ownership Trend

Institutional holders
Q3 ’20: 2Q3 ’20Q4 ’20: 6Q1 ’21: 12Q2 ’21: 17Q2 ’21Q3 ’21: 18Q4 ’21: 23Q1 ’22: 24Q1 ’22Q2 ’22: 19Q3 ’22: 19Q4 ’22: 26Q4 ’22Q1 ’23: 22Q2 ’23: 18Q3 ’23: 18Q3 ’23Q4 ’23: 17Q1 ’24: 17Q2 ’24: 19Q2 ’24Q3 ’24: 19Q4 ’24: 18Q1 ’25: 19Q1 ’25Q2 ’25: 20Q3 ’25: 19Q4 ’25: 21Q4 ’25Q1 ’26: 19filingsflow.com
Total reported value
Q3 ’20: $19MQ3 ’20Q4 ’20: $27MQ1 ’21: $75MQ2 ’21: $101MQ2 ’21Q3 ’21: $154MQ4 ’21: $244MQ1 ’22: $217MQ1 ’22Q2 ’22: $137MQ3 ’22: $122MQ4 ’22: $116MQ4 ’22Q1 ’23: $99MQ2 ’23: $104MQ3 ’23: $82MQ3 ’23Q4 ’23: $84MQ1 ’24: $97MQ2 ’24: $90MQ2 ’24Q3 ’24: $103MQ4 ’24: $112MQ1 ’25: $102MQ1 ’25Q2 ’25: $113MQ3 ’25: $112MQ4 ’25: $107MQ4 ’25Q1 ’26: $104Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Uniting Wealth Partners, LLC$470M AUM1.49%$7M183.0KQ1 2026
MILESTONE ASSET MANAGEMENT, LLC$543M AUM1.28%$7M181.7KQ1 2026
Forefront Wealth Partners, LLC$239M AUM0.94%$2M58.5KQ1 2026
Brookstone Capital Management$8.7B AUM0.52%$46M1.19MQ1 2026
Palumbo Wealth Management LLC$410M AUM0.43%$2M46.1KQ1 2026
CreativeOne Wealth, LLC$4.3B AUM0.20%$8M220.5KQ1 2026
Sigma Planning Corp$3.6B AUM0.17%$6M158.1KQ1 2026
Indiana Trust & Investment Management Co$324M AUM0.12%$382,99910.0KQ1 2026
AlphaStar Capital Management, LLC$1.4B AUM0.05%$624,83615.7KQ3 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$616,24716.1KQ1 2026
Cetera Investment Advisers$94.0B AUM0.02%$17M439.2KQ1 2026
Mutual Advisors, LLC$4.7B AUM0.02%$813,11021.2KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$414,52810.4KQ3 2025OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$342,7848.9KQ1 2026
Hilton Head Capital Partners, LLC$177M AUM0.00%$7,737202Q1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$2M54.0KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$867,56122.4KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M113.6KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$111,0982.8KQ4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$95825Q1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$218,9715.9KQ2 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$2,35559Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$7,894212Q2 2025OLDER
UBS Group AG$666.3B AUM0.00%$7,106178Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$381Q1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$2005Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$3,00087Q3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$431Q1 2026

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