SEC 13F Intelligence

ETFIS SER TR I

CUSIP 26923G848

Etfis Ser Tr I has 8 institutional holders in Filings Flow’s 13F database, together reporting 90.2K shares worth $2M as of Q1 2026. The largest reported holders are Newedge Advisors, LLC, Lpl Financial LLC, and Jane Street Group, LLC.

Institutional Holders
8
Q1 2026
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 3Q4 ’18Q1 ’19: 2Q2 ’19: 2Q2 ’19Q3 ’19: 2Q2 ’21: 2Q2 ’21Q4 ’21: 3Q4 ’22: 3Q4 ’22Q4 ’25: 9Q1 ’26: 8Q1 ’26Q2 ’26: 1filingsflow.com
Total reported value
Q4 ’18: $2MQ4 ’18Q1 ’19: $1,000Q2 ’19: $1,000Q2 ’19Q3 ’19: $1,000Q2 ’21: $942,000Q2 ’21Q4 ’21: $528,000Q4 ’22: $939,810Q4 ’22Q4 ’25: $3MQ1 ’26: $2MQ1 ’26Q2 ’26: $1Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
STOCK YARDS BANK & TRUST CO$3.2B AUM0.01%$476,11012.8KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1M30.5KQ2 2026
VIRTUS ADVISERS, LLC$215M AUM0.00%$6,045169Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$959,53525.8KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$37,1961.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$729,71319.6KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$13,746369Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$3,980107Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$371Q1 2026OLDER

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