ETF SER SOLUTIONS's ticker is DSTL and the CUSIP is 26922A321. A total of 109 filers reported holding ETF SER SOLUTIONS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,792,882 | -1.0% | 151,642 | +3.8% | 0.08% | -7.9% |
| Q1 2024 | $7,874,041 | +16.6% | 146,059 | +6.8% | 0.09% | +7.2% |
| Q4 2023 | $6,751,298 | +20.9% | 136,749 | +9.3% | 0.08% | +3.8% |
| Q3 2023 | $5,584,107 | +2.5% | 125,092 | +3.9% | 0.08% | +2.6% |
| Q2 2023 | $5,447,145 | +7.4% | 120,339 | +2.4% | 0.08% | -3.7% |
| Q1 2023 | $5,072,498 | +27.2% | 117,555 | +20.3% | 0.08% | +17.4% |
| Q4 2022 | $3,987,629 | +65.0% | 97,736 | +49.2% | 0.07% | +46.8% |
| Q3 2022 | $2,417,000 | +121.9% | 65,513 | +133.0% | 0.05% | +123.8% |
| Q2 2022 | $1,089,000 | – | 28,116 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Carlson Capital Management | 7,156,545 | $353,318,603 | 18.13% |
| ODonnell Financial Services, LLC | 709,336 | $35,019,918 | 17.55% |
| Abacus Planning Group, Inc. | 1,214,499 | $59,959,799 | 12.64% |
| Engrave Wealth Partners LLC | 837,174 | $41,331,271 | 11.80% |
| SimpliFi, Inc. | 423,007 | $18,883,011 | 9.30% |
| JANICZEK WEALTH MANAGEMENT, LLC | 517,124 | $25,530,412 | 6.16% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 1,686,853 | $83,279,949 | 6.11% |
| AlphaCore Capital LLC | 763,391 | $37,688,765 | 5.51% |
| Arlington Financial Advisors, LLC | 354,689 | $17,510,996 | 5.23% |
| Crumly & Associates Inc. | 357,729 | $17,661,077 | 5.14% |