ETF SER SOLUTIONS's ticker is DSTL and the CUSIP is 26922A321. A total of 77 filers reported holding ETF SER SOLUTIONS in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,424,210 | +3.3% | 479,933 | +4.8% | 5.65% | -1.0% |
| Q2 2023 | $20,736,848 | +8.0% | 458,121 | +3.2% | 5.70% | +4.8% |
| Q1 2023 | $19,203,331 | +8.3% | 443,905 | +6.9% | 5.44% | +9.1% |
| Q4 2022 | $17,738,497 | +29.9% | 415,227 | +14.0% | 4.99% | +12.3% |
| Q3 2022 | $13,654,000 | -1.3% | 364,115 | +11.7% | 4.45% | +8.1% |
| Q2 2022 | $13,836,000 | -5.1% | 325,943 | -0.6% | 4.11% | +2.1% |
| Q1 2022 | $14,585,000 | +705.8% | 327,755 | +737.9% | 4.03% | +644.4% |
| Q4 2021 | $1,810,000 | – | 39,115 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Carlson Capital Management | 7,021,542 | $313,441,618 | 18.58% |
| ODonnell Financial Services, LLC | 490,204 | $21,882,707 | 12.17% |
| Abacus Planning Group, Inc. | 1,114,144 | $49,735,373 | 12.10% |
| Engrave Wealth Partners LLC | 823,481 | $36,760,183 | 11.30% |
| SimpliFi, Inc. | 423,007 | $18,883,011 | 9.31% |
| Arlington Financial Advisors, LLC | 411,087 | $18,350,924 | 6.50% |
| Crumly & Associates Inc. | 363,209 | $16,213,647 | 6.37% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 1,634,108 | $72,946,592 | 6.30% |
| JANICZEK WEALTH MANAGEMENT, LLC | 479,933 | $21,424,210 | 5.65% |
| Empire Financial Management Company, LLC | 267,902 | $11,959,164 | 5.21% |