ETF SER SOLUTIONS's ticker is DSTL and the CUSIP is 26922A321. A total of 72 filers reported holding ETF SER SOLUTIONS in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,480,723 | +10.3% | 33,171 | +11.8% | 0.42% | -65.7% |
| Q2 2023 | $1,342,555 | +86.9% | 29,658 | +78.1% | 1.21% | +179.7% |
| Q1 2023 | $718,384 | +10.8% | 16,649 | +4.7% | 0.43% | +126.0% |
| Q4 2022 | $648,650 | +178.4% | 15,897 | +151.4% | 0.19% | +152.6% |
| Q3 2022 | $233,000 | – | 6,324 | – | 0.08% | – |
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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% |