ETF SER SOLUTIONS's ticker is DSTL and the CUSIP is 26922A321. A total of 78 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,182,806 | +12.3% | 42,475 | +17.9% | 0.50% | +14.4% |
| Q1 2024 | $1,942,870 | +8.0% | 36,039 | -1.1% | 0.44% | +2.1% |
| Q4 2023 | $1,799,107 | +21.5% | 36,441 | +9.9% | 0.43% | +2.9% |
| 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 | 7,156,545 | $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% |