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 | $695,409 | -6.9% | 13,532 | -2.4% | 0.32% | -6.8% |
Q1 2024 | $747,085 | +9.2% | 13,858 | 0.0% | 0.34% | -0.3% |
Q4 2023 | $684,169 | -10.9% | 13,858 | -19.4% | 0.34% | -25.3% |
Q3 2023 | $767,451 | +5.6% | 17,192 | +7.1% | 0.46% | +1.3% |
Q2 2023 | $726,911 | +70132.9% | 16,059 | +569.4% | 0.45% | +44800.0% |
Q1 2023 | $1,035 | – | 2,399 | – | 0.00% | – |
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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% |