ETF SER SOLUTIONS's ticker is DSTL and the CUSIP is 26922A321. A total of 98 filers reported holding ETF SER SOLUTIONS in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,774,373 | -14.7% | 39,750 | -13.5% | 0.00% | -33.3% |
| Q2 2023 | $2,080,418 | -32.7% | 45,959 | -35.9% | 0.00% | -25.0% |
| Q1 2023 | $3,092,814 | -28.0% | 71,675 | -31.9% | 0.00% | -33.3% |
| Q4 2022 | $4,293,109 | +15.3% | 105,222 | +4.3% | 0.01% | 0.0% |
| Q3 2022 | $3,722,000 | -0.7% | 100,873 | +4.2% | 0.01% | 0.0% |
| Q2 2022 | $3,750,000 | -12.2% | 96,836 | +0.9% | 0.01% | 0.0% |
| Q1 2022 | $4,269,000 | -5.8% | 95,947 | -2.1% | 0.01% | 0.0% |
| Q4 2021 | $4,534,000 | +13.8% | 97,969 | +0.7% | 0.01% | 0.0% |
| Q3 2021 | $3,983,000 | -1.5% | 97,249 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $4,045,000 | +24.0% | 97,028 | +17.7% | 0.01% | +20.0% |
| Q1 2021 | $3,261,000 | +45.1% | 82,424 | +33.2% | 0.01% | +25.0% |
| Q4 2020 | $2,248,000 | +64.9% | 61,881 | +48.2% | 0.00% | +33.3% |
| Q3 2020 | $1,363,000 | – | 41,767 | – | 0.00% | – |
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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% |