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 | $26,995,835 | +7.7% | 604,745 | +9.2% | 2.55% | +11.2% |
| Q2 2023 | $25,072,267 | +7.3% | 553,900 | +2.3% | 2.29% | +5.9% |
| Q1 2023 | $23,361,565 | +26.0% | 541,404 | +19.2% | 2.16% | +38.2% |
| Q4 2022 | $18,537,014 | +34.2% | 454,339 | +21.4% | 1.56% | +13.3% |
| Q3 2022 | $13,814,000 | +3.5% | 374,359 | +8.6% | 1.38% | +19.3% |
| Q2 2022 | $13,350,000 | -8.0% | 344,782 | +5.8% | 1.16% | +3.4% |
| Q1 2022 | $14,506,000 | -0.1% | 325,964 | +3.9% | 1.12% | +6.7% |
| Q4 2021 | $14,521,000 | – | 313,760 | – | 1.05% | – |
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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% |