ETF SER SOLUTIONS shareholder history

Current and past ETF SER SOLUTIONS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 990.00%0.00%0.00%Q3 2021Q3 202319
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 16160.00%0.00%0.00%Q4 2019Q3 202316
Cambridge Investment Research Advisors, Inc. 15150.01%0.02%0.04%Q1 2020Q3 202315
1776 Wealth LLC 14140.12%1.20%1.75%Q2 2020Q3 202314
OSAIC HOLDINGS, INC. 14140.00%0.01%0.02%Q2 2020Q3 202314
Chicago Partners Investment Group LLC 14140.06%0.16%0.23%Q2 2020Q3 202314
COMMONWEALTH EQUITY SERVICES, LLC 14140.01%0.01%0.03%Q2 2020Q3 202314
Cetera Advisors LLC 13130.02%0.03%0.05%Q3 2020Q3 202313
ROYAL BANK OF CANADA 13130.00%0.00%0.00%Q3 2020Q3 202313
ENVESTNET ASSET MANAGEMENT INC 12120.00%0.00%0.00%Q4 2020Q3 202312
HBW ADVISORY SERVICES LLC 1110.02%1.60%4.48%Q2 2020Q3 202312
LPL Financial LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
MORGAN STANLEY 1110.00%0.00%0.00%Q3 2020Q3 202312
IFP Advisors, Inc 11110.00%0.03%0.06%Q1 2021Q3 202311
Elevated Capital Advisors, LLC 510.11%1.35%2.84%Q2 2020Q3 202311
AVANTAX ADVISORY SERVICES, INC. 11110.00%0.01%0.02%Q1 2021Q3 202311
Silicon Hills Wealth Management, LLC 11110.15%0.78%1.76%Q4 2020Q2 202311
Cerity Partners LLC 11110.00%0.02%0.04%Q4 2020Q2 202311
Atlas Private Wealth Advisors 10100.02%0.23%0.40%Q2 2021Q3 202310
JANE STREET GROUP, LLC 710.00%0.00%0.00%Q3 2020Q3 202310
Belpointe Asset Management LLC 820.00%0.06%0.51%Q3 2020Q1 202310
AdvisorNet Financial, Inc 10100.00%0.01%0.01%Q2 2020Q3 202210
Rockefeller Capital Management L.P. 910.00%0.00%0.00%Q4 2020Q2 202310
CreativeOne Wealth, LLC 10100.01%0.03%0.04%Q1 2021Q2 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Private Advisor Group, LLC 820.00%0.01%0.01%Q4 2020Q3 202310
American Portfolios Advisors 10100.00%0.01%0.01%Q2 2020Q3 202210
BEAM WEALTH ADVISORS, INC. 990.26%0.51%0.77%Q3 2021Q3 20239
AE Wealth Management LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Wealthstar Advisors, LLC 990.84%1.05%1.22%Q3 2021Q3 20239
STIFEL FINANCIAL CORP 990.00%0.00%0.01%Q3 2021Q3 20239
Sigma Planning Corp 810.01%0.01%0.01%Q2 2020Q3 20239
Newbridge Financial Services Group, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
Raymond James Financial Services Advisors, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
FMR LLC 510.00%0.00%0.00%Q2 2020Q3 20239
HARVEST VOLATILITY MANAGEMENT LLC 720.00%0.08%0.13%Q4 2020Q2 20239
High Net Worth Advisory Group LLC 990.08%0.16%0.26%Q4 2021Q4 20239
ROVIN CAPITAL /UT/ /ADV 990.39%0.78%1.62%Q3 2021Q3 20239
Focused Wealth Management, Inc 990.00%0.00%0.00%Q3 2021Q3 20239
Carlton Hofferkamp & Jenks Wealth Management, LLC 990.10%0.31%0.47%Q2 2021Q2 20239
Darwin Wealth Management, LLC 880.06%0.41%0.74%Q1 2021Q4 20228
Apollon Wealth Management, LLC 880.04%0.25%0.50%Q1 2021Q4 20228
MML INVESTORS SERVICES, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Platform Technology Partners 440.15%0.24%0.40%Q1 2020Q1 20228
Steward Partners Investment Advisory, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
CENTAURUS FINANCIAL, INC. 880.02%0.02%0.02%Q4 2021Q3 20238
Legacy Capital Wealth Partners, LLC 620.31%0.50%0.95%Q4 2020Q4 20228
OPPENHEIMER & CO INC 880.00%0.01%0.01%Q3 2020Q2 20228
LINCOLN NATIONAL CORP 620.00%0.01%0.01%Q3 2021Q3 20238
Janney Montgomery Scott LLC 880.00%0.00%0.00%Q3 2021Q2 20238
WELLS FARGO & COMPANY/MN 880.00%0.00%0.00%Q4 2021Q3 20238
OLD MISSION CAPITAL LLC 710.01%0.03%0.07%Q2 2021Q3 20238
Concord Wealth Partners 430.00%0.01%0.03%Q4 2021Q3 20237
HB Wealth Management, LLC 770.01%0.07%0.36%Q1 2022Q3 20237
KESTRA PRIVATE WEALTH SERVICES, LLC 770.02%0.04%0.10%Q3 2020Q1 20227
Cetera Investment Advisers 770.00%0.00%0.01%Q4 2021Q2 20237
Capital Advisory Group Advisory Services, LLC 310.12%0.15%0.17%Q3 2021Q3 20237
Prospera Financial Services Inc 770.03%0.09%0.35%Q3 2020Q1 20227
Asset Dedication, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Advisory Services Network, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
UBS Group AG 510.00%0.00%0.00%Q3 2020Q2 20237
SUSQUEHANNA INTERNATIONAL GROUP, LLP 660.00%0.00%0.00%Q2 2022Q3 20236
Accel Wealth Management 660.03%0.04%0.05%Q4 2021Q1 20236
Core Wealth Advisors, Inc. 660.03%0.08%0.10%Q1 2021Q2 20226
NEXT Financial Group, Inc 660.01%0.03%0.06%Q3 2020Q4 20216
Meridian Wealth Management, LLC 660.02%0.06%0.09%Q2 2022Q3 20236
GeoWealth Management, LLC 660.00%0.02%0.02%Q3 2021Q4 20226
GPS Wealth Strategies Group, LLC 330.01%0.03%0.05%Q1 2022Q3 20236
PRIVATE TRUST CO NA 660.00%0.00%0.01%Q2 2022Q3 20236
SCOTIA CAPITAL INC. 550.00%0.00%0.00%Q3 2021Q3 20225
Sugarloaf Wealth Management, LLC 550.00%0.04%0.06%Q1 2021Q1 20225
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.02%0.06%0.09%Q3 2020Q3 20215
Hilltop Holdings Inc. 550.03%0.14%0.31%Q4 2020Q4 20215
Barber Financial Group, Inc. 550.03%0.04%0.04%Q2 2021Q2 20225
Livingston Group Asset Management CO (operating as Southport Capital Management) 550.23%0.34%0.46%Q1 2021Q1 20225
Collaborative Wealth Managment Inc. 410.16%0.19%0.28%Q4 2021Q3 20235
Atria Wealth Solutions, Inc. 550.01%0.02%0.04%Q1 2022Q1 20235
SALEM INVESTMENT COUNSELORS INC 550.00%0.00%0.00%Q4 2021Q4 20225
BUCKINGHAM STRATEGIC WEALTH, LLC 320.00%0.01%0.02%Q4 2020Q3 20235
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Goodwin Investment Advisory 440.01%0.02%0.02%Q1 2022Q4 20224
Qube Research & Technologies Ltd 310.00%0.01%0.01%Q4 2021Q3 20234
THRIVENT FINANCIAL FOR LUTHERANS 310.00%0.00%0.00%Q3 2021Q3 20224
B. Riley Wealth Advisors, Inc. 440.01%0.01%0.02%Q1 2021Q4 20214
Renaissance Technologies 440.00%0.00%0.00%Q3 2021Q2 20224
Guild Investment Management, Inc. 440.69%1.40%2.03%Q3 2021Q2 20224
Ahrens Investment Partners LLC 310.01%0.01%0.02%Q4 2021Q1 20234
Capital Wealth Alliance, LLC 440.17%0.23%0.30%Q3 2021Q2 20224
BLAIR WILLIAM & CO/IL 310.00%0.00%0.00%Q4 2020Q2 20234
Cetera Advisor Networks LLC 330.00%0.00%0.00%Q4 2021Q2 20223
B. Riley Wealth Management, Inc. 330.08%0.10%0.13%Q3 2021Q1 20223
Sowell Financial Services LLC 210.01%0.01%0.02%Q4 2020Q4 20213
WEDBUSH SECURITIES INC 330.04%0.04%0.05%Q2 2021Q4 20213
SFMG, LLC 330.18%0.21%0.24%Q3 2021Q1 20223
John W. Brooker & Co., CPAs 330.00%0.00%0.00%Q4 2021Q2 20223
OPTIMUM INVESTMENT ADVISORS 330.01%0.02%0.02%Q2 2021Q4 20213
KEYBANK NATIONAL ASSOCIATION/OH 330.00%0.00%0.00%Q2 2021Q4 20213
ATTICUS WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.10%0.11%0.12%Q1 2023Q3 20233
CITIGROUP INC 210.00%0.00%0.00%Q2 2021Q2 20223
Spectrum Management Group, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PFG Investments, LLC 330.31%0.32%0.32%Q1 2023Q3 20233
Herold Advisors, Inc. 330.24%0.31%0.34%Q3 2021Q1 20223
Founders Financial Alliance, LLC 330.01%0.12%0.18%Q2 2021Q4 20213
Capital Investment Advisory Services, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q4 2021Q1 20223
Financial Advocates Investment Management 210.02%0.02%0.02%Q2 2021Q1 20223
55I, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
MONEY CONCEPTS CAPITAL CORP 110.00%0.01%0.01%Q1 2022Q4 20222
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2021Q4 20222
HHM Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
J.W. COLE ADVISORS, INC. 220.02%0.02%0.02%Q4 2021Q1 20222
Creative Planning 220.00%0.00%0.00%Q4 2020Q1 20212
Spire Wealth Management 110.01%0.01%0.02%Q1 2021Q4 20212
Spinnaker Investment Group, LLC 220.51%3.59%6.66%Q4 2021Q1 20222
Castleview Partners, LLC 220.12%0.13%0.14%Q4 2021Q1 20222
Dynamic Advisor Solutions LLC 220.05%0.19%0.32%Q1 2021Q2 20212
Fortress Wealth Management, Inc. 220.75%0.85%0.95%Q4 2021Q1 20222
CFS Investment Advisory Services, LLC 110.02%0.35%0.68%Q1 2022Q3 20222
RAYMOND JAMES & ASSOCIATES 220.00%0.00%0.00%Q4 2020Q1 20212
HOWE & RUSLING INC 220.01%0.01%0.01%Q2 2022Q3 20222
Wagner Wealth Management, LLC 220.04%0.05%0.05%Q3 2021Q4 20212
Clearstead Advisors, LLC 110.02%0.03%0.04%Q2 2022Q1 20232
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Future Financial Wealth Managment LLC 220.00%0.00%0.00%Q4 2021Q1 20222
STEPHENS INC /AR/ 220.00%0.00%0.00%Q4 2021Q1 20222
Wealthcare Advisory Partners LLC 220.03%0.04%0.05%Q1 2021Q2 20212
CALTON & ASSOCIATES, INC. 220.04%0.05%0.06%Q3 2021Q4 20212
Waverly Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q2 2022Q4 20222
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q3 2020Q4 20212
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
CoreCap Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q4 2022Q4 20221
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Larson Financial Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Richard W. Paul & Associates, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Gradient Investments LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Clearview Wealth Advisors LLC 110.02%0.02%0.02%Q3 2021Q3 20211
StoneX Group Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Arete Wealth Advisors, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Betterment LLC 110.00%0.00%0.00%Q1 2022Q1 20221
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Syverson Strege & Co 110.12%0.12%0.12%Q1 2022Q1 20221
Mariner, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Sovereign Financial Group, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Xcel Wealth Management, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Worth Asset Management, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Private Ocean, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Mutual Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Titus Wealth Management 110.11%0.11%0.11%Q4 2021Q4 20211
Bison Wealth, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
BlueSky Wealth Advisors, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
External links

This page lists all the filers that currently own ETF SER SOLUTIONS or have owned ETF SER SOLUTIONS in the past.