ETF SER SOLUTIONS shareholder history

Current and past ETF SER SOLUTIONS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.02%Q3 2018Q2 202424
Aptus Capital Advisors, LLC 23233.18%8.07%13.61%Q4 2018Q2 202423
CWM, LLC 11100.00%0.04%0.16%Q1 2019Q2 202421
Sugarloaf Wealth Management, LLC 191910.54%16.37%20.51%Q4 2019Q2 202419
IFP Advisors, Inc 18180.00%0.01%0.03%Q3 2019Q4 202318
ENVESTNET ASSET MANAGEMENT INC 17170.00%0.00%0.01%Q2 2020Q2 202417
OSAIC HOLDINGS, INC. 17170.00%0.01%0.03%Q2 2020Q2 202417
LPL Financial LLC 17170.00%0.00%0.01%Q2 2020Q2 202417
JANE STREET GROUP, LLC 510.00%0.00%0.00%Q4 2018Q2 202417
Formidable Asset Management, LLC 1320.09%1.03%2.58%Q3 2018Q2 202215
MBE Wealth Management, LLC 15150.15%3.89%13.02%Q4 2020Q2 202415
ONE PLUS ONE WEALTH MANAGEMENT, LLC 14141.19%2.87%4.12%Q1 2021Q2 202414
Cambridge Investment Research Advisors, Inc. 14140.00%0.01%0.03%Q2 2020Q3 202314
Raymond James Financial Services Advisors, Inc. 14140.00%0.01%0.10%Q1 2021Q2 202414
Jacobi Capital Management LLC 14140.09%0.23%0.40%Q1 2021Q2 202414
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q2 2020Q1 202413
LINCOLN NATIONAL CORP 13130.02%0.03%0.03%Q1 2021Q1 202413
AE Wealth Management LLC 13130.00%0.03%0.06%Q2 2020Q2 202313
PARK AVENUE SECURITIES LLC 12120.01%0.01%0.01%Q3 2021Q2 202412
FinTrust Capital Advisors, LLC 1020.00%0.00%0.00%Q2 2021Q2 202412
Geneos Wealth Management Inc. 1020.00%0.03%0.07%Q4 2020Q2 202412
Advisory Services Network, LLC 1110.00%0.11%0.24%Q2 2021Q2 202412
Citadel Advisors 610.00%0.00%0.00%Q3 2018Q1 202412
Edmonds Duncan Registered Investment Advisors, LLC 920.06%3.21%5.27%Q3 2020Q2 202311
GUARDIAN WEALTH ADVISORS, LLC / NC 11116.64%12.45%20.01%Q4 2021Q2 202411
WealthPLAN Partners, LLC 830.01%1.18%2.12%Q2 2020Q2 202311
Cetera Advisors LLC 11110.02%0.06%0.11%Q4 2020Q2 202311
First Heartland Consultants, Inc. 11110.84%2.55%4.34%Q4 2021Q2 202411
HARBOUR INVESTMENTS, INC. 740.00%0.01%0.01%Q1 2021Q4 202311
Virtue Capital Management, LLC 1010.05%0.14%0.27%Q3 2021Q2 202411
UBS Group AG 510.00%0.00%0.00%Q4 2019Q1 202310
SILVER OAK SECURITIES, INCORPORATED 10100.58%1.07%1.98%Q1 2022Q2 202410
BCS Wealth Management 10100.08%0.11%0.16%Q1 2022Q2 202410
Fiduciary Planning LLC 10109.64%24.18%32.44%Q2 2021Q3 202310
StoneX Group Inc. 10100.10%0.21%0.50%Q3 2019Q4 202110
Global Retirement Partners, LLC 10100.00%0.05%0.12%Q1 2022Q2 202410
LEAVELL INVESTMENT MANAGEMENT, INC. 990.13%0.15%0.17%Q2 2022Q2 20249
PRIVATE TRUST CO NA 990.00%0.00%0.01%Q2 2022Q2 20249
OLD MISSION CAPITAL LLC 610.01%0.05%0.11%Q1 2021Q2 20249
Compass Ion Advisors, LLC 992.35%10.36%20.21%Q2 2022Q2 20249
CGN Advisors LLC 990.04%1.31%2.01%Q4 2020Q4 20229
Menard Financial Group LLC 990.21%1.71%3.40%Q2 2020Q2 20229
Prospera Financial Services Inc 720.03%0.04%0.05%Q1 2020Q2 20229
Precision Wealth Strategies, LLC 880.83%18.05%42.78%Q4 2020Q3 20228
MORGAN STANLEY 310.00%0.00%0.00%Q2 2020Q2 20248
Koshinski Asset Management, Inc. 530.04%0.10%0.16%Q2 2020Q2 20228
Axim Planning & Wealth 880.24%0.46%0.67%Q2 2022Q1 20248
Qube Research & Technologies Ltd 410.00%0.00%0.00%Q4 2021Q2 20248
AdvisorNet Financial, Inc 880.00%0.02%0.05%Q4 2018Q3 20208
Meridian Wealth Management, LLC 710.02%0.08%0.17%Q2 2022Q2 20248
WELLS FARGO & COMPANY/MN 430.00%0.00%0.00%Q4 2019Q4 20237
Richard W. Paul & Associates, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
BROGAN FINANCIAL, INC. 7715.20%23.81%31.55%Q4 2022Q2 20247
CAPITAL WEALTH MANAGEMENT, LLC 770.80%1.35%1.87%Q3 2019Q1 20217
Sigma Planning Corp 520.01%0.04%0.08%Q2 2021Q1 20237
RAYMOND JAMES & ASSOCIATES 770.00%0.00%0.00%Q3 2020Q1 20227
Patriot Financial Group Insurance Agency, LLC 770.02%0.03%0.04%Q4 2020Q2 20227
Waterloo Capital, L.P. 611.66%3.87%9.88%Q1 2020Q2 20247
ROYAL BANK OF CANADA 310.00%0.00%0.00%Q3 2019Q4 20227
Advisor Resource Council 770.12%0.92%4.75%Q3 2022Q1 20247
Atria Investments, Inc 310.02%0.03%0.06%Q4 2020Q2 20246
ROVIN CAPITAL /UT/ /ADV 660.23%0.39%0.51%Q4 2021Q1 20236
RAYMOND JAMES TRUST N.A. 510.01%0.01%0.01%Q3 2020Q4 20226
Elevated Capital Advisors, LLC 310.50%0.55%0.63%Q1 2021Q1 20236
TrueWealth Advisors, LLC 660.09%1.72%3.89%Q1 2023Q2 20246
Livingston Group Asset Management CO (operating as Southport Capital Management) 660.11%0.49%0.68%Q4 2020Q1 20226
Atomi Financial Group, Inc. 660.07%0.27%0.66%Q1 2023Q2 20246
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q3 2018Q4 20226
WealthPlan Investment Management, LLC 410.02%0.15%0.64%Q1 2022Q2 20235
McElhenny Sheffield Capital Management, LLC 310.07%0.08%0.10%Q3 2021Q2 20245
S.C. Financial Services, Inc. 550.38%1.03%1.58%Q4 2021Q4 20225
CAPTRUST FINANCIAL ADVISORS 550.01%0.02%0.02%Q2 2023Q2 20245
CoreCap Advisors, LLC 210.00%0.00%0.01%Q4 2021Q2 20245
HighTower Advisors, LLC 550.03%0.04%0.05%Q3 2020Q3 20215
Belpointe Asset Management LLC 550.02%0.08%0.12%Q1 2022Q1 20235
RDA Financial Network 441.10%1.26%1.35%Q4 2020Q3 20214
Dynamic Advisor Solutions LLC 440.03%0.04%0.05%Q3 2020Q2 20214
Wealth & Pension Services Group, Inc. 440.71%0.97%1.69%Q4 2018Q3 20194
FMR LLC 110.00%0.00%0.00%Q1 2020Q4 20234
Spotlight Asset Group, Inc. 214.47%4.72%4.88%Q3 2022Q2 20244
Wealth Enhancement & Preservation of GA, LLC 441.42%1.64%2.07%Q2 2021Q1 20224
Pasadena Private Wealth, LLC 440.09%0.72%2.60%Q1 2021Q4 20214
McAdam, LLC 220.02%0.03%0.03%Q2 2022Q2 20234
Bienville Capital Management, LLC 440.48%0.74%1.02%Q4 2021Q3 20224
Derbend Asset Management 447.59%8.69%9.88%Q2 2022Q1 20234
Momentum Advisors, LLC 331.68%1.71%1.75%Q2 2022Q4 20223
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q2 2023Q1 20243
Ameritas Investment Company, LLC 330.02%0.03%0.04%Q1 2021Q3 20213
Aspire Wealth Management Corp 330.33%0.34%0.35%Q4 2021Q2 20223
Ameritas Advisory Services, LLC 110.00%0.01%0.01%Q4 2021Q1 20233
ORG Partners LLC 210.08%1.89%2.99%Q3 2023Q2 20243
Prime Capital Investment Advisors, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Quantitative Advantage, LLC 330.67%0.69%0.72%Q3 2022Q1 20233
ODonnell Financial Services, LLC 334.70%5.51%6.09%Q3 2021Q1 20223
COMMONWEALTH EQUITY SERVICES, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Integrated Wealth Concepts LLC 330.23%0.41%0.75%Q4 2023Q2 20243
Simplicity Solutions, LLC 330.03%0.04%0.05%Q2 2020Q4 20203
Founders Financial Alliance, LLC 330.16%0.27%0.37%Q1 2021Q3 20213
Second Line Capital, LLC 338.95%9.28%9.70%Q4 2023Q2 20243
SkyView Investment Advisors, LLC 331.36%1.39%1.43%Q4 2020Q2 20213
United Advisor Group, LLC 220.94%1.06%1.17%Q1 2024Q2 20242
Lido Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Bartlett & Co. LLC 220.00%0.00%0.00%Q3 2022Q4 20222
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q2 2022Q4 20222
Core Wealth Advisors, Inc. 220.01%0.03%0.04%Q1 2022Q2 20222
Signal Advisors Wealth, LLC 220.10%0.55%1.00%Q1 2024Q2 20242
Park Place Capital Corp 221.72%2.30%2.87%Q1 2024Q2 20242
Avior Wealth Management, LLC 220.00%0.01%0.02%Q1 2023Q2 20232
GTS SECURITIES LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Coppell Advisory Solutions LLC 110.03%0.05%0.07%Q4 2023Q2 20242
Capasso Planning Partners LLC 220.75%0.78%0.80%Q4 2021Q1 20222
Financial Management Professionals, Inc. 220.00%0.00%0.00%Q3 2023Q4 20232
BARTLETT & CO. WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Certified Advisory Corp 221.72%1.79%1.87%Q1 2022Q2 20222
HHM Wealth Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
STEPHENS INC /AR/ 220.02%0.08%0.15%Q4 2021Q1 20222
MARIPAU WEALTH MANAGEMENT LLC 220.27%0.61%0.94%Q1 2024Q2 20242
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q4 2022Q1 20232
FLOW TRADERS U.S. LLC 110.04%0.04%0.04%Q2 2019Q2 20191
True Vision MN LLC 111.00%1.00%1.00%Q2 2024Q2 20241
NEXT Financial Group, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2020Q4 20201
Coppell Advisory Solutions Corp. 110.05%0.05%0.05%Q1 2024Q1 20241
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q1 2024Q1 20241
NewEdge Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q2 2024Q2 20241
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q4 2022Q4 20221
TOWNSQUARE CAPITAL LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Covestor Ltd 110.00%0.00%0.00%Q4 2022Q4 20221
Golden State Equity Partners 110.11%0.11%0.11%Q1 2023Q1 20231
HOWE & RUSLING INC 110.02%0.02%0.02%Q1 2021Q1 20211
Collaborative Wealth Managment Inc. 110.17%0.17%0.17%Q4 2021Q4 20211
Beacon Capital Management, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Financial Guidance Group, Inc. 111.16%1.16%1.16%Q2 2024Q2 20241
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
EdgeRock Capital LLC 110.14%0.14%0.14%Q2 2024Q2 20241
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Total Clarity Wealth Management, Inc. 110.06%0.06%0.06%Q2 2022Q2 20221
WFA of San Diego, LLC 110.77%0.77%0.77%Q2 2020Q2 20201
Renasant Bank 111.16%1.16%1.16%Q2 2024Q2 20241
Clarus Group, Inc. 1110.79%10.79%10.79%Q2 2024Q2 20241
Smartleaf Asset Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
PRINCIPAL SECURITIES, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Sanctuary Wealth Management, L.L.C. 110.00%0.00%0.00%Q2 2023Q2 20231
Gradient Investments LLC 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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