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. 21210.00%0.00%0.02%Q3 2018Q3 202321
Aptus Capital Advisors, LLC 20204.16%8.79%13.61%Q4 2018Q3 202320
CWM, LLC 1080.00%0.04%0.16%Q1 2019Q3 202318
IFP Advisors, Inc 17170.00%0.01%0.03%Q3 2019Q3 202317
Sugarloaf Wealth Management, LLC 161610.54%17.08%20.51%Q4 2019Q3 202316
JANE STREET GROUP, LLC 410.00%0.00%0.00%Q4 2018Q3 202315
Formidable Asset Management, LLC 1320.09%1.03%2.58%Q3 2018Q2 202215
LPL Financial LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
OSAIC HOLDINGS, INC. 14140.00%0.01%0.03%Q2 2020Q3 202314
Cambridge Investment Research Advisors, Inc. 14140.00%0.01%0.03%Q2 2020Q3 202314
ENVESTNET ASSET MANAGEMENT INC 14140.00%0.00%0.01%Q2 2020Q3 202314
AE Wealth Management LLC 13130.00%0.03%0.06%Q2 2020Q2 202313
MBE Wealth Management, LLC 12120.15%4.58%13.02%Q4 2020Q3 202312
Jacobi Capital Management LLC 11110.14%0.26%0.40%Q1 2021Q3 202311
LINCOLN NATIONAL CORP 11110.02%0.03%0.03%Q1 2021Q3 202311
ONE PLUS ONE WEALTH MANAGEMENT, LLC 11112.23%3.17%4.12%Q1 2021Q3 202311
Raymond James Financial Services Advisors, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
Cetera Advisors LLC 11110.02%0.06%0.11%Q4 2020Q2 202311
WealthPLAN Partners, LLC 830.01%1.18%2.12%Q2 2020Q2 202311
Edmonds Duncan Registered Investment Advisors, LLC 920.06%3.21%5.27%Q3 2020Q2 202311
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q2 2020Q2 202311
UBS Group AG 510.00%0.00%0.00%Q4 2019Q1 202310
FinTrust Capital Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Fiduciary Planning LLC 10109.64%24.18%32.44%Q2 2021Q3 202310
Citadel Advisors 410.00%0.00%0.00%Q3 2018Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
StoneX Group Inc. 10100.10%0.21%0.50%Q3 2019Q4 202110
Geneos Wealth Management Inc. 720.00%0.04%0.07%Q4 2020Q3 20239
Advisory Services Network, LLC 810.00%0.12%0.24%Q2 2021Q3 20239
CGN Advisors LLC 990.04%1.31%2.01%Q4 2020Q4 20229
PARK AVENUE SECURITIES LLC 990.01%0.01%0.01%Q3 2021Q3 20239
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
Virtue Capital Management, LLC 990.10%0.16%0.27%Q3 2021Q3 20239
Precision Wealth Strategies, LLC 880.83%18.05%42.78%Q4 2020Q3 20228
GUARDIAN WEALTH ADVISORS, LLC / NC 888.75%14.57%20.01%Q4 2021Q3 20238
AdvisorNet Financial, Inc 880.00%0.02%0.05%Q4 2018Q3 20208
Koshinski Asset Management, Inc. 530.04%0.10%0.16%Q2 2020Q2 20228
First Heartland Consultants, Inc. 881.05%2.96%4.34%Q4 2021Q3 20238
Global Retirement Partners, LLC 770.01%0.07%0.12%Q1 2022Q3 20237
BCS Wealth Management 770.08%0.12%0.16%Q1 2022Q3 20237
OLD MISSION CAPITAL LLC 610.02%0.07%0.11%Q1 2021Q4 20227
CAPITAL WEALTH MANAGEMENT, LLC 770.80%1.35%1.87%Q3 2019Q1 20217
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
SILVER OAK SECURITIES, INCORPORATED 770.73%1.21%1.98%Q1 2022Q3 20237
ROYAL BANK OF CANADA 310.00%0.00%0.00%Q3 2019Q4 20227
Sigma Planning Corp 520.01%0.04%0.08%Q2 2021Q1 20237
Meridian Wealth Management, LLC 660.02%0.09%0.17%Q2 2022Q3 20236
LEAVELL INVESTMENT MANAGEMENT, INC. 660.14%0.16%0.17%Q2 2022Q3 20236
RAYMOND JAMES TRUST N.A. 510.01%0.01%0.01%Q3 2020Q4 20226
Axim Planning & Wealth 660.38%0.52%0.67%Q2 2022Q3 20236
Livingston Group Asset Management CO (operating as Southport Capital Management) 660.11%0.49%0.68%Q4 2020Q1 20226
Compass Ion Advisors, LLC 662.61%14.34%20.21%Q2 2022Q3 20236
WELLS FARGO & COMPANY/MN 330.00%0.00%0.00%Q4 2019Q3 20236
PRIVATE TRUST CO NA 660.00%0.01%0.01%Q2 2022Q3 20236
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q3 2018Q4 20226
Elevated Capital Advisors, LLC 310.50%0.55%0.63%Q1 2021Q1 20236
ROVIN CAPITAL /UT/ /ADV 660.23%0.39%0.51%Q4 2021Q1 20236
S.C. Financial Services, Inc. 550.38%1.03%1.58%Q4 2021Q4 20225
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q4 2021Q3 20235
MORGAN STANLEY 310.00%0.00%0.00%Q2 2020Q2 20235
WealthPlan Investment Management, LLC 410.02%0.15%0.64%Q1 2022Q2 20235
Advisor Resource Council 550.12%1.18%4.75%Q3 2022Q3 20235
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
Derbend Asset Management 447.59%8.69%9.88%Q2 2022Q1 20234
Pasadena Private Wealth, LLC 440.09%0.72%2.60%Q1 2021Q4 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
McAdam, LLC 220.02%0.03%0.03%Q2 2022Q2 20234
Bienville Capital Management, LLC 440.48%0.74%1.02%Q4 2021Q3 20224
McElhenny Sheffield Capital Management, LLC 310.07%0.08%0.10%Q3 2021Q4 20224
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BROGAN FINANCIAL, INC. 4428.60%30.17%31.55%Q4 2022Q3 20234
RDA Financial Network 441.10%1.26%1.35%Q4 2020Q3 20214
Waterloo Capital, L.P. 313.33%5.50%9.88%Q1 2020Q3 20234
Wealth Enhancement & Preservation of GA, LLC 441.42%1.64%2.07%Q2 2021Q1 20224
Momentum Advisors, LLC 331.68%1.71%1.75%Q2 2022Q4 20223
Prime Capital Investment Advisors, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Atria Investments, Inc 210.02%0.04%0.06%Q4 2020Q3 20223
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
Simplicity Solutions, LLC 330.03%0.04%0.05%Q2 2020Q4 20203
Ameritas Advisory Services, LLC 110.00%0.01%0.01%Q4 2021Q1 20233
Aspire Wealth Management Corp 330.33%0.34%0.35%Q4 2021Q2 20223
Ameritas Investment Company, LLC 330.02%0.03%0.04%Q1 2021Q3 20213
TrueWealth Advisors, LLC 330.31%2.24%3.89%Q1 2023Q3 20233
FMR LLC 110.00%0.00%0.00%Q1 2020Q1 20233
Atomi Financial Group, Inc. 330.22%0.46%0.66%Q1 2023Q3 20233
SkyView Investment Advisors, LLC 331.36%1.39%1.43%Q4 2020Q2 20213
Founders Financial Alliance, LLC 330.16%0.27%0.37%Q1 2021Q3 20213
Quantitative Advantage, LLC 330.67%0.69%0.72%Q3 2022Q1 20233
Bartlett & Co. LLC 220.00%0.00%0.00%Q3 2022Q4 20222
CAPTRUST FINANCIAL ADVISORS 220.02%0.02%0.02%Q2 2023Q3 20232
Core Wealth Advisors, Inc. 220.01%0.03%0.04%Q1 2022Q2 20222
Capasso Planning Partners LLC 220.75%0.78%0.80%Q4 2021Q1 20222
Spotlight Asset Group, Inc. 114.88%4.88%4.88%Q3 2022Q1 20232
Avior Wealth Management, LLC 220.00%0.01%0.02%Q1 2023Q2 20232
HHM Wealth Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q2 2022Q4 20222
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q4 2022Q1 20232
STEPHENS INC /AR/ 220.02%0.08%0.15%Q4 2021Q1 20222
Certified Advisory Corp 221.72%1.79%1.87%Q1 2022Q2 20222
JPMORGAN CHASE & CO 220.00%0.00%0.00%Q2 2023Q3 20232
Lido Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Total Clarity Wealth Management, Inc. 110.06%0.06%0.06%Q2 2022Q2 20221
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q4 2022Q4 20221
WFA of San Diego, LLC 110.77%0.77%0.77%Q2 2020Q2 20201
Gradient Investments LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Golden State Equity Partners 110.11%0.11%0.11%Q1 2023Q1 20231
ORG Partners LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Covestor Ltd 110.00%0.00%0.00%Q4 2022Q4 20221
NewEdge Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FLOW TRADERS U.S. LLC 110.04%0.04%0.04%Q2 2019Q2 20191
HOWE & RUSLING INC 110.02%0.02%0.02%Q1 2021Q1 20211
Sanctuary Wealth Management, L.L.C. 110.00%0.00%0.00%Q2 2023Q2 20231
NEXT Financial Group, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
Collaborative Wealth Managment Inc. 110.17%0.17%0.17%Q4 2021Q4 20211
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2020Q4 20201
External links

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