ETF SER SOLUTIONS shareholder history

Current and past ETF SER SOLUTIONS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
IFP Advisors, Inc 17130.00%0.06%0.40%Q1 2016Q3 202330
UBS Group AG 810.00%0.00%0.00%Q2 2015Q1 202325
TIEDEMANN ADVISORS, LLC 23230.08%7.85%20.37%Q3 2014Q1 202023
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q4 2014Q3 202322
GOLDMAN SACHS GROUP INC 21210.00%0.00%0.00%Q3 2018Q3 202321
Citadel Advisors 910.00%0.00%0.01%Q3 2015Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
ROYAL BANK OF CANADA 1020.00%0.00%0.00%Q4 2014Q3 202221
Hanson & Doremus Investment Management 20200.01%0.01%0.03%Q2 2018Q1 202320
MORGAN STANLEY 1270.00%0.00%0.00%Q4 2017Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Global Retirement Partners, LLC 1270.01%0.02%0.04%Q4 2018Q3 202319
JANE STREET GROUP, LLC 510.00%0.00%0.01%Q3 2014Q1 202017
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
LPL Financial LLC 710.00%0.00%0.00%Q4 2016Q3 202315
Parallel Advisors, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Sepio Capital, LP 13130.12%0.22%0.27%Q2 2020Q2 202313
Aviance Capital Partners, LLC 13130.15%0.30%0.58%Q2 2019Q2 202213
PATHSTONE FAMILY OFFICE, LLC 610.01%0.06%0.17%Q4 2014Q2 201912
Financial Enhancement Group LLC 11110.12%0.23%0.33%Q1 2018Q3 202011
FAS Wealth Partners, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Lindbrook Capital, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q1 2016Q2 201810
PSI Advisors, LLC 910.01%0.01%0.02%Q4 2019Q3 202310
LADENBURG THALMANN FINANCIAL SERVICES INC. 990.00%0.00%0.00%Q4 2017Q4 20199
WELCH & FORBES LLC 990.01%0.01%0.01%Q1 2017Q1 20199
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.00%0.01%0.02%Q4 2019Q3 20218
American Portfolios Advisors 880.00%0.00%0.00%Q3 2020Q2 20228
TIEDEMANN TRUST CO 883.56%11.57%19.20%Q3 2014Q2 20168
Advisory Services Network, LLC 210.00%0.01%0.03%Q4 2017Q1 20227
AVANTAX ADVISORY SERVICES, INC. 770.01%0.01%0.01%Q1 2022Q3 20237
Advisor Group, Inc. 510.00%0.00%0.01%Q2 2018Q4 20196
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.00%Q4 2020Q4 20225
Beirne Wealth Consulting Services, LLC 550.32%1.45%1.83%Q4 2018Q4 20195
NewEdge Advisors, LLC 410.00%0.00%0.01%Q2 2020Q3 20235
HighTower Advisors, LLC 550.00%0.01%0.02%Q4 2018Q4 20195
Wealthcare Advisory Partners LLC 410.00%0.02%0.06%Q2 2019Q1 20215
BANK OF AMERICA CORP /DE/ 310.00%0.00%0.00%Q4 2015Q2 20214
Virtu KCG Holdings LLC 220.01%0.01%0.02%Q1 2015Q3 20164
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Private Advisor Group, LLC 310.00%0.01%0.02%Q2 2020Q2 20214
West Oak Capital, LLC 440.01%0.02%0.02%Q2 2016Q1 20174
FMR LLC 110.00%0.00%0.00%Q4 2020Q4 20224
COMMONWEALTH EQUITY SERVICES, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q2 2020Q4 20203
Moors & Cabot, Inc. 330.01%0.02%0.02%Q1 2022Q3 20223
Dynamic Advisor Solutions LLC 210.08%0.09%0.10%Q4 2015Q4 20163
Realta Investment Advisors 210.00%0.00%0.00%Q3 2022Q2 20233
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q4 2020Q3 20213
1832 Asset Management L.P. 330.00%0.00%0.00%Q1 2022Q3 20223
Tiedemann Wealth Management Holdings, LLC 339.95%22.80%35.66%Q3 2016Q1 20173
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Brendel Financial Advisors LLC 220.01%1.69%3.37%Q1 2021Q2 20212
Cardan Capital Partners, LLC 220.03%0.04%0.04%Q2 2021Q3 20212
Raymond James Financial Services Advisors, Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
Belpointe Asset Management LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Veritable, L.P. 220.01%0.01%0.02%Q3 2019Q4 20192
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.01%Q4 2018Q4 20192
Virtu Financial LLC 220.02%0.02%0.03%Q3 2017Q4 20172
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 220.00%0.00%0.00%Q4 2019Q1 20202
Cetera Advisors LLC 220.01%0.01%0.01%Q4 2020Q1 20212
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2020Q1 20201
Kovitz Investment Group Partners, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Carroll Financial Associates, Inc. 110.03%0.03%0.03%Q1 2021Q1 20211
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q3 2016Q3 20161
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BROWN ADVISORY INC 110.00%0.00%0.00%Q4 2017Q4 20171
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Summit Trail Advisors, LLC 110.19%0.19%0.19%Q4 2018Q4 20181
BBR PARTNERS, LLC 110.04%0.04%0.04%Q2 2015Q2 20151
US BANCORP \DE\ 110.00%0.00%0.00%Q1 2020Q1 20201
WELLS FARGO & COMPANY/MN 110.00%0.00%0.00%Q1 2018Q1 20181
FIRST AMERICAN TRUST, FSB 110.05%0.05%0.05%Q3 2018Q3 20181
Hilltop Holdings Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Covington Capital Management 110.11%0.11%0.11%Q4 2019Q4 20191
Executive Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
External links

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