ETF SER SOLUTIONS (HDRO)
Institutional ownership reported to the SEC as of Q1 2025, across 2 quarters.
15
Reporting holders
$109.7K
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| UBS Group AG | $42.8K | 1,568 | 0.00% | 2q | +17.1%+$6.3K |
| Smithfield Trust Co | $30.0K | 1,113 | 0.00% | 2q | HELD |
| PNC Financial Services Group, Inc. | $10.2K | 374 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $10.1K | 371 | 0.00% | 2q | +56.5%+$3.7K |
| BANK OF AMERICA CORP /DE/ | $5.4K | 197 | 0.00% | 2q | +9.4% |
| Center for Financial Planning, Inc. | $4.4K | 160 | 0.00% | 2q | +158.1%+$2.7K |
| Pacific Center for Financial Services | $2.2K | 82 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $1.3K | 49 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $1.0K | 37 | 0.00% | 2q | HELD |
| SIGNATUREFD, LLC | $710 | 26 | 0.00% | 2q | HELD |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $655 | 24 | 0.00% | new | NEW |
| Millstone Evans Group, LLC | $546 | 20 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $218 | 8 | 0.00% | new | NEW |
| American Capital Advisory, LLC | $55 | 2 | 0.00% | 2q | HELD |
| FMR LLC | $27 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2025 | 15 | $109.7K | 4,032 | 4 | 4 | 0 | 0.0% |
| Q4 2024 | 17 | $1.3M | 38,258 | 17 | 0 | 0 | 0.0% |