HolderBook

ETF SER SOLUTIONS (HDRO)

Institutional ownership reported to the SEC as of Q1 2025, across 2 quarters.

14
Reporting holders
$79.7K
Reported value
0.0%
Held as options
-1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
UBS Group AG$42.8K1,5680.00%2q+17.1%+$6.3K
PNC Financial Services Group, Inc.$10.2K3740.00%2qHELD
OSAIC HOLDINGS, INC.$10.1K3710.00%2q+56.5%+$3.7K
BANK OF AMERICA CORP /DE/$5.4K1970.00%2q+9.4%
Center for Financial Planning, Inc.$4.4K1600.00%2q+158.1%+$2.7K
Pacific Center for Financial Services$2.2K820.00%2qHELD
Farther Finance Advisors, LLC$1.3K490.00%2qHELD
Steward Partners Investment Advisory, LLC$1.0K370.00%2qHELD
SIGNATUREFD, LLC$710260.00%2qHELD
MARSHALL INVESTMENT MANAGEMENT, LLC$655240.00%newNEW
Millstone Evans Group, LLC$546200.00%newNEW
WELLS FARGO & COMPANY/MN$21880.00%newNEW
American Capital Advisory, LLC$5520.00%2qHELD
Smithfield Trust Co$301,1130.00%2qHELD
FMR LLC$2710.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q1 202514$79.7K2,9194400.0%
Q4 202415$1.3M37,11015000.0%