# ETF SER SOLUTIONS (LODI)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LODI/

- Reporting holders: 18
- Reported value: $81.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [SUN LIFE FINANCIAL INC](https://holderbook.com/funds/1097362-sun-life-financial-inc/) | $50.4M | 2,000,000 | 2.6% | 7 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $14.6M | 580,532 | 0.0% | 5 |
| [Spartan Wealth Advisory Services LLC](https://holderbook.com/funds/2075193-spartan-wealth-advisory-services-llc/) | $6.6M | 261,316 | 0.5% | 2 |
| [Sanctuary Advisors, LLC](https://holderbook.com/funds/1777271-sanctuary-advisors-llc/) | $1.9M | 74,508 | 0.0% | 1 |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://holderbook.com/funds/275484-independent-financial-group-llc/) | $1.4M | 54,007 | 0.0% | 2 |
| [Grantvest Financial Group LLC](https://holderbook.com/funds/2055216-grantvest-financial-group-llc/) | $1.2M | 46,627 | 0.7% | 6 |
| [Waverly Advisors, LLC](https://holderbook.com/funds/1568787-waverly-advisors-llc/) | $1.0M | 40,900 | 0.0% | 1 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $871.7K | 34,614 | 0.0% | 6 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $554.0K | 22,000 | 0.0% | 2 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $548.1K | 21,764 | 0.0% | 1 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $481.9K | 19,133 | 0.0% | 2 |
| [GUIDANCE CAPITAL, INC](https://holderbook.com/funds/1958743-guidance-capital-inc/) | $396.1K | 15,713 | 0.1% | 1 |
| [World Investment Advisors](https://holderbook.com/funds/1652594-world-investment-advisors/) | $265.4K | 10,492 | 0.0% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $239.5K | 9,506 | 0.0% | 6 |
| [Stirlingshire Investments, Inc.](https://holderbook.com/funds/1829271-stirlingshire-investments-inc/) | $231.0K | 9,132 | 0.2% | 1 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $230.4K | 9,149 | 0.0% | 1 |
| [KESTRA PRIVATE WEALTH SERVICES, LLC](https://holderbook.com/funds/1649451-kestra-private-wealth-services-llc/) | $219.0K | 8,696 | 0.0% | 2 |
| [Advisors Asset Management, Inc.](https://holderbook.com/funds/1297376-advisors-asset-management-inc/) | $28.2K | 1,121 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 18 | $81.1M |
| Q1 2026 | 13 | $69.3M |
| Q4 2025 | 7 | $60.4M |
| Q3 2025 | 7 | $59.6M |
| Q2 2025 | 7 | $52.6M |
| Q1 2025 | 7 | $51.6M |
| Q4 2024 | 1 | $50.1M |