ETF SER SOLUTIONS (LODI)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
16
Reporting holders
$29.7M
Reported value
0.0%
Held as options
+5
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $14.6M | 580,532 | 0.00% | 5q | +61.9%+$5.6M |
| Spartan Wealth Advisory Services LLC | $6.6M | 261,316 | 0.54% | 2q | +12.8%+$745.2K |
| Sanctuary Advisors, LLC | $1.9M | 74,508 | 0.01% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.4M | 54,007 | 0.03% | 2q | +189.3%+$890.0K |
| Grantvest Financial Group LLC | $1.2M | 46,627 | 0.68% | 6q | +0.6%+$6.9K |
| Waverly Advisors, LLC | $1.0M | 40,900 | 0.01% | new | NEW |
| Kestra Advisory Services, LLC | $548.1K | 21,764 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $481.9K | 19,133 | 0.00% | 2q | +44.1%+$147.4K |
| ENVESTNET ASSET MANAGEMENT INC | $435.9K | 17,307 | 0.00% | 6q | -9.3%-$44.7K |
| GUIDANCE CAPITAL, INC | $396.1K | 15,713 | 0.08% | new | NEW |
| World Investment Advisors | $265.4K | 10,492 | 0.00% | 2q | -9.7%-$28.4K |
| OSAIC HOLDINGS, INC. | $239.5K | 9,506 | 0.00% | 6q | -67.3%-$492.4K |
| Stirlingshire Investments, Inc. | $231.0K | 9,132 | 0.17% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $230.4K | 9,149 | 0.00% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $219.0K | 8,696 | 0.00% | 2q | -5.6%-$13.0K |
| SUN LIFE FINANCIAL INC | $50.4K | 2,000,000 | 2.58% | 7q | HELD |
| Advisors Asset Management, Inc. | $28.2K | 1,121 | 0.00% | 6q | +76.5%+$12.2K |
| Cambridge Investment Research Advisors, Inc. | $554 | 22,000 | 0.00% | 2q | +124.8% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 16 | $29.7M | 1,179,903 | 6 | 6 | 4 | 0.0% |
| Q1 2026 | 11 | $18.6M | 739,747 | 5 | 3 | 1 | 0.0% |
| Q4 2025 | 6 | $9.9M | 391,577 | 1 | 4 | 1 | 0.0% |
| Q3 2025 | 6 | $9.1M | 359,786 | 1 | 3 | 1 | 0.0% |
| Q2 2025 | 6 | $2.2M | 86,444 | 2 | 3 | 1 | 0.0% |
| Q1 2025 | 6 | $1.4M | 56,699 | 6 | 0 | 0 | 0.0% |
| Q4 2024 | 1 | $50.1K | 2,000,000 | 1 | 0 | 0 | 0.0% |