HolderBook

ETF SER SOLUTIONS (PIFI)

Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.

11
Reporting holders
$96.8M
Reported value
0.0%
Held as options
+0
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
Arax Advisory Partners$92.0M984,2860.61%newNEW
Apollon Wealth Management, LLC$1.1M11,8300.01%7qHELD
Retirement Planning Group, LLC$1.1M11,3620.03%2q+68.7%+$432.5K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$999.8K10,6920.00%12q+52.7%+$344.9K
CITADEL ADVISORS LLC$942.0K10,0740.00%9q+65.4%+$372.4K
LPL Financial LLC$493.8K5,2810.00%2q+12.7%+$55.5K
Colonial Trust Advisors$111.9K1,1960.01%4q+0.8%
JPMORGAN CHASE & CO$21.2K2250.00%12q+196.1%+$14.0K
UBS Group AG$20.4K2180.00%3q-69.3%-$46.1K
OSAIC HOLDINGS, INC.$7.7K820.00%newNEW
MORGAN STANLEY$18410.00%6qHELD

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
Q2 202611$96.8M1,035,2472610.0%
Q1 202611$100.1M1,062,4012330.0%
Q4 20259$100.2M1,057,1181250.0%
Q3 20258$99.8M1,054,6381240.0%
Q2 20258$93.6M983,6901330.0%
Q1 20259$94.8M1,010,5812330.0%
Q4 20247$93.5M1,015,3161140.0%
Q3 20249$98.6M1,038,1650330.0%
Q2 202410$93.1M1,011,5013250.0%
Q1 20247$93.3M1,016,7681330.0%
Q4 20238$91.9M994,2612320.0%
Q3 20236$89.9M1,006,0893120.0%
Q2 20236$98.1M1,075,2692120.0%
Q1 20234$125.1M1,357,3091110.0%
Q4 20224$126.2M1,395,9860200.0%
Q3 20223$121.3M1,352,7930210.0%
Q2 20223$124.2M1,337,5510200.0%
Q1 20223$126.8M1,336,2350120.0%
Q4 20214$76.8M778,7470310.0%
Q3 20214$37.0M373,6262010.0%
Q2 20211$3.3M33,6870100.0%
Q1 20211$2.0M20,7180100.0%
Q4 20203$5.1M50,5563000.0%