HolderBook

ETF SER SOLUTIONS (SAWS)

Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.

5
Reporting holders
$6.5M
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
Wealth Intelligence, LLC$6.0M229,8822.78%2q+1.7%+$100.2K
ENVESTNET ASSET MANAGEMENT INC$283.5K10,8830.00%newNEW
Philadelphia Investment Partners, LLC$138.9K5,3320.09%2q-4.2%-$6.0K
OSAIC HOLDINGS, INC.$26.2K1,0050.00%8q+390.2%+$20.8K
Advisors Asset Management, Inc.$16.1K6190.00%8q-18.2%-$3.6K

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 20265$6.5M247,7211220.0%
Q1 20266$5.2M245,3701210.0%
Q4 20254$191.8K9,0910220.0%
Q3 20254$128.5K6,0860210.0%
Q2 20254$338.8K17,2230200.0%
Q1 20254$92.5K4,9271020.0%
Q4 20243$111.1K5,6230200.0%
Q3 20243$37.1K1,9033000.0%