13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
ADME

ETF SER SOLUTIONS

58 institutions still hold ETF SER SOLUTIONS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922A784·58 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.2%
vs prior quarter
13F value held
$303M
59.0% inst. owned
of float
Holders
58
-27 QoQ
filers reporting
Activity
+36 / −12
+969 added · −888 reduced
this quarter
Concentration
44.60%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

58 institutions reported ADME in Q1 2026. Aptus Capital Advisors, LLC leads at 44.6% of the visible book. -27 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Aptus Capital Advisors, LLC
CIK 0001664193
$135M2.7M1.06%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$29M580K0.01%Q1 202603
Second Line Capital, LLC
CIK 0001992879
$24M437K4.47%Q1 202604
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$20M414K1.29%Q1 202605
Signal Advisors Wealth, LLC
CIK 0002010926
$15M309K1.05%Q1 202606
Park Place Capital Corp
CIK 0001965810
$15M293K2.91%Q1 202607
Waterloo Capital, L.P.
CIK 0001730942
$13M259K0.90%Q1 202608
6th Street Advisors, LLC
CIK 0002102803
$11M215K6.69%Q1 202609
Bienville Capital Management, LLC
CIK 0001605070
$8M161K1.45%Q1 202610
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$5M100K0.36%Q1 202611
MBE Wealth Management, LLC
CIK 0001775850
$4M91K1.87%Q1 202612
Strong Retirement Solutions LLC
CIK 0002111795
$4M78K2.70%Q1 202613
Lord & Richards Wealth Management, LLC
CIK 0002045252
$4M72K3.11%Q1 202614
Independent Advisor Alliance
CIK 0001696899
$3M63K0.03%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M58K0.00%Q1 202616
MARIPAU WEALTH MANAGEMENT LLC
CIK 0001890698
$3M54K1.17%Q1 202617
Sugarloaf Wealth Management, LLC
CIK 0001664864
$2M48K0.42%Q4 202418
Renasant Bank
CIK 0001656167
$2M45K1.56%Q1 202619
ONE PLUS ONE WEALTH MANAGEMENT, LLC
CIK 0001860132
$2M42K0.88%Q1 202620
Regal Investment Advisors LLC
CIK 0001559789
$2M40K0.11%Q1 2026
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