DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
JANB

ETF SER SOLUTIONS

17 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 268961885·17 13F holders·last filed Mar 31, 2026
Market cap
7.4%
vs prior quarter
13F value held
$56M
57.0% inst. owned
of float
Holders
17
-23 QoQ
filers reporting
Activity
+81 / −37
+824 added · −854 reduced
this quarter
Concentration
30.08%
KFG WEALTH MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q1 2026

ETF Ser Solutions JANB (January) structure shows 55.96M across 17 holders as of Q1 2026. KFG Wealth Management dominates at ~16.8M, while Uniting Wealth Partners, Long Island Wealth Management, Aptus Capital, and Blue Bell Private Wealth also carry positions. KFG and Kovack Advisors added in Q1; Susquehanna and Guardian sold.

Top holders

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

#HolderValueShares% port.Quarter
01
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$17M671K2.18%Q1 2026
02
Long Island Wealth Management, Inc.
CIK 0002011177
$13M506K5.89%Q1 2026
03
Uniting Wealth Partners, LLC
CIK 0002056414
$9M367K1.96%Q1 2026
04
Integrated Wealth Concepts LLC
CIK 0001737109
$6M240K0.05%Q1 2026
05
Aptus Capital Advisors, LLC
CIK 0001664193
$3M136K0.03%Q1 2026
06
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$3M121K0.19%Q1 2026
07
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M41K0.02%Q1 2026
08
Cornerstone Wealth Group, LLC
CIK 0001774879
$801,60530K0.05%Q1 2026
09
Kovack Advisors, Inc.
CIK 0001728321
$530,47221K0.03%Q1 2026
10
First Heartland Consultants, Inc.
CIK 0001428793
$517,85421K0.04%Q1 2026
11
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$478,35119K0.07%Q1 2026
12
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$455,46218K0.00%Q1 2026
13
WEBSTERROGERS FINANCIAL ADVISORS, LLC
CIK 0001841757
$416,46117K0.12%Q1 2026
14
Atria Investments, Inc
CIK 0001535865
$252,40210K0.00%Q1 2026
15
Meridian Wealth Management, LLC
CIK 0001697300
$245,14810K0.01%Q1 2026
16
UBS Group AG
CIK 0001610520
$26,0511K0.00%Q1 2026
17
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$1,004400.00%Q1 2026