13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
OPER

ETF SER SOLUTIONS

25 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 26922A453·25 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.7%
vs prior quarter
13F value held
$135M
62.0% inst. owned
of float
Holders
25
+122 QoQ
filers reporting
Activity
+84 / −18
+985 added · −821 reduced
this quarter
Concentration
21.84%
Blueprint Investment Partners LLC #1
top holder share
AI Holders Summary · Q1 2026

25 institutions reported OPER in Q1 2026. Blueprint Investment Partners LLC leads at 21.8% of the visible book. +122 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Blueprint Investment Partners LLC
CIK 0001794467
$30M295K3.01%Q1 202602
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$29M294K0.74%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$26M265K0.01%Q1 202604
Blueprint Financial Advisors LLC
CIK 0002054129
$15M151K2.24%Q1 202605
Apollon Wealth Management, LLC
CIK 0001764387
$8M77K0.13%Q1 202606
Spartan Planning & Wealth Management
CIK 0001749283
$6M57K4.21%Q1 202607
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$4M35K0.26%Q1 202608
SIGNET FINANCIAL MANAGEMENT, LLC
CIK 0001600307
$4M35K0.40%Q1 202609
Summit Financial, LLC
CIK 0001765536
$4M35K0.04%Q1 202610
CITADEL ADVISORS LLC
CIK 0001423053
$2M22K0.00%Q4 202511
Teramo Advisors, LLC
CIK 0001904821
$2M20K0.42%Q1 202612
JPMORGAN CHASE & CO
CIK 0000019617
$2M17K0.00%Q1 202613
Platform Technology Partners
CIK 0001830817
$1M10K0.20%Q1 202614
Insight Wealth Partners, LLC
CIK 0001627003
$999,39910K0.14%Q1 202615
LPL Financial LLC
CIK 0001403438
$715,2727K0.00%Q1 202616
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$646,4176K0.00%Q1 202617
Magnus Financial Group LLC
CIK 0001765216
$541,8895K0.04%Q1 202618
Retirement Planning Group, LLC
CIK 0001508195
$308,8253K0.01%Q1 202619
Prosperity Financial Group, Inc.
CIK 0001991334
$304,9443K0.11%Q1 202620
LEGACY FINANCIAL GROUP, INC.
CIK 0001965579
$228,7832K0.06%Q1 2026
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