13F Insight
DOSSIER · 13F Holders · Q1 2026
OSCV

ETF SER SOLUTIONS

82 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 26922A446·82 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$714M
visible holders
Holders
82
filers reporting
Concentration
30.71%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

82 institutions reported OSCV in Q1 2026. Aptus Capital Advisors, LLC leads at 30.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Aptus Capital Advisors, LLC
CIK 0001664193
$219M5.6M1.72%Q1 202602
Integrated Wealth Concepts LLC
CIK 0001737109
$91M2.3M0.73%Q1 202603
Diversified Enterprises, LLC
CIK 0002037264
$66M1.8M3.93%Q4 202504
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$61M1.5M3.82%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$38M975K0.01%Q1 202606
Corient Private Wealth LLC
CIK 0001948780
$37M931K0.05%Q1 202607
BROGAN FINANCIAL, INC.
CIK 0001889918
$32M818K14.18%Q1 202608
Second Line Capital, LLC
CIK 0001992879
$24M593K4.64%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$22M553K0.01%Q1 202610
Park Place Capital Corp
CIK 0001965810
$20M502K3.97%Q1 202611
Waterloo Capital, L.P.
CIK 0001730942
$18M464K1.28%Q1 202612
First Heartland Consultants, Inc.
CIK 0001428793
$14M340K0.93%Q2 202613
Clarus Group, Inc.
CIK 0001844568
$11M266K3.80%Q2 202614
Signal Advisors Wealth, LLC
CIK 0002010926
$11M273K0.74%Q1 202615
United Advisor Group, LLC
CIK 0002004873
$10M262K1.27%Q1 202616
6th Street Advisors, LLC
CIK 0002102803
$10M236K5.71%Q2 202617
SWS Partners
CIK 0001731731
$9M231K2.25%Q1 202618
Financial Guidance Group, Inc.
CIK 0001929349
$7M167K2.64%Q2 202619
Advisory Services Network, LLC
CIK 0001573876
$6M163K0.09%Q1 202620
MBE Wealth Management, LLC
CIK 0001775850
$6M142K2.11%Q2 2026
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