DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

OSCV

ETF SER SOLUTIONS

79 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 26922A446·79 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 4.5%

vs prior quarter

13F value held

$742M

65.0% inst. owned

of float

Holders

79

+32 QoQ

filers reporting

Activity

+8 / −53

+880 added · −688 reduced

this quarter

Concentration

29.56%

Aptus Capital Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

79 institutions reported OSCV in Q1 2026. Aptus Capital Advisors, LLC leads at 29.6% of the visible book. +32 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

Aptus Capital Advisors, LLC

$219M5.6M1.72%Q1 2026 02

Integrated Wealth Concepts LLC

$91M2.3M0.73%Q1 2026 03

Diversified Enterprises, LLC

$66M1.8M3.93%Q4 2025 04

GUARDIAN WEALTH ADVISORS, LLC / NC

$61M1.5M3.82%Q1 2026 05

ENVESTNET ASSET MANAGEMENT INC

$38M975K0.01%Q1 2026 06

Corient Private Wealth LLC

$37M931K0.05%Q1 2026 07

BROGAN FINANCIAL, INC.

$32M818K14.18%Q1 2026 08

Sugarloaf Wealth Management, LLC

$28M760K5.32%Q4 2024 09

Second Line Capital, LLC

$24M593K4.64%Q1 2026 10

RAYMOND JAMES FINANCIAL INC

$22M553K0.01%Q1 2026 11

First Heartland Consultants, Inc.

$22M552K1.67%Q1 2026 12

Park Place Capital Corp

$20M502K3.97%Q1 2026 13

Waterloo Capital, L.P.

$18M464K1.28%Q1 2026 14

Signal Advisors Wealth, LLC

$11M273K0.74%Q1 2026 15

Clarus Group, Inc.

$11M268K3.80%Q1 2026 16

United Advisor Group, LLC

$10M262K1.27%Q1 2026 17

6th Street Advisors, LLC

$9M235K5.83%Q1 2026 18

$9M231K2.25%Q1 2026 19

Financial Guidance Group, Inc.

$7M167K2.64%Q1 2026 20

Advisory Services Network, LLC

$6M163K0.09%Q1 2026

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