13F Insight
DOSSIER · 13F Holders · Q2 2026
OSCV

ETF SER SOLUTIONS

79 institutions still hold ETF SER SOLUTIONS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922A446·79 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$820M
visible holders
Holders
79
filers reporting
Concentration
33.62%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

79 institutions reported OSCV in Q2 2026. Aptus Capital Advisors, LLC leads at 33.6% 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
$275M6.5M1.88%Q2 202602
Integrated Wealth Concepts LLC
CIK 0001737109
$100M2.4M0.66%Q2 202603
Diversified Enterprises, LLC
CIK 0002037264
$79M2.0M3.65%Q3 202604
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$66M1.6M3.70%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$44M1.0M0.01%Q2 202606
BROGAN FINANCIAL, INC.
CIK 0001889918
$35M821K13.89%Q2 202607
Corient Private Wealth LLC
CIK 0001948780
$32M769K0.04%Q2 202608
Second Line Capital, LLC
CIK 0001992879
$26M613K4.82%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$23M542K0.01%Q2 202610
Park Place Capital Corp
CIK 0001965810
$22M526K3.52%Q2 202611
Waterloo Capital, L.P.
CIK 0001730942
$19M457K1.08%Q2 202612
Signal Advisors Wealth, LLC
CIK 0002010926
$17M422K0.73%Q3 202613
Concurrent Investment Advisors, LLC
CIK 0002001015
$16M408K0.11%Q3 202614
First Heartland Consultants, Inc.
CIK 0001428793
$14M348K0.91%Q3 202615
United Advisor Group, LLC
CIK 0002004873
$12M275K1.22%Q2 202616
SWS Partners
CIK 0001731731
$10M232K2.12%Q2 202617
6th Street Advisors, LLC
CIK 0002102803
$9M235K5.33%Q3 202618
Advisory Services Network, LLC
CIK 0001573876
$7M177K0.08%Q2 202619
Financial Guidance Group, Inc.
CIK 0001929349
$7M186K2.61%Q3 202620
MBE Wealth Management, LLC
CIK 0001775850
$6M142K2.11%Q2 2026
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