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

ETF SER SOLUTIONS

80 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 26922A446·80 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$871M
visible holders
Holders
80
filers reporting
Concentration
31.62%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

80 institutions reported OSCV in Q2 2026. Aptus Capital Advisors, LLC leads at 31.6% 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
$154M3.6M0.75%Q2 202603
Diversified Enterprises, LLC
CIK 0002037264
$82M1.9M3.97%Q2 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
$16M369K0.79%Q2 202613
First Heartland Consultants, Inc.
CIK 0001428793
$14M340K0.93%Q2 202614
United Advisor Group, LLC
CIK 0002004873
$12M275K1.22%Q2 202615
Clarus Group, Inc.
CIK 0001844568
$11M266K3.80%Q2 202616
6th Street Advisors, LLC
CIK 0002102803
$10M236K5.71%Q2 202617
SWS Partners
CIK 0001731731
$10M232K2.12%Q2 202618
Advisory Services Network, LLC
CIK 0001573876
$7M177K0.08%Q2 202619
Financial Guidance Group, Inc.
CIK 0001929349
$7M167K2.64%Q2 202620
MBE Wealth Management, LLC
CIK 0001775850
$6M142K2.11%Q2 2026
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