13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
SAWS

ETF SER SOLUTIONS

7 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 26922B485·7 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.0%
vs prior quarter
13F value held
$5M
54.0% inst. owned
of float
Holders
7
+86 QoQ
filers reporting
Activity
+33 / −92
+944 added · −770 reduced
this quarter
Concentration
92.12%
Wealth Intelligence, LLC #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported SAWS in Q1 2026. Wealth Intelligence, LLC leads at 92.1% of the visible book. +86 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Wealth Intelligence, LLC
CIK 0002112078
$5M226K2.31%Q1 202602
ROYAL BANK OF CANADA
CIK 0001000275
$272,00013K0.00%Q1 202603
Philadelphia Investment Partners, LLC
CIK 0002131511
$118,2446K0.08%Q1 202604
Advisors Asset Management, Inc.
CIK 0001297376
$16,0897570.00%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$4,3572050.00%Q1 202606
UBS Group AG
CIK 0001610520
$2110.00%Q1 202607
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025