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ETF SER Solutions

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
INCREASED
Shares180,047 from 173,769
Change+6,278 (+4%)
Value$4.0M (-$327.1K)
Filed 2024-10-08
Mutual Advisors, LLC
INCREASED
Shares54,368 from 53,295
Change+1,073 (+2%)
Value$1.2M (-$102.4K)
Filed 2024-10-25
Aveo Capital Partners, LLC
DECREASED
Shares20,725 from 37,818
Change-17,093 (-45%)
Value$457.6K (-$456.1K)
Filed 2024-11-12
GTS Securities LLC
INCREASED
Shares12,438 from 12,119
Change+319 (+3%)
Value$274.6K (-$18.2K)
Filed 2024-11-13
Indiana Trust & Investment Management Co
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$220.8K (-$20.8K)
Filed 2024-10-16
UBS Group AG
INCREASED
Shares8,388 from 3,083
Change+5,305 (+172%)
Value$185.2K (+$110.7K)
Filed 2024-11-14
Clear Point Advisors Inc.
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$1.2K (-$109)
Filed 2024-11-12
Morgan Stanley
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$27 (-$15)
Filed 2025-05-14
Cetera Investment Advisers
CLOSED
Shares0 from 288,634
Change-288,634 (-100%)
Value$0 (-$7.0M)
Filed 2024-11-13
Citadel Advisors LLC
CLOSED
Shares0 from 23,617
Change-23,617 (-100%)
Value$0 (-$570.6K)
Filed 2024-11-14
MGO One Seven LLC
CLOSED
Shares0 from 9,236
Change-9,236 (-100%)
Value$0 (-$223.1K)
Filed 2024-10-15
Freedom Investment Management, Inc.
CLOSED
Shares0 from 8,763
Change-8,763 (-100%)
Value$0 (-$211.7K)
Filed 2024-11-13
Bellevue Asset Management, LLC
CLOSED
Shares0 from 413
Change-413 (-100%)
Value$0 (-$10.0K)
Filed 2024-10-25
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-10-10
Status
Brookstone Capital Management
INCREASED180,047173,769+6,278+4%$4.3M$4.0M-$327.1K2024-10-08
Mutual Advisors, LLC
INCREASED54,36853,295+1,073+2%$1.3M$1.2M-$102.4K2024-10-25
Aveo Capital Partners, LLC
DECREASED20,72537,818-17,093-45%$913.6K$457.6K-$456.1K2024-11-12
GTS Securities LLC
INCREASED12,43812,119+319+3%$292.8K$274.6K-$18.2K2024-11-13
Indiana Trust & Investment Management Co
UNCHANGED10,00010,00000%$241.6K$220.8K-$20.8K2024-10-16
UBS Group AG
INCREASED8,3883,083+5,305+172%$74.5K$185.2K+$110.7K2024-11-14
Clear Point Advisors Inc.
UNCHANGED525200%$1.3K$1.2K-$1092024-11-12
Morgan Stanley
UNCHANGED1100%$42$27-$152025-05-14
Cetera Investment Advisers
CLOSED0288,634-288,634-100%$7.0M$0-$7.0M2024-11-13
Citadel Advisors LLC
CLOSED023,617-23,617-100%$570.6K$0-$570.6K2024-11-14
MGO One Seven LLC
CLOSED09,236-9,236-100%$223.1K$0-$223.1K2024-10-15
Freedom Investment Management, Inc.
CLOSED08,763-8,763-100%$211.7K$0-$211.7K2024-11-13
Bellevue Asset Management, LLC
CLOSED0413-413-100%$10.0K$0-$10.0K2024-10-25
Proequities, Inc.
UNCHANGED000—$0$0$02024-10-10
Showing 14 of 14 institutions