ETF SER Solutions

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Financial Advisory Corp

INCREASED

Shares43,804 from 43,428

Change+376 (+1%)

Value$1.1K (+$32)

Filed 2025-01-14

Chicago Partners Investment Group LLC

DECREASED

Shares25,444 from 25,591

Change-147 (-1%)

Value$665.6K (+$18.9K)

Filed 2025-01-24

IFP Advisors, Inc

DECREASED

Shares5,113 from 6,892

Change-1,779 (-26%)

Value$133.0K (-$43.1K)

Filed 2025-02-04

Concord Wealth Partners

INCREASED

Shares372 from 364

Change+8 (+2%)

Value$9.7K (+$389)

Filed 2025-01-24

Stifel Financial Corp

CLOSED

Shares0 from 231,861

Change-231,861 (-100%)

Value$0 (-$5.9M)

Filed 2025-02-13

LPL Financial LLC

CLOSED

Shares0 from 160,031

Change-160,031 (-100%)

Value$0 (-$4.1M)

Filed 2025-02-11

Osaic Holdings, Inc.

CLOSED

Shares0 from 159,881

Change-159,881 (-100%)

Value$0 (-$4.1M)

Filed 2025-06-06

PFG Investments, LLC

CLOSED

Shares0 from 102,585

Change-102,585 (-100%)

Value$0 (-$2.6M)

Filed 2025-01-22

Goldstone Financial Group, LLC

CLOSED

Shares0 from 91,858

Change-91,858 (-100%)

Value$0 (-$2.3M)

Filed 2025-01-15

Susquehanna International Group, LLP

CLOSED

Shares0 from 90,229

Change-90,229 (-100%)

Value$0 (-$2.3M)

Filed 2025-02-14

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 71,409

Change-71,409 (-100%)

Value$0 (-$1.8K)

Filed 2025-02-10

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 63,066

Change-63,066 (-100%)

Value$0 (-$1.6K)

Filed 2025-02-14

Cap Partners, LLC

CLOSED

Shares0 from 46,163

Change-46,163 (-100%)

Value$0 (-$1.2M)

Filed 2025-01-29

Old Mission Capital LLC

CLOSED

Shares0 from 45,801

Change-45,801 (-100%)

Value$0 (-$1.2M)

Filed 2025-02-12

Davies Financial Advisors, Inc.

CLOSED

Shares0 from 45,229

Change-45,229 (-100%)

Value$0 (-$1.2M)

Filed 2025-01-16

Envestnet Asset Management Inc

CLOSED

Shares0 from 32,602

Change-32,602 (-100%)

Value$0 (-$832.7K)

Filed 2025-02-13

AE Wealth Management LLC

CLOSED

Shares0 from 32,272

Change-32,272 (-100%)

Value$0 (-$824.2K)

Filed 2025-02-13

MML Investors Services, LLC

CLOSED

Shares0 from 30,113

Change-30,113 (-100%)

Value$0 (-$769)

Filed 2025-02-13

Citadel Advisors LLC

CLOSED

Shares0 from 27,017

Change-27,017 (-100%)

Value$0 (-$690.0K)

Filed 2025-02-14

TPG Advisors LLC

CLOSED

Shares0 from 24,602

Change-24,602 (-100%)

Value$0 (-$628.3K)

Filed 2025-02-05

Atria Wealth Solutions, Inc.

CLOSED

Shares0 from 20,345

Change-20,345 (-100%)

Value$0 (-$519.6K)

Filed 2025-01-31

Advisory Services Network, LLC

CLOSED

Shares0 from 18,143

Change-18,143 (-100%)

Value$0 (-$457.4K)

Filed 2025-02-13

Federation des caisses Desjardins du Quebec

CLOSED

Shares0 from 18,027

Change-18,027 (-100%)

Value$0 (-$460.4K)

Filed 2025-02-14

Royal Bank of Canada

CLOSED

Shares0 from 17,528

Change-17,528 (-100%)

Value$0 (-$448.0K)

Filed 2025-02-14

Beam Wealth Advisors, Inc.

CLOSED

Shares0 from 16,547

Change-16,547 (-100%)

Value$0 (-$422.6K)

Filed 2025-02-07

Mccarter Private Wealth Services LLC

CLOSED

Shares0 from 16,543

Change-16,543 (-100%)

Value$0 (-$422.5K)

Filed 2025-02-14

Cetera Investment Advisers

CLOSED

Shares0 from 15,607

Change-15,607 (-100%)

Value$0 (-$398.6K)

Filed 2025-02-14

Focus Partners Wealth

CLOSED

Shares0 from 14,708

Change-14,708 (-100%)

Value$0 (-$375.6K)

Filed 2025-05-29

Prime Capital Investment Advisors, LLC

CLOSED

Shares0 from 14,562

Change-14,562 (-100%)

Value$0 (-$371.9K)

Filed 2025-02-12

Collaborative Wealth Managment Inc.

CLOSED

Shares0 from 13,512

Change-13,512 (-100%)

Value$0 (-$345.1K)

Filed 2025-02-10

Oppenheimer & Co Inc

CLOSED

Shares0 from 12,451

Change-12,451 (-100%)

Value$0 (-$318.0K)

Filed 2025-02-05

Wedbush Securities Inc

CLOSED

Shares0 from 11,472

Change-11,472 (-100%)

Value$0 (-$293)

Filed 2025-02-13

StoneX Group Inc.

CLOSED

Shares0 from 11,247

Change-11,247 (-100%)

Value$0 (-$287.2K)

Filed 2025-08-13

Sigma Planning Corp

CLOSED

Shares0 from 11,182

Change-11,182 (-100%)

Value$0 (-$285.6K)

Filed 2025-02-03

Private Advisor Group, LLC

CLOSED

Shares0 from 10,604

Change-10,604 (-100%)

Value$0 (-$270.8K)

Filed 2025-02-03

Lanark Financial, Inc.

CLOSED

Shares0 from 10,318

Change-10,318 (-100%)

Value$0 (-$263)

Filed 2025-01-22

Elevated Capital Advisors, LLC

CLOSED

Shares0 from 10,074

Change-10,074 (-100%)

Value$0 (-$257.3K)

Filed 2025-01-13

High Net Worth Advisory Group LLC

CLOSED

Shares0 from 9,900

Change-9,900 (-100%)

Value$0 (-$252.8K)

Filed 2025-01-21

Smith Anglin Financial, LLC

CLOSED

Shares0 from 9,479

Change-9,479 (-100%)

Value$0 (-$242.1K)

Filed 2025-01-14

Modern Wealth Management, LLC

CLOSED

Shares0 from 9,349

Change-9,349 (-100%)

Value$0 (-$238.8K)

Filed 2025-05-30

H D Vest Advisory Services

CLOSED

Shares0 from 9,090

Change-9,090 (-100%)

Value$0 (-$232.2K)

Filed 2025-02-10

Meridian Wealth Management, LLC

CLOSED

Shares0 from 8,691

Change-8,691 (-100%)

Value$0 (-$222.0K)

Filed 2025-02-06

Level Four Advisory Services, LLC

CLOSED

Shares0 from 8,484

Change-8,484 (-100%)

Value$0 (-$213.3K)

Filed 2025-02-12

Morgan Stanley

CLOSED

Shares0 from 7,869

Change-7,869 (-100%)

Value$0 (-$201.0K)

Filed 2025-05-15

Centaurus Financial, Inc.

CLOSED

Shares0 from 7,833

Change-7,833 (-100%)

Value$0 (-$200)

Filed 2025-03-12

Wells Fargo & Company

CLOSED

Shares0 from 6,498

Change-6,498 (-100%)

Value$0 (-$166.0K)

Filed 2025-02-13

CoreCap Advisors, LLC

CLOSED

Shares0 from 4,609

Change-4,609 (-100%)

Value$0 (-$117.7K)

Filed 2025-02-14

Harbour Investments, Inc.

CLOSED

Shares0 from 4,030

Change-4,030 (-100%)

Value$0 (-$102.9K)

Filed 2025-02-10

GPS Wealth Strategies Group, LLC

CLOSED

Shares0 from 3,863

Change-3,863 (-100%)

Value$0 (-$98.7K)

Filed 2025-01-24

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 2,560

Change-2,560 (-100%)

Value$0 (-$65.4K)

Filed 2025-01-23

UBS Group AG

CLOSED

Shares0 from 1,833

Change-1,833 (-100%)

Value$0 (-$46.8K)

Filed 2025-02-14

Private Trust Co NA

CLOSED

Shares0 from 1,500

Change-1,500 (-100%)

Value$0 (-$38.3K)

Filed 2025-02-05

Farther Finance Advisors, LLC

CLOSED

Shares0 from 1,080

Change-1,080 (-100%)

Value$0 (-$27.6K)

Filed 2025-02-10

Signaturefd, LLC

CLOSED

Shares0 from 800

Change-800 (-100%)

Value$0 (-$20.4K)

Filed 2025-02-10

Nfsg Corp

CLOSED

Shares0 from 699

Change-699 (-100%)

Value$0 (-$17.9K)

Filed 2025-01-28

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$12.8K)

Filed 2025-02-06

Berthel, Fisher & Company Financial Services, Inc.

CLOSED

Shares0 from 230

Change-230 (-100%)

Value$0 (-$5.9K)

Filed 2026-10-30

CWM, LLC

CLOSED

Shares0 from 162

Change-162 (-100%)

Value$0 (-$4)

Filed 2025-02-04

Future Financial Wealth Managment LLC

CLOSED

Shares0 from 30

Change-30 (-100%)

Value$0 (-$766)

Filed 2025-01-13

FMR LLC

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$153)

Filed 2026-11-05

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-02-13

Raymond James Financial Services Advisors, Inc.

N/A

Shares— from 30,802

Change-30,802 (-100%)

Value—

FinTrust Capital Advisors, LLC

N/A

Shares— from 1,076

Change-1,076 (-100%)

Value—

	Status
Financial Advisory Corp	INCREASED	43,804	43,428	+376	+1%	$1.1K	$1.1K	+$32	2025-01-14
Chicago Partners Investment Group LLC	DECREASED	25,444	25,591	-147	-1%	$646.7K	$665.6K	+$18.9K	2025-01-24
IFP Advisors, Inc	DECREASED	5,113	6,892	-1,779	-26%	$176.1K	$133.0K	-$43.1K	2025-02-04
Concord Wealth Partners	INCREASED	372	364	+8	+2%	$9.3K	$9.7K	+$389	2025-01-24
Stifel Financial Corp	CLOSED	0	231,861	-231,861	-100%	$5.9M	$0	-$5.9M	2025-02-13
LPL Financial LLC	CLOSED	0	160,031	-160,031	-100%	$4.1M	$0	-$4.1M	2025-02-11
Osaic Holdings, Inc.	CLOSED	0	159,881	-159,881	-100%	$4.1M	$0	-$4.1M	2025-06-06
PFG Investments, LLC	CLOSED	0	102,585	-102,585	-100%	$2.6M	$0	-$2.6M	2025-01-22
Goldstone Financial Group, LLC	CLOSED	0	91,858	-91,858	-100%	$2.3M	$0	-$2.3M	2025-01-15
Susquehanna International Group, LLP	CLOSED	0	90,229	-90,229	-100%	$2.3M	$0	-$2.3M	2025-02-14
Commonwealth Equity Services, LLC	CLOSED	0	71,409	-71,409	-100%	$1.8K	$0	-$1.8K	2025-02-10
Cambridge Investment Research Advisors, Inc.	CLOSED	0	63,066	-63,066	-100%	$1.6K	$0	-$1.6K	2025-02-14
Cap Partners, LLC	CLOSED	0	46,163	-46,163	-100%	$1.2M	$0	-$1.2M	2025-01-29
Old Mission Capital LLC	CLOSED	0	45,801	-45,801	-100%	$1.2M	$0	-$1.2M	2025-02-12
Davies Financial Advisors, Inc.	CLOSED	0	45,229	-45,229	-100%	$1.2M	$0	-$1.2M	2025-01-16
Envestnet Asset Management Inc	CLOSED	0	32,602	-32,602	-100%	$832.7K	$0	-$832.7K	2025-02-13
AE Wealth Management LLC	CLOSED	0	32,272	-32,272	-100%	$824.2K	$0	-$824.2K	2025-02-13
MML Investors Services, LLC	CLOSED	0	30,113	-30,113	-100%	$769	$0	-$769	2025-02-13
Citadel Advisors LLC	CLOSED	0	27,017	-27,017	-100%	$690.0K	$0	-$690.0K	2025-02-14
TPG Advisors LLC	CLOSED	0	24,602	-24,602	-100%	$628.3K	$0	-$628.3K	2025-02-05
Atria Wealth Solutions, Inc.	CLOSED	0	20,345	-20,345	-100%	$519.6K	$0	-$519.6K	2025-01-31
Advisory Services Network, LLC	CLOSED	0	18,143	-18,143	-100%	$457.4K	$0	-$457.4K	2025-02-13
Federation des caisses Desjardins du Quebec	CLOSED	0	18,027	-18,027	-100%	$460.4K	$0	-$460.4K	2025-02-14
Royal Bank of Canada	CLOSED	0	17,528	-17,528	-100%	$448.0K	$0	-$448.0K	2025-02-14
Beam Wealth Advisors, Inc.	CLOSED	0	16,547	-16,547	-100%	$422.6K	$0	-$422.6K	2025-02-07
Mccarter Private Wealth Services LLC	CLOSED	0	16,543	-16,543	-100%	$422.5K	$0	-$422.5K	2025-02-14
Cetera Investment Advisers	CLOSED	0	15,607	-15,607	-100%	$398.6K	$0	-$398.6K	2025-02-14
Focus Partners Wealth	CLOSED	0	14,708	-14,708	-100%	$375.6K	$0	-$375.6K	2025-05-29
Prime Capital Investment Advisors, LLC	CLOSED	0	14,562	-14,562	-100%	$371.9K	$0	-$371.9K	2025-02-12
Collaborative Wealth Managment Inc.	CLOSED	0	13,512	-13,512	-100%	$345.1K	$0	-$345.1K	2025-02-10
Oppenheimer & Co Inc	CLOSED	0	12,451	-12,451	-100%	$318.0K	$0	-$318.0K	2025-02-05
Wedbush Securities Inc	CLOSED	0	11,472	-11,472	-100%	$293	$0	-$293	2025-02-13
StoneX Group Inc.	CLOSED	0	11,247	-11,247	-100%	$287.2K	$0	-$287.2K	2025-08-13
Sigma Planning Corp	CLOSED	0	11,182	-11,182	-100%	$285.6K	$0	-$285.6K	2025-02-03
Private Advisor Group, LLC	CLOSED	0	10,604	-10,604	-100%	$270.8K	$0	-$270.8K	2025-02-03
Lanark Financial, Inc.	CLOSED	0	10,318	-10,318	-100%	$263	$0	-$263	2025-01-22
Elevated Capital Advisors, LLC	CLOSED	0	10,074	-10,074	-100%	$257.3K	$0	-$257.3K	2025-01-13
High Net Worth Advisory Group LLC	CLOSED	0	9,900	-9,900	-100%	$252.8K	$0	-$252.8K	2025-01-21
Smith Anglin Financial, LLC	CLOSED	0	9,479	-9,479	-100%	$242.1K	$0	-$242.1K	2025-01-14
Modern Wealth Management, LLC	CLOSED	0	9,349	-9,349	-100%	$238.8K	$0	-$238.8K	2025-05-30
H D Vest Advisory Services	CLOSED	0	9,090	-9,090	-100%	$232.2K	$0	-$232.2K	2025-02-10
Meridian Wealth Management, LLC	CLOSED	0	8,691	-8,691	-100%	$222.0K	$0	-$222.0K	2025-02-06
Level Four Advisory Services, LLC	CLOSED	0	8,484	-8,484	-100%	$213.3K	$0	-$213.3K	2025-02-12
Morgan Stanley	CLOSED	0	7,869	-7,869	-100%	$201.0K	$0	-$201.0K	2025-05-15
Centaurus Financial, Inc.	CLOSED	0	7,833	-7,833	-100%	$200	$0	-$200	2025-03-12
Wells Fargo & Company	CLOSED	0	6,498	-6,498	-100%	$166.0K	$0	-$166.0K	2025-02-13
CoreCap Advisors, LLC	CLOSED	0	4,609	-4,609	-100%	$117.7K	$0	-$117.7K	2025-02-14
Harbour Investments, Inc.	CLOSED	0	4,030	-4,030	-100%	$102.9K	$0	-$102.9K	2025-02-10
GPS Wealth Strategies Group, LLC	CLOSED	0	3,863	-3,863	-100%	$98.7K	$0	-$98.7K	2025-01-24
Capital Investment Advisory Services, LLC	CLOSED	0	2,560	-2,560	-100%	$65.4K	$0	-$65.4K	2025-01-23
UBS Group AG	CLOSED	0	1,833	-1,833	-100%	$46.8K	$0	-$46.8K	2025-02-14
Private Trust Co NA	CLOSED	0	1,500	-1,500	-100%	$38.3K	$0	-$38.3K	2025-02-05
Farther Finance Advisors, LLC	CLOSED	0	1,080	-1,080	-100%	$27.6K	$0	-$27.6K	2025-02-10
Signaturefd, LLC	CLOSED	0	800	-800	-100%	$20.4K	$0	-$20.4K	2025-02-10
Nfsg Corp	CLOSED	0	699	-699	-100%	$17.9K	$0	-$17.9K	2025-01-28
Steward Partners Investment Advisory, LLC	CLOSED	0	500	-500	-100%	$12.8K	$0	-$12.8K	2025-02-06
Berthel, Fisher & Company Financial Services, Inc.	CLOSED	0	230	-230	-100%	$5.9K	$0	-$5.9K	2026-10-30
CWM, LLC	CLOSED	0	162	-162	-100%	$4	$0	-$4	2025-02-04
Future Financial Wealth Managment LLC	CLOSED	0	30	-30	-100%	$766	$0	-$766	2025-01-13
FMR LLC	CLOSED	0	6	-6	-100%	$153	$0	-$153	2026-11-05
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2025-02-13
Raymond James Financial Services Advisors, Inc.	N/A	—	30,802	-30,802	-100%	$786.7K	—	—	—
FinTrust Capital Advisors, LLC	N/A	—	1,076	-1,076	-100%	$27.5K	—	—	—

Showing 63 of 63 institutions