IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

ETF SER Solutions

Q1 2022 vs Q2 2022

Comparing institutional holders between quarters

Quarters

Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares15,066 from 65,775
Change-50,709 (-77%)
Value$793 (-$3.8K)
Filed 2022-08-12
Susquehanna International Group, LLP
INCREASED
Shares14,174 from 6,879
Change+7,295 (+106%)
Value$746 (+$262)
Filed 2022-08-15
CreativeOne Wealth, LLC
INCREASED
Shares10,200 from 7,483
Change+2,717 (+36%)
Value$536 (+$10)
Filed 2022-08-12
Citadel Advisors LLC
NEW
Shares9,583
Change+9,583
Value$504
Filed 2022-08-15
Almanack Investment Partners, Llc.
DECREASED
Shares8,472 from 14,542
Change-6,070 (-42%)
Value$446 (-$577)
Filed 2022-08-12
Royal Bank of Canada
INCREASED
Shares4,281 from 4,036
Change+245 (+6%)
Value$225 (-$59)
Filed 2022-08-15
Centaurus Financial, Inc.
DECREASED
Shares2,544 from 2,736
Change-192 (-7%)
Value$134 (-$58)
Filed 2022-08-02
GeoWealth Management, LLC
DECREASED
Shares2,081 from 2,552
Change-471 (-18%)
Value$110 (-$70)
Filed 2022-08-12
Osaic Holdings, Inc.
DECREASED
Shares1,529 from 3,679
Change-2,150 (-58%)
Value$81 (-$178)
Filed 2022-08-10
Morgan Stanley
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$16 (-$5)
Filed 2022-10-27
Global Retirement Partners, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$13 (-$1)
Filed 2022-07-15
Carolinas Wealth Consulting LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$8 (-$3)
Filed 2022-08-16
Arcus Capital Partners, LLC
CLOSED
Shares0 from 3,049
Change-3,049 (-100%)
Value$0 (-$214)
Filed 2022-07-29
Ahrens Investment Partners LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$7)
Filed 2022-08-02
UBS Group AG
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2022-08-10
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2022-08-09
Wells Fargo & Company
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2022-08-12
Status
LPL Financial LLC
DECREASED15,06665,775-50,709-77%$4.6K$793-$3.8K2022-08-12
Susquehanna International Group, LLP
INCREASED14,1746,879+7,295+106%$484$746+$2622022-08-15
CreativeOne Wealth, LLC
INCREASED10,2007,483+2,717+36%$526$536+$102022-08-12
Citadel Advisors LLC
NEW9,583—+9,583——$504—2022-08-15
Almanack Investment Partners, Llc.
DECREASED8,47214,542-6,070-42%$1.0K$446-$5772022-08-12
Royal Bank of Canada
INCREASED4,2814,036+245+6%$284$225-$592022-08-15
Centaurus Financial, Inc.
DECREASED2,5442,736-192-7%$192$134-$582022-08-02
GeoWealth Management, LLC
DECREASED2,0812,552-471-18%$180$110-$702022-08-12
Osaic Holdings, Inc.
DECREASED1,5293,679-2,150-58%$259$81-$1782022-08-10
Morgan Stanley
UNCHANGED30030000%$21$16-$52022-10-27
Global Retirement Partners, LLC
UNCHANGED25025000%$14$13-$12022-07-15
Carolinas Wealth Consulting LLC
UNCHANGED15015000%$11$8-$32022-08-16
Arcus Capital Partners, LLC
CLOSED03,049-3,049-100%$214$0-$2142022-07-29
Ahrens Investment Partners LLC
CLOSED0100-100-100%$7$0-$72022-08-02
UBS Group AG
CLOSED02-2-100%$0$0$02022-08-10
Proequities, Inc.
UNCHANGED000—$0$0$02022-08-09
Wells Fargo & Company
UNCHANGED000—$0$0$02022-08-12
Showing 17 of 17 institutions