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ETF SER Solutions

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Osaic Holdings, Inc.
INCREASED
Shares58,581 from 50,991
Change+7,590 (+15%)
Value$1.2M (+$230.7K)
Filed 2024-11-13
Jane Street Group, LLC
INCREASED
Shares29,538 from 14,238
Change+15,300 (+107%)
Value$586.2K (+$326.0K)
Filed 2024-11-15
Wetherby Asset Management Inc
UNCHANGED
Shares19,018 from 19,018
Change0 (0%)
Value$377.5K (+$29.8K)
Filed 2024-11-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares17,976 from 15,133
Change+2,843 (+19%)
Value$357 (+$80)
Filed 2024-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares13,109 from 11,172
Change+1,937 (+17%)
Value$260 (+$56)
Filed 2024-10-18
Farther Finance Advisors, LLC
NEW
Shares1,515
Change+1,515
Value$30.1K
Filed 2024-10-29
UBS Group AG
DECREASED
Shares99 from 2,360
Change-2,261 (-96%)
Value$2.0K (-$41.2K)
Filed 2024-11-14
Morgan Stanley
DECREASED
Shares1 from 32
Change-31 (-97%)
Value$26 (-$571)
Filed 2025-05-14
Wells Fargo & Company
INCREASED
Shares1 from 0
Change+1
Value$16 (+$9)
Filed 2024-11-13
Envestnet Asset Management Inc
CLOSED
Shares0 from 21,267
Change-21,267 (-100%)
Value$0 (-$388.8K)
Filed 2024-11-07
Old Mission Capital LLC
CLOSED
Shares0 from 15,473
Change-15,473 (-100%)
Value$0 (-$282.8K)
Filed 2024-11-14
LPL Financial LLC
CLOSED
Shares0 from 11,761
Change-11,761 (-100%)
Value$0 (-$215.0K)
Filed 2024-11-08
Royal Bank of Canada
CLOSED
Shares0 from 146
Change-146 (-100%)
Value$0 (-$3.0K)
Filed 2024-11-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-10-10
Status
Osaic Holdings, Inc.
INCREASED58,58150,991+7,590+15%$932.5K$1.2M+$230.7K2024-11-13
Jane Street Group, LLC
INCREASED29,53814,238+15,300+107%$260.3K$586.2K+$326.0K2024-11-15
Wetherby Asset Management Inc
UNCHANGED19,01819,01800%$347.7K$377.5K+$29.8K2024-11-14
Cambridge Investment Research Advisors, Inc.
INCREASED17,97615,133+2,843+19%$277$357+$802024-10-28
Commonwealth Equity Services, LLC
INCREASED13,10911,172+1,937+17%$204$260+$562024-10-18
Farther Finance Advisors, LLC
NEW1,515—+1,515——$30.1K—2024-10-29
UBS Group AG
DECREASED992,360-2,261-96%$43.1K$2.0K-$41.2K2024-11-14
Morgan Stanley
DECREASED132-31-97%$597$26-$5712025-05-14
Wells Fargo & Company
INCREASED10+1—$7$16+$92024-11-13
Envestnet Asset Management Inc
CLOSED021,267-21,267-100%$388.8K$0-$388.8K2024-11-07
Old Mission Capital LLC
CLOSED015,473-15,473-100%$282.8K$0-$282.8K2024-11-14
LPL Financial LLC
CLOSED011,761-11,761-100%$215.0K$0-$215.0K2024-11-08
Royal Bank of Canada
CLOSED0146-146-100%$3.0K$0-$3.0K2024-11-14
Proequities, Inc.
UNCHANGED000—$0$0$02024-10-10
Showing 14 of 14 institutions