IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

ETF SER Solutions

CUSIP: 26922B436 | 22 institutional holders

Quarters

Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2025

UBS Group AG1,568
0.0% of portfolio›$42.8K
Smithfield Trust Co1,113
0.0% of portfolio›$30
PNC Financial Services Group, Inc.374
0.0% of portfolio›$10.2K
Osaic Holdings, Inc.371
0.0% of portfolio›$10.1K
Bank of America Corp197
0.0% of portfolio›$5.4K
Center for Financial Planning, Inc.160
0.0% of portfolio›$4.4K
Pacific Center for Financial Services82
0.0% of portfolio›$2.2K
Farther Finance Advisors, LLC49
0.0% of portfolio›$1.3K
Steward Partners Investment Advisory, LLC37
0.0% of portfolio›$1.0K
Signaturefd, LLC26
0.0% of portfolio›$710
Marshall Investment Management, LLC24
0.0% of portfolio›$655
Millstone Evans Group, LLC20
0.0% of portfolio›$546
Simplex Trading, LLC11
0.0% of portfolio›$0
Wells Fargo & Company8
0.0% of portfolio›$218
American Capital Advisory, LLC2
0.0% of portfolio›$55
FMR LLC1
0.0% of portfolio›$27
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
UBS Group AG
1,568$42.8K0.0%CoreMediumZurich, Switzerland2025-05-13
Smithfield Trust Co
1,113$300.0%ETFVery LowPittsburgh, PA2025-05-09
PNC Financial Services Group, Inc.
374$10.2K0.0%GrowthVery LowPittsburgh, PA2025-05-09
Osaic Holdings, Inc.
371$10.1K0.0%IndexLowScottsdale, AZ2025-05-12
Bank of America Corp
197$5.4K0.0%CoreLowCharlotte, NC2025-05-15
Center for Financial Planning, Inc.
160$4.4K0.0%ETFLowSouthfied, MI2025-04-22
Pacific Center for Financial Services
82$2.2K0.0%ETFMediumDanville, CA2025-05-15
Farther Finance Advisors, LLC
49$1.3K0.0%IndexLowSan Francisco, CA2025-04-14
Steward Partners Investment Advisory, LLC
37$1.0K0.0%CoreLowStamford, CT2025-05-13
Signaturefd, LLC
26$7100.0%IndexLowAtlanta, GA2025-05-02
Marshall Investment Management, LLC
24$6550.0%CoreMediumLittleton, CO2025-05-08
Millstone Evans Group, LLC
20$5460.0%CoreLowBoulder, CO2025-05-05
Simplex Trading, LLC
11$00.0%GARPVery HighChicago, IL2025-05-12
Wells Fargo & Company
8$2180.0%CoreLowSan Francisco, CA2025-05-13
American Capital Advisory, LLC
2$550.0%ETFLowKetchum, ID2025-04-28
FMR LLC
1$270.0%GrowthMediumBoston, MA2026-11-05
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2025-05-14