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ETF SER Solutions

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Quarters

Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
UBS Group AG
INCREASED
Shares1,568 from 1,339
Change+229 (+17%)
Value$42.8K (-$3.7K)
Filed 2025-05-13
Smithfield Trust Co
UNCHANGED
Shares1,113 from 1,113
Change0 (0%)
Value$30 (-$9)
Filed 2025-05-09
PNC Financial Services Group, Inc.
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$10.2K (-$2.8K)
Filed 2025-05-09
Osaic Holdings, Inc.
INCREASED
Shares371 from 237
Change+134 (+57%)
Value$10.1K (+$1.9K)
Filed 2025-05-12
Bank of America Corp
INCREASED
Shares197 from 180
Change+17 (+9%)
Value$5.4K (-$874)
Filed 2025-05-15
Center for Financial Planning, Inc.
INCREASED
Shares160 from 62
Change+98 (+158%)
Value$4.4K (+$2.2K)
Filed 2025-04-22
Pacific Center for Financial Services
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$2.2K (-$610)
Filed 2025-05-15
Farther Finance Advisors, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$1.3K (-$355)
Filed 2025-04-14
Steward Partners Investment Advisory, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.0K (-$275)
Filed 2025-05-13
Signaturefd, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$710 (-$193)
Filed 2025-05-02
Marshall Investment Management, LLC
NEW
Shares24
Change+24
Value$655
Filed 2025-05-08
Millstone Evans Group, LLC
NEW
Shares20
Change+20
Value$546
Filed 2025-05-05
Simplex Trading, LLC
DECREASED
Shares11 from 35
Change-24 (-69%)
Value$0 (-$1)
Filed 2025-05-12
Wells Fargo & Company
NEW
Shares8
Change+8
Value$218
Filed 2025-05-13
American Capital Advisory, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$55 (-$15)
Filed 2025-04-28
FMR LLC
NEW
Shares1
Change+1
Value$27
Filed 2026-11-05
Jane Street Group, LLC
CLOSED
Shares0 from 34,481
Change-34,481 (-100%)
Value$0 (-$1.2M)
Filed 2025-05-19
Beacon Capital Management, LLC
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$7.2K)
Filed 2025-04-21
Kohmann Bosshard Financial Services, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$660)
Filed 2025-05-12
JPMorgan Chase & Co
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$486)
Filed 2025-05-12
National Bank of Canada
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$35)
Filed 2025-05-12
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-05-14
Status
UBS Group AG
INCREASED1,5681,339+229+17%$46.5K$42.8K-$3.7K2025-05-13
Smithfield Trust Co
UNCHANGED1,1131,11300%$39$30-$92025-05-09
PNC Financial Services Group, Inc.
UNCHANGED37437400%$13.0K$10.2K-$2.8K2025-05-09
Osaic Holdings, Inc.
INCREASED371237+134+57%$8.2K$10.1K+$1.9K2025-05-12
Bank of America Corp
INCREASED197180+17+9%$6.3K$5.4K-$8742025-05-15
Center for Financial Planning, Inc.
INCREASED16062+98+158%$2.2K$4.4K+$2.2K2025-04-22
Pacific Center for Financial Services
UNCHANGED828200%$2.8K$2.2K-$6102025-05-15
Farther Finance Advisors, LLC
UNCHANGED494900%$1.7K$1.3K-$3552025-04-14
Steward Partners Investment Advisory, LLC
UNCHANGED373700%$1.3K$1.0K-$2752025-05-13
Signaturefd, LLC
UNCHANGED262600%$903$710-$1932025-05-02
Marshall Investment Management, LLC
NEW24—+24——$655—2025-05-08
Millstone Evans Group, LLC
NEW20—+20——$546—2025-05-05
Simplex Trading, LLC
DECREASED1135-24-69%$1$0-$12025-05-12
Wells Fargo & Company
NEW8—+8——$218—2025-05-13
American Capital Advisory, LLC
UNCHANGED2200%$70$55-$152025-04-28
FMR LLC
NEW1—+1——$27—2026-11-05
Jane Street Group, LLC
CLOSED034,481-34,481-100%$1.2M$0-$1.2M2025-05-19
Beacon Capital Management, LLC
CLOSED0207-207-100%$7.2K$0-$7.2K2025-04-21
Kohmann Bosshard Financial Services, LLC
CLOSED019-19-100%$660$0-$6602025-05-12
JPMorgan Chase & Co
CLOSED014-14-100%$486$0-$4862025-05-12
National Bank of Canada
CLOSED01-1-100%$35$0-$352025-05-12
Proequities, Inc.
UNCHANGED000—$0$0$02025-05-14
Showing 22 of 22 institutions