ETF SER Solutions

CUSIP: 26922B758 | 11 institutional holders

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

Institutional Holders — Q4 2023

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Concord Wealth Partners277,765

1.2% of portfolio$5.8M

Concord Asset Management, LLC241,481

1.5% of portfolio$5.1M

Old Mission Capital LLC47,024

0.0% of portfolio$988.4K

Commonwealth Equity Services, LLC43,626

0.0% of portfolio$917

Janney Montgomery Scott LLC13,623

0.0% of portfolio$286

Osaic Holdings, Inc.9,998

0.0% of portfolio$210.2K

Morgan Stanley1

0.0% of portfolio$39

Proequities, Inc.0

0.0% of portfolio$0

				Style	Turnover	Location	Filed
Concord Wealth Partners	277,765	$5.8M	1.2%	Growth	Low	Abingdon, VA	2024-04-30
Concord Asset Management, LLC	241,481	$5.1M	1.5%	Growth	Low	Abingdon, VA	2024-11-07
Old Mission Capital LLC	47,024	$988.4K	0.0%	ETF	Very High	Chicago, IL	2024-02-14
Commonwealth Equity Services, LLC	43,626	$917	0.0%	ETF	Low	Waltham, MA	2024-02-06
Janney Montgomery Scott LLC	13,623	$286	0.0%	Core	Low	Philadelphia, PA	2024-02-08
Osaic Holdings, Inc.	9,998	$210.2K	0.0%	Index	Low	Scottsdale, AZ	2024-02-12
Morgan Stanley	1	$39	0.0%	Core	Low	New York, NY	2024-08-16
Proequities, Inc.	0	$0	0.0%	Growth	Very Low	Birmingham, AL	2024-02-07