Filing Research | ETF SER SOLUTIONS Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	6th Street Advisors, LLC	Shares	311.1KSH	$13.0M
2	MBE Wealth Management, LLC	Shares	142.9KSH	$6.0M
3	ONE PLUS ONE WEALTH MANAGEMENT, LLC	Shares	89.1KSH	$3.7M
4	Capital Investment Advisory Services, LLC	Shares	81.5KSH	$3.4M
5	Tailwinds Wealth, LLC	Shares	63.9KSH	$2.7M
6	Second Half Financial Partners, LLC	Shares	49.2KSH	$2.0M
7	Lord & Richards Wealth Management, LLC	Shares	47.0KSH	$2.0M
8	RFG Advisory, LLC	Shares	19.5KSH	$811.6K
9	Valeo Financial Advisors, LLC	Shares	8.3KSH	$345.2K
10	Strong Retirement Solutions LLC	Shares	5.4KSH	$226.1K
11	Farther Finance Advisors, LLC	Shares	1.4KSH	$57.4K
12	SIGNATUREFD, LLC	Shares	0SH	$14

Manager changes2026-06-30 vs 2026-03-31

12 / 12 loaded

#		Instrument
1	Capital Investment Advisory Services, LLC added	Shares	+79.3K	+$3.3M	$3.4M
2	Tailwinds Wealth, LLC new	Shares	+63.9K	+$2.7M	$2.7M
3	6th Street Advisors, LLC trimmed	Shares	-4.5K	+$1.6M	$13.0M
4	ONE PLUS ONE WEALTH MANAGEMENT, LLC added	Shares	+11.5K	+$911.8K	$3.7M
5	MBE Wealth Management, LLC added	Shares	+952	+$832.6K	$6.0M
6	Valeo Financial Advisors, LLC new	Shares	+8.3K	+$345.2K	$345.2K
7	Lord & Richards Wealth Management, LLC added	Shares	+1.9K	+$330.3K	$2.0M
8	Strong Retirement Solutions LLC new	Shares	+5.4K	+$226.1K	$226.1K
9	Second Half Financial Partners, LLC trimmed	Shares	-2.9K	+$170.6K	$2.0M
10	SIGNATUREFD, LLC trimmed	Shares	-266	-$9.6K	$14
11	Farther Finance Advisors, LLC trimmed	Shares	-1.4K	-$42.8K	$57.4K
12	RFG Advisory, LLC trimmed	Shares	-17.7K	-$528.0K	$811.6K

Filing Research | ETF SER SOLUTIONS Institutional Holdings