LODI — ETF Ser Solutions Institutional Holders · Q2 2026
Who owns ETF Ser Solutions (LODI)? 19 institutions reported holding $80.37M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Sun Life Financial Inc ($50.4M), LPL Financial LLC ($14.6M), Spartan Wealth Advisory Services LLC ($6.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SUN LIFE FINANCIAL INC | $50.4M | 2.0M | Hold |
| 2 | LPL Financial LLC | $14.6M | 580,532 | Added |
| 3 | Spartan Wealth Advisory Services LLC | $6.6M | 261,316 | Added |
| 4 | Sanctuary Advisors, LLC | $1.9M | 74,508 | New |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $1.4M | 54,007 | Added |
| 6 | Grantvest Financial Group LLC | $1.2M | 46,627 | Added |
| 7 | Waverly Advisors, LLC | $1.0M | 40,900 | New |
| 8 | Kestra Advisory Services, LLC | $548,124 | 21,764 | New |
| 9 | Private Advisor Group, LLC | $481,856 | 19,133 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $435,866 | 17,307 | Trimmed |
| 11 | GUIDANCE CAPITAL, INC | $396,121 | 15,713 | New |
| 12 | Cambridge Investment Research Advisors, Inc. | $277,000 | 11,000 | Added |
| 13 | World Investment Advisors | $265,395 | 10,492 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $239,494 | 9,506 | Trimmed |
| 15 | Stirlingshire Investments, Inc. | $230,998 | 9,132 | New |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $230,420 | 9,149 | New |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $219,012 | 8,696 | Trimmed |
| 18 | Advisors Asset Management, Inc. | $28,232 | 1,121 | Added |
| 19 | Ameritas Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30