MSMR — ETF Ser Solutions Institutional Holders · Q2 2026

Name: Who Owns MSMR? 23 Institutions Hold $163M (Q2 2026)
Creator: ko.io

Who owns ETF Ser Solutions (MSMR)? 23 institutions reported holding $162.57M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: McElhenny Sheffield Capital Management, LLC ($120.3M), Accurate Wealth Management, LLC ($10.4M), Aptus Capital Advisors, LLC ($9.1M).

Rank	Institution	Value	Shares	Change
1	McElhenny Sheffield Capital Management, LLC	$120.3M	3.4M	Added
2	Accurate Wealth Management, LLC	$10.4M	293,636	Added
3	Aptus Capital Advisors, LLC	$9.1M	257,595	Added
4	United Advisor Group, LLC	$8.1M	229,792	Added
5	Cambridge Investment Research Advisors, Inc.	$4.2M	120,194	New
6	Janney Montgomery Scott LLC	$2.5M	71,935	Added
7	HERITAGE OAK WEALTH ADVISORS LLC	$2.1M	60,769	Added
8	Cerity Partners LLC	$1.6M	45,496	Added
9	WorthPointe, LLC	$1.5M	42,347	Added
10	LaSalle St. Investment Advisors, LLC	$556,890	15,839	Trimmed
11	Symphony Financial, Ltd. Co.	$496,910	14,133	Trimmed
12	STIFEL FINANCIAL CORP	$350,260	9,962	New
13	Brookwood Investment Group LLC	$275,725	7,842	Added
14	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$240,776	6,848	Trimmed
15	Signal Advisors Wealth, LLC	$239,021	6,798	Trimmed
16	KINGSWOOD WEALTH ADVISORS, LLC	$236,451	6,725	Hold
17	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$223,407	6,354	Trimmed
18	Sankala Group LLC	$142,474	4,077	Trimmed
19	COMPASS FINANCIAL MANAGEMENT LLC	$27,987	796	New
20	MORGAN STANLEY	$9,497	270	Hold
21	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$35	1	New
22	UBS Group AG	$0	0	Exited
23	GUARDIAN WEALTH ADVISORS, LLC / NC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30