13FBOX
ETF SER SOLUTIONS · 13F Institutional Holdings
Options Calculator Rankings
E

ETF SER SOLUTIONS

LODI
Institutions
18
Combined AUM (Q2 2026)
$80.4M
Combined Shares (Q2 2026)
3.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+484,450
13 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-24,414
5 · 1 Exit · ≈
⚖️ Net
+460,036
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$80.4M
Institutions
18
New Buys
7
Adds
6
Reduces
4
Exits
1
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SUN LIFE FINANCIAL INC
2.58%2.86%#1$50.4M2.0M$50.4M2.0M00.00%Unchanged
LPL Financial LLC
<0.01%<0.01%#10$14.6M580,532$9.0M358,672+221,860+61.86%Add
Spartan Wealth Advisory Services LLC
0.54%0.51%#3$6.6M261,316$5.8M231,725+29,591+12.77%Add
Sanctuary Advisors, LLC
0.01%#7$1.9M74,508$00+74,508New Buy
INDEPENDENT FINANCIAL GROUP, LLC
0.03%#6$1.4M54,007$00+54,007New Buy
Grantvest Financial Group LLC
0.68%0.76%#2$1.2M46,627$1.2M46,354+273+0.59%Add
Waverly Advisors, LLC
0.01%#8$1.0M40,900$00+40,900New Buy
Kestra Advisory Services, LLC
<0.01%#13$548,12421,764$00+21,764New Buy
Private Advisor Group, LLC
<0.01%<0.01%#12$481,85619,133$334,61813,279+5,854+44.08%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#18$435,86617,307$480,87619,083-1,776-9.31%Reduce
GUIDANCE CAPITAL, INC
0.08%#5$396,12115,713$00+15,713New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#14$277,03511,000$247,0009,787+1,213+12.39%Add
World Investment Advisors
<0.01%<0.01%#9$265,39510,492$292,71211,616-1,124-9.68%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#17$239,4949,506$732,09129,050-19,544-67.28%Reduce
Stirlingshire Investments, Inc.
0.17%#4$230,9989,132$00+9,132New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#16$230,4209,149$00+9,149New Buy
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#11$219,0128,696$232,1519,213-517-5.61%Reduce
Advisors Asset Management, Inc.
<0.01%<0.01%#15$28,2321,121$16,001635+486+76.54%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow