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

ETF SER SOLUTIONS

OCIO
Institutions
9
Combined AUM (Q2 2026)
$18.2M
Combined Shares (Q2 2026)
480,920
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+64,914
8 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1
1 · 1 Exit · ≈
⚖️ Net
+64,913
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$18.2M
Institutions
9
New Buys
1
Adds
7
Reduces
0
Exits
1
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Blueprint Investment Partners LLC
0.47%0.5%#2$5.7M150,565$4.9M142,734+7,831+5.49%Add
Blueprint Financial Advisors LLC
0.63%0.72%#1$5.7M150,250$4.9M142,419+7,831+5.50%Add
LPL Financial LLC
<0.01%<0.01%#6$2.3M60,436$1.9M54,422+6,014+11.05%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#7$1.6M41,049$799,39623,457+17,592+75.00%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#5$1.5M38,894$1.1M32,377+6,517+20.13%Add
LAUREL OAK WEALTH MANAGEMENT, LLC
0.19%0.09%#3$1.3M35,119$559,98916,432+18,687+113.72%Add
Colonial Trust Co / SC
0.02%0.02%#4$157,1284,156$141,6334,15600.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#8$13,082346$00+346New Buy
UBS Group AG
<0.01%<0.01%#9$3,970105$3079+96+1,066.67%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow