ETF SER SOLUTIONS (DEFR)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 26 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders25of 5,944

Avg: 68

Uncrowded77th percentileCrowded

Institutional Activity

Buy/Sell Ratio5x

57th percentile

25 buying5 selling

+6

New

-4

Closed

+919K

Net shares

Ownership Concentration

Top 5: 73.0%Top 10: 89.2%

Aptus Capital Advisors,47.0%

6th Street Advisors,8.2%

ENVESTNET ASSET MANAGEMENT6.9%

Park Place Capital6.7%

Waterloo Capital, L.P.4.2%

Others (20)27.0%

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Institutional Trends (4 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.34%Avg weight: 0.91%Max: 5.31%High conviction (>1%): 2

Aptus Capital Advisors,

6th Street Advisors,

ENVESTNET ASSET MANAGEMENT

Park Place Capital

Waterloo Capital, L.P.

Compass Ion Advisors,

Integrated Wealth Concepts

SILVER OAK SECURITIES, INCORPORATED

Prime Capital Investment Advisors,

ONE PLUS ONE WEALTH MANAGEMENT,

Ownership Map

Top 26 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 26 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Crowding AnalysisCrowded

Holders25of 5,944

Avg: 68

Uncrowded77th percentileCrowded

Institutional Activity

Buy/Sell Ratio5x

57th percentile

25 buying5 selling

+6

New

-4

Closed

+919K

Net shares

Ownership Concentration

Top 5: 73.0%Top 10: 89.2%

Aptus Capital Advisors,47.0%

6th Street Advisors,8.2%

ENVESTNET ASSET MANAGEMENT6.9%

Park Place Capital6.7%

Waterloo Capital, L.P.4.2%

Others (20)27.0%

Crowding AnalysisCrowded

Holders25of 5,944

Avg: 68

Uncrowded77th percentileCrowded

Institutional Activity

Buy/Sell Ratio5x

57th percentile

25 buying5 selling

+6

New

-4

Closed

+919K

Net shares

Ownership Concentration

Top 5: 73.0%Top 10: 89.2%

Aptus Capital Advisors,47.0%

6th Street Advisors,8.2%

ENVESTNET ASSET MANAGEMENT6.9%

Park Place Capital6.7%

Waterloo Capital, L.P.4.2%

Others (20)27.0%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)