ETF SER SOLUTIONS (LODI)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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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.

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 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 13 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 AnalysisModerate

Holders13of 5,944

Avg: 68

Uncrowded72th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.33x

46th percentile

10 buying3 selling

+7

New

-1

Closed

+346K

Net shares

Ownership Concentration

Top 5: 97.0%Top 10: 99.6%

SUN LIFE FINANCIAL72.7%

LPL Financial13.0%

Spartan Wealth Advisory Services8.4%

Grantvest Financial Group1.7%

OSAIC HOLDINGS,1.1%

Others (8)3.0%

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Institutional Trends (6 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.41%Max: 2.86%High conviction (>1%): 1

SUN LIFE FINANCIAL

LPL Financial

Spartan Wealth Advisory Services

Grantvest Financial Group

OSAIC HOLDINGS,

ENVESTNET ASSET MANAGEMENT

INDEPENDENT FINANCIAL GROUP,

Private Advisor Group,

World Investment Advisors

Cambridge Investment Research Advisors,

Ownership Map

Top 13 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 13 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 AnalysisModerate

Holders13of 5,944

Avg: 68

Uncrowded72th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.33x

46th percentile

10 buying3 selling

+7

New

-1

Closed

+346K

Net shares

Ownership Concentration

Top 5: 97.0%Top 10: 99.6%

SUN LIFE FINANCIAL72.7%

LPL Financial13.0%

Spartan Wealth Advisory Services8.4%

Grantvest Financial Group1.7%

OSAIC HOLDINGS,1.1%

Others (8)3.0%

Crowding AnalysisModerate

Holders13of 5,944

Avg: 68

Uncrowded72th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.33x

46th percentile

10 buying3 selling

+7

New

-1

Closed

+346K

Net shares

Ownership Concentration

Top 5: 97.0%Top 10: 99.6%

SUN LIFE FINANCIAL72.7%

LPL Financial13.0%

Spartan Wealth Advisory Services8.4%

Grantvest Financial Group1.7%

OSAIC HOLDINGS,1.1%

Others (8)3.0%

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