13 institutions reported holding $32.0M of ETF SER SOLUTIONS (DEFR) in SEC 13F filings for 2026-06-30. Largest institutional holders: 6th Street Advisors, LLC ($8.4M), ENVESTNET ASSET MANAGEMENT INC ($7.8M), Waterloo Capital, L.P. ($4.8M), Capital Investment Advisory Services, LLC ($2.5M), ONE PLUS ONE WEALTH MANAGEMENT, LLC ($2.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | 6th Street Advisors, LLC | $8.4M | 315,084 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $7.8M | 291,871 | Added |
| 3 | Waterloo Capital, L.P. | $4.8M | 179,736 | Added |
| 4 | Capital Investment Advisory Services, LLC | $2.5M | 92,173 | New |
| 5 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $2.3M | 86,580 | Added |
| 6 | Code Waechter LLC | $1.8M | 67,072 | New |
| 7 | Second Half Financial Partners, LLC | $1.3M | 47,497 | Trimmed |
| 8 | MBE Wealth Management, LLC | $1.2M | 45,250 | Trimmed |
| 9 | Atria Investments, Inc | $1.1M | 40,977 | Added |
| 10 | Cushing Capital Partners, LLC | $335,766 | 12,554 | Added |
| 11 | United Advisor Group, LLC | $274,143 | 10,250 | Added |
| 12 | Valeo Financial Advisors, LLC | $211,639 | 7,913 | New |
| 13 | Farther Finance Advisors, LLC | $29,046 | 1,086 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30