35 institutions reported holding $78.8M of ETF SER SOLUTIONS (DSMC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Kathmere Capital Management, LLC ($21.6M), Resonant Capital Advisors, LLC ($11.1M), Rothschild Wealth LLC ($9.2M), Rockefeller Capital Management L.P. ($7.9M), Indivisible Partners ($7.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kathmere Capital Management, LLC | $21.6M | 577,309 | Added |
| 2 | Resonant Capital Advisors, LLC | $11.1M | 295,376 | Trimmed |
| 3 | Rothschild Wealth LLC | $9.2M | 246,950 | Added |
| 4 | Rockefeller Capital Management L.P. | $7.9M | 211,962 | Trimmed |
| 5 | Indivisible Partners | $7.5M | 199,723 | Added |
| 6 | Aspect Partners, LLC | $6.2M | 165,061 | Added |
| 7 | Berkeley, Inc | $5.5M | 146,193 | Trimmed |
| 8 | Madison Asset Management, LLC | $2.3M | 62,066 | Added |
| 9 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $1.7M | 44,397 | Added |
| 10 | Accurate Wealth Management, LLC | $974,277 | 25,911 | Trimmed |
| 11 | Tidal Investments LLC | $934,043 | 24,959 | Trimmed |
| 12 | LPL Financial LLC | $697,498 | 18,638 | Trimmed |
| 13 | National Philanthropic Trust | $636,191 | 17,000 | Hold |
| 14 | Crumly & Associates Inc. | $563,891 | 15,068 | Trimmed |
| 15 | Global View Capital Management LLC | $516,739 | 13,808 | Trimmed |
| 16 | Focus Partners Wealth | $439,590 | 11,746 | Trimmed |
| 17 | GTS SECURITIES LLC | $389,686 | 10,413 | Trimmed |
| 18 | Legacy Wealth Managment, LLC/ID | $277,081 | 7,404 | Trimmed |
| 19 | WealthCare Investment Partners, LLC | $220,240 | 5,856 | Hold |
| 20 | Opal Wealth Advisors, LLC | $62,861 | 1,680 | New |
| 21 | US BANCORP \DE\ | $50,821 | 1,358 | Trimmed |
| 22 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $42,999 | 1,149 | Trimmed |
| 23 | Orion Capital Management LLC | $23,502 | 628 | Hold |
| 24 | Essential Partners LLC | $13,435 | 359 | Hold |
| 25 | HARBOUR INVESTMENTS, INC. | $11,526 | 308 | New |
Source: SEC Form 13F filings · as of 2026-03-31