11 institutions reported holding $61.6M of ETF SER SOLUTIONS (DSMC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Kathmere Capital Management, LLC ($25.1M), Resonant Capital Advisors, LLC ($12.0M), Indivisible Partners ($8.1M), Aspect Partners, LLC ($7.6M), Berkeley, Inc ($5.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kathmere Capital Management, LLC | $25.1M | 621,818 | Added |
| 2 | Resonant Capital Advisors, LLC | $12.0M | 297,925 | Added |
| 3 | Indivisible Partners | $8.1M | 201,233 | Added |
| 4 | Aspect Partners, LLC | $7.6M | 189,539 | Added |
| 5 | Berkeley, Inc | $5.8M | 142,797 | Trimmed |
| 6 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $1.3M | 32,778 | Trimmed |
| 7 | Crumly & Associates Inc. | $582,354 | 14,429 | Trimmed |
| 8 | Global View Capital Management LLC | $439,076 | 10,879 | Trimmed |
| 9 | Accurate Wealth Management, LLC | $406,918 | 9,920 | Trimmed |
| 10 | Abacus Planning Group, Inc. | $222,141 | 5,504 | New |
| 11 | Opal Wealth Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30