21 institutions reported holding $14.1M of ETF SER SOLUTIONS (GOAU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Stegent Equity Advisors, Inc. ($4.7M), COMMONWEALTH EQUITY SERVICES, LLC ($3.2M), Cambridge Investment Research Advisors, Inc. ($2.9M), ENVESTNET ASSET MANAGEMENT INC ($931,981), PRINCIPAL SECURITIES, INC. ($893,936). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stegent Equity Advisors, Inc. | $4.7M | 126,152 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 85,465 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $2.9M | 78,480 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $931,981 | 25,060 | Added |
| 5 | PRINCIPAL SECURITIES, INC. | $893,936 | 24,037 | Added |
| 6 | AlphaStar Capital Management, LLC | $405,371 | 10,900 | Hold |
| 7 | HBW ADVISORY SERVICES LLC | $282,077 | 7,585 | Trimmed |
| 8 | DAVENPORT & Co LLC | $241,735 | 6,500 | Hold |
| 9 | Weaver Consulting Group | $241,735 | 6,500 | Hold |
| 10 | Kovack Advisors, Inc. | $221,860 | 5,972 | Hold |
| 11 | North Star Investment Management Corp. | $37,190 | 1,000 | Hold |
| 12 | Cape Investment Advisory, Inc. | $22,128 | 595 | New |
| 13 | AE Wealth Management LLC | $18,595 | 500 | Hold |
| 14 | ASSETMARK, INC | $16,773 | 451 | Hold |
| 15 | Farther Finance Advisors, LLC | $11,455 | 308 | Hold |
| 16 | Spire Wealth Management | $1,897 | 51 | Trimmed |
| 17 | IFP Advisors, Inc | $744 | 20 | New |
| 18 | Belvedere Trading LLC | $0 | 0 | Exited |
| 19 | 180 WEALTH ADVISORS, LLC | $0 | 0 | Exited |
| 20 | Strategic Financial Concepts, LLC | $0 | 0 | Exited |
| 21 | Beaumont Financial Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30