10 institutions reported holding $49.2M of ETF SER SOLUTIONS (JANB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($28.3M), KFG WEALTH MANAGEMENT, LLC ($18.7M), Cornerstone Wealth Group, LLC ($656,978), WEBSTERROGERS FINANCIAL ADVISORS, LLC ($451,855), First Heartland Consultants, Inc. ($337,189). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $28.3M | 1.0M | New |
| 2 | KFG WEALTH MANAGEMENT, LLC | $18.7M | 686,892 | Added |
| 3 | Cornerstone Wealth Group, LLC | $656,978 | 24,127 | Trimmed |
| 4 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $451,855 | 16,594 | Hold |
| 5 | First Heartland Consultants, Inc. | $337,189 | 12,383 | Trimmed |
| 6 | Kovack Advisors, Inc. | $287,779 | 10,568 | Trimmed |
| 7 | Mattson Financial Services, LLC | $218,765 | 7,987 | New |
| 8 | Paladin Wealth, LLC | $203,217 | 7,463 | New |
| 9 | DHJJ Financial Advisors, Ltd. | $1,090 | 40 | Hold |
| 10 | Atria Investments, Inc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30