Who Owns ETF SER SOLUTIONS (JEDI)? -- Institutional Holders (2026-06-30)
54 institutions reported holding $36.3M of ETF SER SOLUTIONS (JEDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Williams Jones Wealth Management, LLC. ($8.9M), StoneX Group Inc. ($7.7M), High Note Wealth, LLC ($2.4M), Advisory Services Network, LLC ($2.2M), LPL Financial LLC ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Williams Jones Wealth Management, LLC. | $8.9M | 305,377 | Trimmed |
| 2 | StoneX Group Inc. | $7.7M | 273,504 | New |
| 3 | High Note Wealth, LLC | $2.4M | 82,734 | Added |
| 4 | Advisory Services Network, LLC | $2.2M | 74,861 | Added |
| 5 | LPL Financial LLC | $1.7M | 60,093 | New |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 48,446 | New |
| 7 | Royal Bank of Canada | $1.4M | 47,118 | New |
| 8 | JANE STREET GROUP, LLC | $1.2M | 42,700 | Trimmed |
| 9 | Lane Generational LLC | $1.2M | 42,149 | New |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.1M | 38,663 | New |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.1M | 38,246 | Added |
| 12 | Mutual Advisors, LLC | $893,491 | 30,757 | New |
| 13 | HRT FINANCIAL LP | $739,000 | 25,454 | Added |
| 14 | Bright Futures Wealth Management, LLC. | $460,907 | 15,866 | Trimmed |
| 15 | Insight Advisors, LLC/ PA | $429,214 | 14,775 | Trimmed |
| 16 | MISSION WEALTH MANAGEMENT, LP | $413,411 | 14,231 | New |
| 17 | &PARTNERS | $406,991 | 14,010 | New |
| 18 | Advyzon Investment Management, LLC | $304,241 | 10,473 | Added |
| 19 | MONETARY MANAGEMENT GROUP INC | $290,500 | 10,000 | Hold |
| 20 | STEPHENS INC /AR/ | $261,770 | 9,011 | New |
| 21 | HighTower Advisors, LLC | $258,253 | 8,890 | New |
| 22 | CAPTRUST FINANCIAL ADVISORS | $235,305 | 8,100 | Hold |
| 23 | OSAIC HOLDINGS, INC. | $228,620 | 7,870 | Added |
| 24 | CIBC WORLD MARKET INC. | $218,020 | 7,505 | New |
| 25 | Worth Asset Management, LLC | $201,462 | 6,935 | New |
Source: SEC Form 13F filings · as of 2026-06-30