21 institutions reported holding $134.4M of ETF SER SOLUTIONS (MSMR) in SEC 13F filings for 2026-03-31. Largest institutional holders: McElhenny Sheffield Capital Management, LLC ($108.7M), Aptus Capital Advisors, LLC ($8.8M), United Advisor Group, LLC ($7.5M), HERITAGE OAK WEALTH ADVISORS LLC ($2.1M), Cerity Partners LLC ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | McElhenny Sheffield Capital Management, LLC | $108.7M | 3.2M | Added |
| 2 | Aptus Capital Advisors, LLC | $8.8M | 254,599 | Added |
| 3 | United Advisor Group, LLC | $7.5M | 218,531 | Added |
| 4 | HERITAGE OAK WEALTH ADVISORS LLC | $2.1M | 60,192 | Added |
| 5 | Cerity Partners LLC | $1.6M | 45,355 | Hold |
| 6 | WorthPointe, LLC | $1.5M | 42,257 | Trimmed |
| 7 | Accurate Wealth Management, LLC | $976,230 | 28,409 | Added |
| 8 | Janney Montgomery Scott LLC | $642,000 | 18,603 | Added |
| 9 | LaSalle St. Investment Advisors, LLC | $548,120 | 15,892 | Added |
| 10 | Symphony Financial, Ltd. Co. | $496,614 | 14,399 | Trimmed |
| 11 | Signal Advisors Wealth, LLC | $455,271 | 13,200 | Trimmed |
| 12 | Brookwood Investment Group LLC | $261,814 | 7,591 | New |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $256,502 | 7,437 | New |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $240,085 | 6,961 | New |
| 15 | KINGSWOOD WEALTH ADVISORS, LLC | $231,945 | 6,725 | New |
| 16 | Sankala Group LLC | $153,937 | 4,495 | Trimmed |
| 17 | GUARDIAN WEALTH ADVISORS, LLC / NC | $22,384 | 649 | New |
| 18 | UBS Group AG | $13,968 | 405 | New |
| 19 | MORGAN STANLEY | $9,346 | 270 | Hold |
| 20 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 21 | Tailwinds Wealth, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31