10 institutions reported holding $152.1M of ETF SER SOLUTIONS MCELHENNY (MSMR) in SEC 13F filings for 2026-06-30. Largest institutional holders: McElhenny Sheffield Capital Management, LLC ($120.3M), Accurate Wealth Management, LLC ($10.4M), Cambridge Investment Research Advisors, Inc. ($8.5M), United Advisor Group, LLC ($8.1M), HERITAGE OAK WEALTH ADVISORS LLC ($2.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | McElhenny Sheffield Capital Management, LLC | $120.3M | 3.4M | Added |
| 2 | Accurate Wealth Management, LLC | $10.4M | 293,636 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $8.5M | 240,388 | New |
| 4 | United Advisor Group, LLC | $8.1M | 229,792 | Added |
| 5 | HERITAGE OAK WEALTH ADVISORS LLC | $2.1M | 60,769 | Added |
| 6 | WorthPointe, LLC | $1.5M | 42,347 | Added |
| 7 | Symphony Financial, Ltd. Co. | $496,910 | 14,133 | Trimmed |
| 8 | Brookwood Investment Group LLC | $275,725 | 7,842 | Added |
| 9 | Signal Advisors Wealth, LLC | $239,021 | 6,798 | Trimmed |
| 10 | KINGSWOOD WEALTH ADVISORS, LLC | $236,451 | 6,725 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30