10 institutions reported holding $58.1M of ETF SER SOLUTIONS (OPER) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($27.3M), Blueprint Investment Partners LLC ($14.9M), Apollon Wealth Management, LLC ($7.3M), Spartan Planning & Wealth Management ($3.7M), Teramo Advisors, LLC ($2.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $27.3M | 272,382 | Added |
| 2 | Blueprint Investment Partners LLC | $14.9M | 148,994 | Trimmed |
| 3 | Apollon Wealth Management, LLC | $7.3M | 72,967 | Trimmed |
| 4 | Spartan Planning & Wealth Management | $3.7M | 37,329 | Trimmed |
| 5 | Teramo Advisors, LLC | $2.0M | 20,000 | Hold |
| 6 | Platform Technology Partners | $1.4M | 14,043 | Added |
| 7 | Magnus Financial Group LLC | $1.2M | 12,224 | Added |
| 8 | LEGACY FINANCIAL GROUP, INC. | $228,771 | 2,286 | Hold |
| 9 | AE Wealth Management LLC | $0 | 0 | Exited |
| 10 | Prosperity Financial Group, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30