16 institutions reported holding $5.7M of ETF SER SOLUTIONS (RIET) in SEC 13F filings for 2026-06-30. Largest institutional holders: Paller Financial Services Inc ($3.3M), Samalin Investment Counsel, LLC ($480,466), Rossby Financial, LCC ($341,962), Tactive Advisors, LLC ($288,326), Pacific Wealth Strategies Group, Inc. ($249,522). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Paller Financial Services Inc | $3.3M | 339,697 | Added |
| 2 | Samalin Investment Counsel, LLC | $480,466 | 49,279 | Added |
| 3 | Rossby Financial, LCC | $341,962 | 35,073 | New |
| 4 | Tactive Advisors, LLC | $288,326 | 29,572 | Added |
| 5 | Pacific Wealth Strategies Group, Inc. | $249,522 | 25,592 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $247,601 | 25,395 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $236,000 | 24,180 | Trimmed |
| 8 | Sage Investment Counsel LLC | $174,710 | 17,919 | Added |
| 9 | PFG Investments, LLC | $133,088 | 13,650 | Trimmed |
| 10 | Roan Capital Partners | $111,141 | 11,399 | Hold |
| 11 | Farther Finance Advisors, LLC | $87,964 | 9,022 | Added |
| 12 | Triumph Capital Management | $4,875 | 500 | Hold |
| 13 | Cape Investment Advisory, Inc. | $3,900 | 400 | New |
| 14 | HIGHLINE WEALTH PARTNERS LLC | $2,925 | 300 | Hold |
| 15 | VISION FINANCIAL MARKETS LLC | $2,272 | 233 | Added |
| 16 | Atlantic Edge Private Wealth Management, LLC | $1,950 | 200 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30