Who Owns ETF SER SOLUTIONS (UFOX)? -- Institutional Holders (2026-06-30)
206 institutions reported holding $209.5M of ETF SER SOLUTIONS (UFOX) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($27.4M), Cetera Investment Advisers ($13.8M), UBS Group AG ($10.2M), KWMG, LLC ($9.6M), Kestra Advisory Services, LLC ($8.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $27.4M | 288,358 | Added |
| 2 | Cetera Investment Advisers | $13.8M | 145,261 | Added |
| 3 | UBS Group AG | $10.2M | 107,220 | Added |
| 4 | KWMG, LLC | $9.6M | 100,883 | Added |
| 5 | Kestra Advisory Services, LLC | $8.6M | 90,863 | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $8.5M | 89,835 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 70,071 | Trimmed |
| 8 | STIFEL FINANCIAL CORP | $5.4M | 56,613 | Added |
| 9 | HighTower Advisors, LLC | $4.9M | 51,243 | Trimmed |
| 10 | Rockefeller Capital Management L.P. | $4.6M | 48,745 | Trimmed |
| 11 | Advantage Trust Co | $3.5M | 37,256 | Hold |
| 12 | Financial Freedom, LLC | $3.5M | 37,201 | Added |
| 13 | CITIGROUP INC | $3.5M | 36,581 | Added |
| 14 | Baird Financial Group, Inc. | $3.1M | 33,073 | Added |
| 15 | OneDigital Investment Advisors LLC | $3.1M | 32,920 | Added |
| 16 | NORTHSTAR ASSET MANAGEMENT Co | $3.1M | 38,975 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $3.1M | 32,543 | Added |
| 18 | BANK OF AMERICA CORP /DE/ | $3.0M | 31,390 | Added |
| 19 | Belvedere Trading LLC | $2.7M | 28,387 | Added |
| 20 | Aptus Capital Advisors, LLC | $2.5M | 26,576 | Added |
| 21 | GUARDIAN WEALTH ADVISORS, LLC / NC | $2.5M | 26,271 | Hold |
| 22 | Moran Wealth Management, LLC | $2.4M | 25,098 | Trimmed |
| 23 | Royal Bank of Canada | $2.2M | 23,335 | Trimmed |
| 24 | Arax Advisory Partners | $2.2M | 22,925 | New |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.9M | 20,061 | Added |
Source: SEC Form 13F filings · as of 2026-06-30