LODI ETF SER SOLUTIONS: institutional ownership and insider trading

18 funds reported holding $81.2M of ETF SER SOLUTIONS in their latest 13F filings; in Q2 2026 funds net bought $11.1M, with 6 new positions and 1 funds selling out.

Largest institutional holders of LODI

  1. SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) — $50.4M
  2. LPL Financial LLC — $14.6M
  3. Spartan Wealth Advisory Services LLC — $6.58M
  4. INDEPENDENT FINANCIAL GROUP, LLC — $2.19M
  5. Sanctuary Advisors, LLC — $1.88M
  6. Grantvest Financial Group LLC — $1.19M
  7. Waverly Advisors, LLC — $1.03M
  8. Kestra Advisory Services, LLC — $548K
  9. Private Advisor Group, LLC — $482K
  10. ENVESTNET ASSET MANAGEMENT INC — $436K

All LODI 13F holders