ETF SER SOLUTIONS

LODI (ETF SER SOLUTIONS) is held by 4 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($9M), OSAIC HOLDINGS, INC. ($732,091), ENVESTNET ASSET MANAGEMENT INC ($480,876). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (4)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	358,672(+20.7%)	$9M	0.0%	+0.79%	33
OSAIC HOLDINGS, INC.	Increased	29,050(+4.5%)	$732,091	0.0%	+2.65%	26
ENVESTNET ASSET MANAGEMENT INC	Decreased	19,083(-5.6%)	$480,876	0.0%	+4.65%	0
Private Advisor Group, LLC	New	13,279	$334,618	0.0%	-0.36%	33
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$122,197	0.0%	+0.68%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer