ETF SER SOLUTIONS

LODI (ETF SER SOLUTIONS) is held by 8 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($14.6M), Sanctuary Advisors, LLC ($1.9M), Waverly Advisors, LLC ($1M). Net institutional sentiment: Bullish.

8

Holders

(1 Elite)

$19.5M

Total Value

75% (8)

Consensus

6 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

LO

Smart Money Verdict

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Institutional (13F)48

Insider (Form 4)38

Activist (13D/13G)68

Congressional (STOCK Act)25

Holder Quality

65

★★★★★

Elite

45

★★★★

Strong

73

★★★

Solid

31

★★

Below

30

★

Weak

Held by 8 funds

1 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for LODI.

Top Holders

Top Holders (8)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	580,532(+61.9%)	$14.6M	0.0%	+2.62%	41
Sanctuary Advisors, LLC	New	74,508	$1.9M	0.0%	+0.70%	36
WAWaverly Advisors, LLC	New	40,900	$1M	0.0%	+0.70%	35
Kestra Advisory Services, LLC	New	21,764	$548,124	0.0%	+0.70%	34
Private Advisor Group, LLC	Increased	19,133(+44.1%)	$481,856	0.0%	+1.55%	33
ENVESTNET ASSET MANAGEMENT INC	Decreased	17,307(-9.3%)	$435,866	0.0%	+7.39%	0
OSAIC HOLDINGS, INC.	Decreased	9,506(-67.3%)	$239,494	0.0%	+5.41%	0
COMMONWEALTH EQUITY SERVICES, LLC	New	9,149	$230,420	0.0%	+0.70%	32

LOLODIETF SER SOLUTIONS

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer