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%	+0.67%	33
OSAIC HOLDINGS, INC.	Increased	29,050(+4.5%)	$732,091	0.0%	+2.52%	26
ENVESTNET ASSET MANAGEMENT INC	Decreased	19,083(-5.6%)	$480,876	0.0%	+4.52%	0
Private Advisor Group, LLC	New	13,279	$334,618	0.0%	-0.47%	33
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$122,197	0.0%	+0.68%	0

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

346 holders · $23.2B

SPYState Street Spdr S&p 500 Etf Trust TR UNIT

295 holders · $273B

IVViShares Trust CORE S&P500 ETF

266 holders · $436.8B

VOOVANGUARD INDEX FDS

245 holders · $223.5B

IWMISHARES TR

244 holders · $61.3B

GLDSPDR GOLD TR

242 holders · $39.2B

QQQInvesco QQQ Trust, Series 1 UNIT SER 1

241 holders · $91.2B

XLFSELECT SECTOR SPDR TR

224 holders · $30.2B

EFAiShares Trust MSCI EAFE ETF

223 holders · $44B

XLVSELECT SECTOR SPDR TR

217 holders · $20.8B

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

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