Who Owns ETF SER SOLUTIONS (MSMR)? -- Institutional Holders (2026-06-30)

23 institutions reported holding $162.6M of ETF SER SOLUTIONS (MSMR) in SEC 13F filings for 2026-06-30. Largest institutional holders: McElhenny Sheffield Capital Management, LLC ($120.3M), Accurate Wealth Management, LLC ($10.4M), Aptus Capital Advisors, LLC ($9.1M), United Advisor Group, LLC ($8.1M), Cambridge Investment Research Advisors, Inc. ($4.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1McElhenny Sheffield Capital Management, LLC$120.3M3.4MAdded
2Accurate Wealth Management, LLC$10.4M293,636Added
3Aptus Capital Advisors, LLC$9.1M257,595Added
4United Advisor Group, LLC$8.1M229,792Added
5Cambridge Investment Research Advisors, Inc.$4.2M120,194New
6Janney Montgomery Scott LLC$2.5M71,935Added
7HERITAGE OAK WEALTH ADVISORS LLC$2.1M60,769Added
8Cerity Partners LLC$1.6M45,496Added
9WorthPointe, LLC$1.5M42,347Added
10LaSalle St. Investment Advisors, LLC$556,89015,839Trimmed
11Symphony Financial, Ltd. Co.$496,91014,133Trimmed
12STIFEL FINANCIAL CORP$350,2609,962New
13Brookwood Investment Group LLC$275,7257,842Added
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$240,7766,848Trimmed
15Signal Advisors Wealth, LLC$239,0216,798Trimmed
16KINGSWOOD WEALTH ADVISORS, LLC$236,4516,725Hold
17SUSQUEHANNA INTERNATIONAL GROUP, LLP$223,4076,354Trimmed
18Sankala Group LLC$142,4744,077Trimmed
19COMPASS FINANCIAL MANAGEMENT LLC$27,987796New
20MORGAN STANLEY$9,497270Hold
21O'SHAUGHNESSY ASSET MANAGEMENT, LLC$351New
22UBS Group AG$00Exited
23GUARDIAN WEALTH ADVISORS, LLC / NC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30