Who Owns ETF SER SOLUTIONS (LODI)?Hedge Fund & Institutional Holders
$25.24-0.03 (-0.11%)NYSE_ARCA
Institutional Holders
8
as of Q4 2025
Total Institutional Value
$505007000854.3T
% of Float Held
—
QoQ Change in Holders
+4 / -1
Price History
LODI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Grantvest Financial Group LLC | New Position | +41K | +$1.0M |
| World Investment Advisors | New Position | +13K | +$326K |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +20K | +$0 |
| Kestra Advisory Services, LLC | New Position | +5K | +$0 |
| LPL Financial LLC | Increased | +16K | +$-7.1B |
LODI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | Decreased | -4K | -$813.4M |
| BANK OF AMERICA CORP /DE/ | Closed Position | -16 | -$404K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SUN LIFE FINANCIAL INC | 2,000,000 | $50.5M | 2.65% | Share |
| 2 | LPL Financial LLC | 297,253 | $7.0M | 0.00% | Share |
| 3 | Grantvest Financial Group LLC | 33,849 | $854K | 0.55% | Share |
| 4 | World Investment Advisors | 12,941 | $326K | 0.01% | Share |
| 5 | Grantvest Financial Group LLC | 6,976 | $176K | 0.11% | Share |
| 6 | Kestra Advisory Services, LLC | 4,839 | $0 | 0.00% | Share |
| 7 | OSAIC HOLDINGS, INC. | 27,807 | $0 | 0.00% | Share |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 20,218 | $0 | 0.00% | Share |
LODI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 7 | $58.9M | +3 |
| Q3 2025 | 4 | $8.0B | +1 |
| Q2 2025 | 3 | $851.2M | -3 |
| Q1 2025 | 6 | $1.5B | +4 |
| Q4 2024 | 2 | $50.1M | — |
As of Q4 2025, 8 institutional investors hold LODI (ETF SER SOLUTIONS). The largest holder is SUN LIFE FINANCIAL INC with $50.5M in shares. This quarter, 4 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own LODI?
As of Q4 2025, 8 institutional investors report holding LODI (ETF SER SOLUTIONS) in their 13F filings.
Who is the largest institutional holder of LODI?
The largest institutional holder of LODI is SUN LIFE FINANCIAL INC with $50.5M in shares.
Is institutional ownership of LODI increasing or decreasing?
This quarter, 4 institutions opened new positions in LODI and 1 closed their positions.