ETF Series Solutions - PIFI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Arax Advisory Partners | History | No change | 984,286 | 92,038 | 0.61% | 0.61% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Retirement Planning Group, LLC | History | Added to | 36,612 | 3,321 | 0.08% | 0.03% | 2 | +25,250 | 222.23% | Q3 2026 | Oct 19, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,300 | 1,025 | 0.01% | 0.01% | 3 | -530 | -4.48% | Q3 2026 | Oct 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 10,692 | 999 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 10,074 | 942 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LPL Financial LLC | History | Reduced | 4,444 | 403 | 0.0% | 0.0% | 6 | -837 | -15.85% | Q3 2026 | Nov 06, 2026 |
| Colonial Trust Advisors | History | Added to | 1,208 | 109 | 0.01% | 0.01% | 7 | +12 | 1.0% | Q3 2026 | Nov 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 225 | 21 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Reduced | 199 | 18 | 0.0% | 0.0% | 9 | -19 | -8.72% | Q3 2026 | Nov 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 82 | 7 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |