Institutional Ownership ETF Ser Solutions Defiance Nex (FIVG)
This table provides information about the institutional ownership of ETF Ser Solutions Defiance Nex (FIVG). We have compiled data on the 177 institutions that hold shares in the stock, with a total of 3.27 Million shares, which have been reported (via 13F filing form) to have a value of $133 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
24,531
shares
|
$996,203
0.0% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,308
shares
|
$905,927
0.02% of portfolio
|
Q4 2023
Reduced 3.79%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
21,732
shares
|
$882,536
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
20,949
shares
|
$850,738
0.0% of portfolio
|
Q4 2024
Reduced 41.58%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
20,948
shares
|
$850,698
0.0% of portfolio
|
Q4 2024
Added 75.31%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
17,553
shares
|
$712,827
0.03% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
17,498
shares
|
$710,593
0.04% of portfolio
|
Q4 2023
Reduced 1.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
17,409
shares
|
$706,979
0.02% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
15,883
shares
|
$645,008
0.01% of portfolio
|
Q4 2024
Reduced 23.34%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
15,594
shares
|
$633,272
0.03% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
15,301
shares
|
$621,373
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
15,100
shares
|
$613,211
0.0% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
14,444
shares
|
$586,570
0.0% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Oak Family Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
14,411
shares
|
$585,230
0.21% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
13,822
shares
|
$561,311
0.01% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
12,988
shares
|
$527,442
0.2% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
12,653
shares
|
$513,838
0.31% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
12,520
shares
|
$508,437
0.03% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
12,190
shares
|
$495,035
0.0% of portfolio
|
Q4 2024
Reduced 68.15%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
12,022
shares
|
$488,213
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
11,843
shares
|
$480,944
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
11,447
shares
|
$464,862
0.01% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
11,380
shares
|
$462,141
0.16% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,951
shares
|
$444,720
0.01% of portfolio
|
Q2 2020
Added 221.61%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
10,884
shares
|
$441,999
0.16% of portfolio
|
Q4 2024
Reduced 2.74%
|