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 173 institutions that hold shares in the stock, with a total of 2.46 Million shares, which have been reported (via 13F filing form) to have a value of $99.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,010
shares
|
$203,456
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
4,825
shares
|
$195,943
0.0% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,792
shares
|
$194,603
0.0% of portfolio
|
Q2 2025
Reduced 57.12%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
4,784
shares
|
$194,278
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,780
shares
|
$194,115
0.03% of portfolio
|
Q2 2025
Reduced 24.87%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,729
shares
|
$192,044
0.0% of portfolio
|
Q2 2025
Reduced 49.46%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
4,619
shares
|
$187,577
0.13% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
4,619
shares
|
$187,577
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
4,592
shares
|
$186,481
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
4,528
shares
|
$183,882
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
4,448
shares
|
$180,633
0.01% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
4,445
shares
|
$180,511
0.0% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,424
shares
|
$179,658
0.0% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
4,421
shares
|
$179,536
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,391
shares
|
$178,318
0.0% of portfolio
|
Q2 2025
Reduced 28.47%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
4,338
shares
|
$176,166
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,112
shares
|
$166,988
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
4,054
shares
|
$164,632
0.0% of portfolio
|
Q2 2025
Added 15.7%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
4,026
shares
|
$163,495
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
4,000
shares
|
$162,440
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,999
shares
|
$162,399
0.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
3,884
shares
|
$157,729
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
3,875
shares
|
$157,363
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
3,852
shares
|
$156,429
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
3,800
shares
|
$154,318
0.03% of portfolio
|
Q2 2025
New holding
|