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 |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
3,877
shares
|
$157,444
0.01% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
3,473
shares
|
$141,038
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,018
shares
|
$122,560
0.0% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,971
shares
|
$120,652
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,906
shares
|
$118,012
0.0% of portfolio
|
Q4 2024
Added 4663.93%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,881
shares
|
$116,997
0.14% of portfolio
|
Q3 2021
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
2,743
shares
|
$111,393
0.0% of portfolio
|
Q4 2024
Added 269.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,583
shares
|
$104,895
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,574
shares
|
$104,530
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,574
shares
|
$104,530
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,460
shares
|
$99,900
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,439
shares
|
$99,047
0.0% of portfolio
|
Q4 2024
Reduced 25.73%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,428
shares
|
$98,601
0.0% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,329
shares
|
$94,580
0.03% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,300
shares
|
$93,403
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,082
shares
|
$84,550
0.05% of portfolio
|
Q2 2022
Reduced 0.67%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
2,000
shares
|
$81,220
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,962
shares
|
$79,676
0.0% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,830
shares
|
$74,316
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,575
shares
|
$63,960
0.0% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,501
shares
|
$60,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
1,417
shares
|
$57,544
0.0% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
1,355
shares
|
$55,026
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,250
shares
|
$50,762
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,224
shares
|
$49,706
0.0% of portfolio
|
Q1 2024
New holding
|