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 165 institutions that hold shares in the stock, with a total of 2.89 Million shares, which have been reported (via 13F filing form) to have a value of $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
524
shares
|
$21,279
0.0% of portfolio
|
Q3 2022
Reduced 27.62%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
507
shares
|
$20,589
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
500
shares
|
$20,305
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
426
shares
|
$17,299
0.0% of portfolio
|
Q1 2024
Added 8.92%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
426
shares
|
$17,299
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
400
shares
|
$16,244
0.01% of portfolio
|
Q1 2023
Added 2976.92%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
400
shares
|
$16,244
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
400
shares
|
$16,244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
397
shares
|
$16,122
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
355
shares
|
$14,416
0.0% of portfolio
|
Q1 2025
Reduced 77.46%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
300
shares
|
$12,183
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
278
shares
|
$11,289
0.0% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
250
shares
|
$10,152
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
250
shares
|
$10,152
0.0% of portfolio
|
Q2 2024
Reduced 92.19%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
229
shares
|
$9,299
0.0% of portfolio
|
Q3 2024
Reduced 52.98%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
204
shares
|
$8,284
0.0% of portfolio
|
Q1 2025
Reduced 60.69%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
202
shares
|
$8,203
0.0% of portfolio
|
Q3 2022
Added 0.5%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
196
shares
|
$7,959
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
195
shares
|
$7,918
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
163
shares
|
$6,619
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
162
shares
|
$6,578
0.0% of portfolio
|
Q2 2023
Reduced 42.35%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
125
shares
|
$5,076
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
112
shares
|
$4,548
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
109
shares
|
$4,426
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
100
shares
|
$4,061
0.0% of portfolio
|
Q3 2024
New holding
|