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 170 institutions that hold shares in the stock, with a total of 2.65 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
740
shares
|
$30,051
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
725
shares
|
$29,442
0.01% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
669
shares
|
$27,168
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
575
shares
|
$23,350
0.0% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
524
shares
|
$21,279
0.0% of portfolio
|
Q3 2022
Reduced 27.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
426
shares
|
$17,299
0.0% of portfolio
|
Q1 2024
Added 8.92%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
425
shares
|
$17,259
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
424
shares
|
$17,218
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
400
shares
|
$16,244
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
400
shares
|
$16,244
0.01% of portfolio
|
Q1 2023
Added 2976.92%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
397
shares
|
$16,122
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
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
|
Oct 15, 2024 Q3 2024 |
277
shares
|
$11,248
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
250
shares
|
$10,152
0.0% of portfolio
|
Q2 2024
Reduced 92.19%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
250
shares
|
$10,152
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
229
shares
|
$9,299
0.0% of portfolio
|
Q3 2024
Reduced 52.98%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
217
shares
|
$8,812
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
203
shares
|
$8,243
0.0% of portfolio
|
Q1 2024
Reduced 33.0%
|
|
|
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 |
Oct 25, 2024 Q3 2024 |
196
shares
|
$7,959
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
195
shares
|
$7,918
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
194
shares
|
$7,878
0.0% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
162
shares
|
$6,578
0.0% of portfolio
|
Q2 2023
Reduced 42.35%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
125
shares
|
$5,076
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
111
shares
|
$4,507
0.0% of portfolio
|
Q1 2024
New holding
|