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 2.86 Million shares, which have been reported (via 13F filing form) to have a value of $116 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
250
shares
|
$10,152
0.0% of portfolio
|
Q2 2024
Reduced 92.19%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
216
shares
|
$8,771
0.0% of portfolio
|
Q2 2024
Added 0.93%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 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%
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 08, 2024 Q2 2024 |
200
shares
|
$8,122
0.0% of portfolio
|
Q4 2023
Added 150.0%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
195
shares
|
$7,918
0.0% of portfolio
|
Q1 2024
Added 0.52%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
194
shares
|
$7,878
0.0% of portfolio
|
Q2 2024
Added 0.52%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
162
shares
|
$6,578
0.0% of portfolio
|
Q2 2023
Reduced 42.35%
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
125
shares
|
$5,076
0.0% of portfolio
|
Q2 2021
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
111
shares
|
$4,507
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
109
shares
|
$4,426
0.0% of portfolio
|
Q4 2023
New holding
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
100
shares
|
$4,061
0.0% of portfolio
|
Q3 2022
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
93
shares
|
$3,776
0.0% of portfolio
|
Q1 2024
Reduced 61.73%
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
87
shares
|
$3,533
0.0% of portfolio
|
Q4 2023
New holding
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
70
shares
|
$2,842
0.0% of portfolio
|
Q4 2023
New holding
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
61
shares
|
$2,477
0.0% of portfolio
|
Q2 2024
Added 134.62%
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
45
shares
|
$1,827
0.0% of portfolio
|
Q2 2024
New holding
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
43
shares
|
$1,746
0.0% of portfolio
|
Q3 2020
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
42
shares
|
$1,705
0.0% of portfolio
|
Q4 2023
New holding
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
40
shares
|
$1,624
0.0% of portfolio
|
Q2 2024
Reduced 73.86%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
28
shares
|
$1,137
0.0% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
10
shares
|
$406
0.0% of portfolio
|
Q2 2022
New holding
|
|
West Branch Capital LLC
|
Jul 26, 2024 Q2 2024 |
4
shares
|
$162
0.0% of portfolio
|
Q4 2021
Added 33.33%
|
|
Your Advocates Ltd., LLP
Houston, TX |
Jul 29, 2024 Q2 2024 |
3
shares
|
$121
0.0% of portfolio
|
Q2 2024
Reduced 85.71%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
2
shares
|
$81
0.0% of portfolio
|
Q1 2024
Reduced 99.99%
|