Institutional Ownership ETF Ser Sol Nationwide Nasdaq (NUSI)
This table provides information about the institutional ownership of ETF Ser Sol Nationwide Nasdaq (NUSI). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 1.73 Million shares, which have been reported (via 13F filing form) to have a value of $44.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
15,607
shares
|
$404,377
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,708
shares
|
$381,084
0.0% of portfolio
|
Q4 2023
Added 10.52%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
14,562
shares
|
$377,301
0.01% of portfolio
|
Q3 2024
Added 29.13%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
13,512
shares
|
$350,095
0.16% of portfolio
|
Q1 2023
Reduced 10.31%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
13,016
shares
|
$337,244
0.16% of portfolio
|
Q1 2023
Reduced 26.02%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
12,451
shares
|
$322,605
0.0% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
11,472
shares
|
$297,239
0.01% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
11,274
shares
|
$292,109
0.01% of portfolio
|
Q2 2024
Reduced 58.38%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
11,182
shares
|
$289,725
0.01% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
10,762
shares
|
$278,843
0.02% of portfolio
|
Q2 2024
Reduced 29.25%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,604
shares
|
$274,749
0.0% of portfolio
|
Q3 2024
Reduced 16.57%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
10,318
shares
|
$267,339
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
10,074
shares
|
$261,017
0.08% of portfolio
|
Q3 2024
Reduced 25.99%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
9,900
shares
|
$256,509
0.07% of portfolio
|
Q4 2023
Reduced 31.51%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
9,479
shares
|
$245,600
0.02% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
9,349
shares
|
$242,232
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
9,090
shares
|
$235,521
0.0% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,691
shares
|
$225,183
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,484
shares
|
$219,820
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,869
shares
|
$203,885
0.0% of portfolio
|
Q3 2024
Reduced 22.34%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
7,833
shares
|
$202,953
0.01% of portfolio
|
Q4 2023
Reduced 7.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,498
shares
|
$168,363
0.0% of portfolio
|
Q3 2024
Added 649700.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,394
shares
|
$139,758
0.0% of portfolio
|
Q2 2020
Reduced 47.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,609
shares
|
$119,419
0.01% of portfolio
|
Q3 2024
Reduced 50.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,030
shares
|
$104,417
0.0% of portfolio
|
Q3 2024
Reduced 19.17%
|