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 69 institutions that hold shares in the stock, with a total of 2.32 Million shares, which have been reported (via 13F filing form) to have a value of $60.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,030
shares
|
$105,787
0.0% of portfolio
|
Q3 2024
Reduced 19.17%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,863
shares
|
$101,403
0.01% of portfolio
|
Q1 2024
Reduced 12.6%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,560
shares
|
$67,200
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
1,500
shares
|
$39,375
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,080
shares
|
$28,350
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,076
shares
|
$28,245
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$26,250
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
800
shares
|
$21,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
788
shares
|
$20,685
0.0% of portfolio
|
Q2 2024
Reduced 5.29%
|
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
699
shares
|
$18,348
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
500
shares
|
$13,125
0.0% of portfolio
|
Q1 2023
Reduced 70.47%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
364
shares
|
$9,555
0.0% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
162
shares
|
$4,252
0.0% of portfolio
|
Q2 2024
Reduced 11.48%
|
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
98
shares
|
$2,572
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
53
shares
|
$1,391
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
30
shares
|
$787
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q4 2023
Reduced 99.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|