Institutional Ownership ETF Ser Solutions Us Vegan Cli (VEGN)
This table provides information about the institutional ownership of ETF Ser Solutions Us Vegan Cli (VEGN). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 155,881 shares, which have been reported (via 13F filing form) to have a value of $8.15 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
32,822
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
20,554
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
15,355
shares
|
$813,815
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
14,215
shares
|
$753,395
0.2% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
12,647
shares
|
$670,291
0.0% of portfolio
|
Q4 2024
Reduced 75.74%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
11,203
shares
|
$593,759
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
7,161
shares
|
$379,533
0.03% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
7,110
shares
|
$376,830
0.02% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,484
shares
|
$290,652
0.0% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
4,550
shares
|
$241,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,473
shares
|
$237,069
0.0% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
4,281
shares
|
$226,893
0.41% of portfolio
|
Q1 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
2,531
shares
|
$134,143
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,435
shares
|
$129,055
0.0% of portfolio
|
Q4 2024
Reduced 21.07%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,292
shares
|
$121,476
0.0% of portfolio
|
Q4 2024
Added 229100.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,832
shares
|
$97,096
0.0% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,500
shares
|
$79,500
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
1,000
shares
|
$53,000
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
714
shares
|
$37,842
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
595
shares
|
$31,535
0.02% of portfolio
|
Q1 2023
Reduced 31.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
575
shares
|
$30,475
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
573
shares
|
$30,369
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
444
shares
|
$23,532
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
415
shares
|
$21,995
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
300
shares
|
$15,900
0.0% of portfolio
|
Q2 2024
Added 50.0%
|