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 33 institutions that hold shares in the stock, with a total of 323,143 shares, which have been reported (via 13F filing form) to have a value of $18.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
130,899
shares
|
$7.45 Million
1.9% of portfolio
|
Q2 2025
Added 19.47%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
33,945
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
29,785
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
22,806
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
20,424
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
15,388
shares
|
$875,884
0.2% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
10,503
shares
|
$597,830
0.52% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
8,750
shares
|
$498,050
0.0% of portfolio
|
Q1 2025
Added 95.62%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
7,056
shares
|
$401,627
0.03% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
6,142
shares
|
$349,602
0.0% of portfolio
|
Q1 2025
Added 152.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
6,128
shares
|
$348,805
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,424
shares
|
$308,734
0.02% of portfolio
|
Q2 2025
Reduced 21.39%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
4,763
shares
|
$271,109
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
4,550
shares
|
$258,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
4,281
shares
|
$243,674
0.42% of portfolio
|
Q1 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,531
shares
|
$144,064
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,794
shares
|
$102,114
0.0% of portfolio
|
Q1 2025
Added 304.05%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,693
shares
|
$96,365
0.0% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,500
shares
|
$85,380
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,000
shares
|
$56,920
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
714
shares
|
$40,640
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
595
shares
|
$33,867
0.03% of portfolio
|
Q1 2023
Reduced 31.61%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
573
shares
|
$32,615
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
415
shares
|
$23,621
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
322
shares
|
$18,328
0.01% of portfolio
|
Q1 2025
New holding
|