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 169 institutions that hold shares in the stock, with a total of 2.65 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
26,671
shares
|
$1.08 Million
0.13% of portfolio
|
Q4 2023
Reduced 2.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
23,067
shares
|
$936,750
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,308
shares
|
$905,927
0.02% of portfolio
|
Q4 2023
Reduced 3.79%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
21,667
shares
|
$879,896
0.0% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
20,720
shares
|
$841,439
0.02% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
18,078
shares
|
$734,147
0.03% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
17,853
shares
|
$725,010
0.03% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
17,498
shares
|
$710,593
0.04% of portfolio
|
Q4 2023
Reduced 1.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
17,401
shares
|
$706,654
0.02% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
16,700
shares
|
$678,187
0.0% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
15,193
shares
|
$616,987
0.0% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
15,029
shares
|
$610,327
0.0% of portfolio
|
Q3 2024
Reduced 26.1%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
13,757
shares
|
$558,671
0.3% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
13,348
shares
|
$542,062
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
12,785
shares
|
$519,198
0.01% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,169
shares
|
$494,183
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
12,120
shares
|
$492,193
0.28% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,949
shares
|
$485,248
0.0% of portfolio
|
Q3 2024
Reduced 14.7%
|
|
|
Oak Family Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
11,711
shares
|
$475,583
0.15% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,383
shares
|
$462,263
0.0% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Ht Partners LLC
|
Oct 23, 2024 Q3 2024 |
11,337
shares
|
$460,395
0.16% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
11,191
shares
|
$454,466
0.15% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,951
shares
|
$444,720
0.01% of portfolio
|
Q2 2020
Added 221.61%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
10,865
shares
|
$441,227
0.16% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
10,816
shares
|
$439,237
0.17% of portfolio
|
Q3 2024
Added 1.12%
|