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 179 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $426 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
6,897
shares
|
$280,087
0.04% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,793
shares
|
$275,863
0.01% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
6,759
shares
|
$274,482
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
6,335
shares
|
$257,264
0.0% of portfolio
|
Q4 2024
Added 19.48%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
6,260
shares
|
$254,218
0.14% of portfolio
|
Q4 2024
Reduced 27.56%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
5,918
shares
|
$240,329
0.0% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,700
shares
|
$231,477
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
5,515
shares
|
$223,964
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
5,460
shares
|
$221,730
0.18% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,349
shares
|
$217,222
0.01% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,218
shares
|
$211,902
0.02% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,170
shares
|
$209,953
0.02% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
5,158
shares
|
$209,466
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
4,847
shares
|
$196,836
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
4,840
shares
|
$196,552
0.12% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
4,761
shares
|
$193,344
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
4,733
shares
|
$192,207
0.01% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
4,675
shares
|
$189,851
0.14% of portfolio
|
Q4 2024
Reduced 19.05%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
4,461
shares
|
$181,161
0.0% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
4,457
shares
|
$180,998
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,435
shares
|
$180,105
0.0% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
4,429
shares
|
$179,861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
4,421
shares
|
$179,536
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
4,373
shares
|
$177,587
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
4,322
shares
|
$175,516
0.15% of portfolio
|
Q4 2024
New holding
|