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 172 institutions that hold shares in the stock, with a total of 2.76 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
900
shares
|
$36,549
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
896
shares
|
$36,386
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
878
shares
|
$35,655
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
740
shares
|
$30,051
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
725
shares
|
$29,442
0.01% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
716
shares
|
$29,076
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
669
shares
|
$27,168
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
643
shares
|
$26,112
0.0% of portfolio
|
Q2 2024
Reduced 36.84%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
575
shares
|
$23,350
0.0% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
524
shares
|
$21,279
0.0% of portfolio
|
Q3 2022
Reduced 27.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
426
shares
|
$17,299
0.0% of portfolio
|
Q1 2024
Added 8.92%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
425
shares
|
$17,259
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
424
shares
|
$17,218
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
400
shares
|
$16,244
0.01% of portfolio
|
Q1 2023
Added 2976.92%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
400
shares
|
$16,244
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
397
shares
|
$16,122
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
369
shares
|
$14,985
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
300
shares
|
$12,183
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
277
shares
|
$11,248
0.0% of portfolio
|
Q2 2024
Reduced 97.38%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
277
shares
|
$11,248
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
250
shares
|
$10,152
0.0% of portfolio
|
Q2 2024
Reduced 92.19%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
229
shares
|
$9,299
0.0% of portfolio
|
Q3 2024
Reduced 52.98%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
216
shares
|
$8,771
0.0% of portfolio
|
Q2 2024
Added 0.93%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
203
shares
|
$8,243
0.0% of portfolio
|
Q1 2024
Reduced 33.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
202
shares
|
$8,203
0.0% of portfolio
|
Q3 2022
Added 0.5%
|