Institutional Ownership ETF Ser Solutions (PPTY)
This table provides information about the institutional ownership of ETF Ser Solutions (PPTY). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 1.97 Million shares, which have been reported (via 13F filing form) to have a value of $63.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,292,083
shares
|
$41.6 Million
0.54% of portfolio
|
Q4 2024
Reduced 60.14%
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
174,637
shares
|
$5.62 Million
1.23% of portfolio
|
Q3 2024
Added 0.28%
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
90,634
shares
|
$2.92 Million
0.01% of portfolio
|
Q3 2024
Added 3.2%
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
90,354
shares
|
$2.91 Million
0.08% of portfolio
|
Q3 2024
Added 1.05%
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
69,037
shares
|
$2.22 Million
0.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
67,955
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Added 4.62%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
49,842
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 334.92%
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
28,455
shares
|
$915,966
0.0% of portfolio
|
Q3 2024
New holding
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
15,373
shares
|
$494,856
0.03% of portfolio
|
Q4 2024
Added 9.43%
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
12,786
shares
|
$411,581
0.02% of portfolio
|
Q3 2024
Added 22.8%
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
11,240
shares
|
$361,815
0.08% of portfolio
|
Q2 2023
Reduced 39.7%
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
10,865
shares
|
$349,744
0.1% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
9,931
shares
|
$319,678
0.01% of portfolio
|
Q4 2024
Added 1.23%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
9,583
shares
|
$308,476
0.01% of portfolio
|
Q4 2023
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,434
shares
|
$271,490
0.0% of portfolio
|
Q3 2024
Reduced 48.9%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
8,134
shares
|
$261,833
0.0% of portfolio
|
Q3 2024
New holding
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
7,310
shares
|
$235,308
0.04% of portfolio
|
Q4 2024
New holding
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
6,755
shares
|
$217,443
0.02% of portfolio
|
Q2 2024
Reduced 4.93%
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,877
shares
|
$189,180
0.0% of portfolio
|
Q3 2024
Added 43.73%
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,587
shares
|
$51,085
0.0% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
536
shares
|
$17,253
0.01% of portfolio
|
Q4 2024
Reduced 54.84%
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
498
shares
|
$16,030
0.0% of portfolio
|
Q3 2024
New holding
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
98
shares
|
$3,154
0.0% of portfolio
|
Q3 2024
Added 3166.67%
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
89
shares
|
$2,864
0.0% of portfolio
|
Q4 2023
Reduced 87.82%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|