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 28 institutions that hold shares in the stock, with a total of 191,037 shares, which have been reported (via 13F filing form) to have a value of $9.93 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
48,985
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
48,042
shares
|
$2.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.02%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
20,329
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2024
Added 22.62%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
14,368
shares
|
$746,704
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
13,449
shares
|
$698,944
0.0% of portfolio
|
Q2 2024
Added 85.02%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 13, 2024 Q2 2024 |
7,994
shares
|
$415,448
0.03% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
7,113
shares
|
$369,662
0.02% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
5,084
shares
|
$264,215
0.0% of portfolio
|
Q1 2024
Added 3.78%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
4,764
shares
|
$247,585
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
4,281
shares
|
$222,483
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
4,088
shares
|
$212,453
0.0% of portfolio
|
Q2 2024
Added 32.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,085
shares
|
$160,327
0.0% of portfolio
|
Q2 2022
Reduced 3.14%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
2,531
shares
|
$131,536
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
1,500
shares
|
$77,955
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
1,000
shares
|
$51,970
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
739
shares
|
$38,405
0.0% of portfolio
|
Q1 2024
Added 542.61%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
714
shares
|
$37,106
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
595
shares
|
$30,922
0.02% of portfolio
|
Q1 2023
Reduced 31.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
571
shares
|
$29,674
0.0% of portfolio
|
Q2 2024
Reduced 96.36%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
444
shares
|
$23,074
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
300
shares
|
$15,591
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
267
shares
|
$13,875
0.0% of portfolio
|
Q4 2023
Reduced 2.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
244
shares
|
$12,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
234
shares
|
$12,160
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
125
shares
|
$6,496
0.0% of portfolio
|
Q1 2023
Reduced 17.6%
|