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 35 institutions that hold shares in the stock, with a total of 276,670 shares, which have been reported (via 13F filing form) to have a value of $15.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
130,899
shares
|
$7.43 Million
1.9% of portfolio
|
Q2 2025
Added 19.47%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
31,029
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
23,817
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.04%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
20,424
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
10,503
shares
|
$595,940
0.52% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
8,364
shares
|
$474,573
0.0% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
7,056
shares
|
$400,357
0.03% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
5,551
shares
|
$314,963
0.07% of portfolio
|
Q2 2025
Reduced 63.93%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,424
shares
|
$307,757
0.02% of portfolio
|
Q2 2025
Reduced 21.39%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
4,763
shares
|
$270,252
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,550
shares
|
$258,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
4,281
shares
|
$242,903
0.42% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
3,906
shares
|
$221,626
0.0% of portfolio
|
Q2 2025
Reduced 36.26%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,531
shares
|
$143,608
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,440
shares
|
$138,445
0.0% of portfolio
|
Q2 2025
Reduced 60.27%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,794
shares
|
$101,791
0.0% of portfolio
|
Q1 2025
Added 304.05%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,693
shares
|
$96,060
0.0% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,500
shares
|
$85,110
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,040
shares
|
$59,009
0.0% of portfolio
|
Q2 2025
Added 229.11%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,000
shares
|
$56,740
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
714
shares
|
$40,512
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
595
shares
|
$33,760
0.03% of portfolio
|
Q1 2023
Reduced 31.61%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
573
shares
|
$32,512
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
423
shares
|
$24,001
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
416
shares
|
$23,603
0.02% of portfolio
|
Q2 2025
Added 0.24%
|