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 180 institutions that hold shares in the stock, with a total of 2.37 Million shares, which have been reported (via 13F filing form) to have a value of $96.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
5,164
shares
|
$209,710
0.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
5,154
shares
|
$209,303
0.0% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
5,140
shares
|
$208,735
0.0% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
5,011
shares
|
$203,496
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
4,986
shares
|
$202,481
0.0% of portfolio
|
Q3 2025
Added 190.22%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
4,973
shares
|
$201,953
0.17% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
4,820
shares
|
$195,740
0.16% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,725
shares
|
$191,882
0.03% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
4,621
shares
|
$187,658
0.13% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
4,594
shares
|
$186,562
0.09% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,424
shares
|
$179,658
0.0% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
4,421
shares
|
$179,536
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,391
shares
|
$178,318
0.0% of portfolio
|
Q2 2025
Reduced 28.47%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Nov 07, 2025 Q3 2025 |
4,343
shares
|
$176,369
0.13% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
4,303
shares
|
$174,744
0.0% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,225
shares
|
$171,577
0.0% of portfolio
|
Q3 2025
Reduced 11.83%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
4,126
shares
|
$167,556
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
4,026
shares
|
$163,495
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
3,939
shares
|
$159,962
0.0% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
3,884
shares
|
$157,729
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
3,875
shares
|
$157,363
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
3,852
shares
|
$156,429
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
3,800
shares
|
$154,318
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,741
shares
|
$151,922
0.0% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,727
shares
|
$151,353
0.01% of portfolio
|
Q3 2025
New holding
|
|