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 173 institutions that hold shares in the stock, with a total of 2.54 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
5,223
shares
|
$212,106
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
5,163
shares
|
$209,669
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,056
shares
|
$205,324
0.02% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,010
shares
|
$203,456
0.0% of portfolio
|
Q2 2025
New holding
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,899
shares
|
$198,948
0.01% of portfolio
|
Q1 2025
New holding
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
4,843
shares
|
$196,674
0.11% of portfolio
|
Q1 2025
Added 0.06%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
4,825
shares
|
$195,943
0.0% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,780
shares
|
$194,115
0.03% of portfolio
|
Q2 2025
Reduced 24.87%
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,729
shares
|
$192,044
0.0% of portfolio
|
Q2 2025
Reduced 49.46%
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
4,619
shares
|
$187,577
0.13% of portfolio
|
Q2 2025
New holding
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
4,592
shares
|
$186,481
0.09% of portfolio
|
Q2 2025
New holding
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
4,448
shares
|
$180,633
0.01% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
4,421
shares
|
$179,536
0.07% of portfolio
|
Q2 2025
New holding
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
4,338
shares
|
$176,166
0.13% of portfolio
|
Q2 2025
New holding
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,203
shares
|
$170,683
0.0% of portfolio
|
Q4 2024
Added 3.27%
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
4,026
shares
|
$163,495
0.19% of portfolio
|
Q2 2025
New holding
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
4,000
shares
|
$162,440
0.05% of portfolio
|
Q2 2025
New holding
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,996
shares
|
$162,277
0.0% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
3,882
shares
|
$157,648
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
3,875
shares
|
$157,363
0.11% of portfolio
|
Q2 2025
New holding
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
3,852
shares
|
$156,429
0.14% of portfolio
|
Q2 2025
New holding
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
3,800
shares
|
$154,318
0.03% of portfolio
|
Q2 2025
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
3,504
shares
|
$142,297
0.0% of portfolio
|
Q1 2025
Reduced 49.34%
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
3,473
shares
|
$141,038
0.06% of portfolio
|
Q1 2021
New holding
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
3,386
shares
|
$137,505
0.01% of portfolio
|
Q2 2025
Added 0.12%
|