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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
3,714
shares
|
$150,825
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
3,679
shares
|
$149,404
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
3,665
shares
|
$148,835
0.09% of portfolio
|
Q3 2025
Reduced 20.65%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
3,596
shares
|
$146,033
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,473
shares
|
$141,038
0.07% of portfolio
|
Q1 2021
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3,387
shares
|
$137,546
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
3,361
shares
|
$136,490
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
3,337
shares
|
$135,515
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,011
shares
|
$122,276
0.0% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,881
shares
|
$116,997
0.14% of portfolio
|
Q3 2021
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,823
shares
|
$114,642
0.05% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,731
shares
|
$110,905
0.0% of portfolio
|
Q3 2025
Reduced 80.95%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,618
shares
|
$106,316
0.0% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,574
shares
|
$104,530
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,574
shares
|
$104,530
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,341
shares
|
$95,068
0.0% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,300
shares
|
$93,403
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,082
shares
|
$84,550
0.05% of portfolio
|
Q2 2022
Reduced 0.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,944
shares
|
$78,945
0.0% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,830
shares
|
$74,316
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,583
shares
|
$64,285
0.0% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
1,355
shares
|
$55,026
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,250
shares
|
$50,762
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
1,227
shares
|
$49,828
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,095
shares
|
$44,467
0.0% of portfolio
|
Q1 2025
Reduced 7.98%
|
|