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 172 institutions that hold shares in the stock, with a total of 2.76 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
196
shares
|
$7,959
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
194
shares
|
$7,878
0.0% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
162
shares
|
$6,578
0.0% of portfolio
|
Q2 2023
Reduced 42.35%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
125
shares
|
$5,076
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
111
shares
|
$4,507
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
109
shares
|
$4,426
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
100
shares
|
$4,061
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
93
shares
|
$3,776
0.0% of portfolio
|
Q1 2024
Reduced 61.73%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
87
shares
|
$3,533
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
70
shares
|
$2,842
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
61
shares
|
$2,477
0.0% of portfolio
|
Q2 2024
Added 134.62%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
45
shares
|
$1,827
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
43
shares
|
$1,746
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
40
shares
|
$1,624
0.0% of portfolio
|
Q2 2024
Reduced 73.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
28
shares
|
$1,137
0.0% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
10
shares
|
$406
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
8
shares
|
$324
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
4
shares
|
$162
0.0% of portfolio
|
Q4 2021
Added 33.33%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
3
shares
|
$121
0.0% of portfolio
|
Q2 2024
Reduced 85.71%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
2
shares
|
$81
0.0% of portfolio
|
Q1 2024
Reduced 99.99%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1
shares
|
$40
0.0% of portfolio
|
Q4 2023
Reduced 99.83%
|