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Defiance Next Gen Connectivity ETF (FIVG) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Defiance Next Gen Connectivity ETF (NYSEARCA:FIVG)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$2.89M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$756.87K
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FIVG Institutional Buying and Selling by Quarter

Defiance Next Gen Connectivity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Advantage Trust Co60,881$2.64M1.8%+1.4%0.420%
8/7/2024Wedbush Securities Inc.17,628$737K0.0%-28.8%0.122%
7/23/2024Oak Family Advisors LLC11,674$488K0.2%-5.7%0.081%
7/9/2024Lynx Investment Advisory716$30K0.0%N/A0.005%
6/11/2024EverSource Wealth Advisors LLC1,224$45K0.0%N/A0.008%
5/11/2024Beaumont Financial Advisors LLC5,150$201K0.0%N/A0.036%
5/7/2024Advantage Trust Co60,016$2.35M1.7%-2.4%0.414%
4/27/2024NORTHSTAR ASSET MANAGEMENT Co LLC47,725$1.87M0.5%-1.9%0.325%
4/24/2024Oak Family Advisors LLC12,380$484K0.2%+15.4%0.084%
4/23/2024Strategic Blueprint LLC5,376$210K0.0%N/A0.037%
4/18/2024AlphaMark Advisors LLC775$30K0.0%-31.1%0.004%
4/5/2024NBC Securities Inc.893$34K0.0%-23.2%0.005%
3/4/2024Vima LLC2,909$104K0.2%N/A0.015%
2/7/2024NBC Securities Inc.1,163$41K0.0%-39.2%0.006%
2/7/2024Advantage Trust Co61,467$2.20M1.7%N/A0.323%
2/6/2024Resolute Wealth Strategies LLC6,136$220K0.1%-7.2%0.032%
1/30/2024Oak Family Advisors LLC10,728$385K0.2%-13.0%0.056%
1/29/2024Northstar Asset Management LLC48,625$1.74M0.5%-10.8%0.255%
1/18/2024Planned Solutions Inc.878$31K0.0%N/A0.005%
1/2/2024Anchor Investment Management LLC740$27K0.0%N/A0.004%
11/27/2023AllSquare Wealth Management LLC8,300$259K0.2%-14.8%0.044%
11/14/2023Resolute Wealth Strategies LLC6,614$207K0.2%-5.2%0.035%
11/8/2023First Command Advisory Services Inc.2,574$80K0.0%N/A0.014%
11/4/2023NBC Securities Inc.1,913$59K0.0%N/A0.010%
10/25/2023Northstar Asset Management LLC54,525$1.70M0.5%-9.5%0.286%
10/18/2023Strategic Blueprint LLC7,594$237K0.0%+18.9%0.040%
8/8/2023Resolute Wealth Strategies LLC6,978$235K0.2%-13.9%0.036%
8/2/2023Oak Family Advisors LLC12,394$417K0.2%-8.3%0.064%
7/28/2023Northstar Asset Management LLC60,270$2.03M0.6%-3.5%0.311%
7/24/2023Migdal Insurance & Financial Holdings Ltd.2,760$92K0.0%-50.0%0.014%
7/11/2023 Worth Asset Management LLC1,963$66K0.1%N/A0.010%
5/4/2023Resolute Wealth Strategies LLC8,101$266K0.2%N/A0.038%
5/1/2023Migdal Insurance & Financial Holdings Ltd.5,520$179K0.0%+100.0%0.026%
4/25/2023Parallel Advisors LLC835$27K0.0%-62.6%0.004%
4/25/2023Amarillo National Bank152,127$4.99M1.0%-0.7%0.708%
4/24/2023Orca Investment Management LLC50,544$1.66M2.0%-5.7%0.235%
4/24/2023Northstar Asset Management LLC62,470$2.05M0.6%-14.4%0.291%
2/10/2023CoreCap Advisors LLC920$28K0.0%N/A0.004%
2/6/2023Amarillo National Bank153,260$4.58M1.1%-0.3%0.671%
2/6/2023AlphaMark Advisors LLC1,575$47K0.0%-27.6%0.007%
2/1/2023Orca Investment Management LLC53,574$1.60M2.0%-6.3%0.234%
1/31/2023Clearview Wealth Advisors LLC1,230$37K0.0%-49.0%0.005%
1/27/2023Oak Family Advisors LLC13,513$404K0.2%+3.9%0.059%
1/27/2023Northstar Asset Management LLC73,020$2.18M0.7%-2.4%0.320%
1/25/2023Planned Solutions Inc.6,953$208K0.2%N/A0.030%
11/4/2022Sierra Capital LLC22,004$628K0.1%-41.9%0.088%
10/26/2022Orca Investment Management LLC57,198$1.63M2.1%-12.2%0.226%
10/24/2022Amarillo National Bank153,792$4.39M1.0%+3.9%0.604%
10/19/2022Northstar Asset Management LLC74,820$2.13M0.7%-54.5%0.294%
10/4/2022AdvisorNet Financial Inc1,617$46K0.0%-29.1%0.006%
8/11/2022McGowan Group Asset Management Inc.18,806$593K0.1%-16.8%0.069%
8/11/2022CoreCap Advisors LLC977$31K0.0%N/A0.004%
8/5/2022OLD Mission Capital LLC86,670$2.73M0.1%-28.0%0.317%
8/5/2022Clearview Wealth Advisors LLC2,478$78K0.1%-10.2%0.009%
8/1/2022Parallel Advisors LLC2,231$70K0.0%-11.8%0.008%
8/1/2022Ellis Investment Partners LLC33,735$1.06M0.3%+1.4%0.124%
7/29/2022Oak Family Advisors LLC26,638$839K0.4%-71.5%0.098%
7/21/2022Orca Investment Management LLC65,111$2.05M1.9%-0.6%0.239%
7/20/2022Northstar Asset Management LLC164,450$5.18M1.6%-10.2%0.602%
7/15/2022Amarillo National Bank147,956$4.66M1.0%+0.2%0.542%
7/7/2022AdvisorNet Financial Inc2,282$72K0.0%-38.7%0.008%
5/13/2022McGowan Group Asset Management Inc.22,606$849K0.1%-2.6%0.078%
5/11/2022Tradition Wealth Management LLC5,828$219K0.0%+5.7%0.020%
5/6/2022Accuvest Global Advisors13,670$513K0.3%N/A0.047%
5/3/2022Sierra Capital LLC37,904$1.42M0.2%-39.8%0.129%
5/3/2022Oak Family Advisors LLC93,389$3.51M1.4%+1.9%0.318%
5/2/2022AlphaMark Advisors LLC3,900$146K0.1%-23.5%0.013%
4/26/2022Northstar Asset Management LLC183,185$6.88M1.8%-2.0%0.618%
4/22/2022Sonata Capital Group Inc.9,200$345K0.2%-10.7%0.031%
4/20/2022Amarillo National Bank147,645$5.54M1.1%-6.7%0.495%
4/14/2022First Command Bank2,574$97K0.0%N/A0.009%
4/8/2022Planned Solutions Inc.6,902$259K0.2%-5.7%0.023%
2/14/2022Stonebridge Capital Advisors LLC1,500$63K0.0%-17.6%0.005%
2/10/2022Sierra Capital LLC62,934$2.62M0.4%-34.9%0.199%
2/8/2022West Bancorporation Inc.1,500$63K0.0%N/A0.005%
2/3/2022Planned Solutions Inc.7,323$305K0.2%N/A0.023%
2/3/2022Northstar Asset Management LLC187,010$7.80M1.8%-0.2%0.588%
2/2/2022Oak Family Advisors LLC91,641$3.82M1.4%-1.6%0.288%
2/1/2022Ellis Investment Partners LLC33,146$1.38M0.3%+3.5%0.104%
1/31/2022Orca Investment Management LLC65,428$2.73M2.2%-1.9%0.204%
1/26/2022Sightline Wealth Advisors LLC5,211$219K0.2%-51.8%0.016%
1/24/2022Amarillo National Bank158,263$6.60M1.3%-7.4%0.487%
1/20/2022Parallel Advisors LLC2,525$105K0.0%-50.0%0.008%
1/19/2022AdvisorNet Financial Inc3,696$154K0.0%-8.2%0.011%
11/15/2021Flow Traders U.S. LLC23,366$849K0.0%N/A0.070%
11/15/2021McGowan Group Asset Management Inc.14,977$544K0.1%+121.6%0.045%
11/12/2021PSI Advisors LLC2,386$87K0.0%N/A0.007%
11/9/2021L & S Advisors Inc30,875$1.12M0.1%+4.3%0.092%
11/8/2021Sonata Capital Group Inc.10,300$374K0.2%-7.2%0.031%
11/5/2021AlphaMark Advisors LLC5,100$185K0.1%-14.3%0.015%
11/4/2021Strategic Asset Management LLC2,881$106K0.1%N/A0.009%
10/29/2021Janney Montgomery Scott LLC6,254$227K0.0%-11.8%0.018%
10/29/2021Northstar Asset Management LLC187,410$6.81M1.8%-1.4%0.550%
10/25/2021Sightline Wealth Advisors LLC10,814$393K0.3%-29.7%0.032%
10/19/2021Arkadios Wealth Advisors1,525$55K0.0%+41.9%0.004%
10/19/2021Amarillo National Bank170,992$6.21M1.3%+0.2%0.500%
9/7/2021Newbridge Financial Services Group Inc.920$35K0.0%+72.0%0.003%
8/17/2021Eubel Brady & Suttman Asset Management Inc.2,960$104K0.0%-50.0%0.009%
8/13/2021Steward Partners Investment Advisory LLC2,722$104K0.0%-49.9%0.008%
8/13/2021Sigma Planning Corp15,707$598K0.0%+33.4%0.046%
(Data available from 1/1/2016 forward)

FIVG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FIVG shares?

During the previous two years, 24 institutional investors and hedge funds held shares of Defiance Next Gen Connectivity ETF. The most heavily invested institutionals were Amarillo National Bank ($4.99M), Advantage Trust Co ($2.64M), NORTHSTAR ASSET MANAGEMENT Co LLC ($1.87M), Northstar Asset Management LLC ($1.74M), Orca Investment Management LLC ($1.66M), Wedbush Securities Inc. ($737K), and Oak Family Advisors LLC ($488K).Learn more on FIVG's institutional investors.

Which institutional investors have been buying Defiance Next Gen Connectivity ETF stock?

Of the 15 institutional investors that purchased Defiance Next Gen Connectivity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advantage Trust Co ($62.33K), Resolute Wealth Strategies LLC ($8.10K), Planned Solutions Inc. ($7.83K), Strategic Blueprint LLC ($6.59K), Beaumont Financial Advisors LLC ($5.15K), Vima LLC ($2.91K), and Migdal Insurance & Financial Holdings Ltd. ($2.76K).

How much institutional buying is happening at Defiance Next Gen Connectivity ETF?

Institutional investors have bought a total of 107,879 shares in the last 24 months. This purchase volume represents approximately $3.77M in transactions.

Which Defiance Next Gen Connectivity ETF major shareholders have been selling company stock?

Of the 14 institutional investors that sold Defiance Next Gen Connectivity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northstar Asset Management LLC ($26.20K), Wedbush Securities Inc. ($7.14K), Orca Investment Management LLC ($6.65K), Oak Family Advisors LLC ($3.42K), Migdal Insurance & Financial Holdings Ltd. ($2.76K), Resolute Wealth Strategies LLC ($1.97K), and Amarillo National Bank ($1.67K).

How much institutional selling is happening at Defiance Next Gen Connectivity ETF?

Institutional investors have sold a total of 58,141 shares in the last 24 months. This volume of shares sold represents approximately $1.99M in transactions.


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This page (NYSEARCA:FIVG) was last updated on 1/9/2025 by MarketBeat.com Staff
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