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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)
10
Total
Institutional Inflows
(last 12 months)
$3.00M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$813.32K
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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%
5/11/2024 Beaumont Financial Advisors LLC5,150$201K0.0%N/A0.036%
5/7/2024Advantage Trust Co60,016$2.35M1.7%-2.4%0.414%
4/27/2024 NORTHSTAR 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%
4/23/2024 Strategic Blueprint LLC5,376$210K0.0%N/A0.037%
4/18/2024 AlphaMark Advisors LLC775$30K0.0%-31.1%0.004%
4/5/2024 NBC Securities Inc.893$34K0.0%-23.2%0.005%
3/4/2024 Vima LLC2,909$104K0.2%N/A0.015%
2/7/2024 NBC 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%
1/29/2024 Northstar Asset Management LLC48,625$1.74M0.5%-10.8%0.255%
1/18/2024 Planned 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%
11/8/2023 First Command Advisory Services Inc.2,574$80K0.0%N/A0.014%
11/4/2023 NBC Securities Inc.1,913$59K0.0%N/A0.010%
10/25/2023 Northstar Asset Management LLC54,525$1.70M0.5%-9.5%0.286%
10/18/2023 Strategic 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%
7/28/2023 Northstar 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%
4/25/2023 Amarillo National Bank152,127$4.99M1.0%-0.7%0.708%
4/24/2023 Orca Investment Management LLC50,544$1.66M2.0%-5.7%0.235%
4/24/2023 Northstar Asset Management LLC62,470$2.05M0.6%-14.4%0.291%
2/10/2023CoreCap Advisors LLC920$28K0.0%N/A0.004%
2/6/2023 Amarillo National Bank153,260$4.58M1.1%-0.3%0.671%
2/6/2023 AlphaMark Advisors LLC1,575$47K0.0%-27.6%0.007%
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2/1/2023 Orca Investment Management LLC53,574$1.60M2.0%-6.3%0.234%
1/31/2023 Clearview Wealth Advisors LLC1,230$37K0.0%-49.0%0.005%
1/27/2023Oak Family Advisors LLC13,513$404K0.2%+3.9%0.059%
1/27/2023 Northstar Asset Management LLC73,020$2.18M0.7%-2.4%0.320%
1/25/2023 Planned Solutions Inc.6,953$208K0.2%N/A0.030%
11/4/2022 Sierra Capital LLC22,004$628K0.1%-41.9%0.088%
10/26/2022 Orca Investment Management LLC57,198$1.63M2.1%-12.2%0.226%
10/24/2022 Amarillo National Bank153,792$4.39M1.0%+3.9%0.604%
10/19/2022 Northstar Asset Management LLC74,820$2.13M0.7%-54.5%0.294%
10/4/2022 AdvisorNet 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%
8/5/2022 Clearview Wealth Advisors LLC2,478$78K0.1%-10.2%0.009%
8/1/2022Parallel Advisors LLC2,231$70K0.0%-11.8%0.008%
8/1/2022 Ellis Investment Partners LLC33,735$1.06M0.3%+1.4%0.124%
7/29/2022Oak Family Advisors LLC26,638$839K0.4%-71.5%0.098%
7/21/2022 Orca Investment Management LLC65,111$2.05M1.9%-0.6%0.239%
7/20/2022 Northstar Asset Management LLC164,450$5.18M1.6%-10.2%0.602%
7/15/2022 Amarillo National Bank147,956$4.66M1.0%+0.2%0.542%
7/7/2022 AdvisorNet 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%
5/3/2022 Sierra Capital LLC37,904$1.42M0.2%-39.8%0.129%
5/3/2022Oak Family Advisors LLC93,389$3.51M1.4%+1.9%0.318%
5/2/2022 AlphaMark Advisors LLC3,900$146K0.1%-23.5%0.013%
4/26/2022 Northstar Asset Management LLC183,185$6.88M1.8%-2.0%0.618%
4/22/2022 Sonata Capital Group Inc.9,200$345K0.2%-10.7%0.031%
4/20/2022 Amarillo National Bank147,645$5.54M1.1%-6.7%0.495%
4/14/2022First Command Bank2,574$97K0.0%N/A0.009%
4/8/2022 Planned Solutions Inc.6,902$259K0.2%-5.7%0.023%
2/14/2022Stonebridge Capital Advisors LLC1,500$63K0.0%-17.6%0.005%
2/10/2022 Sierra Capital LLC62,934$2.62M0.4%-34.9%0.199%
2/8/2022 West Bancorporation Inc.1,500$63K0.0%N/A0.005%
2/3/2022 Planned Solutions Inc.7,323$305K0.2%N/A0.023%
2/3/2022 Northstar 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%
2/1/2022 Ellis Investment Partners LLC33,146$1.38M0.3%+3.5%0.104%
1/31/2022 Orca Investment Management LLC65,428$2.73M2.2%-1.9%0.204%
1/26/2022 Sightline Wealth Advisors LLC5,211$219K0.2%-51.8%0.016%
1/24/2022 Amarillo National Bank158,263$6.60M1.3%-7.4%0.487%
1/20/2022Parallel Advisors LLC2,525$105K0.0%-50.0%0.008%
1/19/2022 AdvisorNet 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%
11/12/2021 PSI Advisors LLC2,386$87K0.0%N/A0.007%
11/9/2021L & S Advisors Inc30,875$1.12M0.1%+4.3%0.092%
11/8/2021 Sonata Capital Group Inc.10,300$374K0.2%-7.2%0.031%
11/5/2021 AlphaMark Advisors LLC5,100$185K0.1%-14.3%0.015%
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11/4/2021Strategic Asset Management LLC2,881$106K0.1%N/A0.009%
10/29/2021 Janney Montgomery Scott LLC6,254$227K0.0%-11.8%0.018%
10/29/2021 Northstar Asset Management LLC187,410$6.81M1.8%-1.4%0.550%
10/25/2021 Sightline Wealth Advisors LLC10,814$393K0.3%-29.7%0.032%
10/19/2021 Arkadios Wealth Advisors1,525$55K0.0%+41.9%0.004%
10/19/2021 Amarillo 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 11/5/2024 by MarketBeat.com Staff
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