13F Insight
DOSSIER · 13F Holders · Q4 2025BellwetherCompounder
VEGN

ETF SER SOLUTIONS

39 institutions still hold ETF SER SOLUTIONS as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922A297·39 13F holders·last filed Dec 31, 2025
Market cap
—
▼ 2.3%
vs prior quarter
13F value held
$11M
70.0% inst. owned
of float
Holders
39
+18 QoQ
filers reporting
Activity
+8 / −83
+807 added · −881 reduced
this quarter
Concentration
19.85%
GAM Holding AG #1
top holder share
AI Holders Summary · Q4 2025

39 institutions reported VEGN in Q4 2025. GAM Holding AG leads at 19.8% of the visible book. +18 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
GAM Holding AG
CIK 0001438848
$2M36K0.14%Q4 202502
Wealthfront Advisers LLC
CIK 0001763921
$2M34K0.00%Q1 202603
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$1M24K0.07%Q1 202604
CAPITAL CITY TRUST CO/FL
CIK 0001095836
$1M21K0.27%Q1 202605
Joel Adams & Associates, Inc.
CIK 0002020459
$593,39611K0.44%Q1 202606
Sunrise Financial Services, LLC
CIK 0002110891
$522,5489K0.37%Q1 202607
MORGAN STANLEY
CIK 0000895421
$365,6546K0.00%Q1 202608
WOLVERINE TRADING, LLC
CIK 0000927337
$347,0006K0.00%Q3 202509
Allegheny Financial Group
CIK 0001844148
$315,3496K0.04%Q1 202610
PFG Investments, LLC
CIK 0001973224
$311,8296K0.01%Q1 202611
Miracle Mile Advisors, LLC
CIK 0001585859
$307,7875K0.00%Q1 202612
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$288,1395K0.00%Q1 202613
Financial Engines Advisors L.L.C.
CIK 0001420473
$270,0595K0.00%Q1 202614
REDMONT WEALTH ADVISORS LLC
CIK 0001910482
$260,3264K0.39%Q4 202515
Beacon Pointe Advisors, LLC
CIK 0001744317
$257,0655K0.00%Q1 202616
HOWE & RUSLING INC
CIK 0000769963
$191,9243K0.01%Q1 202617
TD Waterhouse Canada Inc.
CIK 0001999606
$135,4112K0.00%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$134,0002K0.00%Q1 202619
CIBC Private Wealth Group LLC
CIK 0001298088
$91,2142K0.00%Q4 202520
SOA Wealth Advisors, LLC.
CIK 0001849444
$56,4981K0.01%Q1 2026
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