ADVISORS SER TR (EATV)
Institutional ownership reported to the SEC as of Q1 2025, across 12 quarters.
4
Reporting holders
$329.5K
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PFG Investments, LLC | $272.5K | 17,771 | 0.02% | 2q | +18.5%+$42.5K |
| ROYAL BANK OF CANADA | $46.0K | 3,003 | 0.00% | 3q | +88.0%+$21.5K |
| UBS Group AG | $10.9K | 713 | 0.00% | 3q | -63.1%-$18.7K |
| MORGAN STANLEY | $19 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2025 | 4 | $329.5K | 21,488 | 1 | 2 | 1 | 0.0% |
| Q4 2024 | 3 | $312.8K | 18,525 | 1 | 2 | 0 | 0.0% |
| Q3 2024 | 3 | $11.2K | 655 | 3 | 0 | 0 | 0.0% |
| Q2 2024 | 1 | $306.3K | 18,996 | 0 | 0 | 1 | 0.0% |
| Q1 2024 | 3 | $884.6K | 50,423 | 2 | 1 | 0 | 0.0% |
| Q4 2023 | 3 | $277.3K | 17,203 | 1 | 1 | 1 | 0.0% |
| Q3 2023 | 2 | $195.3K | 12,565 | 2 | 0 | 0 | 0.0% |
| Q2 2023 | 1 | $3.5K | 200 | 0 | 0 | 0 | 0.0% |
| Q1 2023 | 3 | $16.7K | 1,004 | 0 | 0 | 1 | 0.0% |
| Q4 2022 | 3 | $18.4K | 1,128 | 1 | 1 | 0 | 0.0% |
| Q3 2022 | 3 | $598.0K | 40,547 | 2 | 1 | 0 | 0.0% |
| Q2 2022 | 2 | $580.0K | 35,097 | 2 | 0 | 0 | 0.0% |