13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
QTUM

DEFIANCE QUANTUM ETF

456 institutions still hold DEFIANCE QUANTUM ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922a420·456 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.3%
vs prior quarter
13F value held
$541M
70.0% inst. owned
of float
Holders
456
+32 QoQ
filers reporting
Activity
+61 / −68
+995 added · −755 reduced
this quarter
Concentration
22.43%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

456 institutions reported QTUM in Q1 2026. LPL Financial LLC leads at 22.4% of the visible book. +32 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$121M1.1M0.03%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$84M785K0.01%Q1 202603
Parkway Wealth Management Group, LLC
CIK 0002065679
$36M311K4.57%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$29M267K0.01%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$25M232K0.01%Q1 202606
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$23M219K0.01%Q1 202607
Gradient Investments LLC
CIK 0001542265
$21M194K0.32%Q1 202608
ASSETMARK, INC
CIK 0001344551
$20M185K0.04%Q4 202509
Daiwa Securities Group Inc.
CIK 0001481045
$19M181K0.06%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$19M177K0.03%Q1 202611
Steward Partners Investment Advisory, LLC
CIK 0001723397
$18M170K0.09%Q1 202612
STIFEL FINANCIAL CORP
CIK 0000720672
$17M157K0.02%Q1 202613
B & T Capital Management DBA Alpha Capital Management
CIK 0001450935
$16M145K2.26%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$15M140K0.02%Q1 202615
Madrona Financial Services, LLC
CIK 0001578370
$15M137K3.22%Q1 202616
Kraft, Davis & Associates, LLC
CIK 0001919438
$14M106K3.03%Q1 202617
CITADEL ADVISORS LLC
CIK 0001423053
$13M122K0.00%Q4 202518
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$12M109K0.00%Q1 202619
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$12M108K1.01%Q1 202620
BFI Infinity Ltd.
CIK 0002043810
$11M104K6.24%Q1 2026
Page 1 of 23
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