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Defiance Quantum ETF (QTUM) Institutional Ownership

Defiance Quantum ETF logo
$96.73 +0.41 (+0.43%)
As of 02:52 PM Eastern
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Institutional Ownership Changes (13F Filings) for Defiance Quantum ETF (NASDAQ:QTUM)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$33.72M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.67M
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Skip Chart & View Institutional Buying and Selling Data

QTUM Institutional Buying and Selling by Quarter

Defiance Quantum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2025Carter Financial Group INC.2,995$275K0.2%N/A0.015%
8/15/2025Captrust Financial Advisors10,619$975K0.0%+23.1%0.054%
8/15/2025Ameriprise Financial Inc.20,310$1.87M0.0%-7.1%0.103%
8/14/2025NewEdge Advisors LLC22,321$2.05M0.0%+72.9%0.113%
8/14/2025Cary Street Partners Financial LLC2,479$228K0.0%N/A0.013%
8/13/2025Luminist Capital LLC418$38K0.0%N/A0.002%
8/13/2025RPg Family Wealth Advisory LLC28,832$2.65M0.7%+4.0%0.146%
8/13/2025Financial Freedom LLC4,950$455K0.2%+1,275.0%0.025%
8/11/2025Western Wealth Management LLC3,422$314K0.0%N/A0.017%
8/8/2025Comprehensive Financial Planning Inc. PA3,642$334K0.3%N/A0.018%
8/7/2025Rollins Financial Advisors LLC2,443$224K0.0%N/A0.012%
8/6/2025Ethos Financial Group LLC103,580$9.51M0.8%N/A0.523%
8/4/2025Creative Financial Designs Inc. ADV2,156$198K0.0%N/A0.011%
8/4/2025Canton Hathaway LLC1,000$92K0.0%N/A0.005%
7/30/2025Strategic Blueprint LLC4,036$371K0.0%N/A0.020%
7/23/2025Kingswood Wealth Advisors LLC2,955$271K0.0%-46.1%0.016%
7/21/2025Ameriflex Group Inc.1,404$128K0.1%+602.0%0.008%
7/17/2025Janney Montgomery Scott LLC26,832$2.46M0.0%+5.3%0.146%
7/11/2025Farther Finance Advisors LLC2,166$199K0.0%+368.8%0.012%
7/9/2025Fiduciary Alliance LLC3,516$323K0.0%+6.1%0.020%
7/8/2025Parallel Advisors LLC389$36K0.0%+289.0%0.002%
7/7/2025Nova Wealth Management Inc.18,821$1.73M1.3%+249.2%0.108%
7/7/2025Thurston Springer Miller Herd & Titak Inc.400$37K0.0%N/A0.002%
5/29/2025Nova Wealth Management Inc.5,389$402K0.3%N/A0.039%
5/16/2025NewEdge Advisors LLC12,910$962K0.0%+18.7%0.094%
5/15/2025OLD Mission Capital LLC8,467$631K0.0%-78.0%0.061%
5/14/2025RPg Family Wealth Advisory LLC27,733$2.07M0.6%N/A0.201%
5/14/2025Flow Traders U.S. LLC48,699$3.63M0.2%N/A0.353%
5/13/2025Nations Financial Group Inc. IA ADV9,598$715K0.1%+56.3%0.070%
5/12/2025Pandora Wealth Inc.1,700$127K0.1%N/A0.012%
5/9/2025Pathway Financial Advisers LLC4,648$346K0.1%N/A0.034%
5/8/2025Arkadios Wealth Advisors8,696$648K0.0%N/A0.063%
4/24/2025Bartlett & CO. Wealth Management LLC650$48K0.0%N/A0.005%
4/21/2025Silverleafe Capital Partners LLC25,796$1.92M0.7%N/A0.187%
4/21/2025Kingswood Wealth Advisors LLC5,481$410K0.0%N/A0.040%
4/18/2025Financial Freedom LLC360$27K0.0%N/A0.003%
4/17/2025Janney Montgomery Scott LLC25,483$1.90M0.0%+24.2%0.185%
4/14/2025Farther Finance Advisors LLC462$35K0.0%+7,600.0%0.003%
2/18/2025Novem Group37,565$3.05M0.4%N/A0.290%
2/17/2025Gen Wealth Partners Inc421$34K0.0%N/A0.003%
2/12/2025OLD Mission Capital LLC38,439$3.12M0.0%N/A0.297%
1/30/2025Nations Financial Group Inc. IA ADV6,141$498K0.0%N/A0.048%
1/21/2025Archford Capital Strategies LLC5,140$417K0.1%+6.9%0.045%
1/17/2025Janney Montgomery Scott LLC20,514$1.67M0.0%N/A0.175%
1/13/2025Future Financial Wealth Managment LLC385$31K0.0%+670.0%0.003%
1/13/2025Fiduciary Alliance LLC3,211$261K0.0%-9.2%0.028%
10/11/2024Fiduciary Alliance LLC3,536$221K0.0%-15.0%0.083%
8/15/2024Main Management ETF Advisors LLC232,630$14.61M0.7%+0.6%5.474%
7/17/2024Archford Capital Strategies LLC4,927$309K0.1%+13.8%0.116%
7/10/2024S.A. Mason LLC1,300$82K0.0%+62.5%0.031%
7/10/2024Fiduciary Alliance LLC4,161$263K0.0%N/A0.098%
4/15/2024S.A. Mason LLC800$49K0.0%+60.0%0.019%
4/10/2024First Community Trust NA536$33K0.0%N/A0.016%
2/6/2024First Horizon Advisors Inc.753$41K0.0%+286.2%0.022%
1/17/2024S.A. Mason LLC500$27K0.0%N/A0.015%
1/12/2024Archford Capital Strategies LLC4,339$236K0.0%N/A0.130%
8/9/2023Flow Traders U.S. LLC76,200$3.86M0.2%N/A2.275%
4/26/2023Lindbrook Capital LLC820$38K0.0%N/A0.032%
3/6/2023OLD Mission Capital LLC50,004$1.96M0.1%N/A1.961%
1/31/2023Clearview Wealth Advisors LLC2,868$112K0.1%-14.2%0.112%
11/15/2022Ellis Investment Partners LLC15,080$544K0.2%+2.1%0.548%
8/5/2022Clearview Wealth Advisors LLC3,264$132K0.1%+25.2%0.113%
8/1/2022Ellis Investment Partners LLC14,770$598K0.2%+2.9%0.509%
5/3/2022Ellis Investment Partners LLC14,347$725K0.2%+24.5%0.470%
2/1/2022Ellis Investment Partners LLC11,521$643K0.1%+1.8%0.354%
1/26/2022Blue Bell Private Wealth Management LLC508$28K0.0%N/A0.016%
1/24/2022Virtue Capital Management LLC6,064$338K0.0%N/A0.187%
8/17/2021Eubel Brady & Suttman Asset Management Inc.1,650$78K0.0%N/A0.072%
8/13/2021OLD Mission Capital LLC6,546$326K0.0%N/A0.285%
(Data available from 1/1/2016 forward)

QTUM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QTUM shares?

During the previous two years, 39 institutional investors and hedge funds held shares of Defiance Quantum ETF. The most heavily invested institutionals were Main Management ETF Advisors LLC ($14.61M), Ethos Financial Group LLC ($9.51M), Flow Traders U.S. LLC ($3.63M), Novem Group ($3.05M), RPg Family Wealth Advisory LLC ($2.65M), Janney Montgomery Scott LLC ($2.46M), and NewEdge Advisors LLC ($2.05M).Learn more on Defiance Quantum ETF's institutional investors.

Which institutional investors have been buying Defiance Quantum ETF's stock?

Of the 38 institutional investors that purchased Defiance Quantum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ethos Financial Group LLC ($103.58K), Flow Traders U.S. LLC ($48.70K), OLD Mission Capital LLC ($38.44K), Novem Group ($37.57K), RPg Family Wealth Advisory LLC ($28.83K), Janney Montgomery Scott LLC ($26.83K), and Silverleafe Capital Partners LLC ($25.80K).

How much institutional buying is happening at Defiance Quantum ETF?

Institutional investors have bought a total of 405,661 shares in the last 24 months. This purchase volume represents approximately $33.72M in transactions.

Which of Defiance Quantum ETF's major shareholders have been selling company stock?

The following institutional investors have sold Defiance Quantum ETF stock in the last 24 months: OLD Mission Capital LLC ($29.97K), Kingswood Wealth Advisors LLC ($2.53K), Ameriprise Financial Inc. ($1.56K), and Fiduciary Alliance LLC ($950.00).

How much institutional selling is happening at Defiance Quantum ETF?

Institutional investors have sold a total of 35,003 shares in the last 24 months. This volume of shares sold represents approximately $2.67M in transactions.


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This page (NASDAQ:QTUM) was last updated on 9/9/2025 by MarketBeat.com Staff
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