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Defiance Quantum ETF (QTUM) Institutional Ownership

Defiance Quantum ETF logo
$139.56 -3.91 (-2.73%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Defiance Quantum ETF (NASDAQ:QTUM)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$58.10M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$1.61M
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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
7/7/2026 CoreCap Advisors LLC5,903$976K0.0%-40.2%0.016%
7/2/2026 KERR FINANCIAL PLANNING Corp853$141K0.2%+21.5%0.003%
6/9/2026 Rathbones Group PLC2,480$266K0.0%+24.3%0.008%
5/19/2026Mascagni Wealth Management Inc.2,502$268K0.2%-22.2%0.008%
5/19/2026Arkadios Wealth Advisors10,885$1.17M0.0%+5.2%0.034%
5/18/2026Sunbelt Securities Inc.1,064$114K0.0%-11.5%0.003%
5/18/2026EverSource Wealth Advisors LLC358$38K0.0%-26.8%0.001%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.3,127$336K0.2%+126.8%0.010%
5/7/2026 Vision Retirement LLC8,984$964K0.3%+97.7%0.028%
5/5/2026Ethos Financial Group LLC102,859$11.04M0.8%-0.7%0.322%
5/4/2026Nadler Financial Group Inc.4,820$517K0.0%+27.3%0.015%
4/28/2026Ascentis Independent Advisors1,075$115K0.0%N/A0.003%
4/27/2026Carter Financial Group INC.4,975$534K0.3%+4.6%0.016%
4/27/2026 Sound Income Strategies LLC439$48K0.0%+23.3%0.001%
4/24/2026Root Financial Partners LLC606$65K0.0%-71.5%0.002%
4/23/2026North Star Investment Management Corp.400$43K0.0%N/A0.001%
4/22/2026Janney Montgomery Scott LLC51,496$5.53M0.0%+2.7%0.167%
4/21/2026 Fiduciary Alliance LLC6,803$730K0.0%+147.7%0.022%
4/20/2026Provenance Wealth Advisors LLC7,758$832K0.1%+16.3%0.025%
4/15/2026 Nations Financial Group Inc. IA ADV11,427$1.23M0.1%+9.0%0.037%
3/2/2026Sankala Group LLC391$46K0.0%N/A0.001%
2/23/2026 Monetary Solutions Ltd700$77K0.1%N/A0.002%
2/20/2026Sunbelt Securities Inc.1,202$132K0.0%-12.7%0.004%
2/17/2026Captrust Financial Advisors13,593$1.49M0.0%-1.0%0.043%
2/17/2026Financial Freedom LLC21,358$2.34M1.2%+29.8%0.068%
2/16/2026Arax Advisory Partners1,295$142K0.0%-43.2%0.004%
2/13/2026Graney & King LLC576$63K0.0%N/A0.002%
2/13/2026Gen Wealth Partners Inc320$35K0.0%+51.7%0.001%
2/13/2026Carter Financial Group INC.4,755$521K0.3%+38.7%0.015%
2/13/2026Arkadios Wealth Advisors10,344$1.13M0.0%+11.5%0.033%
2/13/2026Integrated Wealth Concepts LLC4,518$495K0.0%-20.5%0.014%
2/13/2026RPg Family Wealth Advisory LLC29,349$3.22M0.7%+2.2%0.093%
2/11/2026Janney Montgomery Scott LLC50,154$5.50M0.0%+25.0%0.160%
2/11/2026Comprehensive Financial Planning Inc. PA5,399$592K0.4%+10.2%0.017%
2/11/2026Mascagni Wealth Management Inc.3,214$352K0.3%+16.9%0.010%
2/10/2026Root Financial Partners LLC2,124$233K0.0%+261.8%0.007%
2/10/2026 Marshall & Sterling Wealth Advisors Inc.1,379$151K0.1%+68.2%0.004%
2/10/2026Thoroughbred Financial Services LLC6,348$696K0.0%+16.1%0.020%
2/9/2026Huntington National Bank396$43K0.0%-40.8%0.001%
2/9/2026 Cary Street Partners Financial LLC2,198$241K0.0%N/A0.007%
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2/6/2026EverSource Wealth Advisors LLC489$54K0.0%N/A0.002%
2/6/2026Copia Wealth Management1,930$212K0.2%+457.8%0.006%
2/6/2026 Rathbones Group PLC1,995$219K0.0%N/A0.006%
2/6/2026Creative Financial Designs Inc. ADV3,128$343K0.0%+4.4%0.010%
2/6/2026Pathway Financial Advisers LLC7,020$770K0.2%+12.1%0.022%
2/5/2026Western Wealth Management LLC23,942$2.63M0.1%+24.4%0.076%
2/4/2026Legacy Financial Advisors Inc.2,433$267K0.0%N/A0.008%
2/4/2026Rollins Financial Advisors LLC4,241$465K0.1%+51.8%0.014%
1/29/2026 High Point Wealth Management LLC5,246$575K0.5%N/A0.017%
1/28/2026Nadler Financial Group Inc.3,785$415K0.0%+94.1%0.012%
1/28/2026Kingswood Wealth Advisors LLC4,069$446K0.0%+2.9%0.013%
1/26/2026Provenance Wealth Advisors LLC6,672$732K0.1%-4.6%0.022%
1/26/2026 Nations Financial Group Inc. IA ADV10,482$1.15M0.1%+1.8%0.034%
1/23/2026 Farther Finance Advisors LLC7,152$784K0.0%+70.7%0.023%
1/22/2026 Fiduciary Alliance LLC2,746$301K0.0%-8.1%0.009%
1/21/2026Canton Hathaway LLC2,000$219K0.0%+33.3%0.007%
1/21/2026 Flagship Harbor Advisors LLC57,117$6.26M0.3%+1.4%0.189%
1/21/2026 Sound Income Strategies LLC356$42K0.0%N/A0.001%
1/21/2026 Rathbones Group PLC1,995$219K0.0%N/A0.007%
1/15/2026Jaffetilchin Investment Partners LLC2,090$229K0.0%N/A0.007%
1/14/2026ORG Partners LLC500$55K0.0%N/A0.002%
1/14/2026 Nova Wealth Management Inc.23,047$2.53M1.7%+1.2%0.076%
1/13/2026 CoreCap Advisors LLC792$87K0.0%-27.5%0.003%
1/5/2026 Noble Wealth Management PBC856$94K0.0%+204.6%0.003%
12/23/2025 Triumph Capital Management1,224$128K0.0%N/A0.004%
12/5/2025Saranac Partners Ltd535$56K0.0%N/A0.002%
12/2/2025 IFP Advisors Inc1,537$161K0.0%+241.6%0.006%
11/25/2025 KERR FINANCIAL PLANNING Corp701$75K0.1%N/A0.003%
11/19/2025Sunbelt Securities Inc.1,377$144K0.0%+1,501.2%0.005%
11/17/2025NewEdge Advisors LLC26,612$2.79M0.0%+19.2%0.097%
11/17/2025 Triumph Capital Management1,224$128K0.0%N/A0.004%
11/17/2025Integrated Wealth Concepts LLC5,681$596K0.0%+99.3%0.021%
11/17/2025Flow Traders U.S. LLC77,762$8.16M0.3%N/A0.282%
11/13/2025Quadrature Capital Ltd222,448$23.33M0.3%+316.0%0.807%
11/13/2025Barometer Capital Management Inc.3,800$399K0.1%N/A0.014%
11/13/2025BNP Paribas Financial Markets2,000$210K0.0%N/A0.007%
11/13/2025Van ECK Associates Corp243$25K0.0%+88.4%0.001%
11/13/2025Parallel Advisors LLC1,554$163K0.0%+299.5%0.006%
11/12/2025RPg Family Wealth Advisory LLC28,729$3.01M0.7%-0.4%0.104%
11/12/2025Comprehensive Financial Planning Inc. PA4,900$514K0.4%+34.5%0.018%
11/12/2025Provenance Wealth Advisors LLC6,995$734K0.1%+3.1%0.025%
11/12/2025Huntington National Bank669$70K0.0%+83.8%0.002%
11/12/2025Creative Financial Designs Inc. ADV2,996$314K0.0%+39.0%0.011%
11/10/2025Rollins Financial Advisors LLC2,793$293K0.0%+14.3%0.010%
11/10/2025Thoroughbred Financial Services LLC5,466$573K0.0%N/A0.020%
11/10/2025 Marshall & Sterling Wealth Advisors Inc.820$85K0.1%+11,614.3%0.003%
11/6/2025Western Wealth Management LLC19,240$2.02M0.1%+462.2%0.070%
11/5/2025ELCO Management Co. LLC2,260$237K0.1%N/A0.008%
11/3/2025GPS Wealth Strategies Group LLC1,525$160K0.0%+1,425.0%0.006%
10/31/2025Copia Wealth Management346$36K0.0%+1,016.1%0.001%
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10/30/2025Nadler Financial Group Inc.1,950$205K0.0%N/A0.007%
10/29/2025Root Financial Partners LLC587$62K0.0%N/A0.002%
10/29/2025Arkadios Wealth Advisors9,275$973K0.0%+6.4%0.035%
10/29/2025Game Plan Financial Advisors LLC755$79K0.0%+3,675.0%0.003%
10/28/2025 Leavell Investment Management Inc.3,916$411K0.0%N/A0.015%
10/23/2025Beaumont Financial Advisors LLC2,795$293K0.0%N/A0.011%
10/23/2025Kingswood Wealth Advisors LLC3,953$415K0.0%+33.8%0.015%
10/23/2025Canton Hathaway LLC1,500$157K0.0%+50.0%0.006%
10/23/2025 Strategic Blueprint LLC30,408$3.19M0.1%+653.4%0.116%
10/22/2025 CoreCap Advisors LLC1,092$115K0.0%+960.2%0.004%


QTUM Institutional Ownership - Frequently Asked Questions

During the previous two years, 80 institutional investors and hedge funds held shares of Defiance Quantum ETF. The most heavily invested institutionals were Quadrature Capital Ltd ($23.33M), Main Management ETF Advisors LLC ($14.61M), Ethos Financial Group LLC ($11.04M), Flow Traders U.S. LLC ($8.16M), Flagship Harbor Advisors LLC ($6.26M), Janney Montgomery Scott LLC ($5.53M), and RPg Family Wealth Advisory LLC ($3.22M).Learn more on Defiance Quantum ETF's institutional investors.

Of the 78 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: Quadrature Capital Ltd ($168.98K), Flow Traders U.S. LLC ($126.46K), Ethos Financial Group LLC ($103.58K), OLD Mission Capital LLC ($38.44K), Janney Montgomery Scott LLC ($38.20K), Novem Group ($37.57K), and Strategic Blueprint LLC ($30.41K).

Institutional investors have bought a total of 568,627 shares in the last 24 months. This purchase volume represents approximately $58.10M in transactions.

Of the 14 institutional investors that sold Defiance Quantum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CoreCap Advisors LLC ($4.27K), Ameriprise Financial Inc. ($1.56K), Root Financial Partners LLC ($1.52K), Integrated Wealth Concepts LLC ($1.16K), Arax Advisory Partners ($983.00), Fiduciary Alliance LLC ($770.00), and Ethos Financial Group LLC ($721.00).

Institutional investors have sold a total of 12,974 shares in the last 24 months. This volume of shares sold represents approximately $1.61M in transactions.


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This page (NASDAQ:QTUM) was last updated on 7/24/2026 by MarketBeat.com Staff.
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