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Defiance Quantum ETF (QTUM) Institutional Ownership

Defiance Quantum ETF logo
$146.12 +1.40 (+0.97%)
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)
70
Total
Institutional Inflows
(last 12 months)
$57.51M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$1.81M
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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
8/22/2026 Compass Financial Management LLC19,943$3.29M0.4%N/A0.054%
8/22/2026 Markowski Investments300$50K0.0%N/A0.001%
8/22/2026 TOP Private Wealth LLC.16,345$2.70M2.6%N/A0.044%
8/22/2026 Comprehensive Financial Planning Inc. PA4,730$782K0.4%-26.8%0.013%
8/21/2026 Legacy Financial Advisors Inc.2,041$337K0.0%-14.9%0.006%
8/20/2026 Wedbush Securities Inc.19,468$1.94M0.1%N/A0.053%
8/12/2026 Compass Financial Management LLC19,943$3.29M0.4%N/A0.054%
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%
5/19/2026 Mascagni Wealth Management Inc.2,502$268K0.2%-22.2%0.008%
5/19/2026 Arkadios Wealth Advisors10,885$1.17M0.0%+5.2%0.034%
5/18/2026Sunbelt Securities Inc.1,064$114K0.0%-11.5%0.003%
5/18/2026 EverSource 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%
5/5/2026 Ethos Financial Group LLC102,859$11.04M0.8%-0.7%0.322%
5/4/2026 Nadler Financial Group Inc.4,820$517K0.0%+27.3%0.015%
4/28/2026 Ascentis Independent Advisors1,075$115K0.0%N/A0.003%
4/27/2026 Carter Financial Group INC.4,975$534K0.3%+4.6%0.016%
4/27/2026 Sound Income Strategies LLC439$48K0.0%+23.3%0.001%
4/24/2026 Root Financial Partners LLC606$65K0.0%-71.5%0.002%
4/23/2026 North Star Investment Management Corp.400$43K0.0%N/A0.001%
4/22/2026 Janney Montgomery Scott LLC51,496$5.53M0.0%+2.7%0.167%
4/21/2026 Fiduciary Alliance LLC6,803$730K0.0%+147.7%0.022%
4/20/2026 Provenance 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%
3/2/2026 Sankala 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%
2/17/2026 Captrust Financial Advisors13,593$1.49M0.0%-1.0%0.043%
2/17/2026 Financial Freedom LLC21,358$2.34M1.2%+29.8%0.068%
2/16/2026 Arax Advisory Partners1,295$142K0.0%-43.2%0.004%
2/13/2026 Graney & King LLC576$63K0.0%N/A0.002%
2/13/2026 Gen Wealth Partners Inc320$35K0.0%+51.7%0.001%
2/13/2026 Carter Financial Group INC.4,755$521K0.3%+38.7%0.015%
2/13/2026 Arkadios Wealth Advisors10,344$1.13M0.0%+11.5%0.033%
2/13/2026 Integrated Wealth Concepts LLC4,518$495K0.0%-20.5%0.014%
2/13/2026 RPg Family Wealth Advisory LLC29,349$3.22M0.7%+2.2%0.093%
2/11/2026 Janney Montgomery Scott LLC50,154$5.50M0.0%+25.0%0.160%
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2/11/2026 Comprehensive Financial Planning Inc. PA5,399$592K0.4%+10.2%0.017%
2/11/2026 Mascagni Wealth Management Inc.3,214$352K0.3%+16.9%0.010%
2/10/2026 Root 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%
2/10/2026 Thoroughbred Financial Services LLC6,348$696K0.0%+16.1%0.020%
2/9/2026 Huntington National Bank396$43K0.0%-40.8%0.001%
2/9/2026 Cary Street Partners Financial LLC2,198$241K0.0%N/A0.007%
2/6/2026 EverSource Wealth Advisors LLC489$54K0.0%N/A0.002%
2/6/2026 Copia Wealth Management1,930$212K0.2%+457.8%0.006%
2/6/2026 Rathbones Group PLC1,995$219K0.0%N/A0.006%
2/6/2026 Creative Financial Designs Inc. ADV3,128$343K0.0%+4.4%0.010%
2/6/2026 Pathway Financial Advisers LLC7,020$770K0.2%+12.1%0.022%
2/5/2026 Western Wealth Management LLC23,942$2.63M0.1%+24.4%0.076%
2/4/2026 Legacy Financial Advisors Inc.2,433$267K0.0%N/A0.008%
2/4/2026 Rollins Financial Advisors LLC4,241$465K0.1%+51.8%0.014%
1/29/2026 High Point Wealth Management LLC5,246$575K0.5%N/A0.017%
1/28/2026 Nadler Financial Group Inc.3,785$415K0.0%+94.1%0.012%
1/28/2026 Kingswood Wealth Advisors LLC4,069$446K0.0%+2.9%0.013%
1/26/2026 Provenance 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%
1/21/2026 Canton 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%
12/5/2025 Saranac 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%
11/17/2025 NewEdge Advisors LLC26,612$2.79M0.0%+19.2%0.097%
11/17/2025 Triumph Capital Management1,224$128K0.0%N/A0.004%
11/17/2025 Integrated Wealth Concepts LLC5,681$596K0.0%+99.3%0.021%
11/17/2025 Flow Traders U.S. LLC77,762$8.16M0.3%N/A0.282%
11/13/2025 Quadrature Capital Ltd222,448$23.33M0.3%+316.0%0.807%
11/13/2025 Barometer Capital Management Inc.3,800$399K0.1%N/A0.014%
11/13/2025 BNP Paribas Financial Markets2,000$210K0.0%N/A0.007%
11/13/2025 Van ECK Associates Corp243$25K0.0%+88.4%0.001%
11/13/2025 Parallel Advisors LLC1,554$163K0.0%+299.5%0.006%
11/12/2025 RPg Family Wealth Advisory LLC28,729$3.01M0.7%-0.4%0.104%
11/12/2025 Comprehensive Financial Planning Inc. PA4,900$514K0.4%+34.5%0.018%
11/12/2025 Provenance Wealth Advisors LLC6,995$734K0.1%+3.1%0.025%
11/12/2025 Huntington National Bank669$70K0.0%+83.8%0.002%
11/12/2025 Creative Financial Designs Inc. ADV2,996$314K0.0%+39.0%0.011%
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11/10/2025 Rollins Financial Advisors LLC2,793$293K0.0%+14.3%0.010%
11/10/2025 Thoroughbred 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%
11/6/2025 Western Wealth Management LLC19,240$2.02M0.1%+462.2%0.070%
11/5/2025 ELCO Management Co. LLC2,260$237K0.1%N/A0.008%
11/3/2025GPS Wealth Strategies Group LLC1,525$160K0.0%+1,425.0%0.006%
10/31/2025 Copia Wealth Management346$36K0.0%+1,016.1%0.001%
10/30/2025 Nadler Financial Group Inc.1,950$205K0.0%N/A0.007%
10/29/2025 Root Financial Partners LLC587$62K0.0%N/A0.002%
10/29/2025 Arkadios Wealth Advisors9,275$973K0.0%+6.4%0.035%


QTUM Institutional Ownership - Frequently Asked Questions

During the previous two years, 83 institutional investors and hedge funds held shares of Defiance Quantum ETF. The most heavily invested institutionals were Quadrature Capital Ltd ($23.33M), 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), Compass Financial Management LLC ($3.29M), and RPg Family Wealth Advisory LLC ($3.22M).Learn more on Defiance Quantum ETF's institutional investors.

Of the 81 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), Compass Financial Management LLC ($39.89K), OLD Mission Capital LLC ($38.44K), Janney Montgomery Scott LLC ($38.20K), and Novem Group ($37.57K).

Institutional investors have bought a total of 501,364 shares in the last 24 months. This purchase volume represents approximately $57.51M in transactions.

Of the 15 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), Comprehensive Financial Planning Inc. PA ($1.73K), 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 13,511 shares in the last 24 months. This volume of shares sold represents approximately $1.81M in transactions.


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Institutional ownership data for NASDAQ:QTUM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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