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Defiance Connective Technologies ETF (UFOX) Institutional Ownership

$86.70 +1.71 (+2.01%)
As of 04:15 PM Eastern
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Institutional Ownership Changes (13F Filings) for Defiance Connective Technologies ETF (NYSEARCA:UFOX)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$2.09M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.35M
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UFOX Institutional Buying and Selling by Quarter

Defiance Connective Technologies ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2026 KERR FINANCIAL PLANNING Corp602$41K0.1%-50.0%0.006%
4/22/2026 Janney Montgomery Scott LLC17,709$1.21M0.0%+1.7%0.169%
4/20/2026 Oak Family Advisors LLC11,896$811K0.2%-6.4%0.114%
2/18/2026NewEdge Advisors LLC4,814$307K0.0%-3.4%0.047%
2/11/2026 Fortune Financial Group Inc.5,642$368K0.4%N/A0.055%
2/6/2026Resolute Wealth Strategies LLC4,273$273K0.1%-7.5%0.041%
2/3/2026 Oak Family Advisors LLC12,707$811K0.2%-1.9%0.123%
1/28/2026 Kingswood Wealth Advisors LLC7,381$471K0.0%+121.2%0.072%
1/23/2026 Farther Finance Advisors LLC4,942$315K0.0%+3,760.9%0.048%
11/25/2025 KERR FINANCIAL PLANNING Corp602$38K0.1%N/A0.006%
11/17/2025NewEdge Advisors LLC4,986$308K0.0%+190.2%0.048%
11/10/2025Thoroughbred Financial Services LLC3,361$207K0.0%N/A0.032%
11/3/2025Advantage Trust Co35,560$2.19M1.0%-5.6%0.342%
10/23/2025 Oak Family Advisors LLC12,958$799K0.2%-10.1%0.124%
10/23/2025 Kingswood Wealth Advisors LLC3,337$206K0.0%N/A0.032%
10/22/2025 NORTHSTAR ASSET MANAGEMENT Co39,525$2.44M0.5%-0.5%0.378%
8/14/2025AllSquare Wealth Management LLC6,075$321K0.2%-19.8%0.050%
8/12/2025Resolute Wealth Strategies LLC4,619$244K0.1%-4.6%0.038%
8/12/2025JPMorgan Chase & Co.1,878$99K0.0%-8.7%0.016%
8/8/2025Symphony Financial Services Inc.4,784$253K0.2%N/A0.040%
8/5/2025Gould Asset Management LLC CA3,800$200K0.0%N/A0.031%
7/31/2025 NORTHSTAR ASSET MANAGEMENT Co39,725$2.10M0.5%-8.5%0.328%
7/30/2025 Strategic Blueprint LLC4,448$235K0.0%-13.7%0.037%
7/30/2025Advantage Trust Co37,660$1.99M1.0%-3.9%0.311%
5/16/2025NewEdge Advisors LLC1,717$73K0.0%-12.5%0.014%
5/14/2025SVB Wealth LLC1,000$42K0.0%N/A0.008%
5/7/2025Advantage Trust Co39,180$1.67M1.0%-24.9%0.321%
4/29/2025NORTHSTAR ASSET MANAGEMENT Co LLC43,425$1.85M0.4%-7.0%0.353%
4/29/2025Strategic Blueprint LLC5,154$219K0.0%N/A0.042%
4/22/2025Crews Bank & Trust1,250$53K0.0%N/A0.010%
4/21/2025PSI Advisors LLC2,329$99K0.0%N/A0.019%
4/15/2025Oak Family Advisors LLC14,411$612K0.2%N/A0.117%
2/24/2025Ameriflex Group Inc.500$25K0.0%N/A0.004%
2/17/2025Baird Financial Group Inc.30,762$1.47M0.0%N/A0.000%
2/17/2025Ameriprise Financial Inc.8,195$390K0.0%N/A0.000%
2/13/2025NewEdge Advisors LLC1,962$94K0.0%N/A0.000%
2/13/2025Anchor Investment Management LLC575$27K0.0%N/A0.000%
2/13/2025Wedbush Securities Inc.17,553$836K0.0%N/A0.000%
2/12/2025JPMorgan Chase & Co.4,435$211K0.0%N/A0.000%
2/11/2025AllSquare Wealth Management LLC7,575$361K0.2%N/A0.000%
2/10/2025Creative Financial Designs Inc. ADV524$25K0.0%N/A0.000%
2/10/2025EverSource Wealth Advisors LLC1,224$58K0.0%N/A0.000%
2/6/2025Resolute Wealth Strategies LLC4,840$231K0.1%N/A0.000%
2/5/2025Acima Private Wealth LLC3,473$165K0.1%N/A0.000%
2/3/2025Advantage Trust Co52,170$2.49M1.5%N/A0.000%
1/29/2025NORTHSTAR ASSET MANAGEMENT Co LLC46,675$2.22M0.5%N/A0.000%


UFOX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UFOX shares?

During the previous two years, 28 institutional investors and hedge funds held shares of Defiance Connective Technologies ETF. The most heavily invested institutionals were NORTHSTAR ASSET MANAGEMENT Co ($2.44M), Advantage Trust Co ($2.19M), NORTHSTAR ASSET MANAGEMENT Co LLC ($1.85M), Baird Financial Group Inc. ($1.47M), Janney Montgomery Scott LLC ($1.21M), Wedbush Securities Inc. ($836K), and Oak Family Advisors LLC ($811K).Learn more on Defiance Connective Technologies ETF's institutional investors.

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

Of the 27 institutional investors that purchased Defiance Connective Technologies ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advantage Trust Co ($52.17K), NORTHSTAR ASSET MANAGEMENT Co LLC ($46.68K), Baird Financial Group Inc. ($30.76K), Wedbush Securities Inc. ($17.55K), Oak Family Advisors LLC ($14.41K), Ameriprise Financial Inc. ($8.20K), and AllSquare Wealth Management LLC ($7.58K).

How much institutional buying is happening at Defiance Connective Technologies ETF?

Institutional investors have bought a total of 34,952 shares in the last 24 months. This purchase volume represents approximately $2.09M in transactions.

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

Of the 9 institutional investors that sold Defiance Connective Technologies ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advantage Trust Co ($16.61K), NORTHSTAR ASSET MANAGEMENT Co ($3.90K), Oak Family Advisors LLC ($2.52K), AllSquare Wealth Management LLC ($1.50K), Strategic Blueprint LLC ($706.00), KERR FINANCIAL PLANNING Corp ($601.00), and Resolute Wealth Strategies LLC ($572.00).

How much institutional selling is happening at Defiance Connective Technologies ETF?

Institutional investors have sold a total of 27,005 shares in the last 24 months. This volume of shares sold represents approximately $1.35M in transactions.


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This page (NYSEARCA:UFOX) was last updated on 5/5/2026 by MarketBeat.com Staff.
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