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Get Institutions for : 
Defiance Quantum Etf (QTUM)  
$62.77 0.45 (0.71%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 66    8
Total shares held : 
 852,006  
% of shares held : 
 9.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 65,486  
% of shares held change : 
   0.73%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $53.21  
Last Quarter's Ending Price : 
 $61.37  
Last Quarter's Average Price : 
 $57.49  
Change from last quarter's     
avg. price to the last closing  : 
5.28 (9.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 69,208
 8.12%
 
Increased Positions :
18
 105,193
 12.35%
 
Unchanged Positions :
23
 14,946
 1.75%
 
Decreased Positions :
12
-34,351
-4.03%
 
Closed Positions :
5
-74,564
-8.75%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   DAVIDSON D A & CO 712 *New 2024-03-31 17,105 $1,050,000 17,105
   Rockefeller Capital Management L.P. 1382 *New 2024-03-31 10,606 $651,000 10,606
   Dynamic Advisors Solutions LLC 836 *New 2024-03-31 3,591 $220,000 3,591
   Atlantic Trust Group LLC 1798 *New 2024-03-31 586 $36,000 586
   FIRST COMMUNITY TRUST NA 174 *New 2024-03-31 536 $33,000 536
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2213 *New 2024-03-31 532 $33,000 532
   Spire Wealth Management 1730 *New 2024-03-31 145 $9,000 145
   UBS Group AG 6132 *New 2024-03-31 106 $7,000 106
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 526 *New 2024-03-31 86 $5,000 86
   Ahrens Investment Partners LLC 766 *New 2023-03-31 100 $5,000 100
   Farther Finance Advisors LLC 2274 *New 2024-03-31 52 $3,000 52
   Tradewinds Capital Management LLC 431 *New 2024-03-31 25 $2,000 25
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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