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Get Institutions for : 
Defiance Quantum Etf (QTUM)  
$63.04 1.04 (1.68%) as of 4:30 Fri 5/24


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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 : 
 $47.90  
Last Quarter's Ending Price : 
 $54.32  
Last Quarter's Average Price : 
 $49.37  
Change from last quarter's     
avg. price to the last closing  : 
13.67 (27.69%)  




 
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: 3-31-2022 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 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
   Main Management ETF Advisors LLC 18 - 2024-03-31 231,250 $14,192,000 1,150
   LPL FINANCIAL CORP 1397 - 2024-03-31 148,105 $9,089,000 2,115
   BANK OF AMERICA CORP /DE/ 3128 - 2024-03-31 65,181 $4,000,000 11,706
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1288 - 2024-03-31 61,763 $3,790,000 18,110
   Private Advisor Group LLC 672 - 2024-03-31 44,339 $2,721,000 16,631
   NTV ASSET MANAGEMENT LLC 63 - 2024-03-31 43,020 $2,640,000 100
   STIFEL FINANCIAL CORP 1608 - 2024-03-31 37,768 $2,318,000 8,388
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1342 - 2024-03-31 28,761 $1,765,000 16,858
   Advisor Group Holdings Inc. 1892 - 2024-03-31 25,107 $1,541,000 589
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 660 - 2024-03-31 22,031 $1,352,000 9,104
   COMMONWEALTH EQUITY SERVICES LLC. 2241 - 2024-03-31 15,740 $966,000 1,489
   RAYMOND JAMES & ASSOCIATES 2687 - 2024-03-31 13,661 $838,000 5,539
   Laidlaw Wealth Management LLC 84 - 2024-03-31 10,470 $643,000 4
   David J Yvars Group 45 - 2024-03-31 7,047 $433,000 5
   ROYAL BANK OF CANADA 3641 - 2024-03-31 6,111 $376,000 92
   PRINCIPAL SECURITIES INC. 802 - 2024-03-31 5,659 $347,000 1,333
   CREATIVE PLANNING 2189 - 2024-03-31 5,173 $317,000 1,249
   ENVESTNET ASSET MANAGEMENT INC 3710 - 2024-03-31 4,732 $290,000 73
   Resurgent Financial Advisors LLC 184 - 2024-03-31 3,278 $201,000 2,031
   BANK OF MONTREAL /CAN/ 3020 - 2024-03-31 800 $50,000 100
   S.A. Mason LLC 247 - 2024-03-31 800 $49,000 300
   NATIONAL BANK OF CANADA /FI/ 1706 - 2024-03-31 550 $33,000 225
   FMR LLC 3992 - 2024-03-31 225 $14,000 225
   SOA Wealth Advisors LLC. 604 - 2024-03-31 91 $6,000 61
   ICA Group Wealth Management LLC 1023 - 2024-03-31 85 $5,000 50
   Coppell Advisory Solutions LLC 1238 - 2023-12-31 50 $3,000 50
  26 Records found
  1    
  Page 1 of 1
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