Defiance Quantum ETFQTUMETF
13F holders, Q2 2026 (June 30)562holders +125
143new positions
20sold out
4famous investors
$164.20avg. 13F price*
At the end of Q2 2026, 562 institutions reported holding Defiance Quantum ETF (QTUM) in their 13F filings, up 125 from Q1 2026. 143 opened new positions and 20 sold out. The largest holders were LPL Financial LLC ($228.7M), Bank of America Corp. ($133.9M) and Raymond James Financial Inc. ($55.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Defiance Quantum ETF
- Filed as
- ETF SER SOLUTIONS (Q2 2026)
- CUSIP
- 26922A420
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 143 | $80.4M |
| Exits | 20 | $6.2M |
All 13F filers, Q1 2026 → Q2 2026: 2,148,418 shares bought and 439,341 shares sold, net +1,709,077 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 562 holders
| LPL Financial LLC | 0.05% | Add +22.4% | 1,383,031 | $228.7M |
| Bank of America Corp. | 0.01% | Add +3.1% | 809,409 | $133.9M |
| Raymond James Financial Inc. | 0.01% | Add +43.8% | 333,144 | $55.1M |
| Royal Bank of Canada | 0.01% | Add +17.6% | 313,937 | $51.9M |
| Parkway Wealth Management Group, LLC | 5.80% | Reduce -2.4% | 303,631 | $50.2M |
| Osaic Holdings, Inc. | 0.05% | Add +58.4% | 279,851 | $46.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +8.8% | 237,754 | $39.3M |
| Assetmark, Inc. | 0.06% | Add +6.3% | 227,603 | $37.6M |
| Daiwa Securities Group Inc. | 0.07% | No change | 181,000 | $29.9M |
| Cetera Investment Advisers | 0.03% | Add +27.5% | 178,909 | $29.6M |
| Gradient Investments LLC | 0.38% | Reduce -15.0% | 165,141 | $27.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +37.4% | 150,348 | $24.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +0.3% | 144,655 | $23.9M |
| B & T Capital Management DBA Alpha Capital Management | 3.08% | Reduce -2.3% | 141,848 | $23.5M |
| Stifel Financial Corp. | 0.02% | Reduce -11.3% | 139,254 | $23.0M |
| Madrona Financial Services, LLC | 4.21% | Add +0.7% | 138,178 | $22.9M |
| Jane Street Group, LLC | 0.01% | Add +621.6% | 131,106 | $21.7M |
| MML Investors Services, LLC | 0.04% | Add +131.3% | 116,972 | $19.3M |
| Hengehold Capital Management LLC | 1.45% | Add +4.5% | 113,113 | $18.7M |
| BFI Infinity Ltd. | 8.66% | Add +5.0% | 108,943 | $18.0M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -37.3% | 106,677 | $17.6M |
| RPg Family Wealth Advisory, LLC | 2.81% | Add +2.4% | 102,063 | $16.9M |
| Kraft, Davis & Associates, LLC | 3.37% | Reduce -0.1% | 106,301 | $16.1M |
| Great Valley Advisor Group, Inc. | 0.25% | Add +6.4% | 96,189 | $15.9M |
| HighTower Advisors, LLC | 0.01% | Add +15.6% | 92,339 | $15.3M |
| Susquehanna International Group, LLP | 0.01% | Add +171.4% | 91,673 | $15.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +41.9% | 89,445 | $14.8M |
| Equitable Holdings, Inc. | 0.09% | Add +16.7% | 87,958 | $14.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.1% | 87,289 | $14.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +815.7% | 83,858 | $13.9M |
| Ethos Financial Group, LLC | 0.90% | Reduce -0.8% | 101,986 | $13.5M |
| Citadel Advisors | 0.01% | Reduce -34.2% | 78,533 | $13.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | New | 70,000 | $11.6M |
| Foguth Wealth Management, LLC. | 1.31% | Add +52.7% | 81,662 | $11.5M |
| Bank of Montreal | 0.00% | Add +1700.2% | 67,596 | $11.2M |
| Flagship Harbor Advisors, LLC | 0.41% | Add +7.3% | 65,392 | $10.8M |
| New England Private Wealth Advisors LLC | 0.96% | Add +0.1% | 71,548 | $10.0M |
| Summit Financial, LLC | 0.10% | Add +119.1% | 56,761 | $9.4M |
| Millington Financial Advisors, LLC | 3.62% | Add +1.4% | 64,965 | $9.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +7.6% | 55,390 | $9.2M |
| Paller Financial Services Inc | 6.75% | Reduce -7.8% | 54,561 | $9.0M |
| Nvest Financial, LLC | 2.85% | Add +0.9% | 54,429 | $9.0M |
| Fischer Investment Strategies, LLC | 4.11% | Add +7.1% | 52,023 | $8.6M |
| Neuberger Berman Group LLC | 0.01% | Add +34.0% | 47,299 | $7.8M |
| VVR Holdings LLC | 3.37% | Reduce -13.1% | 47,182 | $7.8M |
| NTV Asset Management LLC | 0.76% | Add +1.4% | 47,024 | $7.8M |
| Focus Partners Wealth | 0.01% | Add +55.8% | 42,766 | $7.1M |
| UBS Group AG | 0.00% | Add +263.3% | 42,408 | $7.0M |
| Waverly Advisors, LLC | 0.04% | Add +15.2% | 39,578 | $6.5M |
| Inscription Capital, LLC | 0.55% | Add +16.7% | 37,221 | $6.2M |
| Buska Wealth Management, LLC | 2.20% | Add +65.7% | 36,863 | $6.1M |
| Measured Wealth Private Client Group, LLC | 1.47% | New | 36,862 | $6.1M |
| Independent Financial Group, LLC | 0.11% | Add +2.2% | 36,070 | $6.0M |
| Kingsview Wealth Management, LLC | 0.07% | Add +25.1% | 35,216 | $5.8M |
| Baird Financial Group, Inc. | 0.01% | Add +5.2% | 35,192 | $5.8M |
| Procyon Advisors, LLC | 0.25% | Add +2.2% | 34,449 | $5.7M |
| Estate Planners Group, LLC | 2.58% | Reduce -40.7% | 34,449 | $5.7M |
| 1 North Wealth Services LLC | 1.83% | Reduce -3.7% | 33,910 | $5.6M |
| Novem Group | 0.57% | Reduce -1.4% | 33,808 | $5.6M |
| Morgan Stanley | 0.00% | Add +52.0% | 32,575 | $5.4M |
| Western Wealth Management, LLC | 0.18% | Add +7.6% | 32,408 | $5.4M |
| Sage Capital Management, LLC | 2.06% | Add +0.1% | 31,894 | $5.3M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +2.6% | 31,878 | $5.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +12.5% | 31,465 | $5.2M |
| Insigneo Advisory Services, LLC | 0.19% | Add +1068.0% | 31,009 | $5.1M |
| Principal Securities, Inc. | 0.06% | Add +25.7% | 30,549 | $5.1M |
| NewEdge Advisors, LLC | 0.01% | Add +11.4% | 29,311 | $4.8M |
| &partners | 0.02% | Add +3.6% | 29,122 | $4.8M |
| FOCUS Wealth Advisors, LLC | 2.22% | New | 28,970 | $4.8M |
| Fortis Group Advisors, LLC | 0.75% | Add +114.1% | 28,365 | $4.7M |
| Creative Planning | 0.00% | Add +16.8% | 26,690 | $4.4M |
| Nova Wealth Management, Inc. | 2.38% | Add +1.3% | 26,027 | $4.3M |
| Sonoma Allocations LLC | 1.32% | Add +34.5% | 26,091 | $4.2M |
| Truist Financial Corp. | 0.00% | Add +76.2% | 22,763 | $3.8M |
| Financial Freedom, LLC | 1.73% | Add +2.4% | 22,745 | $3.8M |
| Paragon Private Wealth Management, LLC | 0.98% | Reduce -7.1% | 22,661 | $3.7M |
| D. E. Shaw & Co. | 0.00% | Reduce -4.2% | 22,375 | $3.7M |
| Bravera Wealth | 1.33% | Add +11.4% | 20,918 | $3.5M |
| Mattson Financial Services, LLC | 0.72% | Reduce -20.8% | 24,022 | $3.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -7.8% | 20,453 | $3.4M |
| Southern Capital Services Inc. | 1.88% | Add +8.0% | 20,220 | $3.3M |
| AlTi Global, Inc. | 0.07% | Add +91.3% | 20,000 | $3.3M |
| Cathy Pareto & Associates, Inc. | 1.94% | Add +5.7% | 19,983 | $3.3M |
| Compass Financial Management LLC | 0.40% | — | 19,943 | $3.3M |
| Harbour Investments, Inc. | 0.04% | Add +187.7% | 19,649 | $3.2M |
| Signet Private Wealth LLC | 2.53% | Add +153.1% | 19,160 | $3.2M |
| Great Diamond Partners, LLC | 0.54% | Reduce -21.8% | 18,902 | $3.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +147.9% | 18,667 | $3.1M |
| Kraematon Investment Advisors, Inc. | 2.30% | Add +51.9% | 18,644 | $3.1M |
| HighPoint Advisor Group LLC | 0.11% | Add +34.4% | 18,643 | $3.1M |
| Mariner, LLC | 0.00% | Reduce -33.5% | 18,561 | $3.1M |
| Flow Traders U.S. LLC | 0.12% | Reduce -60.1% | 18,225 | $3.0M |
| SHP Wealth Management | 0.20% | Add +5.6% | 17,619 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -1.6% | 17,555 | $2.9M |
| Ritholtz Wealth Management | 0.04% | Add +207.8% | 17,375 | $2.9M |
| NWF Advisory Services Inc. | 0.27% | Add +0.3% | 17,347 | $2.9M |
| National Wealth Management Group, LLC | 0.88% | Add +57.8% | 17,297 | $2.9M |
| Prospera Financial Services Inc | 0.04% | Add +67.2% | 17,106 | $2.8M |
| Park Avenue Securities LLC | 0.02% | Add +78.1% | 16,976 | $2.8M |
| Csenge Advisory Group | 0.11% | Reduce -0.3% | 16,890 | $2.8M |
| Atticus Wealth Management, LLC | 0.66% | Add +32.2% | 16,845 | $2.8M |
| Old Mission Capital LLC | 0.07% | Reduce -26.9% | 16,435 | $2.7M |
| TOP Private Wealth LLC. | 2.59% | — | 16,345 | $2.7M |
| Captrust Financial Advisors | 0.00% | Add +6.0% | 16,194 | $2.7M |
| Everest Financial Group LLC | 0.36% | Reduce -1.5% | 16,078 | $2.7M |
| Q3 Asset Management | 0.47% | New | 15,552 | $2.6M |
| Tradition Wealth Management, LLC | 0.15% | Add +40.0% | 15,229 | $2.5M |
| StoneX Group Inc. | 0.10% | Reduce -31.2% | 15,115 | $2.5M |
| Yarbrough Capital, LLC | 0.07% | No change | 15,069 | $2.5M |
| IFG Advisory, LLC | 0.09% | Add +6427.4% | 15,013 | $2.5M |
| Integras Partners LLC | 1.35% | Reduce -6.6% | 14,815 | $2.5M |
| Provident Co of the Employees of the Hebrew University LTD | 1.80% | New | 14,276 | $2.4M |
| Arete Wealth Advisors, LLC | 0.15% | New | 13,486 | $2.2M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +16.7% | 13,339 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.2% | 14,015 | $2.2M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -28.3% | 13,083 | $2.2M |
| Insight Advisors, LLC/ PA | 0.37% | Add +21.3% | 12,544 | $2.1M |
| World Investment Advisors | 0.03% | Reduce -2.6% | 19,109 | $2.1M |
| Bramshill Investments, LLC | 0.16% | No change | 12,500 | $2.1M |
| National Bank of Canada | 0.00% | Add +39.8% | 12,606 | $2.1M |
| Seaview Investment Managers LLC | 0.62% | Add +7.4% | 12,454 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +82.8% | 12,333 | $2.0M |
| Accurate Wealth Management, LLC | 0.19% | Add +20.2% | 13,202 | $2.0M |
| GWN Securities Inc. | 0.34% | Add +6.2% | 12,178 | $2.0M |
| Stonebridge Financial Planning Group, LLC | 0.64% | Add +19.6% | 12,154 | $2.0M |
| Stegent Equity Advisors, Inc. | 1.41% | Reduce -0.9% | 11,877 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -73.0% | 11,861 | $2.0M |
| Integrity Alliance, Llc. | 0.06% | Add +17.4% | 11,828 | $2.0M |
| Brookstone Capital Management | 0.02% | Add +29.5% | 11,679 | $1.9M |
| CreativeOne Wealth, LLC | 0.04% | Add +12.4% | 11,306 | $1.9M |
| Ellis Investment Partners, LLC | 0.28% | Add +0.5% | 11,187 | $1.9M |
| Johnson Investment Counsel Inc. | 0.01% | New | 10,959 | $1.8M |
| Group One Trading LLC | 0.05% | Add +232.1% | 10,717 | $1.8M |
| VestGen Advisors, LLC | 0.05% | Add +3.8% | 10,705 | $1.8M |
| Arax Advisory Partners | 0.01% | Add +9193.0% | 10,687 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +243.2% | 10,570 | $1.7M |
| Arkadios Wealth Advisors | 0.03% | Reduce -3.2% | 10,538 | $1.7M |
| GeoWealth Management, LLC | 0.05% | New | 10,509 | $1.7M |
| Money Concepts Capital Corp. | 0.08% | Reduce -6.3% | 10,328 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +23.1% | 10,298 | $1.7M |
| American Alpha Advisors, LLC | 0.98% | New | 10,000 | $1.7M |
| Mutual Advisors, LLC | 0.03% | Add +1.3% | 9,943 | $1.6M |
| Gerber, LLC | 0.77% | Add +142.8% | 9,837 | $1.6M |
| James J. Burns & Company, LLC | 0.18% | Add +2.1% | 9,812 | $1.6M |
| Compound Planning, Inc. | 0.04% | Reduce -4.7% | 9,768 | $1.6M |
| Vision Retirement, LLC | 0.39% | Add +8.5% | 9,747 | $1.6M |
| O'Connor Alternative Investments LLC | 0.15% | New | 9,600 | $1.6M |
| Rooted Wealth Advisors, Inc. | 0.39% | Add +0.2% | 9,576 | $1.6M |
| Meitav Investment House Ltd. | 0.01% | New | 9,511 | $1.6M |
| Pathway Financial Advisers, LLC | 0.39% | Add +1.1% | 9,398 | $1.6M |
| Copia Wealth Management | 0.93% | Add +12.9% | 9,330 | $1.5M |
| McGuire Investment Group, LLC | 0.13% | Add +15.7% | 9,270 | $1.5M |
| WJ Wealth Management, LLC | 0.60% | Add +5.7% | 9,232 | $1.5M |
| Apollon Wealth Management, LLC | 0.02% | Add +1.3% | 9,213 | $1.5M |
| GTS Securities LLC | 0.03% | Add +61.6% | 9,192 | $1.5M |
| Calton & Associates, Inc. | 0.22% | Add +120.4% | 9,141 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +55.8% | 9,004 | $1.5M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 1.03% | New | 8,951 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +7640.0% | 8,901 | $1.5M |
| Spire Wealth Management | 0.04% | Add +402.3% | 8,815 | $1.5M |
| Retirement Planning Group, LLC | 0.04% | New | 8,791 | $1.5M |
| Keating Financial Advisory Services, Inc. | 0.19% | Add +70.1% | 8,637 | $1.4M |
| Atlas Private Wealth Advisors | 0.31% | Reduce -2.0% | 8,622 | $1.4M |
| MY Wealth Management Inc. | 0.99% | New | 8,536 | $1.4M |
| Maridea Wealth Management LLC | 0.15% | New | 8,483 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +24.9% | 8,478 | $1.4M |
| Certified Advisory Corp | 0.11% | Reduce -4.3% | 8,463 | $1.4M |
| Smith, Moore & Co. | 0.09% | Add +5.7% | 8,451 | $1.4M |
| Foundations Investment Advisors, LLC | 0.01% | Add +13.1% | 8,447 | $1.4M |
| Quantum Portfolio Management LLC | 0.50% | Add +21.8% | 8,429 | $1.4M |
| PFG Advisors | 0.07% | Add +7.2% | 8,302 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 8,265 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +101.2% | 8,238 | $1.4M |
| Kaizen Financial Strategies | 0.53% | Reduce -2.9% | 8,416 | $1.3M |
| Oppenheimer & Co. Inc. | 0.01% | Add +37.3% | 8,157 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -38.6% | 8,143 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Add +1.4% | 8,102 | $1.3M |
| David J Yvars Group | 0.66% | Add +91.6% | 8,098 | $1.3M |
| Mission Wealth Management, LP | 0.02% | New | 8,093 | $1.3M |
| Archford Capital Strategies, LLC | 0.13% | Reduce -0.5% | 7,983 | $1.3M |
| Fosun International Ltd | 0.32% | Reduce -12.9% | 7,943 | $1.3M |
| Sigma Planning Corp | 0.03% | Reduce -0.6% | 7,908 | $1.3M |
| Ascent Advisors, LLC | 1.50% | New | 8,083 | $1.3M |
| Lido Advisors, LLC | 0.00% | Reduce -23.9% | 7,824 | $1.3M |
| Provenance Wealth Advisors, LLC | 0.12% | No change | 7,758 | $1.3M |
| LaSalle St. Investment Advisors, LLC | 0.16% | Add +8.5% | 7,755 | $1.3M |
| Rollins Financial Advisors, LLC | 0.17% | Add +31.3% | 7,725 | $1.3M |
| Squarepoint Ops LLC | 0.00% | New | 7,661 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +3.8% | 7,595 | $1.3M |
| Ameritas Advisory Services, LLC | 0.02% | Add +82.8% | 7,454 | $1.2M |
| Regal Investment Advisors LLC | 0.06% | New | 7,272 | $1.2M |
| Brookwood Investment Group LLC | 0.14% | Add +7.4% | 7,132 | $1.2M |
| FMR LLC | 0.00% | Add +20.3% | 7,091 | $1.2M |
| Fiduciary Alliance LLC | 0.08% | Add +3.1% | 7,015 | $1.2M |
| Leigh Baldwin & Co., LLC | 0.62% | Add +2.1% | 6,936 | $1.1M |
| PFG Investments, LLC | 0.04% | Add +222.3% | 6,920 | $1.1M |
| Columbus Macro, LLC | 0.11% | Add +15.4% | 6,830 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +7.6% | 6,605 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.07% | Add +7.1% | 6,562 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Add +20.9% | 6,525 | $1.1M |
| Boyer Financial Services, Inc. | 0.88% | Add +20.7% | 6,715 | $1.0M |
| Per Stirling Capital Management, LLC. | 0.10% | New | 6,247 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -17.0% | 6,244 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +3.2% | 6,158 | $1.0M |
| High Point Wealth Management, LLC | 0.85% | Add +3.4% | 6,146 | $1.0M |
| AQR Capital Management | 0.00% | Add +43.2% | 6,142 | $1.0M |
| Leavell Investment Management, Inc. | 0.04% | Add +13.1% | 6,129 | $1.0M |
| Intrepid Financial Planning Group LLC | 0.34% | Add +23.2% | 6,121 | $1.0M |
| Scotia Capital Inc. | 0.00% | Add +4.1% | 6,117 | $1.0M |
| Pacific Sun Financial Corp | 0.42% | Add +13.1% | 6,091 | $1.0M |
| Hilltop Holdings Inc. | 0.08% | Add +114.3% | 6,079 | $1.0M |
| Sowell Financial Services LLC | 0.03% | Add +2.4% | 6,057 | $1.0M |
| SIH Partners, LLLP | 0.04% | New | 6,011 | $994K |
| Aurora Private Wealth, Inc. | 0.62% | Add +4.0% | 5,927 | $980K |
| CoreCap Advisors, LLC | 0.03% | Reduce -40.2% | 5,903 | $976K |
| Three Magnolias Financial Advisors, LLC | 0.54% | Add +10.6% | 5,842 | $966K |
| BIP Wealth, LLC | 0.03% | Reduce -81.4% | 5,795 | $958K |
| KFG Wealth Management, LLC | 0.10% | Add +4.3% | 5,503 | $910K |
| Index Technologies Group LLC | 0.72% | Add +21.6% | 5,478 | $906K |
| Belpointe Asset Management LLC | 0.03% | Reduce -39.8% | 5,473 | $905K |
| Kingsbury Capital Investment Advisors LLC | 0.76% | Reduce -13.7% | 5,456 | $902K |
| KMT Wealth Management, LLC | 0.76% | New | 5,456 | $902K |
| Intrua Financial, LLC | 0.08% | Add +42.2% | 5,401 | $893K |
| Strategic Financial Concepts, LLC | 0.26% | Reduce -43.1% | 5,253 | $869K |
| Lebenthal Global Advisors, LLC | 0.12% | Add +3.4% | 5,209 | $862K |
| Nadler Financial Group, Inc. | 0.07% | Add +7.9% | 5,200 | $860K |
| Bauman Advisory Group, LLC | 0.45% | Add +22.7% | 5,162 | $854K |
| Carter Financial Group, INC. | 0.43% | Add +1.2% | 5,036 | $833K |
| PNC Financial Services Group, Inc. | 0.00% | Add +38.9% | 4,933 | $816K |
| IHT Wealth Management, LLC | 0.02% | Add +132.3% | 4,791 | $792K |
| HB Wealth Management, LLC | 0.00% | Add +33.0% | 4,787 | $792K |
| Cresset Asset Management, LLC | 0.00% | Add +19.1% | 4,743 | $784K |
| Comprehensive Financial Planning, Inc. | 0.42% | Reduce -26.8% | 4,730 | $782K |
| MCF Advisors LLC | 0.03% | No change | 4,712 | $779K |
| Focus Financial Network, Inc. | 0.02% | Add +59.0% | 4,616 | $763K |
| Beacon Financial Advisory LLC | 0.15% | Add +9.7% | 4,601 | $761K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.1% | 4,583 | $758K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | No change | 4,553 | $753K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +9.2% | 4,549 | $752K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -18.3% | 4,467 | $739K |
| Centerpoint Advisory Group | 0.47% | Add +21.9% | 4,455 | $737K |
| Jefferies Financial Group Inc. | 0.01% | Add +2.6% | 4,401 | $728K |
| Wealthcare Capital Partners, LLC | 0.30% | Add +82.9% | 4,343 | $718K |
| Tucker Asset Management LLC | 0.18% | Add +108.4% | 4,318 | $714K |
| RM Financial Services, LLC | 0.53% | Add +0.5% | 4,288 | $709K |
| Cibc World Market Inc. | 0.00% | Add +12.5% | 4,287 | $709K |
| HRT Financial LP | 0.00% | Add +12.2% | 4,205 | $695K |
| Fiduciary Financial Advisors | 0.07% | New | 4,198 | $694K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +10.8% | 4,106 | $679K |
| Fiduciary Family Office, LLC | 0.17% | No change | 4,100 | $678K |
| CIBC Bancorp USA Inc. | 0.00% | Add +101.8% | 4,053 | $670K |
| Matisse Capital | 0.27% | No change | 4,042 | $669K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +59.5% | 3,938 | $651K |
| Basso Capital Management, L.P. | 0.16% | New | 3,912 | $647K |
| Bullock Wealth Management Group | 0.28% | Add +11.9% | 4,025 | $645K |
| Brady Martz Wealth Solutions, LLC | 0.10% | Add +5.8% | 3,868 | $640K |
| RFG Advisory, LLC | 0.01% | Add +3.0% | 3,850 | $637K |
| PCG Wealth Advisors, LLC | 0.14% | Add +5.8% | 3,829 | $633K |
| Acorn Wealth Advisors, LLC | 0.15% | Reduce -10.8% | 3,824 | $632K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -3.6% | 3,798 | $628K |
| Sovran Advisors, LLC | 0.05% | Add +6.8% | 4,574 | $626K |
| Bridgewealth Advisory Group, LLC | 0.12% | Add +4.7% | 3,754 | $621K |
| Main Street Financial Solutions, LLC | 0.04% | Add +78.3% | 3,744 | $619K |
| Fortis Capital Advisors, LLC | 0.07% | Add +88.4% | 3,709 | $613K |
| Elevate Capital Advisors, LLC | 0.34% | Reduce -10.2% | 3,700 | $612K |
| Diversify Advisory Services, LLC | 0.01% | New | 4,247 | $598K |
| Diversify Wealth Management, LLC | 0.01% | Add +14.3% | 4,247 | $598K |
| Key Client Fiduciary Advisors, LLC | 0.17% | Add +24.9% | 3,595 | $595K |
| Sanchez Gaunt Capital Management, LLC | 0.33% | Reduce -4.3% | 3,581 | $592K |
| United Bank | 0.07% | Reduce -0.8% | 3,516 | $581K |
| Corient Private Wealth LP | 0.00% | Add +21.2% | 3,516 | $581K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +22.6% | 3,511 | $581K |
| South Shore Capital Advisors | 0.39% | New | 3,500 | $579K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +5.3% | 3,468 | $574K |
| MAI Capital Management | 0.00% | Add +30.9% | 3,445 | $570K |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 3,424 | $566K |
| APS Management Group, Inc. | 0.43% | Add +9.6% | 3,411 | $564K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,403 | $563K |
| Creative Financial Designs Inc. | 0.03% | Add +0.6% | 3,397 | $562K |
| Marshall & Sterling Wealth Advisors Inc. | 0.33% | Add +8.3% | 3,385 | $560K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 3,311 | $548K |
| Chicago Partners Investment Group LLC | 0.01% | Add +51.7% | 3,770 | $541K |
| Silverleafe Capital Partners, LLC | 0.15% | Add +0.1% | 3,227 | $534K |
| Clark Capital Management Group, Inc. | 0.00% | Add +8.8% | 3,218 | $532K |
| Ignite Planners, LLC | 0.07% | Reduce -21.9% | 3,214 | $532K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1.4% | 3,204 | $529K |
| Sequent Planning LLC | 0.11% | Reduce -20.1% | 3,122 | $516K |
| Barclays PLC | 0.00% | Add +406.9% | 3,082 | $510K |
| Signal Advisors Wealth, LLC | 0.03% | New | 3,076 | $509K |
| Paladin Wealth, LLC | 0.29% | Reduce -4.4% | 3,034 | $502K |
| TCI Wealth Advisors, Inc. | 0.02% | No change | 3,020 | $499K |
| Cary Street Partners Financial LLC | 0.01% | Add +57.1% | 3,011 | $498K |
| Peak Planning Group, LLC | 0.11% | Add +24.4% | 2,957 | $489K |
| Resurgent Financial Advisors LLC | 0.13% | Reduce -1.9% | 2,903 | $480K |
| Stonebridge Financial Group, LLC | 0.07% | — | 2,892 | $478K |
| Tudor Investment Corporation | 0.00% | Reduce -73.9% | 2,873 | $475K |
| Global Retirement Partners, LLC | 0.01% | — | 2,857 | $472K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 2,845 | $471K |
| Pacific Park Financial, Inc. | 0.27% | Reduce -7.5% | 2,782 | $460K |
| Rathbones Group PLC | 0.00% | Add +10.1% | 2,730 | $451K |
| New Wave Wealth Advisors LLC | 0.12% | New | 2,719 | $450K |
| Blue Zone Wealth Advisors, LLC | 0.08% | No change | 2,692 | $445K |
| Florida Financial Advisors, LLC | 0.07% | Add +39.7% | 2,684 | $444K |
| WNY Asset Management, LLC | 0.04% | New | 2,675 | $442K |
| Almanack Investment Partners, LLC. | 0.06% | Add +24.9% | 2,672 | $442K |
| WESPAC Advisors SoCal, LLC | 0.08% | Add +3.9% | 2,671 | $442K |
| PKS Advisory Services, LLC | 0.07% | Add +34.2% | 2,657 | $440K |
| Discipline Wealth Solutions, LLC | 0.04% | Reduce -8.9% | 2,617 | $433K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 2,665 | $429K |
| GenTrust, LLC | 0.02% | Add +8.4% | 2,588 | $428K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -36.9% | 2,568 | $425K |
| Triumph Capital Management | 0.08% | Add +41.6% | 2,560 | $423K |
| AlphaCentric Advisors LLC | 0.35% | New | 2,500 | $413K |
| United Capital Financial Advisors, LLC | 0.00% | New | 2,504 | $413K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.17% | New | 2,486 | $411K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -2.3% | 2,478 | $410K |
| US Bancorp \de | 0.00% | Add +28.4% | 2,475 | $409K |
| MBA Advisors LLC | 0.14% | New | 2,459 | $407K |
| Meridian Wealth Management, LLC | 0.01% | Add +3.9% | 2,445 | $404K |
| IFP Advisors, Inc | 0.01% | Add +14.5% | 2,444 | $404K |
| Vise Technologies, Inc. | 0.00% | New | 2,432 | $402K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +12.8% | 2,414 | $399K |
| Betterment LLC | 0.00% | New | 2,406 | $398K |
| Walleye Trading LLC | 0.01% | New | 2,400 | $397K |
| OneAscent Financial Services LLC | 0.02% | Add +5.0% | 2,387 | $395K |
| Delta Investment Management, LLC | 0.06% | Add +22.2% | 2,370 | $392K |
| Turner Financial Group, Inc. | 0.39% | — | 2,369 | $392K |
| Victory Financial Group, LLC | 0.04% | New | 2,364 | $391K |
| Ridgepath Capital Management LLC | 0.17% | No change | 2,360 | $390K |
| Wedmont Private Capital | 0.01% | New | 2,463 | $380K |
| Kintra Wealth, LLC | 0.02% | New | 2,404 | $380K |
| Visionary Wealth Advisors | 0.01% | Reduce -4.2% | 2,295 | $380K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -2.5% | 2,267 | $375K |
| Integrity Advisory Solutions, LLC | 0.04% | New | 2,261 | $374K |
| ELCO Management Co., LLC | 0.16% | No change | 2,255 | $373K |
| Pathstone Holdings, LLC | 0.00% | New | 2,248 | $372K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | New | 2,248 | $372K |
| Founders Financial Alliance, LLC | 0.05% | No change | 2,247 | $372K |
| Milestone Asset Management, LLC | 0.06% | Add +8.5% | 2,199 | $364K |
| Ankerstar Wealth, LLC | 0.30% | Add +8.4% | 2,172 | $359K |
| Savvy Advisors, Inc. | 0.01% | Reduce -19.7% | 2,158 | $357K |
| Fortress Private Ledger, LLC | 0.10% | New | 2,156 | $357K |
| EP Wealth Advisors, LLC | 0.00% | Add +9.4% | 2,155 | $356K |
| Parsons Capital Management Inc. | 0.02% | New | 2,151 | $356K |
| Freestone Capital Holdings, LLC | 0.01% | New | 2,135 | $353K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,117 | $350K |
| Relyea Zuckerberg Hanson LLC | 0.03% | No change | 2,116 | $350K |
| PDS Planning, Inc | 0.02% | No change | 2,104 | $348K |
| Simplex Trading, LLC | 0.01% | Reduce -62.0% | 2,097 | $347K |
| Stephens Inc. | 0.00% | New | 2,068 | $342K |
| Quartz Partners, LLC | 0.11% | No change | 2,062 | $341K |
| Center For Asset Management LLC | 0.15% | Reduce -3.6% | 2,060 | $341K |
| AIMZ Investment Advisors, LLC | 0.09% | No change | 2,042 | $338K |
| Legacy Financial Advisors, Inc. | 0.04% | Reduce -14.9% | 2,041 | $337K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.3% | 2,037 | $337K |
| Nwam LLC | 0.02% | New | 2,010 | $332K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 2,008 | $332K |
| Mascagni Wealth Management, Inc. | 0.21% | Reduce -19.8% | 2,007 | $332K |
| Pallas Capital Advisors LLC | 0.01% | New | 2,005 | $332K |
| Joseph P. Lucia & Associates, LLC | 0.10% | New | 2,002 | $331K |
| GK Wealth Management LLC | 0.20% | New | 2,000 | $331K |
| Merrion Investment Management Co, LLC | 0.16% | New | 2,000 | $331K |
| Canton Hathaway, LLC | 0.06% | No change | 2,000 | $331K |
| Thompson David Blair | 0.16% | New | 1,977 | $327K |
| RW Investment Management LLC | 0.03% | Add +1.5% | 1,976 | $327K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.9% | 1,942 | $321K |
| Level Four Advisory Services, LLC | 0.01% | New | 1,937 | $320K |
| Independence Wealth Advisors, LLC | 0.16% | Reduce -7.4% | 1,921 | $318K |
| Pinnacle Associates Ltd. | 0.00% | New | 1,908 | $316K |
| Capital Investment Counsel, LLC | 0.04% | New | 1,895 | $313K |
| Accretive Wealth Partners, LLC | 0.08% | No change | 1,887 | $312K |
| Riggs Asset Managment Co. Inc. | 0.06% | New | 1,884 | $312K |
| Modera Wealth Management, LLC | 0.00% | New | 1,881 | $311K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,873 | $310K |
| Northern Trust Corp. | 0.00% | New | 1,865 | $308K |
| Saxony Capital Management, LLC | 0.14% | New | 1,851 | $306K |
| Stonebridge Financial Group, LLC | 0.02% | New | 1,837 | $304K |
| Banque Transatlantique SA | 0.01% | New | 1,822 | $301K |
| Brown Financial Advisors | 0.10% | Reduce -13.4% | 1,807 | $299K |
| BlackRock, Inc. | 0.00% | Add +15.3% | 1,804 | $298K |
| Ewa, LLC | 0.05% | New | 1,804 | $298K |
| American Trust | 0.02% | New | 1,802 | $298K |
| Haverford Trust Co | 0.00% | New | 1,800 | $298K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,741 | $288K |
| Alpha Financial Advisors, LLC | 0.08% | New | 1,736 | $287K |
| Biltmore Family Office, LLC | 0.04% | Reduce -48.0% | 1,735 | $287K |
| Able Wealth Management LLC | 0.07% | New | 1,713 | $283K |
| Savant Capital, LLC | 0.00% | New | 1,671 | $276K |
| Eubel Brady & Suttman Asset Management Inc. | 0.03% | New | 1,650 | $273K |
| Sankala Group LLC | 0.18% | Add +155.1% | 1,793 | $273K |
| AssuredPartners Investment Advisors, LLC | 0.03% | New | 1,643 | $272K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 1,642 | $272K |
| International Private Wealth Advisors LLC | 0.14% | New | 1,642 | $271K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,606 | $266K |
| JT Stratford LLC | 0.03% | New | 1,588 | $263K |
| Bearing Point Capital, LLC | 0.04% | New | 1,585 | $262K |
| Signature Equity Partners, LLC | 0.12% | Add +681.0% | 1,562 | $258K |
| Root Financial Partners, LLC | 0.01% | Add +156.6% | 1,555 | $257K |
| Parallel Advisors, LLC | 0.00% | No change | 1,551 | $257K |
| EFG International AG | 0.00% | Add +1137.6% | 1,547 | $256K |
| Regions Financial Corp. | 0.00% | New | 1,540 | $255K |
| Essex Financial Services, Inc. | 0.01% | New | 1,521 | $252K |
| Koshinski Asset Management, Inc. | 0.01% | New | 1,508 | $249K |
| BNP Paribas Financial Markets | 0.00% | No change | 1,500 | $248K |
| IAM Advisory, LLC | 0.05% | New | 1,463 | $242K |
| Venture Visionary Partners LLC | 0.01% | New | 1,450 | $240K |
| GC Wealth Management RIA, LLC | 0.01% | New | 1,427 | $236K |
| Titleist Asset Management, LLC | 0.02% | New | 1,406 | $233K |
| Regatta Research & Money Management | 0.22% | — | 1,397 | $231K |
| Crux Wealth Advisors | 0.08% | New | 1,384 | $229K |
| DecisionMap Wealth Management, LLC | 0.13% | New | 1,375 | $227K |
| Level Wealth Management LLC | 0.09% | New | 1,371 | $227K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 1,393 | $224K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 1,328 | $220K |
| Sharpepoint LLC | 0.11% | New | 1,323 | $219K |
| Mindset Wealth Management, LLC | 0.04% | New | 1,321 | $218K |
| Annex Advisory Services, LLC | 0.00% | New | 1,305 | $216K |
| Claro Advisors Inc. | 0.02% | New | 1,303 | $215K |
| S.A. Mason LLC | 0.07% | Reduce -0.2% | 1,300 | $215K |
| Moors & Cabot, Inc. | 0.01% | New | 1,295 | $214K |
| Burke & Herbert Bank & Trust Co. | 0.05% | New | 1,285 | $213K |
| Berkeley Capital Partners, LLC | 0.04% | New | 1,284 | $212K |
| Alchemi Wealth, LLC | 0.10% | New | 1,280 | $212K |
| AtlasMark Financial, Inc | 0.10% | New | 1,275 | $211K |
| Busey Bank | 0.01% | New | 1,272 | $210K |
| Forefront Wealth Partners, LLC | 0.06% | New | 1,264 | $209K |
| Wedbush Securities Inc. | 0.01% | New | 1,252 | $207K |
| Quantinno Capital Management LP | 0.00% | New | 1,247 | $206K |
| Empower Advisory Group, LLC | 0.00% | New | 1,240 | $205K |
| Verum Partners LLC | 0.03% | New | 1,232 | $204K |
| Hudock, Inc. | 0.03% | New | 1,223 | $202K |
| Daviman Financial, LLC | 0.11% | Reduce -51.6% | 1,218 | $201K |
| Veracity Capital LLC | 0.05% | New | 1,218 | $201K |
| Maia Wealth LLC | 0.03% | New | 1,210 | $200K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 1,177 | $195K |
| Cape Investment Advisory, Inc. | 0.05% | New | 1,165 | $193K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,102 | $182K |
| Allworth Financial LP | 0.00% | Add +151.6% | 1,102 | $182K |
| Centaurus Financial, Inc. | 0.01% | New | 1,064 | $176K |
| Lanark Financial, Inc. | 0.01% | Add +160.3% | 1,057 | $175K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +11.3% | 1,053 | $174K |
| Valley National Advisers Inc. | 0.02% | Add +2.5% | 1,027 | $170K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 1,000 | $165K |
| Hilltop National Bank | 0.04% | Reduce -13.2% | 990 | $164K |
| Noble Wealth Management PBC | 0.07% | Add +0.7% | 921 | $152K |
| Graney & King, LLC | 0.05% | Add +54.7% | 891 | $147K |
| KERR FINANCIAL PLANNING Corp | 0.16% | Add +21.5% | 853 | $141K |
| Fairscale Capital, LLC | 0.08% | No change | 836 | $138K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 835 | $138K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 824 | $136K |
| Monetary Solutions, Ltd | 0.10% | Add +4.3% | 730 | $121K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -17.0% | 721 | $116K |
| POM Investment Strategies, LLC | 0.12% | Reduce -4.7% | 643 | $106K |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.0% | 619 | $100K |
| Evolution Wealth Management Inc. | 0.05% | No change | 551 | $91K |
| First Community Trust NA | 0.04% | No change | 536 | $89K |
| Heritage Wealth Advisors | 0.00% | New | 530 | $88K |
| Belvedere Trading LLC | 0.01% | New | 518 | $86K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 501 | $83K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +125.6% | 485 | $73K |
| Concord Wealth Partners | 0.01% | New | 443 | $73K |
| North Star Investment Management Corp. | 0.00% | No change | 400 | $66K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 400 | $66K |
| Private Wealth Asset Management, LLC | 0.01% | New | 375 | $62K |
| AlphaCore Capital LLC | 0.00% | Reduce -48.1% | 350 | $58K |
| Hollencrest Capital Management | 0.00% | No change | 349 | $58K |
| Toth Financial Advisory Corp. | 0.01% | No change | 320 | $53K |
| Nvest Wealth Strategies, Inc. | 0.03% | No change | 309 | $51K |
| Markowski Investments | 0.01% | — | 300 | $50K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 300 | $50K |
| Murphy & Mullick Capital Management Corp | 0.03% | Add +45.0% | 290 | $48K |
| Gen-Wealth Partners Inc | 0.01% | No change | 285 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -20.7% | 284 | $47K |
| Larson Financial Group LLC | 0.00% | Reduce -71.5% | 268 | $44K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 240 | $40K |
| Y.D. More Investments Ltd | 0.00% | Add +100.0% | 240 | $39K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -36.9% | 224 | $37K |
| Ancora Advisors LLC | 0.00% | New | 210 | $35K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -15.3% | 205 | $34K |
| Capital Analysts, LLC | 0.00% | No change | 181 | $30K |
| Private Trust Co. NA | 0.00% | Add +194.9% | 174 | $29K |
| Chung Wu Investment Group, LLC | 0.02% | Add +70.0% | 170 | $28K |
| Clearstead Advisors, LLC | 0.00% | No change | 166 | $27K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 165 | $27K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 163 | $27K |
| AdvisorNet Financial, Inc | 0.00% | Add +222.0% | 161 | $27K |
| Dunhill Financial, LLC | 0.01% | No change | 158 | $26K |
| Hager Investment Management Services, LLC | 0.01% | Add +244.4% | 155 | $26K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 153 | $25K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +2.1% | 145 | $24K |
| Evermay Wealth Management LLC | 0.00% | No change | 136 | $22K |
| Rossby Financial, LCC | 0.00% | Reduce -4.3% | 135 | $22K |
| CX Institutional | 0.00% | No change | 133 | $22K |
| WealthShield Partners, LLC | 0.00% | Add +21.1% | 132 | $22K |
| Berbice Capital Management LLC | 0.01% | New | 125 | $21K |
| Adirondack Trust Co. | 0.01% | New | 125 | $21K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -10.2% | 123 | $20K |
| Main Management LLC | 0.00% | No change | 120 | $20K |
| Planning Strategies Inc. | 0.01% | — | 102 | $17K |
| Smartleaf Asset Management LLC | 0.00% | No change | 102 | $16K |
| Archer Investment Corp | 0.00% | Add +102.0% | 99 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 96 | $16K |
| Crewe Advisors LLC | 0.00% | No change | 94 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 90 | $15K |
| Tidemark, LLC | 0.00% | No change | 89 | $15K |
| Mather Group, Llc. | 0.00% | Add +394.4% | 89 | $15K |
| Sfam, LLC | 0.01% | No change | 81 | $13K |
| Colonial Trust Advisors | 0.00% | Reduce -20.0% | 80 | $13K |
| Coston, McIsaac & Partners | 0.00% | No change | 80 | $13K |
| Institute for Wealth Management, LLC. | 0.00% | New | 78 | $13K |
| Aventura Private Wealth, LLC | 0.00% | No change | 76 | $13K |
| Bellevue Asset Management, LLC | 0.01% | No change | 75 | $13K |
| Bogart Wealth, LLC | 0.00% | No change | 75 | $12K |
| LFA - Lugano Financial Advisors SA | 0.01% | New | 74 | $12K |
| Security National Bank | 0.00% | New | 74 | $12K |
| Financial Consulate, Inc. | 0.00% | No change | 71 | $12K |
| Hartford Financial Management Inc. | 0.00% | New | 66 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 60 | $10K |
| Hantz Financial Services, Inc. | 0.00% | No change | 56 | $9K |
| McGuire Capital Advisors Inc. | 0.00% | Add +20.4% | 53 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 53 | $9K |
| Asset Dedication, LLC | 0.00% | No change | 52 | $9K |
| Sachetta, LLC | 0.00% | No change | 51 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -16.4% | 51 | $8K |
| Crews Bank & Trust | 0.00% | No change | 50 | $8K |
| Signaturefd, LLC | 0.00% | Add +23.7% | 47 | $8K |
| IMA Advisory Services, Inc. | 0.00% | New | 45 | $7K |
| Winch Advisory Services, LLC | 0.00% | No change | 43 | $7K |
| St Germain D J Co. Inc. | 0.00% | Reduce -30.0% | 42 | $7K |
| Financial Perspectives, Inc | 0.00% | New | 41 | $7K |
| Continuum Advisory, LLC | 0.00% | New | 41 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 40 | $7K |
| LifeSteps Financial, Inc. | 0.00% | New | 40 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | Add +8.8% | 37 | $6K |
| Quent Capital, LLC | 0.00% | No change | 32 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -55.7% | 31 | $5K |
| Cordant, Inc. | 0.00% | New | 30 | $5K |
| Oakworth Capital, Inc. | 0.00% | New | 27 | $4K |
| Salem Investment Counselors Inc. | 0.00% | No change | 26 | $4K |
| Advocate Investing Services LLC | 0.00% | No change | 25 | $4K |
| First United Bank & Trust | 0.00% | No change | 25 | $4K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 25 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -62.7% | 25 | $4K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 25 | $4K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 22 | $4K |
| Basepoint Wealth LLC | 0.00% | New | 20 | $3K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 20 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 20 | $3K |
| REAP Financial Group, LLC | 0.00% | New | 18 | $3K |
| Strive Financial Group ,LLC | 0.00% | No change | 17 | $3K |
| Investors Research Corp | 0.00% | New | 10 | $2K |
| Grove Bank & Trust | 0.00% | New | 10 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 8 | $1K |
| Davis Capital Management | 0.00% | No change | 6 | $996 |
| CVA Family Office, LLC | 0.00% | Add +400.0% | 5 | $828 |
| Redwood Park Advisors LLC | 0.00% | New | 4 | $662 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 3 | $496 |
| LM Advisors LLC | 0.00% | New | 1,645 | $268 |
| Commonwealth Retirement Investments LLC | 0.00% | New | 1 | $165 |
| Banque Cantonale Vaudoise | 0.00% | New | 331 | $55 |
| Roble, Belko & Company, Inc | 0.00% | New | 2 | $0 |
| Luminist Capital LLC | 0.00% | New | 105 | $0 |
"% of holder's portfolio" is QTUM's weight in each manager's 13F, not the share of Defiance Quantum ETF the manager owns.