QTUM institutional holders

Defiance Quantum ETF · 574 reporting institutions · $1.7B reported value

Funds that can replace QTUM · QTUM return decomposition

Institutional holdings

Institutions reporting QTUM, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$228.7M23,4582026-06-30
Bank of America Corp /de$133.9M02026-06-30
Raymond James Financial Inc$55.1M02026-06-30
Royal Bank of Canada$51.9M02026-06-30
Parkway Wealth Management Group, LLC$50.2M182026-06-30
Osaic Holdings, Inc.$46.3M02026-06-30
Northwestern Mutual Wealth Management Co$39.3M02026-06-30
Assetmark, Inc$37.6M2202026-06-30
Daiwa Securities Group Inc.$29.9M02026-06-30
Cetera Investment Advisers$29.6M10,3702026-06-30
Gradient Investments, LLC$27.3M312026-06-30
Envestnet Pmc$24.9M602026-06-30
B & T Capital Management Dba Alpha Capital Management$23.5M62026-06-30
Stifel Financial Corp$23M02026-06-30
Madrona Financial Services, LLC$22.9M102026-06-30
Jane Street Group, LLC$21.7M02026-06-30
MML Investors Services, LLC$19.3M5,1202026-06-30
Hcm Wealth Advisors$18.7M92026-06-30
Bfi Infinity Ltd.$18M02026-06-30
Steward Partners Investment Advisory, LLC$17.6M4812026-06-30
Kraft, Davis & Associates, LLC$16.1M52026-06-30
Great Valley Advisor Group, LLC$15.9M2052026-06-30
Hightower Advisors, LLC$15.3M1,0462026-06-30
Susquehanna International Group, LLP$15.2M02026-06-30
Rockefeller Capital Management LP$14.8M3462026-06-30
Equitable Holdings, Inc.$14.5M02026-06-30
Commonwealth Equity Services, LLC$14.4M2,8632026-06-30
Goldman Sachs Group Inc$13.9M02026-06-30
Ethos Financial Group, LLC$13.5M02026-06-30
Citadel Advisors LLC$13M02026-06-30
Mirae Asset Global Investments Co., Ltd.$11.6M02026-06-30
Foguth Wealth Management, Llc.$11.5M512026-06-30
Bank of Montreal /can$11.2M02026-06-30
Flagship Harbor Advisors, LLC$10.8M602026-06-30
Rpg Family Wealth Advisory, LLC$10.7M132026-03-31
New England Private Wealth Advisors LLC$10M122026-06-30
Summit Financial, LLC$9.4M2292026-06-30
Millington Financial Advisors, LLC$9.2M52026-06-30
Paller Financial Services Inc$9M32026-06-30
Nvest Financial, LLC$9M62026-06-30
Fischer Investment Strategies, LLC$8.6M42026-06-30
Neuberger Berman Group LLC$7.8M02026-06-30
Vvr Holdings LLC$7.8M22026-06-30
Ntv Asset Management LLC$7.8M52026-06-30
Focus Partners Wealth$7.1M1,0482026-06-30
UBS Group AG$7M02026-06-30
Waverly Advisors, LLC$6.5M2312026-06-30
Inscription Capital, LLC$6.2M122026-06-30
Buska Wealth Management, LLC$6.1M02026-06-30
Measured Wealth Private Client Group, LLC$6.1M102026-06-30
Independent Financial Group, LLC$6M4812026-06-30
Kingsview Wealth Management, LLC$5.8M1152026-06-30
Baird Financial Group, Inc.$5.8M02026-06-30
Procyon$5.7M532026-06-30
Estate Planners Group, LLC$5.7M62026-06-30
1 North Wealth Services LLC$5.6M62026-06-30
Novem Group$5.6M322026-06-30
Morgan Stanley$5.4M23,1852026-06-30
Western Wealth Management, LLC$5.4M1122026-06-30
Sage Capital Management, LLC$5.3M32026-06-30
Wealthcare Advisory Partners LLC$5.3M1702026-06-30
Kestra Advisory Services, LLC$5.2M1,4792026-06-30
Insigneo Advisory Services, LLC$5.1M2252026-06-30
Principal Securities, Inc.$5.1M1,4632026-06-30
Newedge Advisors$4.8M6012026-06-30
&partners$4.8M5552026-06-30
Focus Wealth Advisors, LLC$4.8M12026-06-30
Fortis Group Advisors, LLC$4.7M252026-06-30
Integrated Wealth Concepts LLC$4.5M4802026-06-30
Creative Planning$4.4M1,1712026-06-30
Sonoma Allocations$4.2M32026-06-30
Truist Financial Corp$3.8M02026-06-30
Financial Freedom$3.8M32026-06-30
Paragon Private Wealth Management, LLC$3.7M32026-06-30
D. E. Shaw & Co., LP$3.7M02026-06-30
Bravera Wealth$3.5M02026-06-30
Mattson Financial Services, LLC$3.4M92026-06-30
Southern Capital Services Inc /adv$3.3M52026-06-30
Alti Global, Inc.$3.3M02026-06-30
Cathy Pareto & Associates, Inc$3.3M52026-06-30
Compass Financial Management LLC$3.3M462026-06-30
Harbour Investments, Inc.$3.2M2472026-06-30
Signet Private Wealth LLC$3.2M42026-06-30
Great Diamond Partners, LLC$3.1M82026-06-30
Farther Finance Advisors, LLC$3.1M3342026-06-30
Kraematon Investment Advisors, Inc.$3.1M12026-06-30
Highpoint Advisor Group LLC$3.1M1142026-06-30
Mariner, LLC$3.1M02026-06-30
Shp Wealth Management$2.9M322026-06-30
Concurrent Investment Advisors, LLC$2.9M3492026-06-30
Ritholtz Wealth Management$2.9M582026-06-30
Nwf Advisory Services Inc.$2.9M1062026-06-30
National Wealth Management Group, LLC$2.9M182026-06-30
Prospera Financial Services, Inc.$2.8M2702026-06-30
Csenge Advisory Group$2.8M752026-06-30
Atticus Wealth Management, LLC$2.8M82026-06-30
Old Mission Capital LLC$2.7M02026-06-30
Top Private Wealth Llc.$2.7M22026-06-30
Captrust Financial Advisors$2.7M9622026-06-30
Everest Financial Group LLC$2.7M122026-06-30
Tradition Wealth Management, LLC$2.5M232026-06-30
Stonex Group Inc.$2.5M02026-06-30
Yarbrough Capital, LLC$2.5M02026-06-30
Ifg Advisory, LLC$2.5M1102026-06-30
Integras Partners LLC$2.5M42026-06-30
Provident Co of the Employees of the Hebrew University Ltd$2.4M02026-06-30
Arete Wealth Advisors, LLC$2.2M1462026-06-30
Nations Financial Group Inc, /ia/ /adv$2.2M02026-06-30
Wealth Enhancement Advisory Services, LLC$2.2M1,0262026-06-30
Geneos Wealth Management, Inc.$2.2M1932026-06-30
Insight Advisors, LLC/ PA$2.1M122026-06-30
World Investment Advisors$2.1M3592026-06-30
Bramshill Investments, LLC$2.1M02026-06-30
National Bank of Canada /fi$2.1M02026-06-30
Seaview Investment Managers LLC$2.1M102026-06-30
Cerity Partners LLC$2M7772026-06-30
Accurate Wealth Management, LLC$2M492026-06-30
Gwn Securities Inc.$2M4492026-06-30
Stonebridge Financial Planning Group, LLC$2M52026-06-30
Stegent Equity Advisors, Inc.$2M22026-06-30
Private Advisor Group, LLC$2M9272026-06-30
Integrity Alliance, Llc.$2M3532026-06-30
Brookstone Capital Management$1.9M3372026-06-30
Creativeone Wealth, LLC$1.9M2212026-06-30
Ellis Investment Partners, LLC$1.9M182026-06-30
Johnson Investment Counsel Inc$1.8M652026-06-30
Group One Trading LLC$1.8M02026-06-30
Vestgen Advisors, LLC$1.8M582026-06-30
Arax Advisory Partners$1.8M2322026-06-30
Sanctuary Advisors, LLC$1.7M4012026-06-30
Arkadios Wealth Advisors$1.7M2262026-06-30
Geowealth Management, LLC$1.7M02026-06-30
Money Concepts Capital Corp$1.7M3892026-06-30
J.W. Cole Advisors, Inc.$1.7M4992026-06-30
American Alpha Advisors, LLC$1.7M22026-06-30
Mutual Advisors, LLC$1.6M1532026-06-30
Gerber, LLC$1.6M42026-06-30
James J. Burns & Company, LLC$1.6M62026-06-30
Compound Planning, Inc.$1.6M752026-06-30
Vision Retirement, LLC$1.6M72026-06-30
O'Connor Alternative Investments, LLC$1.6M32026-06-30
Rooted Wealth Advisors, Inc.$1.6M82026-06-30
Meitav Investment House Ltd$1.6M02026-06-30
Pathway Financial Advisers, LLC$1.6M62026-06-30
Copia Wealth Management$1.5M42026-06-30
McGuire Wealth Management$1.5M32026-06-30
Wj Wealth Management$1.5M22026-06-30
Apollon Wealth Management, LLC$1.5M1512026-06-30
Gts Securities LLC$1.5M02026-06-30
Calton & Associates, Inc.$1.5M1402026-06-30
Ae Wealth Management LLC$1.5M4712026-06-30
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.$1.5M02026-06-30
Wells Fargo & Company/mn$1.5M02026-06-30
Spire Wealth Management$1.5M32026-06-30
Retirement Planning Group, LLC$1.5M02026-06-30
Keating Financial Advisory Services, Inc.$1.4M252026-06-30
Atlas Private Wealth Advisors$1.4M192026-06-30
My Wealth Management Inc.$1.4M22026-06-30
Maridea Wealth Management$1.4M382026-06-30
Certified Advisory Corp$1.4M172026-06-30
Smith, Moore & Co.$1.4M452026-06-30
Foundations Investment Advisors, LLC$1.4M3022026-06-30
Quantum Portfolio Management LLC$1.4M42026-06-30
Reflection Asset Management$1.4M22026-03-31
Vectorglobal Iag, Inc.$1.4M02026-03-31
Pfg Advisors$1.4M832026-06-30
D.A. Davidson & Co.$1.4M6892026-06-30
Kaizen Financial Strategies, LLC$1.3M52026-06-30
Oppenheimer & Co. Inc.$1.3M1,1662026-06-30
Qube Research & Technologies Ltd$1.3M02026-06-30
Integrated Advisors Network LLC$1.3M792026-06-30
David J Yvars Group$1.3M42026-06-30
Mission Wealth Management, LP$1.3M1382026-06-30
Archford Capital Strategies, LLC$1.3M162026-06-30
Fosun International Ltd$1.3M02026-06-30
Sigma Planning Corp$1.3M4742026-06-30
Ascent Advisors, LLC$1.3M102026-06-30
Lido Advisors, LLC$1.3M3202026-06-30
Provenance Wealth Advisors$1.3M182026-06-30
Lasalle St. Investment Advisors, LLC$1.3M1612026-06-30
Rollins Financial Advisors, LLC$1.3M72026-06-30
Squarepoint Ops LLC$1.3M02026-06-30
Beacon Pointe Advisors, LLC$1.3M4662026-06-30
Ameritas Advisory Services, LLC$1.2M5502026-06-30
Regal Investment Advisors LLC$1.2M1172026-06-30
Brookwood Investment Group LLC$1.2M692026-06-30
Cwm, LLC$1.2M6672026-03-31
Fmr LLC$1.2M02026-06-30
The Fiduciary Alliance$1.2M492026-06-30
Leigh Baldwin & Co., LLC$1.1M182026-06-30
Pfg Investments, LLC$1.1M02026-06-30
Columbus MacRo, LLC$1.1M52026-06-30
Merit Financial Group, LLC$1.1M2952026-06-30
Capital Investment Advisory Services, LLC$1.1M1032026-06-30
Advisory Services Network$1.1M2532026-06-30
Boyer Financial Services, Inc.$1M42026-06-30
U.S. Capital Wealth Advisors, LLC$1M02026-03-31
Per Stirling Capital Management, Llc.$1M312026-06-30
Stratos Wealth Partners, Ltd.$1M3862026-06-30
Focus Partners Advisor Solutions, LLC$1M422026-06-30
High Point Wealth Management, LLC$1M22026-06-30
Aqr Capital Management LLC$1M12026-06-30
Leavell Investment Management, Inc.$1M252026-06-30
Intrepid Financial Planning Group, LLC$1M112026-06-30
Scotia Capital Inc.$1M02026-06-30
Pacific Sun Financial Corp$1M32026-06-30
Hilltop Holdings Inc.$1M02026-06-30
Sowell Financial Services LLC$1M1082026-06-30
Sih Partners, LLLP$994.1K02026-06-30
Corecap Advisors, LLC$976.3K1182026-06-30
Three Magnolias Financial Advisors$966.2K52026-06-30
Bip Wealth, LLC$958.3K622026-06-30
Kfg Wealth Management, LLC$910K492026-06-30
Index Technologies Group LLC$906K52026-06-30
Belpointe Asset Management LLC$905.2K1702026-06-30
Kingsbury Capital Investment Advisors LLC$902.2K62026-06-30
Kmt Wealth Management, LLC$902.2K12026-06-30
Intrua Financial, LLC$893.2K362026-06-30
Strategic Financial Concepts, LLC$868.7K402026-06-30
Lebenthal Global Advisors, LLC$861.5K252026-06-30
Nadler Financial Group, Inc.$860K162026-06-30
Bauman Advisory Group, LLC$853.7K52026-06-30
Carter Financial Group, Inc.$832.9K52026-06-30
PNC Financial Services Group, Inc.$815.8K02026-06-30
Iht Wealth Management LLC$792.3K1592026-06-30
Hb Wealth Management, LLC$791.7K1692026-06-30
Cresset Asset Management, LLC$784.4K2122026-06-30
Comprehensive Financial Planning, Inc./pa$782.2K02026-06-30
Mcf Advisors LLC$779.3K332026-06-30
Focus Financial$763.3K1212026-06-30
Beacon Financial Advisory LLC$760.9K132026-06-30
Snowden Capital Advisors LLC$757.9K1222026-06-30
Texas Capital Bank Private Wealth Advisors$753K552026-06-30
Kingswood Wealth Advisors, LLC$752.4K1232026-06-30
Silver Oak Securities, Incorporated$738.8K1172026-06-30
Centerpoint Advisory Group$736.8K52026-06-30
Jefferies Financial Group Inc.$727.8K02026-06-30
Wealthcare Capital Partners, LLC$718.3K82026-06-30
Tucker Asset Management LLC$714.1K602026-06-30
Rm Financial Services, LLC$709.1K32026-06-30
CIBC World Market Inc.$709K02026-06-30
Fiduciary Financial Advisors$694.2K512026-06-30
Cornerstone Wealth Management, LLC$679.1K02026-06-30
Fiduciary Family Office, LLC$678.1K22026-06-30
CIBC Bancorp USA Inc.$670.2K02026-06-30
Matisse Capital$668.5K102026-06-30
Ausdal Financial Partners, Inc.$651.3K1892026-06-30
Basso Capital Management, LP$647K22026-06-30
Bullock Wealth Management Group$645.5K92026-06-30
Brady Martz Wealth Solutions, LLC$639.7K82026-06-30

The 250 largest of 574 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30