UFOX institutional holders

Defiance Space and Connective Tech ETF · 204 reporting institutions · $202.8M reported value

Funds that can replace UFOX · UFOX return decomposition

Institutional holdings

Institutions reporting UFOX, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$27.4M23,4582026-06-30
Cetera Investment Advisers$13.8M10,3702026-06-30
UBS Group AG$10.2M02026-06-30
Keen Wealth Advisors$9.6M222026-06-30
Kestra Advisory Services, LLC$8.6M1,4792026-06-30
Raymond James Financial Inc$8.5M02026-06-30
Commonwealth Equity Services, LLC$6.7M2,8632026-06-30
Stifel Financial Corp$5.4M02026-06-30
Hightower Advisors, LLC$4.9M1,0462026-06-30
Rockefeller Capital Management LP$4.6M3462026-06-30
Advantage Trust Co$3.5M02026-06-30
Financial Freedom$3.5M32026-06-30
Citigroup Inc$3.5M02026-06-30
Baird Financial Group, Inc.$3.1M02026-06-30
Onedigital Investment Advisors LLC$3.1M3862026-06-30
Northstar Asset Management Co$3.1M02026-06-30
Osaic Holdings, Inc.$3.1M02026-06-30
Bank of America Corp /de$3M02026-06-30
Aptus Capital Advisors, LLC$2.5M212026-06-30
Guardian Wealth Advisors, LLC / Nc$2.5M332026-06-30
Moran Wealth Management, LLC$2.4M352026-06-30
Royal Bank of Canada$2.2M02026-06-30
Arax Advisory Partners$2.2M2322026-06-30
Northwestern Mutual Wealth Management Co$1.9M02026-06-30
Crosspoint Financial, LLC$1.7M12026-06-30
Susquehanna International Group, LLP$1.7M02026-06-30
Harbour Investments, Inc.$1.6M2472026-06-30
Morgan Stanley$1.6M23,1852026-06-30
Creative Planning$1.5M1,1712026-06-30
Fischer Investment Strategies, LLC$1.5M42026-06-30
Citadel Advisors LLC$1.5M02026-06-30
Waverly Advisors, LLC$1.5M2312026-06-30
Equitable Holdings, Inc.$1.3M02026-06-30
Envestnet Pmc$1.2M602026-06-30
Oppenheimer & Co. Inc.$1.2M1,1662026-06-30
Strategic Family Wealth Counselors, LLC$1.1M42026-06-30
Oak Family Advisors, LLC$1.1M52026-06-30
Ht Partners LLC$983.2K52026-06-30
Lido Advisors, LLC$950.3K3202026-06-30
Mariner, LLC$897K02026-06-30
Intrua Financial, LLC$890.5K362026-06-30
U.S. Capital Wealth Advisors, LLC$866.2K02026-03-31
Joel Isaacson & Co., LLC$855.1K152026-06-30
Larson Financial Group LLC$852.2K672026-06-30
Apollon Wealth Management, LLC$823.5K1512026-06-30
Federation Des Caisses Desjardins Du Quebec$774.5K02026-06-30
Fmr LLC$774.1K02026-06-30
Private Advisor Group, LLC$765.8K9272026-06-30
Valley National Advisers Inc$725.1K142026-06-30
Kingswood Wealth Advisors, LLC$705.2K1232026-06-30
Frisch Financial Group, Inc.$699.2K62026-06-30
Snowden Capital Advisors LLC$674.6K1222026-06-30
Kintra Wealth, LLC$628.5K472026-06-30
Scotia Capital Inc.$622.2K02026-06-30
Vise Technologies, Inc.$618.9K02026-06-30
Prospera Financial Services, Inc.$605.5K2702026-06-30
Farther Finance Advisors, LLC$565.8K3342026-06-30
Fortune Financial Group, Inc.$537.7K32026-06-30
Tempo Wealth$522.2K72026-06-30
Tradition Wealth Management, LLC$496.8K232026-06-30
Beaumont Financial Advisors, LLC$491.3K162026-06-30
Stratos Wealth Partners, Ltd.$481.1K3862026-06-30
Symphony Financial Services, Inc.$474.1K102026-06-30
J.W. Cole Advisors, Inc.$470.2K4992026-06-30
Wealthfront Advisers LLC$451.8K402026-06-30
Claro Advisors Inc.$440.8K202026-06-30
Hbk Sorce Advisory LLC$434.3K732026-06-30
Cerity Partners LLC$428.7K7772026-06-30
MML Investors Services, LLC$425.8K5,1202026-06-30
Keating Financial Advisory Services, Inc.$425.4K252026-06-30
Newedge Advisors$422.3K6012026-06-30
Gamma Investing LLC$421.3K72026-06-30
Succession Financial, Inc$420.1K32026-06-30
Cwm, LLC$411.8K6672026-03-31
Clark Capital Management Group, Inc.$407.6K12026-06-30
Insight Inv LLC$396K22026-06-30
Tower Research Capital LLC (trc)$393.6K02026-06-30
Csenge Advisory Group$389.1K752026-06-30
Alphastar Capital Management, LLC$388.6K1572026-06-30
Sageview Advisory Group, LLC$383.5K942026-06-30
Retirement Planning Group, LLC / NY$382.4K02026-06-30
Palumbo Wealth Management LLC$380.2K52026-06-30
PNC Financial Services Group, Inc.$380.1K02026-06-30
Ae Wealth Management LLC$379.2K4712026-06-30
Jpmorgan Chase & Co$376.9K02026-06-30
Allsquare Wealth Management LLC$374.7K42025-09-30
Armstrong Advisory Group, Inc$369.6K142026-06-30
Hub Investment Partners, LLC$368.8K1182026-06-30
Aim Capital$368.3K22026-06-30
Gould Asset Management LLC /ca$361.1K02026-06-30
Concurrent Investment Advisors, LLC$360.5K3492026-06-30
Independent Financial Group, LLC$358.1K4812026-06-30
Resolute Wealth Strategies, LLC$345.7K62026-06-30
Citizens Financial Group Inc/ri$341.8K02026-06-30
Truist Financial Corp$339.8K02026-06-30
Lexaurum Advisors, LLC$334.2K352026-06-30
Secure Financial Management$332.5K22026-06-30
Acima Private Wealth, LLC$330.1K62026-06-30
Iht Wealth Management LLC$321.3K1592026-06-30
Seacrest Wealth Management, LLC$320.5K352026-06-30
Chicago Oakbrook Financial Group$316.5K102026-06-30
Spire Wealth Management$298.6K32026-06-30
Rfg Advisory, LLC$296.1K1912026-06-30
Mercer Global Advisors Inc /adv$289.1K02026-06-30
Kovack Advisors, Inc.$287.7K2582026-06-30
Beacon Pointe Advisors, LLC$283.9K4662026-06-30
Wealth Enhancement Advisory Services, LLC$274.5K1,0262026-06-30
Pfg Investments, LLC$273.7K02026-06-30
Sanctuary Advisors, LLC$273.5K4012026-06-30
Berkeley Capital Partners, LLC$259.5K82026-06-30
Bxm Wealth LLC$259.5K52026-06-30
Bip Wealth, LLC$256.8K622026-06-30
Royal Capital Wealth Management, LLC$256.6K22026-06-30
Mtm Financial Group, LLC$253.2K82026-06-30
Advisory Services Network$248.7K2532026-06-30
National Bank of Canada /fi$248.5K02026-06-30
Key Client Fiduciary Advisors, LLC$247.8K102026-06-30
Eagle Wealth Strategies$245.5K92026-06-30
Two Sigma Securities, LLC$244.1K02026-06-30
World Investment Advisors$243.1K3592026-06-30
Shulman Demeo Asset Management, LLC$241.6K42026-06-30
Hb Wealth Management, LLC$241.1K1692026-06-30
Smith, Moore & Co.$237.6K452026-06-30
Focus Partners Wealth$235.7K1,0482026-06-30
Essex Financial Services, Inc.$230.7K332026-06-30
Cascade Financial Partners, LLC$230K72026-06-30
Rda Financial Network$228.1K162026-06-30
626 Financial, LLC$228.1K52026-06-30
Acorn Wealth Advisors, LLC$220.1K52026-06-30
Cornerstone Wealth Group, LLC$218.6K302026-06-30
Pacific Sun Financial Corp$217.2K32026-06-30
TD Waterhouse Canada Inc.$216.8K02026-06-30
Welch Group, LLC$216.7K282026-06-30
Sheets Smith Wealth Management$215.2K102026-06-30
Integrity Alliance, Llc.$211.3K3532026-06-30
Psi Advisors, LLC$204.7K112026-06-30
Steward Partners Investment Advisory, LLC$204.6K4812026-06-30
Ausdal Financial Partners, Inc.$202K1892026-06-30
Keystone Wealth Services, LLC$202K122026-06-30
Foundations Investment Advisors, LLC$201.5K3022026-06-30
Alphacore Capital LLC$190.5K692026-06-30
Belvedere Trading LLC$160.3K02026-06-30
Ep Wealth Advisors, LLC$143K3382026-06-30
Blackrock, Inc.$119.5K02026-06-30
Fifth Third Bancorp$119K02026-06-30
Crews Bank & Trust$118.8K02026-06-30
Park National Corp /oh$116.4K02026-06-30
Vima LLC$101.7K122026-06-30
Osbon Capital Management LLC$96.5K22026-06-30
Salem Investment Counselors Inc$87.2K132026-06-30
Parallel Advisors, LLC$85.4K752026-06-30
Atlantic Union Bankshares Corp$83.5K02026-06-30
Cypress Capital Management LLC (wy)$80.9K22026-06-30
Bank of Montreal /can$74.5K02026-06-30
Global Retirement Partners LLC$60.5K4912026-06-30
Ifg Advisory, LLC$59.5K1102026-06-30
Kerr Financial Planning Corp$57.2K32026-06-30
Howe & Rusling Inc$57K102026-06-30
Creative Financial Designs Inc /adv$49.8K02026-06-30
O'Shaughnessy Asset Management, LLC$49K582026-06-30
Lanark Financial, Inc.$48.5K692026-06-30
Ameriflex Group, Inc.$47.5K2122026-06-30
Integrated Wealth Concepts LLC$46.6K4802026-06-30
Assetmark, Inc$42K2202026-06-30
Concord Wealth Partners$40.8K112026-06-30
Simplex Trading, LLC$40.8K02026-06-30
Anchor Investment Management, LLC$39.2K62026-03-31
Allworth Financial, LP$38.6K3172026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$38K02026-06-30
Crewe Advisors LLC$38K262026-06-30
Wells Fargo & Company/mn$35.2K02026-06-30
Corecap Advisors, LLC$34.8K1182026-06-30
Front Row Advisors LLC$34K72026-06-30
Advisornet Wealth Partners$26.5K582026-06-30
Jfs Wealth Advisors, LLC$23.8K332026-06-30
Advocate Investing Services$17.2K52026-06-30
Golden State Wealth Management, LLC$15.5K472026-06-30
Parkside Financial Bank & Trust$13.4K02026-03-31
US Bancorp$11.4K02026-06-30
Sunbelt Securities, Inc.$11K632026-03-31
Continuum Advisory, LLC$10.7K402026-06-30
Russell Investments Group, Ltd.$9.8K02026-06-30
Aberdeen Wealth Management LLC$9.5K22026-06-30
Ankerstar Wealth, LLC$9.5K62026-06-30
Dunhill Financial, LLC$8.2K122026-06-30
Mather Group, Llc.$7.9K1102026-06-30
Activest Wealth Management$7.6K142026-06-30
Shp Wealth Management$7.3K322026-06-30
Cambridge Investment Research Advisors, Inc.$5.3K3,9402026-03-31
Bogart Wealth, LLC$4.3K242026-06-30
Darwin Wealth Management, LLC$3.3K122026-06-30
Gill Capital Partners$3.2K102026-06-30
Your Advocates Ltd., LLP$2.7K42026-06-30
Murphy & Mullick Capital Management Corp$1.9K22026-06-30
Wedbush Securities Inc$1.7K2202026-06-30
Ifp Advisors, Inc$1.7K3182026-06-30
Janney Montgomery Scott LLC$1.7K1,3422026-06-30
Central Pacific Bank - Trust Division$1.6K02026-06-30
Go Invest LLC$1.3K12026-06-30
Aurora Private Wealth, Inc.$508202026-06-30
Thoroughbred Financial Services, LLC$319342026-06-30
Smithfield Trust Co$17402026-06-30
Centaurus Financial, Inc.$1054312026-06-30
Kingdom Financial Group Llc.$20152026-06-30

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