AIPO Institutional Ownership & Shareholders
DEFIANCE AI & POWER INFR ETF (AIPO) is currently held by 129 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $268.31M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bouchey Financial Group Ltd is currently the largest disclosed institutional shareholder of AIPO tracked by InsiderSet, reporting ownership valued at approximately $41.47M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $30.07M, representing an estimated loss of -27.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed AIPO value among the investors covered in this analysis. Major shareholders include Bouchey Financial Group Ltd, Focus Partners Wealth, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in DEFIANCE AI & POWER INFR ETF (AIPO).
This page ranks the largest institutional AIPO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
129
Total Reported Value
$268.31M
Largest Holder
Bouchey Financial Group Ltd
Largest Position
$41.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
150
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bouchey Financial Group Ltd | 2.68% | 1,241,131 | $41,466,187 | $30,072,604 | -$11,393,583 | -27.48% | |
| Focus Partners Wealth | 0.02% | 650,256 | $21,725,073 | $15,755,703 | -$5,969,370 | -27.48% | |
| Royal Bank Of Canada | 0.00% | 470,229 | $15,710,000 | $11,393,649 | -$4,316,351 | -27.48% | |
| Raymond James Financial Inc | 0.00% | 450,563 | $15,053,310 | $10,917,141 | -$4,136,169 | -27.48% | |
| Commonwealth Equity Services, Llc | 0.02% | 507,947 | $14,324,100 | $12,307,556 | -$2,016,544 | -14.08% | |
| Cetera Investment Advisers | 0.01% | 375,407 | $12,542,353 | $9,096,112 | -$3,446,241 | -27.48% | |
| Performance Wealth Partners, Llc | 0.29% | 352,481 | $11,776,390 | $8,540,615 | -$3,235,775 | -27.48% | |
| Trilogy Capital Inc. | 0.43% | 392,912 | $11,080,118 | $9,520,258 | -$1,559,860 | -14.08% | |
| Silverleafe Capital Partners, Llc | 2.35% | 292,912 | $8,260,117 | $7,097,258 | -$1,162,859 | -14.08% | |
| Members Advisory Group Llc | 2.19% | 234,902 | $7,848,083 | $5,691,675 | -$2,156,408 | -27.48% | |
| Ifp Advisors, Inc | 0.11% | 222,246 | $6,267,337 | $5,385,021 | -$882,316 | -14.08% | |
| Integrity Alliance, Llc. | 0.18% | 212,346 | $5,988,157 | $5,145,144 | -$843,013 | -14.08% | |
| Waverly Advisors, Llc | 0.03% | 176,607 | $5,900,446 | $4,279,188 | -$1,621,258 | -27.48% | |
| D. E. Shaw & Co., Inc. | 0.00% | 151,910 | $5,075,313 | $3,680,779 | -$1,394,534 | -27.48% | |
| Integrated Wealth Concepts Llc | 0.03% | 149,528 | $4,995,731 | $3,623,063 | -$1,372,668 | -27.48% | |
| Rockefeller Capital Management L.P. | 0.01% | 147,388 | $4,924,233 | $3,571,211 | -$1,353,022 | -27.48% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.23% | 166,867 | $4,705,650 | $4,043,187 | -$662,463 | -14.08% | |
| Stonecrest Wealth Management, Inc. | 1.50% | 165,750 | $4,674,150 | $4,016,123 | -$658,028 | -14.08% | |
| Glenview Trust Co | 0.04% | 105,268 | $2,968,557 | $2,550,644 | -$417,913 | -14.08% | |
| Ubs Group Ag | 0.00% | 86,239 | $2,881,245 | $2,089,571 | -$791,674 | -27.48% | |
| Parallel Advisors, Llc | 0.03% | 88,164 | $2,486,231 | $2,136,214 | -$350,017 | -14.08% | |
| Wny Asset Management, Llc | 0.20% | 67,501 | $2,255,208 | $1,635,549 | -$619,659 | -27.48% | |
| Capital Investment Advisory Services, Llc | 0.13% | 76,527 | $2,158,061 | $1,854,249 | -$303,812 | -14.08% | |
| Osaic Holdings, Inc. | 0.00% | 55,448 | $1,852,460 | $1,343,505 | -$508,955 | -27.47% | |
| Envestnet Asset Management Inc | 0.00% | 54,182 | $1,810,221 | $1,312,830 | -$497,391 | -27.48% | |
| Summit Financial, Llc | 0.02% | 50,375 | $1,683,014 | $1,220,586 | -$462,428 | -27.48% | |
| Perennial Advisors, Llc | 0.25% | 59,411 | $1,675,391 | $1,439,529 | -$235,862 | -14.08% | |
| Quattro Financial Advisors Llc | 0.35% | 59,395 | $1,674,939 | $1,439,141 | -$235,798 | -14.08% | |
| Concurrent Investment Advisors, Llc | 0.01% | 52,185 | $1,471,605 | $1,264,443 | -$207,162 | -14.08% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 44,037 | $1,471,276 | $1,067,017 | -$404,259 | -27.48% | |
| Vvr Holdings Llc | 0.57% | 49,344 | $1,391,521 | $1,195,605 | -$195,916 | -14.08% | |
| Vista Investment Partners Ii, Llc | 0.55% | 48,438 | $1,365,952 | $1,173,653 | -$192,299 | -14.08% | |
| Mariner, Llc | 0.00% | 38,593 | $1,289,401 | $935,108 | -$354,293 | -27.48% | |
| Sanctuary Advisors, Llc | 0.01% | 38,149 | $1,274,558 | $924,350 | -$350,208 | -27.48% | |
| Aries Wealth Management | 0.24% | 45,053 | $1,270,495 | $1,091,634 | -$178,861 | -14.08% | |
| Lpl Financial Llc | 0.00% | 36,490 | $1,219,131 | $884,153 | -$334,978 | -27.48% | |
| Sigma Planning Corp | 0.03% | 41,097 | $1,158,923 | $995,780 | -$163,143 | -14.08% | |
| Shp Wealth Management | 0.08% | 33,767 | $1,128,155 | $818,174 | -$309,981 | -27.48% | |
| Centaurus Financial, Inc. | 0.04% | 33,669 | $1,125,000 | $815,800 | -$309,200 | -27.48% | |
| Gts Securities Llc | 0.02% | 33,478 | $1,118,500 | $811,172 | -$307,328 | -27.48% | |
| Truist Financial Corp | 0.00% | 37,716 | $1,063,591 | $913,859 | -$149,732 | -14.08% | |
| Platform Technology Partners | 0.16% | 36,947 | $1,041,915 | $895,226 | -$146,689 | -14.08% | |
| Lionsbridge Wealth Management Llc | 1.16% | 36,863 | $1,039,537 | $893,190 | -$146,347 | -14.08% | |
| Susquehanna International Group, Llp | 0.00% | 29,846 | $997,155 | $723,169 | -$273,986 | -27.48% | |
| Arrowroot Family Office, Llc | 0.28% | 28,916 | $966,084 | $700,635 | -$265,449 | -27.48% | |
| Hb Wealth Management, Llc | 0.00% | 32,063 | $904,177 | $776,886 | -$127,291 | -14.08% | |
| Atria Investments, Inc | 0.01% | 31,000 | $874,200 | $751,130 | -$123,070 | -14.08% | |
| Sunpointe, Llc | 0.26% | 30,072 | $848,030 | $728,645 | -$119,385 | -14.08% | |
| Essex Financial Services, Inc. | 0.04% | 24,780 | $827,900 | $600,419 | -$227,481 | -27.48% | |
| Retirement Financial Solutions, Llc | 0.19% | 28,743 | $810,553 | $696,443 | -$114,110 | -14.08% |
Frequently asked questions about AIPO
Who are the largest institutional holders of AIPO?
The largest institutional holders of AIPO reported in the latest SEC Form 13F filings include Bouchey Financial Group Ltd, Focus Partners Wealth, Royal Bank Of Canada, Raymond James Financial Inc, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported AIPO position.
What is AIPO institutional ownership?
This page tracks AIPO positions reported by institutional investment managers through SEC Form 13F. DEFIANCE AI & POWER INFR ETF (AIPO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AIPO?
InsiderSet currently tracks 129 institutional managers reporting AIPO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AIPO shareholders.
How much AIPO stock do institutions own?
Institutional investment managers disclosed approximately $268.31M in AIPO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AIPO institutional ownership last updated?
The latest AIPO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AIPO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AIPO position after the reporting date.
Are institutions buying or selling AIPO?
Institutional buying and selling can be analyzed by comparing AIPO positions across consecutive 13F reporting periods. InsiderSet's AIPO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AIPO ownership changes.
How has AIPO institutional ownership changed over time?
InsiderSet tracks AIPO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.