QTUM Institutional Ownership & Shareholders
DEFIANCE QUANTUM ETF (QTUM) is currently held by 558 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.64B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of QTUM tracked by InsiderSet, reporting ownership valued at approximately $228.73M 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 $185.09M, representing an estimated loss of -19.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed QTUM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in DEFIANCE QUANTUM ETF (QTUM).
This page ranks the largest institutional QTUM 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
558
Total Reported Value
$1.64B
Largest Holder
Lpl Financial Llc
Largest Position
$228.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.05% | 1,383,031 | $228,725,654 | $185,091,039 | -$43,634,615 | -19.08% | |
| Bank Of America Corp | 0.01% | 809,409 | $133,860,110 | $108,323,206 | -$25,536,904 | -19.08% | |
| Raymond James Financial Inc | 0.02% | 333,144 | $55,095,311 | $44,584,662 | -$10,510,649 | -19.08% | |
| Royal Bank Of Canada | 0.01% | 313,937 | $51,919,000 | $42,014,189 | -$9,904,811 | -19.08% | |
| Osaic Holdings, Inc. | 0.05% | 279,851 | $46,291,477 | $37,452,459 | -$8,839,018 | -19.09% | |
| Parkway Wealth Management Group, Llc | 5.16% | 295,499 | $44,803,576 | $39,546,631 | -$5,256,945 | -11.73% | |
| Assetmark, Inc | 0.07% | 281,763 | $42,720,952 | $37,708,342 | -$5,012,610 | -11.73% | |
| Cetera Investment Advisers | 0.03% | 178,909 | $29,587,848 | $23,943,391 | -$5,644,457 | -19.08% | |
| Daiwa Securities Group Inc. | 0.06% | 176,000 | $26,685,120 | $23,554,080 | -$3,131,040 | -11.73% | |
| Envestnet Asset Management Inc | 0.01% | 150,348 | $24,864,583 | $20,121,073 | -$4,743,510 | -19.08% | |
| B & T Capital Management Dba Alpha Capital Management | 3.08% | 141,848 | $23,458,823 | $18,983,518 | -$4,475,305 | -19.08% | |
| Stifel Financial Corp | 0.02% | 139,254 | $23,036,427 | $18,636,363 | -$4,400,064 | -19.10% | |
| Jane Street Group, Llc | 0.01% | 131,106 | $21,682,311 | $17,545,916 | -$4,136,395 | -19.08% | |
| Gradient Investments Llc | 0.28% | 129,802 | $19,680,575 | $17,371,402 | -$2,309,173 | -11.73% | |
| Madrona Financial Services, Llc | 3.01% | 128,341 | $19,459,101 | $17,175,876 | -$2,283,225 | -11.73% | |
| Mml Investors Services, Llc | 0.04% | 116,972 | $19,344,877 | $15,654,363 | -$3,690,514 | -19.08% | |
| Steward Partners Investment Advisory, Llc | 0.09% | 106,677 | $17,642,162 | $14,276,583 | -$3,365,579 | -19.08% | |
| Hengehold Capital Management Llc | 1.34% | 116,297 | $17,632,959 | $15,564,028 | -$2,068,931 | -11.73% | |
| Rpg Family Wealth Advisory, Llc | 3.04% | 102,063 | $16,879,179 | $13,659,091 | -$3,220,088 | -19.08% | |
| Bfi Infinity Ltd. | 8.13% | 111,206 | $16,861,054 | $14,882,699 | -$1,978,355 | -11.73% | |
| Great Valley Advisor Group, Inc. | 0.25% | 96,189 | $15,907,475 | $12,872,974 | -$3,034,501 | -19.08% | |
| Susquehanna International Group, Llp | 0.01% | 91,673 | $15,160,881 | $12,268,598 | -$2,892,283 | -19.08% | |
| Kraft, Davis & Associates, Llc | 3.13% | 106,886 | $14,849,551 | $14,304,553 | -$544,998 | -3.67% | |
| Rockefeller Capital Management L.P. | 0.02% | 89,445 | $14,792,533 | $11,970,424 | -$2,822,109 | -19.08% | |
| Equitable Holdings, Inc. | 0.09% | 87,958 | $14,546,434 | $11,771,419 | -$2,775,015 | -19.08% | |
| Goldman Sachs Group Inc | 0.00% | 83,858 | $13,868,436 | $11,222,716 | -$2,645,720 | -19.08% | |
| Ethos Financial Group, Llc | 0.90% | 101,986 | $13,486,629 | $13,648,786 | +$162,157 | +1.20% | |
| Citadel Advisors Llc | 0.01% | 78,533 | $12,987,788 | $10,510,071 | -$2,477,717 | -19.08% | |
| Commonwealth Equity Services, Llc | 0.02% | 85,643 | $12,985,178 | $11,461,603 | -$1,523,575 | -11.73% | |
| Bank Of Montreal | 0.00% | 67,576 | $11,175,719 | $9,043,696 | -$2,132,023 | -19.08% | |
| New England Private Wealth Advisors Llc | 1.04% | 71,928 | $10,905,798 | $9,626,124 | -$1,279,674 | -11.73% | |
| Flagship Harbor Advisors, Llc | 0.38% | 67,670 | $10,260,096 | $9,056,276 | -$1,203,820 | -11.73% | |
| Summit Financial, Llc | 0.10% | 56,761 | $9,387,130 | $7,596,325 | -$1,790,805 | -19.08% | |
| Millington Financial Advisors, Llc | 3.62% | 64,965 | $9,204,868 | $8,694,266 | -$510,602 | -5.55% | |
| Janney Montgomery Scott Llc | 0.02% | 55,390 | $9,160,000 | $7,412,844 | -$1,747,156 | -19.07% | |
| Nvest Financial, Llc | 2.85% | 54,429 | $9,001,420 | $7,284,233 | -$1,717,187 | -19.08% | |
| Fischer Investment Strategies, Llc | 4.11% | 52,023 | $8,603,563 | $6,962,238 | -$1,641,325 | -19.08% | |
| Paller Financial Services Inc | 6.47% | 55,573 | $8,425,978 | $7,437,335 | -$988,643 | -11.73% | |
| Foguth Wealth Management, Llc. | 0.84% | 60,555 | $8,304,545 | $8,104,076 | -$200,469 | -2.41% | |
| Ocean Park Asset Management, Llc | 0.50% | 53,960 | $8,181,415 | $7,221,467 | -$959,948 | -11.73% | |
| Vvr Holdings Llc | 3.04% | 48,586 | $7,366,582 | $6,502,264 | -$864,318 | -11.73% | |
| Focus Partners Wealth | 0.01% | 42,766 | $7,072,728 | $5,723,374 | -$1,349,354 | -19.08% | |
| Ubs Group Ag | 0.00% | 42,408 | $7,013,435 | $5,675,463 | -$1,337,972 | -19.08% | |
| Ntv Asset Management Llc | 0.64% | 45,965 | $6,969,307 | $6,151,496 | -$817,811 | -11.73% | |
| Buska Wealth Management, Llc | 2.29% | 43,893 | $6,655,007 | $5,874,200 | -$780,807 | -11.73% | |
| Waverly Advisors, Llc | 0.04% | 39,578 | $6,545,458 | $5,296,724 | -$1,248,734 | -19.08% | |
| Measured Wealth Private Client Group, Llc | 1.47% | 36,862 | $6,096,238 | $4,933,241 | -$1,162,997 | -19.08% | |
| Kestra Advisory Services, Llc | 0.02% | 39,259 | $5,952,411 | $5,254,032 | -$698,379 | -11.73% | |
| Kingsview Wealth Management, Llc | 0.07% | 35,216 | $5,824,017 | $4,712,957 | -$1,111,060 | -19.08% | |
| Baird Financial Group, Inc. | 0.01% | 35,192 | $5,820,053 | $4,709,745 | -$1,110,308 | -19.08% |
Frequently asked questions about QTUM
Who are the largest institutional holders of QTUM?
The largest institutional holders of QTUM reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Raymond James Financial Inc, Royal Bank Of Canada, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported QTUM position.
What is QTUM institutional ownership?
This page tracks QTUM positions reported by institutional investment managers through SEC Form 13F. DEFIANCE QUANTUM ETF (QTUM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QTUM?
InsiderSet currently tracks 558 institutional managers reporting QTUM 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 QTUM shareholders.
How much QTUM stock do institutions own?
Institutional investment managers disclosed approximately $1.64B in QTUM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QTUM institutional ownership last updated?
The latest QTUM 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 QTUM 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 QTUM position after the reporting date.
Are institutions buying or selling QTUM?
Institutional buying and selling can be analyzed by comparing QTUM positions across consecutive 13F reporting periods. InsiderSet's QTUM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QTUM ownership changes.
How has QTUM institutional ownership changed over time?
InsiderSet tracks QTUM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.