DEFIANCE QUANTUM ETF (QTUM) Top Institutional Shareholders

DEFIANCE QUANTUM ETF (QTUM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $962.95M in QTUM holdings during the latest filing period.

Lpl Financial Llc is currently the largest disclosed institutional shareholder of QTUM tracked by InsiderSet, reporting ownership valued at approximately $121.23M in its March 31, 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 $174.51M, representing an estimated gain of +43.95% 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, Parkway Wealth Management Group, Llc, 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

430

Total Reported Value

$962.95M

Largest Holder

Lpl Financial Llc

Largest Position

$121.23M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

64

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Lpl Financial Llc0.03%1,129,797$121,227,185$174,508,445+$53,281,260+43.95%
Bank Of America Corp0.01%784,695$84,197,739$121,203,990+$37,006,251+43.95%
Parkway Wealth Management Group, Llc4.57%311,238$36,147,137$48,073,821+$11,926,684+32.99%
Royal Bank Of Canada0.01%267,050$28,654,000$41,248,543+$12,594,543+43.95%
Gradient Investments Llc0.38%165,141$27,311,090$25,507,679-$1,803,411-6.60%
Raymond James Financial Inc0.01%231,650$24,856,050$35,780,659+$10,924,609+43.95%
Northwestern Mutual Wealth Management Co0.01%218,533$23,448,662$33,754,607+$10,305,945+43.95%
Assetmark, Inc0.05%214,076$22,970,373$33,066,179+$10,095,806+43.95%
Daiwa Securities Group Inc.0.06%181,000$19,421,300$27,957,260+$8,535,960+43.95%
Osaic Holdings, Inc.0.03%176,706$18,964,245$27,294,009+$8,329,764+43.92%
Steward Partners Investment Advisory, Llc0.09%170,043$18,245,622$26,264,842+$8,019,220+43.95%
Bfi Infinity Ltd.8.66%108,943$18,016,993$16,827,336-$1,189,657-6.60%
Stifel Financial Corp0.02%156,921$16,841,030$24,238,018+$7,396,988+43.92%
Kraft, Davis & Associates, Llc3.37%106,301$16,141,486$16,419,252+$277,766+1.72%
B & T Capital Management Dba Alpha Capital Management2.26%145,239$15,584,145$22,433,616+$6,849,471+43.95%
Cetera Investment Advisers0.02%140,286$15,052,719$21,668,576+$6,615,857+43.95%
Madrona Financial Services, Llc3.22%137,219$14,723,613$21,194,847+$6,471,234+43.95%
Citadel Advisors Llc0.01%119,403$12,811,942$18,442,987+$5,631,045+43.95%
Envestnet Asset Management Inc0.00%109,459$11,744,956$16,907,037+$5,162,081+43.95%
Hengehold Capital Management Llc1.01%108,246$11,614,791$16,719,677+$5,104,886+43.95%
Ethos Financial Group, Llc0.81%102,859$11,036,771$15,887,601+$4,850,830+43.95%
Rpg Family Wealth Advisory, Llc2.37%99,651$10,692,552$15,392,093+$4,699,541+43.95%
Great Valley Advisor Group, Inc.0.18%90,370$9,696,643$13,958,550+$4,261,907+43.95%
Paller Financial Services Inc6.75%54,561$9,023,362$8,427,492-$595,870-6.60%
Commonwealth Equity Services, Llc0.01%83,024$8,908,441$12,823,887+$3,915,446+43.95%
Hightower Advisors, Llc0.01%79,915$8,576,061$12,343,671+$3,767,610+43.93%
Millington Financial Advisors, Llc3.56%64,071$8,450,367$9,896,407+$1,446,040+17.11%
Equitable Holdings, Inc.0.05%75,370$8,265,074$11,641,650+$3,376,576+40.85%
New England Private Wealth Advisors Llc0.89%71,454$7,667,015$11,036,785+$3,369,770+43.95%
Rockefeller Capital Management L.P.0.01%63,037$6,763,908$9,736,695+$2,972,787+43.95%
Flagship Harbor Advisors, Llc0.29%60,937$6,538,543$9,412,329+$2,873,786+43.95%
Estate Planners Group, Llc3.00%58,122$6,236,474$8,977,524+$2,741,050+43.95%
Buska Wealth Management, Llc2.20%36,863$6,096,401$5,693,859-$402,542-6.60%
Vvr Holdings Llc3.01%54,274$5,823,605$8,383,162+$2,559,557+43.95%
Nvest Financial, Llc2.16%53,924$5,786,093$8,329,101+$2,543,008+43.95%
Procyon Advisors, Llc0.25%34,449$5,697,241$5,320,993-$376,248-6.60%
Mml Investors Services, Llc0.02%50,576$5,426,775$7,811,969+$2,385,194+43.95%
Wealthcare Advisory Partners Llc0.10%31,878$5,271,988$4,923,876-$348,112-6.60%
Ntv Asset Management Llc0.55%46,372$4,975,759$7,162,619+$2,186,860+43.95%
Focus Wealth Advisors, Llc2.22%28,970$4,791,079$4,474,706-$316,373-6.60%
Private Advisor Group, Llc0.02%43,926$4,713,346$6,784,810+$2,071,464+43.95%
Sonoma Allocations Llc1.32%26,091$4,246,305$4,030,016-$216,289-5.09%
Bravera Wealth0.93%36,219$3,927,459$5,594,387+$1,666,928+42.44%
Neuberger Berman Group Llc0.00%35,288$3,786,403$5,450,584+$1,664,181+43.95%
1 North Wealth Services Llc1.36%35,205$3,777,497$5,437,764+$1,660,267+43.95%
Waverly Advisors, Llc0.03%34,364$3,687,273$5,307,863+$1,620,590+43.95%
Novem Group0.42%34,294$3,679,716$5,297,051+$1,617,335+43.95%
Susquehanna International Group, Llp0.00%33,778$3,624,379$5,217,350+$1,592,971+43.95%
Baird Financial Group, Inc.0.01%33,466$3,590,902$5,169,158+$1,578,256+43.95%
Inscription Capital, Llc0.36%31,898$3,422,685$4,926,965+$1,504,280+43.95%

Frequently asked questions about QTUM

  • Who owns the most QTUM stock?

    The largest holders of QTUM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DEFIANCE QUANTUM ETF (QTUM).

  • Is QTUM widely held by superinvestors?

    Many widely followed stocks like QTUM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly QTUM is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.