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Disclosery

QTUM ETF SER SOLUTIONS

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DEFIA QUANT ETF (fund)

Filings received so far for Q3 2026: 37 13F filers report a position in QTUM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Gradient Investments LLCin group Gradient Investments LLC129,802$19.7M0.28%-35,33913F-HRTimelineGroup
Paller Financial Services Inc55,573$8.43M6.47%+1,01213F-HRTimeline
Buska Wealth Management, LLC43,893$6.66M2.29%+7,03013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC36,096$5.47M0.1%+2613F-HRTimeline
Farther Finance Advisors, LLC23,457$3.56M0.03%+4,79013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,357$2.17M<0.01%+34213F-HRTimeline
Kaizen Financial Strategies8,616$1.31M0.51%+20013F-HRTimeline
David J Yvars Group7,760$1.18M0.54%-33813F-HRTimeline
Stegent Equity Advisors, Inc.5,748$872K0.69%-6,12913F-HRTimeline
CoreCap Advisors, LLC5,176$785K0.02%-72713F-HRTimeline
Bullock Wealth Management Group4,078$625K0.26%+5313F-HRTimeline
Wedmont Private Capital3,972$599K0.01%+1,50913F-HRTimeline
Dynamic Advisor Solutions LLC3,359$509K0.01%-43913F-HRTimeline
Polaris Financial Partners3,155$480K0.21%13F-HRTimeline
Silverleafe Capital Partners, LLC2,891$438K0.12%-33613F-HRTimeline
Lauer Wealth, LLC2,295$346K0.24%new13F-HRTimeline
Beacon Wealthcare LLC1,841$279K0.09%new13F-HRTimeline
Able Wealth Management LLC1,714$268K0.06%+113F-HRTimeline
Avidian Wealth Enterprises, LLC1,693$257K0.01%-4813F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,521$231K0.02%new13F-HRTimeline
Venture Visionary Partners LLC1,450$220K0.01%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,401$212K0.01%-513F-HRTimeline
GK Wealth Management LLC1,306$198K0.11%-69413F-HRTimeline
Noble Wealth Management PBC1,110$168K0.08%+18913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC866$131K0.01%+4213F-HRTimeline
FIRST COMMUNITY TRUST NA366$55.5K0.02%-17013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP320$48.5K<0.01%013F-HRTimeline
Planning Strategies Inc.202$30.6K0.02%+10013F-HRTimeline
Rosenberg Matthew Hamilton163$24.7K<0.01%013F-HRTimeline
CX Institutional133$20K<0.01%013F-HRTimeline
Berbice Capital Management LLC125$19K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC90$13.6K<0.01%013F-HRTimeline
Investors Research Corp60$9.1K<0.01%+5013F-HRTimeline
MassMutual Private Wealth & Trust, FSB53$8.04K<0.01%013F-HRTimeline
Grove Bank & Trust10$1.52K<0.01%013F-HRTimeline
Trust Co9$1.36K<0.01%new13F-HRTimeline
Davis Capital Management6$916<0.01%013F-HRTimeline