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Disclosery

UFOX ETF SER SOLUTIONS

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DEFIANCE SPACE A (fund)

156 managers (158 13F filers) reported a position in UFOX shares at 2024-12-31, 2,632,196 shares in all. 12 filers opened a position and 11 filers sold out during the quarter.

Managers
156
13F filers
158
New
12
Added
45
Reduced
52
Sold out
11
Shares held by filers
2,632,196

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Stonebridge Financial Group, LLC264,554$12.6M1.39%13F-HRTimeline
LPL Financial LLC260,707$12.4M0.01%-7,41713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC200,074$9.53M0.01%-10,89513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…189,120$9.01M0.01%-12,01213F-HRTimelineGroup
Cetera Investment Advisers124,789$5.95M0.01%+1,72113F-HRTimeline
KWMG, LLC103,383$4.93M0.51%-4,39813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC98,280$4.68M<0.01%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG95,448$4.55M<0.01%-12,01813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC75,135$3.58M<0.01%+25,41413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.62,416$2.97M0.01%-4313F-HR/ATimelineGroup
Advantage Trust Co52,170$2.49M1.46%-8,71113F-HRTimeline
HighTower Advisors, LLC51,294$2.44M<0.01%-96613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…48,442$2.31M0.01%+113F-HRTimelineGroup
NORTHSTAR ASSET MANAGEMENT Co46,675$2.22M0.51%-50013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,884$2.09M<0.01%-14,91013F-HRTimelineGroup
OneDigital Investment Advisors LLC38,252$1.82M0.02%-2,75213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.30,762$1.47M<0.01%+25713F-HRTimelineGroup
Aptus Capital Advisors, LLC26,777$1.28M0.02%+113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding26,742$1.27M+14,793Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC26,671$1.27M0.1%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,649$1.27M<0.01%-2,44713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,531$1.17M<0.01%+1,46413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC21,732$1.04M<0.01%+6513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,949$998K<0.01%-14,91313F-HRTimelineGroup
WEDBUSH SECURITIES INC17,553$836K0.03%-30013F-HRTimeline
HARBOUR INVESTMENTS, INC.17,409$830K0.02%+813F-HRTimeline
OAK FAMILY ADVISORS, LLC16,344$779K0.3%+4,63313F-HRTimeline
Advisory Services Network, LLC15,883$757K0.01%-4,83713F-HRTimeline
HUB Investment Partners, LLC15,594$743K0.03%-2,48413F-HRTimeline
Cambridge Investment Research Advisors,…15,301$729K<0.01%+10813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.15,100$720K<0.01%-1,60013F-HRTimelineGroup
Creative Planningin group Creative Planning14,444$688K<0.01%-58513F-HRTimelineGroup
Waverly Advisors, LLC13,822$659K0.01%+1,03713F-HRTimeline
Laidlaw Wealth Management LLC12,988$619K0.27%-76913F-HRTimeline
SageView Advisory Group, LLC12,520$597K0.03%+35113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,190$581K<0.01%-26,08713F-HRTimelineGroup
Financial Freedom, LLC12,136$578K0.3%+1613F-HRTimeline
Independent Advisor Alliance12,022$573K0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,843$564K0.02%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,447$545K0.01%+1,23013F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…11,380$542K0.18%+51513F-HRTimeline
HT Partners LLC11,337$540K0.18%013F-HRTimeline
Frisch Financial Group, Inc.10,884$519K0.16%-30713F-HRTimeline
Mariner, LLCin group Mariner, LLC10,837$516K<0.01%-54613F-HRTimelineGroup
SEARLE & CO.10,534$502K0.14%013F-HRTimeline
WORLD EQUITY GROUP, INC.10,816$499K0.11%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,412$496K<0.01%-24,62313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,340$493K0.01%013F-HRTimelineGroup
Advisors Capital Management, LLC9,699$462K0.01%-51813F-HRTimeline
Intrua Financial, LLC9,110$434K0.07%+2013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,040$431K0.02%-44113F-HR/ATimelineGroup
IHT Wealth Management, LLC9,002$429K0.01%-59913F-HRTimeline
Federation des caisses Desjardins du Qu…8,955$427K<0.01%-40013F-HRTimeline
Joel Isaacson & Co., LLC8,949$426K0.02%+1813F-HRTimeline
Atria Wealth Solutions, Inc.8,838$421K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,543$407K<0.01%-38613F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC8,397$400K0.07%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,195$390K<0.01%+30013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,193$390K<0.01%-83213F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,112$387K0.01%-51713F-HRTimelineGroup
Private Advisor Group, LLC8,012$382K<0.01%-5,33613F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,638$364K0.02%-2,63413F-HR/ATimeline
AllSquare Wealth Management LLC7,575$361K0.21%-22513F-HRTimeline
Wealthspire Advisors, LLC7,505$358K<0.01%013F-HRTimeline
Bleakley Financial Group, LLC7,298$348K0.01%+513F-HRTimeline
SeaCrest Wealth Management, LLC7,073$337K0.04%+513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,917$330K0.01%-2,28713F-HRTimelineGroup
Claro Advisors Inc.6,897$329K0.04%-76613F-HRTimeline
Snowden Capital Advisors LLC6,793$324K0.01%+40513F-HRTimeline
Larson Financial Group LLC6,759$322K0.02%+4113F-HRTimeline
SCOTIA CAPITAL INC.6,335$302K<0.01%+1,03313F-HRTimeline
626 Financial, LLC6,260$298K0.16%-2,38213F-HRTimeline
FMR LLCin group FMR LLC6,002$286K<0.01%+4113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.5,918$282K<0.01%+37213F-HRTimeline
Wealthfront Advisers LLC5,885$280K<0.01%+32313F-HR/ATimeline
MML INVESTORS SERVICES, LLC5,515$263K<0.01%+8013F-HRTimeline
Valley Financial Group, Inc.5,460$260K0.18%-26013F-HRTimeline
Strategic Blueprint, LLC5,349$255K0.02%-2513F-HRTimeline
Tradition Wealth Management, LLC5,218$249K0.02%+20513F-HRTimeline
Arete Wealth Advisors, LLC5,170$246K0.02%+41013F-HRTimeline
Beaumont Financial Advisors, LLC5,158$246K0.02%+213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,733$242K0.01%-33913F-HRTimeline
Insight Inv LLC4,847$231K0.16%new13F-HRTimeline
Resolute Wealth Strategies, LLC4,840$231K0.12%-24713F-HRTimeline
RFG Advisory, LLC4,761$227K0.01%013F-HRTimeline
American Institute for Advanced Investm…4,675$223K0.17%-1,10013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,461$213K<0.01%-20013F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC4,457$212K0.09%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,435$211K<0.01%+5813F-HRTimelineGroup
AE Wealth Management LLC4,429$211K<0.01%new13F-HRTimeline
Wealthstar Advisors, LLC4,421$211K0.09%13F-HRTimeline
Csenge Advisory Group4,373$208K0.01%new13F-HRTimeline
EAGLE WEALTH STRATEGIES LLC4,322$206K0.15%new13F-HRTimeline
CWM, LLCin group CWM, LLC4,203$200K<0.01%+13313F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC3,877$185K0.01%-6513F-HRTimeline
ACIMA PRIVATE WEALTH, LLC3,473$165K0.06%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,018$144K<0.01%-24913F-HRTimelineGroup
MAI Capital Management2,971$142K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,906$138K<0.01%+2,84513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,743$131K<0.01%+2,00013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,583$123K<0.01%+613F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,460$117K<0.01%+313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,439$116K<0.01%-84513F-HRTimelineGroup
COMERICA BANK2,428$116K<0.01%-5413F-HR/ATimeline
PSI Advisors, LLC2,329$111K0.03%+813F-HRTimeline
KIECKHEFER GROUP LLC2,000$95.3K0.06%13F-HRTimeline
NewEdge Advisors, LLC1,962$93.5K<0.01%+10113F-HRTimeline
Smithfield Trust Co1,830$87K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,575$75K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,417$67.5K<0.01%-20013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,355$65.1K<0.01%013F-HRTimelineGroup
Crews Bank & Trust1,250$59.6K0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,224$58.3K<0.01%013F-HRTimelineGroup
Pathway Financial Advisers, LLC1,219$58.1K0.02%-69,79413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,190$56.7K<0.01%-82513F-HRTimelineGroup
Investors Research Corp900$42.9K0.01%013F-HRTimeline
Parallel Advisors, LLC895$42.6K<0.01%+113F-HRTimeline
Innovative Advisory Group, LLC885$42.2K0.04%13F-HRTimeline
Transce3nd, LLC829$39.5K0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC800$38.1K<0.01%-45613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/765$36.5K<0.01%-313F-HRTimelineGroup
SIMPLEX TRADING, LLC764$36K<0.01%+56913F-HRTimeline
HHM Wealth Advisors, LLC740$35.3K<0.01%013F-HRTimeline
AlphaMark Advisors, LLC725$35K0.02%013F-HRTimeline
Anchor Investment Management, LLC575$27.4K<0.01%013F-HRTimeline
Allworth Financial LP519$26.6K<0.01%+31613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV524$25K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.500$24.5K0.01%13F-HRTimeline
CoreCap Advisors, LLC426$20.3K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners425$20.3K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC425$20.3K<0.01%+113F-HRTimeline
Front Row Advisors LLC400$19.1K0.01%013F-HRTimeline
Crewe Advisors LLC400$19.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC397$18.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc277$13.2K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB250$11.9K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC250$11.9K<0.01%013F-HRTimeline
Sandy Spring Bank229$10.9K<0.01%013F-HRTimeline
LEE DANNER & BASS INC200$9.53K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC196$9.35K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust195$9.27K<0.01%+113F-HRTimeline
Sunbelt Securities, Inc.162$7.78K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC163$7.77K<0.01%13F-HRTimeline
McIlrath & Eck, LLC125$5.96K<0.01%013F-HRTimeline
Continuum Advisory, LLC111$5.31K<0.01%013F-HRTimeline
Sachetta, LLC109$5.19K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…100$4.76K<0.01%013F-HRTimelineGroup
Truvestments Capital LLC100$4.76K<0.01%013F-HRTimeline
IFP Advisors, Inc93$4.43K<0.01%013F-HRTimeline
Dunhill Financial, LLC87$4.13K<0.01%013F-HRTimeline
Bogart Wealth, LLC45$2.14K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC25$1.19K<0.01%-313F-HRTimeline
Murphy & Mullick Capital Management Corp20$953<0.01%13F-HRTimeline
WR Wealth Planners, LLC8$381<0.01%013F-HRTimeline
Your Advocates Ltd., LLP5$242<0.01%+213F-HRTimeline
West Branch Capital LLC4$200<0.01%013F-HRTimeline