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Defiance Drone & MOD WAR ETF (JEDI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Williams Jones Wealth Management, Llc.
DECREASED
Shares272,527 from 305,377
Change-32,850 (-11%)
Value$6.8M (-$2.0M)
Filed 2026-11-05
Park Avenue Securities LLC
NEW
Shares152,404
Change+152,404
Value$3.8M
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares98,670 from 60,093
Change+38,577 (+64%)
Value$2.5M (+$729.9K)
Filed 2026-11-06
High Note Wealth, LLC
DECREASED
Shares80,344 from 82,734
Change-2,390 (-3%)
Value$2.0M (-$387.6K)
Filed 2026-10-27
Lane Generational LLC
INCREASED
Shares57,485 from 42,149
Change+15,336 (+36%)
Value$1.4M (+$217.9K)
Filed 2026-11-09
StoneX Group Inc.
DECREASED
Shares27,797 from 273,504
Change-245,707 (-90%)
Value$697.4K (-$7.0M)
Filed 2026-11-03
Bright Futures Wealth Management, Llc.
INCREASED
Shares22,298 from 15,866
Change+6,432 (+41%)
Value$559.5K (+$98.6K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
NEW
Shares16,573
Change+16,573
Value$415.8K
Filed 2026-11-02
D.A. Davidson & Co.
NEW
Shares15,649
Change+15,649
Value$392.6K
Filed 2026-10-28
Insight Advisors, LLC/ PA
INCREASED
Shares15,075 from 14,775
Change+300 (+2%)
Value$378.2K (-$51.0K)
Filed 2026-10-22
Mission Wealth Management, LP
UNCHANGED
Shares14,231 from 14,231
Change0 (0%)
Value$357.1K (-$56.4K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares13,044 from 38,246
Change-25,202 (-66%)
Value$327.0K (-$784.0K)
Filed 2026-11-02
Primoris Wealth Advisors, LLC
NEW
Shares11,085
Change+11,085
Value$278.1K
Filed 2026-10-28
HighTower Advisors, LLC
DECREASED
Shares8,409 from 8,890
Change-481 (-5%)
Value$211.0K (-$47.3K)
Filed 2026-11-10
PNC Financial Services Group, Inc.
INCREASED
Shares2,175 from 175
Change+2,000 (+1143%)
Value$54.6K (+$49.5K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares1,570 from 1,475
Change+95 (+6%)
Value$39.4K (-$3.5K)
Filed 2026-11-03
Noble Wealth Management PBC
UNCHANGED
Shares1,539 from 1,539
Change0 (0%)
Value$38.6K (-$6.1K)
Filed 2026-10-01
Nuveen, LLC
NEW
Shares1,536
Change+1,536
Value$38.7K
Filed 2026-11-10
Tidemark, LLC
UNCHANGED
Shares1,104 from 1,104
Change0 (0%)
Value$27.7K (-$4.4K)
Filed 2026-11-09
Bank of Montreal
INCREASED
Shares1,050 from 250
Change+800 (+320%)
Value$26.3K (+$19.1K)
Filed 2026-11-09
Allworth Financial LP
INCREASED
Shares715 from 66
Change+649 (+983%)
Value$20.8K (+$18.9K)
Filed 2026-11-06
Signature Resources Capital Management, LLC
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$10.6K (-$1.7K)
Filed 2026-10-16
CX Institutional
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$10.0K (+$10.0K)
Filed 2026-10-02
Harbour Investments, Inc.
INCREASED
Shares366 from 281
Change+85 (+30%)
Value$9.2K (+$1.0K)
Filed 2026-11-09
IFP Advisors, Inc
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$8.7K (-$1.4K)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
NEW
Shares334
Change+334
Value$8.4K
Filed 2026-11-05
Simplex Trading, LLC
NEW
Shares253
Change+253
Value$6.3K
Filed 2026-11-04
US Bancorp \de\
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$3.5K (-$554)
Filed 2026-11-05
SJS Investment Consulting Inc.
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$1.8K (-$289)
Filed 2026-10-26
Worth Asset Management, LLC
CLOSED
Shares0 from 6,935
Change-6,935 (-100%)
Value$0 (-$201.5K)
Filed 2026-10-07
Farther Finance Advisors, LLC
CLOSED
Shares0 from 1,675
Change-1,675 (-100%)
Value$0 (-$48.7K)
Filed 2026-10-08
Advisory Services Network, LLC
N/A
Shares— from 74,861
Change-74,861 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 48,446
Change-48,446 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 47,118
Change-47,118 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 42,700
Change-42,700 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 38,663
Change-38,663 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 30,757
Change-30,757 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 25,454
Change-25,454 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 19,757
Change-19,757 (-100%)
Value—
&partners
N/A
Shares— from 14,010
Change-14,010 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,473
Change-10,473 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,011
Change-9,011 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,870
Change-7,870 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 7,505
Change-7,505 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 5,915
Change-5,915 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 973
Change-973 (-100%)
Value—
UBS Group AG
N/A
Shares— from 842
Change-842 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 498
Change-498 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 324
Change-324 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 120
Change-120 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 110
Change-110 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Williams Jones Wealth Management, Llc.
DECREASED272,527305,377-32,850-11%$8.9M$6.8M-$2.0M2026-11-05
Park Avenue Securities LLC
NEW152,404—+152,404——$3.8M—2026-10-26
LPL Financial LLC
INCREASED98,67060,093+38,577+64%$1.7M$2.5M+$729.9K2026-11-06
High Note Wealth, LLC
DECREASED80,34482,734-2,390-3%$2.4M$2.0M-$387.6K2026-10-27
Lane Generational LLC
INCREASED57,48542,149+15,336+36%$1.2M$1.4M+$217.9K2026-11-09
StoneX Group Inc.
DECREASED27,797273,504-245,707-90%$7.7M$697.4K-$7.0M2026-11-03
Bright Futures Wealth Management, Llc.
INCREASED22,29815,866+6,432+41%$460.9K$559.5K+$98.6K2026-10-23
Commonwealth Equity Services, LLC
NEW16,573—+16,573——$415.8K—2026-11-02
D.A. Davidson & Co.
NEW15,649—+15,649——$392.6K—2026-10-28
Insight Advisors, LLC/ PA
INCREASED15,07514,775+300+2%$429.2K$378.2K-$51.0K2026-10-22
Mission Wealth Management, LP
UNCHANGED14,23114,23100%$413.4K$357.1K-$56.4K2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED13,04438,246-25,202-66%$1.1M$327.0K-$784.0K2026-11-02
Primoris Wealth Advisors, LLC
NEW11,085—+11,085——$278.1K—2026-10-28
HighTower Advisors, LLC
DECREASED8,4098,890-481-5%$258.3K$211.0K-$47.3K2026-11-10
PNC Financial Services Group, Inc.
INCREASED2,175175+2,000+1143%$5.1K$54.6K+$49.5K2026-11-06
Parallel Advisors, LLC
INCREASED1,5701,475+95+6%$42.8K$39.4K-$3.5K2026-11-03
Noble Wealth Management PBC
UNCHANGED1,5391,53900%$44.7K$38.6K-$6.1K2026-10-01
Nuveen, LLC
NEW1,536—+1,536——$38.7K—2026-11-10
Tidemark, LLC
UNCHANGED1,1041,10400%$32.1K$27.7K-$4.4K2026-11-09
Bank of Montreal
INCREASED1,050250+800+320%$7.3K$26.3K+$19.1K2026-11-09
Allworth Financial LP
INCREASED71566+649+983%$1.9K$20.8K+$18.9K2026-11-06
Signature Resources Capital Management, LLC
UNCHANGED42142100%$12.2K$10.6K-$1.7K2026-10-16
CX Institutional
UNCHANGED40240200%$12$10.0K+$10.0K2026-10-02
Harbour Investments, Inc.
INCREASED366281+85+30%$8.2K$9.2K+$1.0K2026-11-09
IFP Advisors, Inc
UNCHANGED34534500%$10.0K$8.7K-$1.4K2026-10-16
Silver Grove Financial Group, Inc.
NEW334—+334——$8.4K—2026-11-05
Simplex Trading, LLC
NEW253—+253——$6.3K—2026-11-04
US Bancorp \de\
UNCHANGED14014000%$4.1K$3.5K-$5542026-11-05
SJS Investment Consulting Inc.
UNCHANGED737300%$2.1K$1.8K-$2892026-10-26
Worth Asset Management, LLC
CLOSED06,935-6,935-100%$201.5K$0-$201.5K2026-10-07
Farther Finance Advisors, LLC
CLOSED01,675-1,675-100%$48.7K$0-$48.7K2026-10-08
Advisory Services Network, LLC
N/A—74,861-74,861-100%$2.2M———
Susquehanna International Group, LLP
N/A—48,446-48,446-100%$1.4M———
Royal Bank of Canada
N/A—47,118-47,118-100%$1.4M———
Jane Street Group, LLC
N/A—42,700-42,700-100%$1.2M———
Raymond James Financial Inc
N/A—38,663-38,663-100%$1.1M———
Mutual Advisors, LLC
N/A—30,757-30,757-100%$893.5K———
HRT Financial LP
N/A—25,454-25,454-100%$739.0K———
Jaffetilchin Investment Partners, LLC
N/A—19,757-19,757-100%$573.9K———
&partners
N/A—14,010-14,010-100%$407.0K———
Advyzon Investment Management, LLC
N/A—10,473-10,473-100%$304.2K———
Monetary Management Group Inc
N/A—10,000-10,000-100%$290.5K———
Stephens Inc
N/A—9,011-9,011-100%$261.8K———
Captrust Financial Advisors
N/A—8,100-8,100-100%$235.3K———
Osaic Holdings, Inc.
N/A—7,870-7,870-100%$228.6K———
CIBC World Market Inc.
N/A—7,505-7,505-100%$218.0K———
Ankerstar Wealth, LLC
N/A—5,915-5,915-100%$171.8K———
Nalls Sherbakoff Group, LLC
N/A—1,816-1,816-100%$52.8K———
AE Wealth Management LLC
N/A—1,358-1,358-100%$39.5K———
Global Retirement Partners, LLC
N/A—1,000-1,000-100%$29.1K———
Morgan Stanley
N/A—973-973-100%$28.3K———
UBS Group AG
N/A—842-842-100%$24.5K———
Rockefeller Capital Management L.P.
N/A—500-500-100%$14.5K———
Wells Fargo & Company
N/A—498-498-100%$14.5K———
SHP Wealth Management
N/A—324-324-100%$9.4K———
Steward Partners Investment Advisory, LLC
N/A—129-129-100%$3.7K———
Fiduciary Financial Advisors
N/A—120-120-100%$3.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—110-110-100%$3.2K———
HighMark Wealth Management LLC
N/A—100-100-100%$2.9K———
Showing 59 of 59 institutions