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Defiance Gold Enhnced OI ETF (GOLI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Cornerstone Advisory, LLC
NEW
Shares24,977
Change+24,977
Value$303.6K
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$2.6K ($0)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares25 from 5
Change+20 (+400%)
Value$304 (+$242)
Filed 2026-10-16
Zega Investments, LLC
CLOSED
Shares0 from 10,228
Change-10,228 (-100%)
Value$0 (-$126.5K)
Filed 2026-11-04
FMR LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$136)
Filed 2026-11-10
Old Mission Capital LLC
N/A
Shares— from 77,154
Change-77,154 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,534
Change-23,534 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 354
Change-354 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 175
Change-175 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5
Change-5 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cornerstone Advisory, LLC
NEW24,977—+24,977——$303.6K—2026-11-06
Allworth Financial LP
UNCHANGED20920900%$2.6K$2.6K$02026-11-06
IFP Advisors, Inc
INCREASED255+20+400%$62$304+$2422026-10-16
Zega Investments, LLC
CLOSED010,228-10,228-100%$126.5K$0-$126.5K2026-11-04
FMR LLC
CLOSED011-11-100%$136$0-$1362026-11-10
Old Mission Capital LLC
N/A—77,154-77,154-100%$954.4K———
Susquehanna International Group, LLP
N/A—23,534-23,534-100%$291.1K———
Regatta Research & Money Management
N/A—3,521-3,521-100%$43.6K———
UBS Group AG
N/A—2,931-2,931-100%$36.3K———
Royal Bank of Canada
N/A—354-354-100%$4.0K———
Osaic Holdings, Inc.
N/A—175-175-100%$2.2K———
JPMorgan Chase & Co
N/A—5-5-100%$63———
Wells Fargo & Company
N/A—1-1-100%$14———
Showing 13 of 13 institutions