Who owns UFOX?
Defiance Space and Connective Tech ETF · Defiance
198 institutions reported holding UFOX, worth $208.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UFOX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $27.4M | 288,358 | +3,888 shares |
| Cetera Investment Advisers | Schaumburg, IL | $13.8M | 145,261 | +2,517 shares |
| UBS Group AG | Zurich, Switzerland | $10.2M | 107,220 | +18,983 shares |
| KWMG, LLC | Overland Park, KS | $9.6M | 100,883 | +101 shares |
| Kestra Advisory Services, LLC | Austin, TX | $8.6M | 90,863 | −21,681 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $8.5M | 89,835 | −13,206 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $6.7M | 70,071 | −2,132 shares |
| Stifel Financial Corp. | St. Louis, MO | $5.4M | 56,613 | +43,150 shares |
| HighTower Advisors, LLC | Chicago, IL | $4.9M | 51,243 | −5,116 shares |
| Rockefeller Capital Management L.P. | New York, NY | $4.6M | 48,745 | −19 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns UFOX?
198 institutional managers reported holding UFOX in Form 13F filings for June 30, 2026, worth $208.5M in total. The largest reported position was held by LPL Financial LLC, at $27.4M.
Did institutions buy or sell UFOX last quarter?
Reported 13F value rose 46.1% from March 31, 2026, which includes price moves as well as buying and selling. 53 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is UFOX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.