DEFIANCE SPACE AND CONNECTIV UFOX
$88.69
-3.7% 52w: $49.20 – $106.20
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data49.2077.70106.20
Jun 20, 2025 Jul 2, 2026
Institutional holders
163
+4 QoQ
13F value
$145.3M
+11.6% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$320K calls / — puts
Institutional value by quarter
Number of holders
Who owns UFOX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 284.5K | $19.4M | 0.0% | +2.9% |
| Cetera Investment Advisers | Wealth advisor | 142.7K | $9.7M | 0.0% | +4.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 112.5K | $7.7M | 0.0% | +4.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 103.0K | $7.0M | 0.0% | +13.2% |
| KWMG, LLC | Wealth advisor | 100.8K | $6.9M | 0.6% | +0.5% |
| UBS Group AG | Bank broker | 88.2K | $6.0M | 0.0% | -2.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 77.8K | $5.3M | 0.0% | +465.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 72.2K | $4.9M | 0.0% | -19.6% |
| HighTower Advisors, LLC | Diversified mechanical | 56.4K | $3.8M | 0.0% | +25.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 48.8K | $3.3M | 0.0% | 0.0% |
| NORTHSTAR ASSET MANAGEMENT Co | Wealth advisor | 39.4K | $2.7M | 0.6% | -0.3% |
| ROYAL BANK OF CANADA | Bank broker | 38.9K | $2.7M | 0.0% | +83.0% |
| Advantage Trust Co | Wealth advisor | 37.3K | $2.5M | 1.1% | +4.8% |
| Financial Freedom, LLC | Wealth advisor | 37.0K | $2.5M | 1.3% | +0.6% |
| CITIGROUP INC | Bank broker | 34.0K | $2.3M | 0.0% | +13.3% |
| Baird Financial Group, Inc. | Diversified mechanical | 32.5K | $2.2M | 0.0% | -1.8% |
| OneDigital Investment Advisors LLC | Wealth advisor | 32.4K | $2.2M | 0.0% | -7.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 28.5K | $1.9M | 0.0% | -12.1% |
| Moran Wealth Management, LLC | Other | 28.2K | $1.9M | 0.1% | +20.3% |
| Aptus Capital Advisors, LLC | Wealth advisor | 26.4K | $1.8M | 0.0% | Held |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Wealth advisor | 26.3K | $1.8M | 0.1% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 23.9K | $1.6M | 0.0% | New |
| CROSSPOINT FINANCIAL, LLC | Wealth advisor | 20.9K | $1.4M | 3.6% | -4.6% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 18.2K | $1.2M | 0.0% | +11.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 17.7K | $1.2M | 0.0% | -23.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 17.7K | $1.2M | 0.0% | +1.7% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 17.2K | $1.2M | 0.0% | -1.5% |
| Creative Planning | Wealth advisor | 16.0K | $1.1M | 0.0% | +1.4% |
| FISCHER INVESTMENT STRATEGIES, LLC | Wealth advisor | 15.9K | $1.1M | 0.6% | -2.2% |
| Waverly Advisors, LLC | Wealth advisor | 14.5K | $991K | 0.0% | +5.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 13.5K | $918K | 0.0% | 0.0% |
| MORGAN STANLEY | Bank broker | 13.4K | $913K | 0.0% | +24.0% |
| U.S. Capital Wealth Advisors, LLC | Other | 12.7K | $866K | 0.0% | +5.1% |
| OPPENHEIMER & CO INC | Diversified mechanical | 12.5K | $852K | 0.0% | Held |
| OAK FAMILY ADVISORS, LLC | Other | 11.9K | $811K | 0.2% | -6.4% |
| Strategic Family Wealth Counselors, L.L.C. | Wealth advisor | 11.6K | $789K | 0.2% | +1.3% |
| Equitable Holdings, Inc. | Wealth advisor | 12.2K | $779K | 0.0% | +73.4% |
| EHRLICH FINANCIAL GROUP | Wealth advisor | 10.7K | $730K | 0.4% | New |
| SEARLE & CO. ★2 | Fundamental diversified | 10.5K | $718K | 0.2% | Held |
| HT Partners LLC | Wealth advisor | 10.3K | $705K | 0.2% | Held |
| Intrua Financial, LLC | Wealth advisor | 9.7K | $662K | 0.1% | Held |
| Frisch Financial Group, Inc. | Wealth advisor | 9.4K | $643K | 0.1% | +0.1% |
| Apollon Wealth Management, LLC | Diversified mechanical | 9.3K | $635K | 0.0% | Held |
| Joel Isaacson & Co., LLC | Wealth advisor | 9.0K | $613K | 0.0% | +0.1% |
| Mariner, LLC | Diversified mechanical | 8.7K | $596K | 0.0% | -11.9% |
| Larson Financial Group LLC | Wealth advisor | 8.6K | $589K | 0.0% | +3.4% |
| Independent Advisor Alliance | Wealth advisor | 8.4K | $573K | 0.0% | New |
| Private Advisor Group, LLC | Wealth advisor | 8.4K | $570K | 0.0% | +2.5% |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 8.1K | $556K | 0.0% | Held |
| SCOTIA CAPITAL INC. | Other | 7.7K | $526K | 0.0% | +4.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.