Skip to main content
Equibles
UFOX logo

UFOX · Defiance Connective Technologies ETF ETF

Alerts for UFOX

Use UFOX with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$81.38 +0.83 (+1.03%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $2,037,687
Total Shares: 21,441

Institutional Ownership Trend

14 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2023
Top Holder
82.8%
Sep 2020 → Jun 2026 · range 12.0% – 82.8%
+68.2 pts
Top 5
100.0%
Sep 2020 → Jun 2026 · range 35.6% – 100.0%
+53.6 pts
Top 10
100.0%
Sep 2020 → Jun 2026 · range 48.3% – 100.0%
+40.5 pts
HHI
7,118
Sep 2020 → Jun 2026 · range 407 – 7,118
Highly concentrated+6,555

Quarterly Activity

vs Mar 31, 2023
New
1
Increased
1
Decreased
1
Sold Out
119
Unchanged
0
Holder count: -118
Institutional value: -98.4%
Shares held: -99.4%

Top Buyers

vs Mar 31, 2023
Institution Added Now Holds Open
Parkside Financial Bank & Trust +6 196

Top Sellers

vs Mar 31, 2023
Institution Sold Now Holds Open
CITADEL ADVISORS LLC −44,065 17,747

Top New Positions

vs Mar 31, 2023
Institution Acquired Value (USD) Open
Kirkwood Financial Services 3,498 $332,439

Top Sold-Out Positions

vs Mar 31, 2023
Institution Previously Held Last Value (USD) Open
UBS Group AG 557,261 $18,272,588
LPL Financial LLC 451,274 $14,797,274
COMMONWEALTH EQUITY SERVICES, LLC 307,069 $10,068,792
PNC FINANCIAL SERVICES GROUP, INC. 292,000 $9,574,680
OSAIC HOLDINGS, INC. 170,821 $5,601,214
Filter: New 1 Increased 1 Reduced 1 Sold out 119 Unchanged 0
Showing 4 of 4
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC UFOX $1,477,540 72.51% 15,547
Kirkwood Financial Services UFOX $332,439 16.31% 3,498
CITADEL ADVISORS LLC UFOX $209,081 10.26% 2,200
Parkside Financial Bank & Trust UFOX $18,627 0.91% 196