Defiance S&P 500 Enhanced Options 0DTE Income ETF (JEPY) Ownership

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Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
COPPELL ADVISORY SOLUTIONS LLC 08/15/2024 32.11 K $525.61 K   100.00% 0.54%
REDHAWK WEALTH ADVISORS, INC. 07/16/2024 28.15 K $460.87 K   -21.47% 0.47%
ZEGA FINANCIAL, LLC 08/12/2024 26.67 K $436.58 K   -64.52% 0.45%
TOROSO INVESTMENTS, LLC 08/14/2024 26.65 K $436.26 K   1.47% 0.45%
CENTRIC WEALTH MANAGEMENT 08/13/2024 24.96 K $392.32 K   23.65% 0.42%
JANE STREET GROUP, LLC 08/15/2024 18.12 K $296.67 K   100.00% 0.31%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 07/30/2024 3.45 K $56.48 K   100.00% 0.06%
TUCKER ASSET MANAGEMENT LLC 08/09/2024 2.43 K $39.75 K   23.37% 0.04%
MORGAN STANLEY 05/14/2025 175 $2.88 K   0.57% 0.00%
ROYAL BANK OF CANADA 11/06/2024 155 $3.00 K   -97.25% 0.00%
WELLS FARGO & COMPANY/MN 08/13/2024 1 $23   0.00% 0.00%
CORECAP ADVISORS, LLC 08/08/2024 1 $16   -99.43% 0.00%
FMR LLC 08/13/2024 0 $0   -100.00% 0.00%
PIN OAK INVESTMENT ADVISORS INC 08/14/2024 0 $0   -100.00% 0.00%
CITADEL ADVISORS LLC 08/14/2024 0 $0   -100.00% 0.00%
PLANTE MORAN FINANCIAL ADVISORS, LLC 08/12/2024 0 $0   -100.00% 0.00%
VIRTUE CAPITAL MANAGEMENT, LLC 08/13/2024 0 $0   -100.00% 0.00%

institutional Ownership - FAQ's

During the previous two years, 2 institutional investors and hedge funds held shares of . The most heavily invested institutionals were:

Zega Financial, LLC: 0

Coppell Advisory Solutions Corp.: 79,864

2.74% of stock is owned by institutional investors.

Institutional investors have bought a total of 79.86 K shares in the last 24 months. This purchase volume represents approximately $0 in transactions.