DaveManuel.com · Institutional Ownership · Who Owns It
DEFI TECHNOLOGIES INC (DEFT)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
104
Reporting holders
$16.3M
Reported value
7.2%
Calls
1.0%
Puts
-3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Weiss Asset Management LP | $3.2M | 6,167,295 | 0.03% | 4q | -23.3%-$964.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.6M | 3,100,462 | 0.00% | 5q | -2.0%-$31.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M incl. $142.3K options CALL+PUT | 2,719,397 | 0.00% | 4q | +35.7%+$405.2K |
| BANK OF MONTREAL /CAN/ | $1.2M | 2,205,713 | 0.00% | 5q | HELD |
| AMERICAN CENTURY COMPANIES INC | $1.2M | 2,162,531 | 0.00% | 5q | +11.5%+$121.4K |
| JANE STREET GROUP, LLC | $1.1M incl. $154.9K options CALL+PUT | 1,822,263 | 0.00% | 5q | +1013.8%+$993.9K |
| MORGAN STANLEY | $951.8K | 1,850,935 | 0.00% | 5q | +1955.5%+$905.4K |
| Cable Car Capital, LP | $676.5K | 1,315,670 | 0.01% | 4q | HELD |
| SIMPLEX TRADING, LLC | $424.7K CALL+PUT | options only | 0.00% | 4q | OPTIONS |
| Swiss National Bank | $400.0K | 738,925 | 0.00% | 5q | +1.2%+$4.9K |
| CITADEL ADVISORS LLC | $389.2K incl. $282.3K options CALL+PUT | 207,936 | 0.00% | 5q | -76.1%-$1.2M |
| JPMORGAN CHASE & CO | $259.7K | 65,196 | 0.00% | 2q | +58.4%+$95.7K |
| GROUP ONE TRADING LLC | $242.0K incl. $69.4K options CALL+PUT | 335,639 | 0.00% | 2q | +622.5%+$208.5K |
| IMC-Chicago, LLC | $239.2K incl. $176.6K options CALL+PUT | 121,742 | 0.00% | 2q | +74.8%+$102.4K |
| MILLENNIUM MANAGEMENT LLC | $236.5K | 459,896 | 0.00% | new | NEW |
| Legal & General Group Plc | $184.9K | 340,686 | 0.00% | 5q | +7.7%+$13.2K |
| SG Americas Securities, LLC | $154.0K | 299,356 | 0.00% | 2q | +553.4%+$130.4K |
| Marex Group Ltd | $152.3K | 296,200 | 0.00% | 4q | HELD |
| Ethos Financial Group, LLC | $136.0K | 264,420 | 0.01% | 4q | HELD |
| Nuveen, LLC | $125.3K | 243,727 | 0.00% | 5q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $112.4K | 206,977 | 0.00% | 2q | HELD |
| SEB Asset Management AB | $91.8K | 178,552 | 0.00% | 2q | +0.8% |
| UBS Group AG | $85.7K | 166,806 | 0.00% | 5q | +6.1%+$4.9K |
| GOLDMAN SACHS GROUP INC | $83.4K | 162,103 | 0.00% | 5q | -6.4%-$5.7K |
| MARSHALL WACE, LLP | $82.5K | 161,822 | 0.00% | new | NEW |
| BlackRock, Inc. | $81.5K | 158,519 | 0.00% | 3q | HELD |
| Western Wealth Management, LLC | $79.5K | 154,690 | 0.00% | 5q | HELD |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $77.6K | 142,977 | 0.00% | 5q | -59.8%-$115.3K |
| Police & Firemen's Retirement System of New Jersey | $76.4K incl. $76.4K options OPT | 140,837 | 0.00% | 5q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $64.0K | 117,862 | 0.00% | 5q | +35.7%+$16.8K |
| GTS SECURITIES LLC | $61.2K | 119,050 | 0.00% | new | NEW |
| StoneX Group Inc. | $59.6K | 115,925 | 0.00% | 5q | HELD |
| Visionary Wealth Advisors | $55.3K | 107,600 | 0.00% | 5q | -11.5%-$7.2K |
| LPL Financial LLC | $55.1K | 107,246 | 0.00% | 5q | -33.4%-$27.7K |
| WIREGRASS INVESTMENT MANAGEMENT LLC | $51.4K | 100,000 | 0.04% | 3q | +66.7%+$20.6K |
| Vanguard Investments Australia, Ltd. | $49.1K | 90,389 | 0.00% | 2q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $49.1K | 93,032 | 0.00% | 5q | -67.6%-$102.2K |
| Amundi | $40.5K | 78,744 | 0.00% | new | NEW |
| TORONTO DOMINION BANK | $36.5K | 67,232 | 0.00% | 4q | +1.3% |
| Pictet Asset Management Holding SA | $35.7K | 65,769 | 0.00% | 5q | HELD |
| Cannell & Spears LLC | $33.4K | 65,000 | 0.00% | 5q | HELD |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $32.3K | 59,555 | 0.00% | 5q | -47.0%-$28.7K |
| Caption Management, LLC | $31.2K incl. $23.1K options CALL | 15,600 | 0.00% | 3q | HELD |
| TUDOR INVESTMENT CORP ET AL | $30.9K CALL | options only | 0.00% | new | OPTIONS |
| CIBC Asset Management Inc | $29.6K | 54,569 | 0.00% | 3q | +11.3%+$3.0K |
| SIG BROKERAGE, LP | $28.4K CALL | options only | 0.00% | new | OPTIONS |
| CAPTRUST FINANCIAL ADVISORS | $25.2K incl. $1.1K options CALL | 46,850 | 0.00% | 5q | +2.2% |
| GRIFFIN ASSET MANAGEMENT, INC. | $24.9K | 48,500 | 0.00% | 3q | HELD |
| Virtu Financial LLC | $20.0K | 38,265 | 0.00% | new | NEW |
| Harvest Portfolios Group Inc. | $18.9K | 34,884 | 0.00% | 5q | -8.4%-$1.7K |
| Integrated Wealth Concepts LLC | $18.8K | 36,636 | 0.00% | 3q | +25.3%+$3.8K |
| Rollins Financial Advisors, LLC | $17.7K | 34,428 | 0.00% | 5q | HELD |
| Paragon Private Wealth Management, LLC | $17.5K | 34,100 | 0.00% | 4q | HELD |
| United Capital Management of KS, Inc. | $16.7K | 32,552 | 0.00% | 2q | HELD |
| DKM Wealth Management, Inc. | $15.9K | 30,965 | 0.01% | 3q | +11.9%+$1.7K |
| Vanguard Personalized Indexing Management, LLC | $15.7K | 30,465 | 0.00% | 3q | -42.5%-$11.6K |
| Farther Finance Advisors, LLC | $15.2K | 29,546 | 0.00% | 4q | +28.1%+$3.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $15.1K | 29,284 | 0.00% | 5q | -3.3% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $12.0K | 23,327 | 0.00% | 5q | -62.7%-$20.2K |
| City State Bank | $11.8K | 23,000 | 0.00% | 3q | HELD |
| Engineers Gate Manager LP | $10.3K | 20,064 | 0.00% | 3q | -8.3% |
| Foundations Investment Advisors, LLC | $10.3K | 20,000 | 0.00% | 3q | HELD |
| ANGELES WEALTH MANAGEMENT, LLC | $10.3K | 20,000 | 0.00% | 3q | HELD |
| Walser Wealth Management Company, A Ltd Liability Co | $10.3K | 20,000 | 0.00% | 3q | HELD |
| First Heartland Consultants, Inc. | $9.3K | 18,181 | 0.00% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.8K | 17,600 | 0.00% | 5q | -5.4% |
| Creative Planning | $8.7K | 17,000 | 0.00% | 3q | -3.0% |
| Swiss Life Asset Management Ltd | $8.5K | 15,700 | 0.00% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $8.3K | 16,215 | 0.00% | 5q | +28.5%+$1.9K |
| ROYAL BANK OF CANADA | $8.0K | 15,100 | 0.00% | 5q | -19.1%-$1.9K |
| Private Advisor Group, LLC | $7.8K | 15,099 | 0.00% | 2q | -1.6% |
| SCOTIA CAPITAL INC. | $7.7K | 15,000 | 0.00% | 2q | HELD |
| Perennial Investment Advisors, LLC | $7.7K | 15,000 | 0.00% | 4q | +50.0%+$2.6K |
| NOVEM GROUP | $7.5K | 14,560 | 0.00% | 5q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $7.2K | 14,000 | 0.00% | 3q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $7.0K | 13,692 | 0.00% | 5q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $6.3K | 12,308 | 0.00% | 3q | -26.3%-$2.3K |
| HighMark Wealth Management LLC | $6.2K | 12,000 | 0.00% | 5q | HELD |
| DAYMARK WEALTH PARTNERS, LLC | $6.1K | 11,767 | 0.00% | 2q | HELD |
| Banco BTG Pactual S.A. | $5.9K | 11,516 | 0.00% | new | NEW |
| Everhart Financial Group, Inc. | $5.8K | 11,300 | 0.00% | 2q | HELD |
| Invst, LLC | $5.7K | 11,100 | 0.00% | 3q | HELD |
| BlueChip Wealth Advisors LLC | $5.7K | 11,000 | 0.00% | 3q | HELD |
| Purpose Unlimited Inc. | $5.3K | 10,164 | 0.00% | 2q | HELD |
| Apex Wealth Management, LLC | $5.2K | 10,048 | 0.00% | 3q | -58.0%-$7.1K |
| Federation des caisses Desjardins du Quebec | $3.6K | 6,943 | 0.00% | 4q | +23.0% |
| Hurley Capital, LLC | $2.3K | 4,545 | 0.00% | 2q | HELD |
| EFG International AG | $2.1K | 4,000 | 0.00% | new | NEW |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $2.0K | 3,802 | 0.00% | 4q | HELD |
| NewEdge Advisors, LLC | $1.4K | 2,719 | 0.00% | 5q | HELD |
| RMG Wealth Management LLC | $1.3K | 2,500 | 0.00% | 4q | HELD |
| Parallel Advisors, LLC | $1.0K | 2,000 | 0.00% | new | NEW |
| Cedar Mountain Advisors, LLC | $771 | 1,500 | 0.00% | 5q | HELD |
| Vermillion Wealth Management, Inc. | $735 | 1,430 | 0.00% | 4q | HELD |
| TD Waterhouse Canada Inc. | $626 | 1,195 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $617 | 1,200 | 0.00% | 4q | HELD |
| Pacific Center for Financial Services | $515 | 1,000 | 0.00% | 2q | HELD |
| Core Capital Management & Research, inc. | $513 | 892 | 0.00% | new | FIRST |
| JONES FINANCIAL COMPANIES LLLP | $485 | 1,000 | 0.00% | 5q | HELD |
| SALEM INVESTMENT COUNSELORS INC | $258 | 500 | 0.00% | 2q | HELD |
Showing the largest 100 of 104 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 14 | $113.0K | 229,225 | 2 | 2 | 2 | 0.0% |
| Q2 2026 | 104 | $16.3M | 28,326,288 | 11 | 23 | 22 | 8.6% |
| Q1 2026 | 107 | $17.4M | 27,958,014 | 18 | 19 | 25 | 10.7% |
| Q4 2025 | 109 | $37.6M | 45,437,191 | 32 | 31 | 24 | 9.0% |
| Q3 2025 | 114 | $135.2M | 59,497,594 | 45 | 26 | 24 | 5.9% |
| Q2 2025 | 90 | $89.5M | 30,506,641 | 90 | 0 | 0 | 0.2% |
| Q4 2024 | 1 | $19.0K | 7,076 | 1 | 0 | 0 | 0.0% |