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Defiance Drone and Modern Warfare ETF (JEDI) is an ETF managed by Independent / Boutique. Its largest position is Redwire Corp (RDW), representing 9.09% of fund assets.

Defiance Drone and Modern Warfare ETF Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
JEDI
Type:
ETF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 29, 2026
Showing 43 out of 43 holdings
Holding Weight Market Value Shares
-
Redwire Corp
9.09% $7,751,014.00 911,884
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Ondas Inc.
8.24% $7,029,847.52 777,638
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Unusual Machines, Inc.
6.83% $5,825,681.20 469,813
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Red Cat Holdings, Inc.
6.75% $5,757,675.77 439,853
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Intuitive Machines, Inc.
5.72% $4,875,192.32 262,672
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C3.ai, Inc.
5.03% $4,290,916.20 509,610
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Archer Aviation Inc.
4.97% $4,243,081.04 820,712
-
AST SpaceMobile, Inc.
4.47% $3,815,749.15 46,045
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AeroVironment Inc
3.80% $3,239,069.75 17,695
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Rocket Lab Corp
3.75% $3,198,284.44 49,802
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BlackSky Technology Inc.
3.05% $2,604,236.12 103,507
-
Joby Aviation, Inc.
2.67% $2,277,777.60 275,760
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Planet Labs PBC
2.44% $2,079,424.10 74,398
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FREQUENCY ELECTRONICS INC
2.24% $1,906,765.06 43,081
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FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND
2.11% $1,798,822.92 1,798,823
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KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
2.08% $1,773,044.46 25,146
-
Eaton Vance Enhanced Equity Income Fund II
1.84% $1,572,408.31 286,620
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DroneShield Ltd
1.68% $1,433,198.48 549,231
-
Palantir Technologies Inc.
1.63% $1,391,122.80 9,510
-
AIRO Group Holdings, Inc.
1.50% $1,278,043.07 168,053
-
Spire Global, Inc.
1.42% $1,214,485.78 96,541
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Iridium Communications Inc.
1.42% $1,210,989.70 43,655
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PARSONS CORP
1.33% $1,134,915.67 20,951
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Vertical Aerospace Ltd.
1.29% $1,097,598.71 496,651
-
Science Applications International Corp
1.26% $1,075,633.44 11,332
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CACI INTERNATIONAL INC /DE/
1.06% $900,648.72 1,656
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MERCURY SYSTEMS INC
1.04% $889,356.18 12,198
-
TELOS CORP
0.97% $830,106.04 198,116
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Leidos Holdings, Inc.
0.80% $681,955.20 4,385
-
Swarmer, Inc
0.79% $670,051.20 14,196
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L3HARRIS TECHNOLOGIES, INC. /DE/
0.64% $545,682.15 1,581
-
APPLIED MATERIALS INC /DE
0.61% $524,010.14 1,804
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CHEMRING GROUP PLC
0.61% $522,302.41 77,967
-
HENSOLDT AG
0.61% $520,985.83 5,981
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RTX Corp
0.59% $499,611.00 2,590
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APPLIED MATERIALS INC /DE
0.59% $499,499.08 31,201
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GENERAL DYNAMICS CORP
0.58% $498,355.44 1,452
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QINETIQ GROUP PLC
0.56% $480,360.40 80,235
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EQUITY LIFESTYLE PROPERTIES INC
0.56% $479,237.30 128,625
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ELBIT SYSTEMS LTD
0.56% $476,339.49 561
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APPLIED MATERIALS INC /DE
0.56% $476,291.57 7,349
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EXAIL TECHNOLOGIES
0.56% $474,135.27 3,458
-
KRAKEN ROBOTICS INC
0.51% $432,649.49 75,473
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