EXCHANGE TRADED CONCEPTS TRUST - BITQ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 3,573,163 | 67,389 | 0.0% | 0.0% | 1 | -337,587 | -8.63% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 553,906 | 10,446 | 0.01% | 0.01% | 2 | -62,154 | -10.09% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 507,735 | 9,575 | 0.0% | 0.0% | 3 | +103,785 | 25.69% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 398,453 | 7,514 | 0.01% | 0.01% | 4 | +22,557 | 6.0% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 305,740 | 5,766 | 0.03% | 0.03% | 5 | +640 | 0.21% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 304,490 | 5,743 | 0.0% | 0.0% | 6 | +39,811 | 15.04% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 189,276 | 3,569 | 0.0% | 0.0% | 7 | +143,893 | 317.06% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 170,380 | 3,213 | 0.0% | 0.0% | 8 | +158,080 | 1285.2% | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | Added to | 164,216 | 3,097 | 0.27% | 0.21% | 9 | +31,489 | 23.72% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 161,965 | 3,054 | 0.0% | 0.0% | 10 | +36,113 | 28.69% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 154,638 | 2,916 | 0.0% | 0.0% | 11 | +119,865 | 344.71% | Q1 2026 | May 15, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 144,004 | 2,715 | 1.58% | 1.63% | 12 | +7,583 | 5.56% | Q1 2026 | Apr 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 135,610 | 2,558 | 0.01% | 0.01% | 13 | +4,724 | 3.61% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 113,677 | 2,143 | 0.0% | 0.0% | 14 | -40,227 | -26.14% | Q1 2026 | May 04, 2026 |
| Founders Capital Management | History | Added to | 98,803 | 1,863 | 0.91% | 0.95% | 15 | +6,643 | 7.21% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Added to | 96,503 | 1,820 | 0.02% | 0.01% | 16 | +33,326 | 52.75% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 95,001 | 1,691 | 0.0% | 0.0% | 17 | +7,059 | 8.03% | Q1 2026 | May 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 80,328 | 1,514 | 0.4% | 0.43% | 18 | -3,602 | -4.29% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 72,974 | 1,376 | 0.0% | 0.0% | 19 | +27,291 | 59.74% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 63,618 | 1,199 | 0.0% | 0.0% | 20 | -11,538 | -15.35% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 62,653 | 1,189 | 0.0% | 0.0% | 21 | +4,083 | 6.97% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 55,548 | 1,047 | 0.0% | 0.0% | 22 | +248 | 0.45% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 55,427 | 1,045 | 0.01% | 0.02% | 23 | -106,662 | -65.8% | Q1 2026 | May 13, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 54,169 | 1,021 | 0.06% | 0.07% | 24 | -2,798 | -4.91% | Q1 2026 | Apr 27, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 51,425 | 969 | 0.05% | 0.05% | 25 | -2,533 | -4.69% | Q1 2026 | Apr 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 49,507 | 933 | 0.01% | 0.01% | 26 | +8,140 | 19.68% | Q1 2026 | Apr 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 47,994 | 905 | 0.0% | 0.0% | 27 | -43,064 | -47.29% | Q1 2026 | May 14, 2026 |
| Gainplan LLC | History | Reduced | 44,910 | 847 | 0.63% | 0.49% | 28 | -20,621 | -31.47% | Q1 2026 | Apr 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 40,596 | 765 | 0.02% | 0.03% | 29 | +804 | 2.02% | Q1 2026 | Apr 08, 2026 |
| LPL Financial LLC | History | Reduced | 39,445 | 743 | 0.0% | 0.0% | 30 | -18,872 | -32.36% | Q1 2026 | May 06, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 38,981 | 735 | 0.34% | 0.36% | 31 | -3,011 | -7.17% | Q1 2026 | May 04, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 36,598 | 690 | 0.0% | 0.0% | 32 | -9,096 | -19.91% | Q1 2026 | May 15, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 423 | 646 | 0.28% | — | 33 | +423 | New | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 31,832 | 600 | 0.03% | 0.03% | 34 | +3,431 | 12.08% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 31,715 | 598 | 0.0% | 0.0% | 35 | -5,329 | -14.39% | Q1 2026 | Apr 27, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 31,387 | 591 | 0.04% | 0.05% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 30,548 | 576 | 0.03% | 0.03% | 37 | -1,765 | -5.46% | Q1 2026 | Apr 17, 2026 |
| MCF Advisors LLC | History | Added to | 28,424 | 536 | 0.02% | 0.03% | 38 | +2,704 | 10.51% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 26,618 | 502 | 0.0% | 0.0% | 39 | +21,793 | 451.67% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 24,250 | 457 | 0.02% | 0.03% | 40 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 22,763 | 429 | 0.02% | 0.03% | 41 | -1,000 | -4.21% | Q1 2026 | Apr 24, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 21,263 | 401 | 0.23% | 0.36% | 42 | -9,602 | -31.11% | Q1 2026 | Jun 04, 2026 |
| RFG Advisory, LLC | History | New | 18,993 | 358 | 0.01% | — | 43 | +18,993 | New | Q1 2026 | Apr 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 18,546 | 349 | 0.03% | 0.03% | 44 | -1,451 | -7.26% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 17,682 | 333 | 0.0% | 0.0% | 45 | -786 | -4.26% | Q1 2026 | May 05, 2026 |
| Oxinas Partners, LLC | History | Reduced | 17,000 | 320 | 0.15% | 0.17% | 46 | -600 | -3.41% | Q1 2026 | Apr 10, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 15,850 | 298 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Keel Point, LLC | History | Added to | 15,120 | 285 | 0.02% | 0.02% | 48 | +2,308 | 18.01% | Q1 2026 | May 29, 2026 |
| Claro Advisors Inc. | History | Reduced | 14,867 | 280 | 0.03% | 0.04% | 49 | -82 | -0.55% | Q1 2026 | Apr 21, 2026 |
| Betterment LLC | History | Reduced | 14,762 | 278 | 0.0% | 0.0% | 50 | -9,416 | -38.94% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 13,410 | 252 | 0.0% | 0.0% | 51 | -70 | -0.52% | Q1 2026 | Jun 02, 2026 |
| Private Advisor Group, LLC | History | No change | 12,446 | 234 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Added to | 11,765 | 221 | 0.0% | 0.0% | 53 | +1,210 | 11.46% | Q1 2026 | Apr 14, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 11,221 | 211 | 0.03% | 0.06% | 54 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BURNEY CO/ | History | New | 11,081 | 208 | 0.01% | — | 55 | +11,081 | New | Q1 2026 | Apr 29, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 10,986 | 207 | 0.02% | 0.02% | 56 | +320 | 3.0% | Q1 2026 | May 04, 2026 |
| Balboa Wealth Partners | History | No change | 10,750 | 202 | 0.03% | 0.04% | 57 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,451 | 195 | 0.0% | 0.0% | 58 | +3,313 | 46.41% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,668 | 163 | 0.0% | 0.0% | 59 | +169 | 1.99% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 8,097 | 152 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,201 | 116 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,240 | 42 | 0.0% | 0.0% | 62 | -1,202 | -34.92% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,067 | 38 | 0.0% | 0.0% | 63 | -82 | -3.82% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,966 | 37 | 0.0% | 0.0% | 64 | +922 | 88.31% | Q1 2026 | May 01, 2026 |
| UMB Bank, n.a. | History | New | 1,520 | 28 | 0.0% | — | 65 | +1,520 | New | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | No change | 1,009 | 26 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,214 | 24 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,200 | 22 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,142 | 21 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,064 | 20 | 0.0% | 0.0% | 70 | +755 | 244.34% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 920 | 18 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | No change | 1,000 | 18 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 1,000 | 18 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | Added to | 915 | 17 | 0.0% | 0.0% | 74 | +430 | 88.66% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | New | 774 | 14 | 0.0% | — | 76 | +774 | New | Q1 2026 | Apr 13, 2026 |
| Asset Dedication, LLC | History | No change | 758 | 14 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| MAI Capital Management | History | No change | 500 | 9 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 405 | 7 | 0.0% | 0.0% | 79 | +35 | 9.46% | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 393 | 7 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| FMR LLC | History | Added to | 282 | 5 | 0.0% | 0.0% | 80 | +123 | 77.36% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 275 | 5 | 0.0% | 0.0% | 81 | -7 | -2.48% | Q1 2026 | May 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 260 | 4 | 0.0% | — | 82 | +260 | New | Q1 2026 | Apr 14, 2026 |
| NVWM, LLC | History | Reduced | 200 | 3 | 0.0% | 0.0% | 84 | -300 | -60.0% | Q1 2026 | Apr 27, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 160 | 3 | 0.0% | — | 86 | +160 | New | Q1 2026 | Apr 16, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 197 | 3 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 127 | 2 | 0.0% | 0.0% | 87 | -12 | -8.63% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | New | 75 | 1 | 0.0% | — | 90 | +75 | New | Q1 2026 | Apr 13, 2026 |
| Aspect Partners, LLC | History | Added to | 91 | 1 | 0.0% | 0.0% | 89 | +6 | 7.06% | Q1 2026 | Apr 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 84 | 1 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Oasis Advisors, LLC | History | Closed out | 0 | 0 | — | 1.21% | — | -114,399 | -100.0% | Q1 2026 | May 04, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.03% | — | -26,347 | -100.0% | Q1 2026 | Apr 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -20,943 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -13,250 | -100.0% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,118 | -100.0% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -10,143 | -100.0% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,493 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Main Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,096 | -100.0% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,584 | -100.0% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q1 2026 | May 08, 2026 |
| Nvest Wealth Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | — | — | -49 | -100.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TFC Financial Management, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Vision Retirement, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |