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 | 3,060,869 | 74,991 | 0.0% | 0.0% | 1 | -512,294 | -14.34% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 528,134 | 12,939 | 0.01% | 0.01% | 2 | -25,772 | -4.65% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 496,743 | 12,170 | 0.0% | 0.0% | 3 | -10,992 | -2.16% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 422,206 | 10,344 | 0.0% | 0.0% | 4 | +395,588 | 1486.17% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 381,740 | 9,352 | 0.01% | 0.01% | 5 | -16,713 | -4.19% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 312,895 | 7,665 | 0.04% | 0.03% | 6 | +7,155 | 2.34% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 269,105 | 6,593 | 0.0% | 0.0% | 7 | -35,385 | -11.62% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | Added to | 184,782 | 4,527 | 0.36% | 0.27% | 8 | +20,566 | 12.52% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | Reduced | 182,523 | 4,471 | 0.0% | 0.0% | 9 | -6,753 | -3.57% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Reduced | 148,414 | 3,636 | 0.0% | 0.0% | 10 | -13,551 | -8.37% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 139,898 | 3,428 | 0.01% | 0.01% | 11 | +4,288 | 3.16% | Q2 2026 | Aug 05, 2026 |
| Salus Financial Advisors, LLC | History | Reduced | 132,586 | 3,248 | 1.6% | 1.58% | 12 | -11,418 | -7.93% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 114,183 | 2,797 | 0.0% | 0.0% | 13 | +58,635 | 105.56% | Q2 2026 | Sep 02, 2026 |
| Founders Capital Management | History | Added to | 99,932 | 2,448 | 1.06% | 0.91% | 14 | +1,129 | 1.14% | Q2 2026 | Jul 21, 2026 |
| Atria Investments, Inc | History | Added to | 99,630 | 2,440 | 0.02% | 0.02% | 15 | +3,127 | 3.24% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 85,002 | 2,134 | 0.0% | 0.0% | 16 | -9,999 | -10.53% | Q2 2026 | Aug 12, 2026 |
| KINTRA WEALTH, LLC | History | New | 92,032 | 2,102 | 0.11% | — | 17 | +92,032 | New | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | New | 85,358 | 2,091 | 0.04% | — | 18 | +85,358 | New | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 82,012 | 2,009 | 0.0% | 0.0% | 19 | -31,665 | -27.86% | Q2 2026 | Aug 03, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 80,328 | 1,968 | 0.46% | 0.4% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 74,743 | 1,831 | 0.0% | 0.0% | 21 | +11,125 | 17.49% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 70,379 | 1,724 | 0.0% | 0.0% | 22 | -2,595 | -3.56% | Q2 2026 | Jul 27, 2026 |
| Gainplan LLC | History | Added to | 54,625 | 1,338 | 0.53% | 0.63% | 23 | +9,715 | 21.63% | Q2 2026 | Jul 07, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 51,064 | 1,251 | 0.07% | 0.06% | 24 | -3,105 | -5.73% | Q2 2026 | Jul 31, 2026 |
| LPL Financial LLC | History | Added to | 51,009 | 1,249 | 0.0% | 0.0% | 25 | +11,564 | 29.32% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 48,407 | 1,185 | 0.01% | 0.01% | 26 | -1,100 | -2.22% | Q2 2026 | Aug 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 32,644 | 799 | 0.03% | 0.03% | 27 | +812 | 2.55% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 32,066 | 785 | 0.0% | 0.0% | 28 | -4,532 | -12.38% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 31,599 | 774 | 0.01% | 0.01% | 29 | -23,828 | -42.99% | Q2 2026 | Aug 14, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 31,387 | 768 | 0.05% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 30,804 | 754 | 0.03% | 0.03% | 31 | +256 | 0.84% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 26,989 | 661 | 0.0% | 0.0% | 32 | -143,391 | -84.16% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,927 | 659 | 0.0% | 0.0% | 33 | -4,788 | -15.1% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 26,191 | 641 | 0.0% | 0.0% | 34 | -128,447 | -83.06% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | Reduced | 24,788 | 607 | 0.02% | 0.02% | 35 | -3,636 | -12.79% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 24,250 | 594 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 23,185 | 554 | 0.0% | 0.0% | 37 | -39,468 | -62.99% | Q2 2026 | Jul 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 22,407 | 548 | 0.03% | 0.02% | 38 | -356 | -1.56% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | New | 19,425 | 475 | 0.01% | — | 39 | +19,425 | New | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 18,890 | 462 | 0.0% | 0.0% | 40 | +1,208 | 6.83% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | Reduced | 18,843 | 461 | 0.01% | 0.01% | 41 | -150 | -0.79% | Q2 2026 | Jul 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 18,546 | 454 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 17,398 | 426 | 0.2% | 0.23% | 43 | -3,865 | -18.18% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 16,110 | 394 | 0.0% | 0.0% | 44 | +2,700 | 20.13% | Q2 2026 | Aug 12, 2026 |
| Keel Point, LLC | History | Added to | 15,365 | 376 | 0.02% | 0.02% | 45 | +245 | 1.62% | Q2 2026 | Aug 14, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 14,794 | 362 | 0.03% | 0.02% | 46 | +3,808 | 34.66% | Q2 2026 | Jul 22, 2026 |
| Claro Advisors Inc. | History | Reduced | 14,717 | 360 | 0.04% | 0.03% | 47 | -150 | -1.01% | Q2 2026 | Jul 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 14,573 | 357 | 0.0% | 0.0% | 48 | -33,421 | -69.64% | Q2 2026 | Aug 13, 2026 |
| Oxinas Partners, LLC | History | Reduced | 14,425 | 353 | 0.14% | 0.15% | 49 | -2,575 | -15.15% | Q2 2026 | Jul 14, 2026 |
| CreativeOne Wealth, LLC | History | New | 13,275 | 325 | 0.01% | — | 50 | +13,275 | New | Q2 2026 | Aug 13, 2026 |
| Avior Wealth Management, LLC | History | New | 13,166 | 322 | 0.01% | — | 51 | +13,166 | New | Q2 2026 | Jul 07, 2026 |
| Go Invest LLC | History | Added to | 12,512 | 306 | 0.07% | 0.07% | 52 | +291 | 2.38% | Q2 2026 | Aug 05, 2026 |
| Betterment LLC | History | Reduced | 11,657 | 286 | 0.0% | 0.0% | 53 | -3,105 | -21.03% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 11,315 | 277 | 0.0% | 0.0% | 54 | -450 | -3.82% | Q2 2026 | Jul 15, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 11,221 | 274 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BURNEY CO/ | History | No change | 11,081 | 271 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Balboa Wealth Partners | History | Added to | 10,775 | 263 | 0.04% | 0.03% | 57 | +25 | 0.23% | Q2 2026 | Aug 10, 2026 |
| WCG Wealth Advisors LLC | History | New | 10,512 | 257 | 0.01% | — | 58 | +10,512 | New | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | New | 10,114 | 247 | 0.0% | — | 59 | +10,114 | New | Q2 2026 | Aug 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 9,997 | 244 | 0.01% | — | 60 | +9,997 | New | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | New | 9,762 | 239 | 0.01% | — | 61 | +9,762 | New | Q2 2026 | Jul 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 9,689 | 237 | 0.01% | 0.02% | 62 | -30,907 | -76.13% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,834 | 216 | 0.0% | 0.0% | 63 | -1,617 | -15.47% | Q2 2026 | Jul 17, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 8,532 | 209 | 0.09% | 0.28% | 64 | +8,109 | 1917.02% | Q2 2026 | Jul 30, 2026 |
| HB Wealth Management, LLC | History | New | 8,501 | 208 | 0.0% | — | 65 | +8,501 | New | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 8,439 | 206 | 0.0% | 0.0% | 66 | -229 | -2.64% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | New | 8,302 | 203 | 0.0% | — | 67 | +8,302 | New | Q2 2026 | Aug 04, 2026 |
| Sunbelt Securities, Inc. | History | No change | 8,097 | 152 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,201 | 151 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advantage Trust Co | History | New | 4,700 | 115 | 0.04% | — | 70 | +4,700 | New | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,240 | 54 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,966 | 48 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UMB Bank, n.a. | History | No change | 1,520 | 37 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 1,214 | 29 | 0.0% | — | 75 | +1,214 | New | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,200 | 29 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FMR LLC | History | Added to | 1,154 | 28 | 0.0% | 0.0% | 76 | +872 | 309.22% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,142 | 27 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | No change | 1,000 | 24 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Planning Group LLC | History | No change | 1,009 | 24 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 1,000 | 24 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 915 | 22 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 862 | 21 | 0.0% | — | 83 | +862 | New | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 883 | 21 | 0.0% | 0.0% | 82 | +756 | 595.28% | Q2 2026 | Aug 10, 2026 |
| Asset Dedication, LLC | History | No change | 758 | 18 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GROUP ONE TRADING LLC | History | New | 663 | 16 | 0.0% | — | 85 | +663 | New | Q2 2026 | Aug 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 393 | 7 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 260 | 6 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 275 | 6 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NVWM, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 124 | 3 | 0.0% | 0.0% | 92 | -940 | -88.35% | Q2 2026 | Aug 12, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 148 | 3 | 0.0% | 0.0% | 93 | -257 | -63.46% | Q2 2026 | Aug 03, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 160 | 3 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 110 | 2 | 0.0% | — | 96 | +110 | New | Q2 2026 | Aug 13, 2026 |
| Aspect Partners, LLC | History | Added to | 100 | 2 | 0.0% | 0.0% | 95 | +9 | 9.89% | Q2 2026 | Jul 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 84 | 2 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LifeSteps Financial, Inc. | History | New | 60 | 1 | 0.0% | — | 98 | +60 | New | Q2 2026 | Jul 17, 2026 |
| MATHER GROUP, LLC. | History | No change | 75 | 1 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -51,425 | -100.0% | Q2 2026 | Aug 11, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -38,981 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,850 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,446 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,067 | -100.0% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -774 | -100.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Miller Global Investments, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Jul 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bullock Wealth Management Group | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Vision Retirement, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |