EXCHANGE TRADED CONCEPTS TRUST - BITQ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | New | 3,910,750 | 77,941 | 0.0% | — | 1 | +3,910,750 | New | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | New | 616,060 | 12,278 | 0.01% | — | 2 | +616,060 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | New | 403,950 | 8,050 | 0.0% | — | 3 | +403,950 | New | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | New | 375,896 | 7,491 | 0.01% | — | 4 | +375,896 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 305,100 | 6,080 | 0.03% | — | 5 | +305,100 | New | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 264,679 | 5,275 | 0.0% | — | 6 | +264,679 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 162,089 | 3,230 | 0.02% | — | 7 | +162,089 | New | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 153,904 | 3,067 | 0.0% | — | 8 | +153,904 | New | Q4 2025 | Feb 10, 2026 |
| Salus Financial Advisors, LLC | History | New | 136,421 | 2,718 | 1.63% | — | 9 | +136,421 | New | Q4 2025 | Jan 21, 2026 |
| LRI Investments, LLC | History | New | 132,727 | 2,645 | 0.21% | — | 10 | +132,727 | New | Q4 2025 | Feb 04, 2026 |
| Janney Montgomery Scott LLC | History | New | 130,886 | 2,609 | 0.01% | — | 11 | +130,886 | New | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | New | 125,852 | 2,508 | 0.0% | — | 12 | +125,852 | New | Q4 2025 | Feb 13, 2026 |
| Oasis Advisors, LLC | History | New | 114,399 | 2,279 | 1.21% | — | 13 | +114,399 | New | Q4 2025 | Apr 07, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | New | 83,930 | 1,930 | 0.43% | — | 14 | +83,930 | New | Q4 2025 | Feb 04, 2026 |
| Founders Capital Management | History | New | 92,160 | 1,836 | 0.95% | — | 15 | +92,160 | New | Q4 2025 | Jan 15, 2026 |
| Rockefeller Capital Management L.P. | History | New | 91,058 | 1,814 | 0.0% | — | 16 | +91,058 | New | Q4 2025 | Mar 16, 2026 |
| JPMORGAN CHASE & CO | History | New | 87,942 | 1,752 | 0.0% | — | 17 | +87,942 | New | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 75,156 | 1,497 | 0.0% | — | 18 | +75,156 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 58,570 | 1,322 | 0.0% | — | 19 | +58,570 | New | Q4 2025 | Jan 08, 2026 |
| Gainplan LLC | History | New | 65,531 | 1,306 | 0.49% | — | 20 | +65,531 | New | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | New | 63,177 | 1,259 | 0.01% | — | 21 | +63,177 | New | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | New | 58,317 | 1,162 | 0.0% | — | 22 | +58,317 | New | Q4 2025 | Feb 11, 2026 |
| Soltis Investment Advisors LLC | History | New | 56,967 | 1,135 | 0.07% | — | 23 | +56,967 | New | Q4 2025 | Apr 02, 2026 |
| CITADEL ADVISORS LLC | History | New | 55,300 | 1,102 | 0.0% | — | 24 | +55,300 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | New | 53,958 | 1,075 | 0.05% | — | 25 | +53,958 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 45,694 | 910 | 0.0% | — | 26 | +45,694 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 45,683 | 910 | 0.0% | — | 27 | +45,683 | New | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | New | 45,383 | 904 | 0.0% | — | 28 | +45,383 | New | Q4 2025 | Jan 29, 2026 |
| OPTIMA CAPITAL LLC | History | New | 41,992 | 836 | 0.36% | — | 29 | +41,992 | New | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER & CO INC | History | New | 41,367 | 824 | 0.01% | — | 30 | +41,367 | New | Q4 2025 | Feb 02, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 39,792 | 793 | 0.03% | — | 31 | +39,792 | New | Q4 2025 | Jan 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 37,044 | 738 | 0.0% | — | 32 | +37,044 | New | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 34,773 | 693 | 0.0% | — | 33 | +34,773 | New | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | New | 32,313 | 643 | 0.03% | — | 34 | +32,313 | New | Q4 2025 | Jan 20, 2026 |
| Wellspring Financial Advisors, LLC | History | New | 31,387 | 625 | 0.05% | — | 35 | +31,387 | New | Q4 2025 | Feb 11, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | New | 30,865 | 615 | 0.36% | — | 36 | +30,865 | New | Q4 2025 | Jan 28, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 28,401 | 566 | 0.03% | — | 37 | +28,401 | New | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 26,347 | 525 | 0.03% | — | 38 | +26,347 | New | Q4 2025 | Feb 04, 2026 |
| MCF Advisors LLC | History | New | 25,720 | 512 | 0.03% | — | 39 | +25,720 | New | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 24,250 | 483 | 0.03% | — | 40 | +24,250 | New | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | New | 24,178 | 482 | 0.0% | — | 41 | +24,178 | New | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | New | 23,763 | 473 | 0.03% | — | 42 | +23,763 | New | Q4 2025 | Feb 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 20,943 | 417 | 0.02% | — | 43 | +20,943 | New | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | New | 19,997 | 398 | 0.03% | — | 44 | +19,997 | New | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | New | 18,468 | 368 | 0.0% | — | 45 | +18,468 | New | Q4 2025 | Feb 06, 2026 |
| Oxinas Partners, LLC | History | New | 17,600 | 350 | 0.17% | — | 46 | +17,600 | New | Q4 2025 | Jan 26, 2026 |
| Arete Wealth Advisors, LLC | History | New | 15,850 | 316 | 0.02% | — | 47 | +15,850 | New | Q4 2025 | Feb 13, 2026 |
| Claro Advisors Inc. | History | New | 14,949 | 297 | 0.04% | — | 48 | +14,949 | New | Q4 2025 | Feb 17, 2026 |
| Apeiron RIA LLC | History | New | 13,250 | 273 | 0.06% | — | 49 | +13,250 | New | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | New | 13,480 | 268 | 0.0% | — | 50 | +13,480 | New | Q4 2025 | Feb 18, 2026 |
| Keel Point, LLC | History | New | 12,812 | 255 | 0.02% | — | 51 | +12,812 | New | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | New | 12,446 | 248 | 0.0% | — | 52 | +12,446 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 12,300 | 245 | 0.0% | — | 53 | +12,300 | New | Q4 2025 | Feb 12, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 11,221 | 223 | 0.06% | — | 54 | +11,221 | New | Q4 2025 | Jan 27, 2026 |
| WCG Wealth Advisors LLC | History | New | 11,118 | 221 | 0.01% | — | 55 | +11,118 | New | Q4 2025 | Feb 10, 2026 |
| Balboa Wealth Partners | History | New | 10,750 | 214 | 0.04% | — | 56 | +10,750 | New | Q4 2025 | Jan 16, 2026 |
| Conservest Capital Advisors, Inc. | History | New | 10,666 | 212 | 0.02% | — | 57 | +10,666 | New | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | New | 10,555 | 210 | 0.0% | — | 58 | +10,555 | New | Q4 2025 | Feb 09, 2026 |
| Sigma Planning Corp | History | New | 10,143 | 202 | 0.01% | — | 59 | +10,143 | New | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 8,499 | 169 | 0.0% | — | 60 | +8,499 | New | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 8,097 | 161 | 0.01% | 0.01% | 61 | -100 | -1.22% | Q4 2025 | Feb 20, 2026 |
| Farther Finance Advisors, LLC | History | New | 7,138 | 142 | 0.0% | — | 62 | +7,138 | New | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 6,201 | 123 | 0.0% | — | 63 | +6,201 | New | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 4,825 | 96 | 0.0% | — | 64 | +4,825 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,493 | 69 | 0.0% | — | 65 | +3,493 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 3,442 | 68 | 0.0% | — | 66 | +3,442 | New | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | New | 2,149 | 52 | 0.0% | — | 67 | +2,149 | New | Q4 2025 | Jan 21, 2026 |
| Main Management LLC | History | No change | 2,096 | 42 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 1,584 | 31 | 0.0% | — | 69 | +1,584 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | New | 1,214 | 24 | 0.0% | — | 70 | +1,214 | New | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 1,200 | 23 | 0.0% | — | 72 | +1,200 | New | Q4 2025 | Jan 21, 2026 |
| Cornerstone Planning Group LLC | History | New | 1,009 | 23 | 0.0% | — | 71 | +1,009 | New | Q4 2025 | Feb 02, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 1,142 | 22 | 0.01% | — | 73 | +1,142 | New | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,044 | 20 | 0.0% | — | 74 | +1,044 | New | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | New | 1,000 | 19 | 0.0% | — | 75 | +1,000 | New | Q4 2025 | Feb 11, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 1,000 | 19 | 0.01% | — | 76 | +1,000 | New | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | New | 920 | 18 | 0.0% | — | 77 | +920 | New | Q4 2025 | Jan 29, 2026 |
| Asset Dedication, LLC | History | New | 758 | 15 | 0.0% | — | 78 | +758 | New | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | New | 500 | 9 | 0.0% | — | 80 | +500 | New | Q4 2025 | Feb 13, 2026 |
| NVWM, LLC | History | New | 500 | 9 | 0.0% | — | 81 | +500 | New | Q4 2025 | Jan 20, 2026 |
| Clearstead Advisors, LLC | History | New | 485 | 9 | 0.0% | — | 79 | +485 | New | Q4 2025 | Feb 09, 2026 |
| McIlrath & Eck, LLC | History | New | 393 | 7 | 0.0% | — | 82 | +393 | New | Q4 2025 | Feb 03, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 370 | 7 | 0.0% | — | 83 | +370 | New | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 309 | 6 | 0.0% | — | 84 | +309 | New | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 282 | 5 | 0.0% | — | 85 | +282 | New | Q4 2025 | Feb 12, 2026 |
| Tradewinds Capital Management, LLC | History | New | 200 | 3 | 0.0% | — | 87 | +200 | New | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | New | 197 | 3 | 0.0% | — | 88 | +197 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | New | 159 | 3 | 0.0% | — | 86 | +159 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 139 | 2 | 0.0% | — | 89 | +139 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Capital Management, Inc. | History | New | 95 | 1 | 0.0% | — | 91 | +95 | New | Q4 2025 | Feb 12, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 92 | 1 | 0.0% | — | 94 | +92 | New | Q4 2025 | Jan 28, 2026 |
| Aspect Partners, LLC | History | New | 85 | 1 | 0.0% | — | 92 | +85 | New | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | New | 84 | 1 | 0.0% | — | 90 | +84 | New | Q4 2025 | Jan 20, 2026 |
| Caitlin John, LLC | History | New | 75 | 1 | 0.0% | — | 93 | +75 | New | Q4 2025 | Feb 18, 2026 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,799 | -100.0% | Q3 2025 | Jan 12, 2026 |
| GROUP ONE TRADING LLC | History | New | 49 | 0 | — | — | — | +49 | New | Q4 2025 | Feb 12, 2026 |
| TFC Financial Management, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |