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 | No change | 3,060,869 | 74,991 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 530,962 | 13,470 | 0.0% | 0.0% | 2 | +34,219 | 6.89% | Q3 2026 | Nov 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 528,134 | 12,939 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 422,206 | 10,344 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 381,740 | 9,352 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 312,895 | 7,665 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 269,105 | 6,593 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 184,782 | 4,527 | 0.36% | 0.36% | 8 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | No change | 182,523 | 4,471 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 148,414 | 3,636 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 139,898 | 3,428 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Salus Financial Advisors, LLC | History | Reduced | 131,886 | 3,345 | 1.6% | 1.6% | 12 | -700 | -0.53% | Q3 2026 | Oct 20, 2026 |
| CITADEL ADVISORS LLC | History | No change | 114,183 | 2,797 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Founders Capital Management | History | Added to | 102,344 | 2,596 | 1.18% | 1.06% | 14 | +2,412 | 2.41% | Q3 2026 | Oct 13, 2026 |
| Atria Investments, Inc | History | Added to | 102,074 | 2,589 | 0.03% | 0.02% | 15 | +2,444 | 2.45% | Q3 2026 | Oct 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 85,002 | 2,134 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINTRA WEALTH, LLC | History | No change | 92,032 | 2,102 | 0.11% | 0.11% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 85,358 | 2,091 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 80,328 | 2,037 | 0.48% | 0.46% | 19 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 82,012 | 2,009 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 74,743 | 1,831 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 71,952 | 1,825 | 0.0% | 0.0% | 22 | +1,573 | 2.24% | Q3 2026 | Nov 02, 2026 |
| Gainplan LLC | History | Added to | 59,800 | 1,517 | 0.59% | 0.53% | 23 | +5,175 | 9.47% | Q3 2026 | Oct 08, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 53,755 | 1,363 | 0.06% | 0.07% | 24 | +2,691 | 5.27% | Q3 2026 | Oct 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 49,913 | 1,266 | 0.01% | 0.01% | 25 | +1,506 | 3.11% | Q3 2026 | Oct 26, 2026 |
| LPL Financial LLC | History | No change | 51,009 | 1,249 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 43,000 | 1,090 | 0.0% | — | 27 | +43,000 | New | Q3 2026 | Oct 28, 2026 |
| RFG Advisory, LLC | History | Added to | 33,891 | 859 | 0.01% | 0.01% | 28 | +15,048 | 79.86% | Q3 2026 | Nov 03, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 32,644 | 799 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 32,066 | 785 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 31,599 | 774 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 31,387 | 768 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 31,458 | 691 | 0.03% | 0.03% | 33 | +654 | 2.12% | Q3 2026 | Oct 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 27,042 | 686 | 0.0% | 0.0% | 34 | +115 | 0.43% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 26,989 | 661 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 26,191 | 641 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | No change | 24,788 | 628 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 24,250 | 594 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 24,543 | 581 | 0.0% | 0.0% | 39 | +1,358 | 5.86% | Q3 2026 | Oct 13, 2026 |
| Essex Financial Services, Inc. | History | No change | 22,407 | 548 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | Reduced | 19,128 | 485 | 0.01% | 0.01% | 41 | -297 | -1.53% | Q3 2026 | Oct 23, 2026 |
| Avior Wealth Management, LLC | History | Added to | 19,023 | 482 | 0.01% | 0.01% | 42 | +5,857 | 44.49% | Q3 2026 | Oct 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 18,546 | 470 | 0.04% | 0.03% | 43 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HighTower Advisors, LLC | History | No change | 18,890 | 462 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BFC Planning, Inc. | History | No change | 18,039 | 441 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 17,277 | 438 | 0.0% | 0.0% | 46 | +7,163 | 70.82% | Q3 2026 | Nov 05, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 17,398 | 426 | 0.2% | 0.2% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 16,110 | 394 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keel Point, LLC | History | No change | 15,365 | 376 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Claro Advisors Inc. | History | Added to | 14,722 | 373 | 0.04% | 0.04% | 50 | +5 | 0.03% | Q3 2026 | Nov 02, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 14,794 | 362 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 14,573 | 357 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oxinas Partners, LLC | History | No change | 14,425 | 353 | 0.14% | 0.14% | 53 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 13,275 | 325 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 11,657 | 286 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURNEY CO/ | History | No change | 11,081 | 281 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 11,221 | 274 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Balboa Wealth Partners | History | Added to | 10,776 | 273 | 0.04% | 0.04% | 58 | +1 | 0.01% | Q3 2026 | Oct 20, 2026 |
| WCG Wealth Advisors LLC | History | No change | 10,512 | 257 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 9,997 | 244 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 9,762 | 239 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 8,885 | 225 | 0.01% | 0.01% | 62 | -804 | -8.3% | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,699 | 220 | 0.0% | 0.0% | 63 | -135 | -1.53% | Q3 2026 | Oct 08, 2026 |
| Prospera Financial Services Inc | History | Reduced | 11,049 | 216 | 0.0% | 0.0% | 64 | -266 | -2.35% | Q3 2026 | Nov 04, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 8,491 | 215 | 0.09% | 0.09% | 66 | -41 | -0.48% | Q3 2026 | Oct 19, 2026 |
| HB Wealth Management, LLC | History | No change | 8,501 | 215 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CHOREO, LLC | History | No change | 8,302 | 210 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Lido Advisors, LLC | History | New | 8,179 | 207 | 0.0% | — | 68 | +8,179 | New | Q3 2026 | Nov 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8,439 | 206 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 8,064 | 204 | 0.01% | — | 70 | +8,064 | New | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,201 | 151 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advantage Trust Co | History | No change | 4,700 | 119 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,146 | 54 | 0.0% | 0.0% | 73 | +180 | 9.16% | Q3 2026 | Nov 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,240 | 54 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UMB Bank, n.a. | History | No change | 1,520 | 37 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,200 | 30 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,214 | 29 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 1,154 | 28 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,142 | 28 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Parallel Advisors, LLC | History | No change | 1,000 | 25 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 1,000 | 25 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 915 | 22 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 883 | 21 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 862 | 21 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 758 | 19 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 706 | 17 | 0.0% | 0.0% | 86 | +582 | 469.35% | Q3 2026 | Nov 04, 2026 |
| GROUP ONE TRADING LLC | History | No change | 663 | 16 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 260 | 6 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 275 | 6 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | New | 201 | 5 | 0.0% | — | 92 | +201 | New | Q3 2026 | Oct 15, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| NVWM, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 148 | 3 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Aspect Partners, LLC | History | Added to | 102 | 2 | 0.0% | 0.0% | 95 | +2 | 2.0% | Q3 2026 | Oct 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 84 | 2 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 110 | 2 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MATHER GROUP, LLC. | History | No change | 75 | 1 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Go Invest LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,512 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,009 | -100.0% | Q3 2026 | Oct 16, 2026 |
| PARK NATIONAL CORP /OH/ | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2026 | Oct 05, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2026 | Oct 15, 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% | Q3 2026 | Oct 26, 2026 |
| Bullock Wealth Management Group | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Vision Retirement, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Miller Global Investments, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |