SEC 13F Intelligence

EXCHANGE TRADED CONCEPTS TRU

CUSIP 301505467

Exchange Traded Concepts Tru has 25 institutional holders in Filings Flow’s 13F database, together reporting 561.1K shares worth $14M as of Q1 2026. The largest reported holders are Kingswood Wealth Advisors, LLC, Lifetime Wealth Management P.C., and Jane Street Group, LLC.

Institutional Holders
25
Q1 2026
Reported Value
$14M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 7Q4 ’25Q1 ’26: 25Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $3MQ4 ’25Q1 ’26: $14MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Lifetime Wealth Management P.C.$176M AUM1.05%$2M67.0KQ1 2026
Prosperity Wealth Management, Inc.$300M AUM0.17%$468,10726.8KQ2 2025OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.14%$3M111.3KQ1 2026
Corecam Pte. Ltd.$231M AUM0.10%$238,1798.7KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.06%$2M60.3KQ1 2026
Proficio Capital Partners LLC$1.9B AUM0.03%$594,07621.6KQ1 2026
SPROTT INC.$3.4B AUM0.01%$286,33610.4KQ1 2026
Cassaday & Co Wealth Management LLC$4.7B AUM0.01%$329,28012.0KQ1 2026
Kingsview Wealth Management, LLC$7.3B AUM0.00%$224,9268.2KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$435,36315.9KQ1 2026
Waverly Advisors, LLC$13.4B AUM0.00%$263,0129.6KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$419,33815.3KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$500,27318.2KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$576,95321.0KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$650,32823.7KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M66.6KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$304,00811.1KQ1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$156,7645.7KQ1 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$3,293120Q1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$273,35710.0KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$279,99810.2KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$381,49813.9KQ1 2026
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$57025Q1 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$6,371233Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$68,0002.5KQ1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.