SEC 13F Intelligence

EXCHANGE TRADED CONCEPTS TRU

CUSIP 301505681

Exchange Traded Concepts Tru has 18 institutional holders in Filings Flow’s 13F database, together reporting 8.34M shares worth $433M as of Q1 2026. The largest reported holders are Hightower Advisors, LLC, Midwest Trust Co, and Mainstay Capital Management LLC /Adv.

Institutional Holders
18
Q1 2026
Reported Value
$433M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5

Ownership Trend

Institutional holders
Q2 ’21: 4Q2 ’21Q4 ’21: 4Q4 ’21Q4 ’22: 4Q4 ’22Q4 ’25: 21Q4 ’25Q1 ’26: 18Q1 ’26filingsflow.com
Total reported value
Q2 ’21: $150MQ2 ’21Q4 ’21: $164MQ4 ’21Q4 ’22: $171MQ4 ’22Q4 ’25: $400MQ4 ’25Q1 ’26: $433MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
HighTower Advisors, LLC$94.2B AUM0.43%$409M7.85MQ1 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM0.39%$5M96.6KQ1 2026
Clear Creek Financial Management, LLC$1.3B AUM0.28%$4M69.2KQ1 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM0.26%$484,0719.7KQ4 2025OLDER
FIFTH THIRD SECURITIES, INC.$1.5B AUM0.20%$3M59.2KQ1 2026
Wealth Alliance Advisory Group, LLC$632M AUM0.17%$964,29819.3KQ4 2025OLDER
Midwest Trust Co$8.0B AUM0.07%$6M109.0KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.06%$2M30.6KQ1 2026
BRIGHTON JONES LLC$2.4B AUM0.05%$2M41.2KQ3 2025OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$439,9968.4KQ1 2026
CW Advisors, LLC$10.3B AUM0.01%$554,42011.4KQ2 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$3M67.9KQ3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$2M42.3KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$98,9112.0KQ4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$975,28018.7KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$521,71010.0KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$328,0446.3KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$106,6932.0KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$258,8455.3KQ2 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$300,5515.8KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$205,7124.1KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$257,0325.0KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$204,1504.1KQ1 2026
UBS Group AG$666.3B AUM0.00%$71,6501.4KQ1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$3,95976Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$26,463530Q4 2025OLDER

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