Who owns EXCHANGE TRADED CONCEPTS TR?

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Analyze quarterly positions in Exchange Traded Concepts Tr with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Exchange Traded Concepts Tr stock

Who bought or sold EXCHANGE TRADED CONCEPTS TR this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
UBS Group 672k $40M 13% Mar 2026
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Berkshire Money Management 243k $22M -3% Jun 2026
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Portfolio Strategies 215k $13M -2% Mar 2026
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LPL Financial 151k $8.9M 1% Mar 2026
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Hancock Prospecting Pty 50k $2.9M 0% Mar 2026
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Raymond James Financial 35k $2.1M 24% Mar 2026
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Element Wealth 28k $1.7M -17% Mar 2026
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Beacon Pointe Advisors 22k $1.3M 18% Mar 2026
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Cary Street Partners Financial 20k $1.8M 2% Jun 2026
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Steward Partners Investment Advisory 19k $1.1M -26% Mar 2026
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Rhodes Investment Advisors 19k $1.7M 2% Jun 2026
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HighTower Advisors 18k $1.1M 2% Mar 2026
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Kingsview Wealth Management 17k $1.0M -9% Mar 2026
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Commonwealth Equity Services 14k $1.2M -4% Jun 2026
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Gladstone Institutional Advisory 13k $1.2M 0% Jun 2026
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Deschutes Portfolio Strategy 12k $710k 32% Mar 2026
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 11k $955k 100% Jun 2026
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Clarus Group 10k $933k 0% Jun 2026
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Advisor Group Holdings 10k $594k -37% Mar 2026
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Cetera Investment Advisers 8.3k $489k 50% Mar 2026
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Scotia Capital 8.0k $472k 4% Mar 2026
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Branch Banking & Trust Company 7.8k $711k 100% Jun 2026
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Janney Montgomery Scott 7.4k $434k 66% Mar 2026
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Goss Wealth Management 7.2k $425k -1% Mar 2026
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Envestnet Asset Management 6.6k $389k 3% Mar 2026
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Pathway Financial Advisers 6.0k $550k 3% Jun 2026
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Morgan Stanley 6.0k $353k 18% Mar 2026
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Spire Wealth Management 5.4k $321k -1% Mar 2026
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Financial & Tax Architects 5.4k $489k 100% Jun 2026
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Susquehanna International 4.9k $291k 100% Mar 2026
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CIBC World Markets 4.8k $284k 18% Mar 2026
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Twelve Points Wealth Management 4.7k $279k 50% Mar 2026
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Flow Traders US 4.4k $258k -53% Mar 2026
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Clay Northam Wealth Management 4.1k $243k 0% Mar 2026
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Pathstone Holdings 4.0k $236k 100% Mar 2026
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Fox Hill Wealth Management 3.9k $230k -2% Mar 2026
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LRI Investments 3.7k $220k 0% Mar 2026
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Integrated Wealth Concepts 3.5k $205k 0% Mar 2026
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BankChampaign, National Association 3.5k $317k -3% Jun 2026
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Wealth Forward 3.1k $284k 100% Jun 2026
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Strategic Financial Concepts 3.0k $270k 100% Jun 2026
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Kestra Advisory Services 2.6k $235k 100% Jun 2026
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Victory Financial Group 2.4k $222k 100% Jun 2026
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Royal Bank of Canada 2.4k $144k 100% Mar 2026
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Ashton Thomas Private Wealth 2.2k $201k 0% Jun 2026
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Wells Fargo & Company 1.5k $86k 13% Mar 2026
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Advisory Services Network 1.3k $75k 100% Mar 2026
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Valley National Advisers 1.2k $111k 0% Jun 2026
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Creative Financial Designs 1.1k $100k 0% Jun 2026
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Harbour Investments 1.1k $62k -43% Mar 2026
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Bank Of Montreal 900.00 $53k 100% Mar 2026
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Rockefeller Capital Management 845.00 $50k -29% Mar 2026
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Ritter Daniher Financial Advisory LLC / DE 746.00 $44k 18% Mar 2026
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Fifth Third Bancorp 744.00 $44k 100% Mar 2026
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Private Trust Co Na 700.00 $64k -42% Jun 2026
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Basepoint Wealth 600.00 $35k 0% Mar 2026
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Huntington National Bank 494.00 $29k 0% Mar 2026
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Strategic Advocates 449.00 $27k -99% Mar 2026
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EverSource Wealth Advisors 370.00 $34k 100% Jun 2026
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Sound Income Strategies 347.00 $21k 0% Mar 2026
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AE Wealth Management 300.00 $18k 0% Mar 2026
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Hanson McClain Advisors 284.00 $17k 0% Mar 2026
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Northwestern Mutual Wealth Management Company 192.00 $11k -30% Mar 2026
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Ronald Blue Trust 166.00 $9.8k 100% Mar 2026
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FMR 139.00 $8.2k 20% Mar 2026
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Trust 128.00 $12k 0% Jun 2026
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Assetmark 112.00 $10k 100% Jun 2026
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Stone House Investment Management 100.00 $5.9k 0% Mar 2026
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Blue Bell Private Wealth Management 100.00 $5.9k 0% Mar 2026
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TD Waterhouse Canada 100.00 $5.4k 0% Mar 2026
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CWM 82.00 $4.8k 100% Mar 2026
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Institute For Wealth Management 40.00 $3.6k 100% Jun 2026
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Hantz Financial Services 31.00 $2.0k 0% Mar 2026
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Medallion Wealth Advisors 24.00 $1.4k 0% Mar 2026
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Crewe Advisors 15.00 $1.4k 0% Jun 2026
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Horizon Investments 14.00 $826.000000 100% Mar 2026
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Nova Wealth Management 12.00 $708.000000 0% Mar 2026
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Parallel Advisors 1.00 $59.000000 0% Mar 2026
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Who sold out of Exchange Traded Concepts Tr?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Dec 2025 24k $1.5M
Citadel Advisors Dec 2025 17k $1.1M
Gts Securities Dec 2025 10k $645k
Wealth Enhancement Advisory Services Dec 2025 6.4k $426k
Stifel Financial Dec 2025 5.2k $329k
IPG Investment Advisors Dec 2025 4.1k $260k
Equitable Holdings Dec 2025 4.0k $253k
Mariner Wealth Advisors Dec 2025 3.2k $200k
Jones Financial Companies, L.L Dec 2025 120.00 $7.6k
Flagship Wealth Advisors Mar 2026 61.00 $3.4k
Ubs Global Asset Management Americas Dec 2025 33.00 $2.1k