HTEC institutional holders

EXCHANGE TRADED CONCEPTS TRU · 13F, 2026Q2

Managers holding28
Shares held750,082
Reported value$28.0m
Quarter flows5 new, 4 added, 12 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
UBS Group AG298,175$11.1m0.0%
MORGAN STANLEY105,642$3.9m0.0%
ROYAL BANK OF CANADA64,534$2.4m0.0%
Tidal Investments LLC45,589$1.7m0.0%
CITADEL ADVISORS LLC23,164$863,7860.0%
CITIGROUP INC23,082$860,7280.0%
Ellis Investment Partners, LLC20,003$745,9190.1%
Arax Advisory Partners19,575$729,9520.0%
Vontobel Holding Ltd.18,000$671,2200.0%
JANE STREET GROUP, LLC17,961$669,7660.0%
RAYMOND JAMES FINANCIAL INC17,901$667,5280.0%
LPL Financial LLC16,857$628,5900.0%
Clay Northam Wealth Management, LLC16,000$596,6400.3%
Migdal Insurance & Financial Holdings Ltd.13,286$495,4350.0%
Stelac Advisory Services LLC12,800$477,3120.1%
Beacon Pointe Advisors, LLC9,113$339,8220.0%
Capital Square, LLC8,346$319,4840.1%
Corient Private Wealth LP6,878$256,4810.0%
Regal Investment Advisors LLC6,727$250,8510.0%
OSAIC HOLDINGS, INC.3,997$149,0660.0%
Rockefeller Capital Management L.P.1,575$58,7410.0%
DUNCKER STREETT & CO INC490$18,2720.0%
Trust Co126$4,6990.0%
LifeSteps Financial, Inc.125$4,6610.0%
Farther Finance Advisors, LLC94$3,5410.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HTEC"). HTEC price history · All 13F data

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