# EXCHANGE TRADED CONCEPTS TRU (COAL)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/COAL/

- Reporting holders: 19
- Reported value: $11.3M
- Held through calls: 11.8%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $3.9M | 110,636 | 0.0% | 5 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $2.6M | 115,348 | 0.0% | 3 |
| [Lifetime Wealth Management P.C.](https://holderbook.com/funds/2116339-lifetime-wealth-management-p-c/) | $1.6M | 71,389 | 1.0% | 3 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $1.2M | 52,848 | 0.0% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $581.8K | 25,342 | 0.0% | 3 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $502.7K | 21,895 | 0.0% | 2 |
| [Cassaday & Co Wealth Management LLC](https://holderbook.com/funds/1963612-cassaday-co-wealth-management-llc/) | $275.5K | 12,000 | 0.0% | 6 |
| [HRT FINANCIAL LP](https://holderbook.com/funds/1475597-hrt-financial-lp/) | $268.0K | 11,702 | 0.0% | 1 |
| [Waverly Advisors, LLC](https://holderbook.com/funds/1568787-waverly-advisors-llc/) | $220.1K | 9,585 | 0.0% | 3 |
| [SIMPLEX TRADING, LLC](https://holderbook.com/funds/1488542-simplex-trading-llc/) | $44.4K | 1,932 | 0.0% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $28.9K | 1,258 | 0.0% | 1 |
| [GROUP ONE TRADING LLC](https://holderbook.com/funds/932540-group-one-trading-llc/) | $28.8K | 1,254 | 0.0% | 4 |
| [Allworth Financial LP](https://holderbook.com/funds/1555170-allworth-financial-lp/) | $7.1K | 311 | 0.0% | 1 |
| [TD Waterhouse Canada Inc.](https://holderbook.com/funds/1999606-td-waterhouse-canada-inc/) | $5.2K | 233 | 0.0% | 2 |
| [Geneos Wealth Management Inc.](https://holderbook.com/funds/1764754-geneos-wealth-management-inc/) | $2.8K | 120 | 0.0% | 5 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $2.0K | 67 | 0.0% | 2 |
| [Aptus Capital Advisors, LLC](https://holderbook.com/funds/1664193-aptus-capital-advisors-llc/) | $1.7K | 72 | 0.0% | 1 |
| [Strategic Wealth Partners, Ltd.](https://holderbook.com/funds/1720777-strategic-wealth-partners-ltd/) | $666 | 29 | 0.0% | 4 |
| [SWAN Capital LLC](https://holderbook.com/funds/1952722-swan-capital-llc/) | $344 | 15 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 19 | $11.3M |
| Q1 2026 | 25 | $15.4M |
| Q4 2025 | 9 | $4.3M |
| Q3 2025 | 7 | $1.7M |
| Q2 2025 | 8 | $2.2M |
| Q1 2025 | 4 | $1.3M |
| Q4 2024 | 4 | $476.5K |
| Q3 2024 | 1 | $365.9K |
| Q2 2024 | 2 | $329.3K |
| Q1 2024 | 1 | $257.0K |