HolderBook

EXCHANGE TRADED CONCEPTS TRU (EMQQ)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

76
Reporting holders
$119.9M
Reported value
0.0%
Held as options
-4
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
MORGAN STANLEY$26.4M845,4630.00%35q+11.9%+$2.8M
Grove Street Fiduciary, LLC$22.7M728,5549.60%7qHELD
ROYAL BANK OF CANADA$6.6M210,5590.00%31q+33.0%+$1.6M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.2M199,1980.00%24q+238.9%+$4.4M
UBS Group AG$5.4M174,3310.00%31q-37.3%-$3.2M
RPg Family Wealth Advisory, LLC$5.0M160,0830.46%30q+106.9%+$2.6M
LPL Financial LLC$4.4M140,6890.00%31q-33.7%-$2.2M
OLD MISSION CAPITAL LLC$4.0M129,5390.06%6q+153.4%+$2.4M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.8M122,1350.00%31q-21.2%-$1.0M
COMMONWEALTH EQUITY SERVICES, LLC$3.5M112,5160.00%31q-10.1%-$392.3K
Corient Private Wealth LP$3.0M97,3020.00%12q+86.1%+$1.4M
RAYMOND JAMES FINANCIAL INC$2.6M84,8090.00%7q-45.6%-$2.2M
Ameritas Advisory Services, LLC$2.6M82,6800.05%newNEW
J.W. COLE ADVISORS, INC.$2.3M72,1980.04%newNEW
Sankala Group LLC$2.2M66,6551.50%3q+20.5%+$382.4K
Risk Paradigm Group, LLC$1.9M60,6741.48%4q+14.4%+$238.4K
Venturi Wealth Management, LLC$1.9M60,4830.07%9q+3.2%+$58.9K
Pathstone Holdings, LLC$1.4M46,3220.00%9q-9.6%-$152.7K
Twelve Points Wealth Management LLC$1.3M40,6290.25%19q-2.7%-$35.6K
STIFEL FINANCIAL CORP$1.2M37,3270.00%26qHELD
GOLDMAN SACHS GROUP INC$943.3K30,2310.00%2q+124.7%+$523.6K
OSAIC HOLDINGS, INC.$882.2K28,2700.00%26q-1.4%-$12.4K
CITADEL ADVISORS LLC$815.7K26,1430.00%newNEW
White Knight Strategic Wealth Advisors, LLC$771.7K24,7320.54%19q+10.1%+$70.5K
Wealthfront Advisers LLC$699.8K22,4280.00%20q+6.0%+$39.9K
Greykasell Wealth Strategies, Inc.$675.9K21,6620.25%7q-22.2%-$192.5K
Private Advisor Group, LLC$523.0K16,7610.00%31q+1.5%+$7.8K
OPPENHEIMER & CO INC$518.4K16,6130.01%3q+11.6%+$53.8K
Cerity Partners LLC$490.0K15,7020.00%2q-13.7%-$78.0K
HighTower Advisors, LLC$459.0K14,7110.00%23q-5.1%-$24.9K
Prospect Financial Services LLC$418.3K13,4070.21%10q+1.2%+$5.0K
Ausdal Financial Partners, Inc.$417.2K13,3690.02%5q+6.3%+$24.7K
Ethos Financial Group, LLC$401.2K12,8570.03%6qHELD
ENVESTNET ASSET MANAGEMENT INC$347.6K11,1390.00%24q+11.1%+$34.7K
Glen Eagle Advisors, LLC$345.9K11,0860.04%36qHELD
Goldstein Advisors, LLC$305.0K9,7750.03%15q+0.8%+$2.3K
Cetera Investment Advisers$295.7K9,4750.00%10q-1.1%-$3.2K
OpenArc Corporate Advisory, LLC$283.6K9,0900.00%3qHELD
Versant Capital Management, Inc$256.1K8,2070.02%31qHELD
MML INVESTORS SERVICES, LLC$223.7K7,1700.00%24q-0.8%-$1.9K
Rothschild Wealth LLC$219.6K7,0370.02%14q-1.0%-$2.2K
IMC-Chicago, LLC$217.9K6,9840.00%newNEW
VUB Generali dochodkova spravcovska spolocnost, a.s.$140.4K4,5000.10%3qHELD
Farther Finance Advisors, LLC$124.8K4,0010.00%15q+36.3%+$33.3K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$104.8K3,3590.00%2qHELD
SALEM INVESTMENT COUNSELORS INC$102.9K3,2990.00%2qHELD
Rockefeller Capital Management L.P.$67.5K2,1610.00%4q-41.1%-$47.0K
Federation des caisses Desjardins du Quebec$65.2K2,0960.00%34q-1.2%
BROWN BROTHERS HARRIMAN & CO$42.5K1,3620.00%8qHELD
SUMITOMO MITSUI FINANCIAL GROUP, INC.$41.3K1,3230.00%6q+51.0%+$13.9K
FIFTH THIRD BANCORP$41.2K1,3200.00%2q-77.4%-$141.0K
Geneos Wealth Management Inc.$21.4K6850.00%37qHELD
Guardian Partners Inc.$18.7K6000.00%newNEW
WHITTIER TRUST CO$15.6K4800.00%22qHELD
WELLS FARGO & COMPANY/MN$13.9K4460.00%28q-88.9%-$111.9K
FIDUCIARY FINANCIAL ADVISORS$12.7K4060.00%newNEW
Financial Perspectives, Inc$9.1K2910.00%24qHELD
Qube Research & Technologies Ltd$8.7K2780.00%3q+50.3%+$2.9K
FMR LLC$8.0K2560.00%11q-16.6%-$1.6K
Aptus Capital Advisors, LLC$6.9K2210.00%newNEW
Physician Wealth Advisors, Inc.$4.5K1440.00%7qHELD
Continuum Advisory, LLC$4.2K1360.00%newNEW
PNC Financial Services Group, Inc.$3.1K1000.00%24qHELD
CoreCap Advisors, LLC$2.2K700.00%8qHELD
Cambridge Investment Research Advisors, Inc.$1.8K57,5220.00%31q+76.7%
Solstein Capital, LLC$1.6K510.00%6qHELD
BANK OF MONTREAL /CAN/$1.6K500.00%3qHELD
Arax Advisory Partners$1.3K420.00%3qHELD
Global Retirement Partners, LLC$1.1K350.00%14q-78.9%-$4.0K
Key Financial Inc$624200.00%23qHELD
Noble Wealth Management PBC$530170.00%3qHELD
IFP Advisors, Inc$468150.00%37qHELD
High Note Wealth, LLC$437140.00%7qHELD
PENSION & WEALTH MANAGEMENT ADVISORS, INC.$330100.00%15qHELD
WEST PACES ADVISORS INC.$312100.00%newNEW
VALLEY NATIONAL ADVISERS INC$16750.00%newNEW
Oakmont Advisory Group, LLC$7930.00%newNEW
Capital Analysts, LLC$481,5240.00%12q-21.4%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202676$119.9M3,836,8011121200.0%
Q1 202680$118.3M3,566,270821250.2%
Q4 202595$155.5M3,847,7891228250.3%
Q3 202590$167.2M3,578,0191125280.6%
Q2 202585$152.7M3,628,038821301.0%
Q1 202592$147.6M3,843,1741515320.7%
Q4 202489$143.1M4,116,773917280.8%
Q3 202491$137.2M3,372,902518321.1%
Q2 202490$113.4M3,374,8231017401.2%
Q1 2024100$162.0M5,121,6071612480.9%
Q4 202398$150.7M4,856,1331019410.8%
Q3 202398$169.2M5,714,316812410.7%
Q2 2023103$187.3M6,322,355818390.9%
Q1 2023113$227.6M7,040,071935380.8%
Q4 2022113$210.9M7,104,3141718550.4%
Q3 2022124$219.4M8,188,887630550.3%
Q2 2022141$317.0M9,772,3521635540.3%
Q1 2022152$326.4M9,893,9591058580.5%
Q4 2021194$483.3M11,212,0601759700.4%
Q3 2021192$571.9M11,461,2181766690.4%
Q2 2021224$743.1M11,738,2003495580.2%
Q1 2021218$746.1M11,690,2584398390.2%
Q4 2020185$603.2M9,457,0144876260.0%
Q3 2020135$391.9M7,496,6804045260.0%
Q2 2020105$275.8M5,905,3732930230.0%
Q1 202087$147.8M4,685,5421532170.0%
Q4 201988$145.8M4,117,793828230.0%
Q3 201980$122.8M3,928,2701213340.0%
Q2 201974$150.7M4,685,7801327180.0%
Q1 201978$129.8M3,934,3031622180.0%
Q4 201870$104.3M3,901,5312340.0%