HASHDEX NASDAQ CME CRYPTO (NCIQ)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
16
Reporting holders
$6.6M
Reported value
3.4%
Of shares outstanding
0.0%
Held as options
+5
Holder change
Institutions report 449,587 shares against 13,040,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Archer Investment Management, LLC | $2.3M | 157,232 | 0.78% | 2q | +1091.9%+$2.1M |
| ENVESTNET ASSET MANAGEMENT INC | $1.6M | 109,659 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $1.2M | 82,090 | 0.00% | new | NEW |
| VICTORY FINANCIAL GROUP, LLC | $376.0K | 25,738 | 0.04% | 3q | +13.1%+$43.5K |
| Wealthspire Advisors, LLC | $363.2K | 24,860 | 0.00% | 2q | HELD |
| CreativeOne Wealth, LLC | $294.9K | 20,188 | 0.01% | 2q | +0.5%+$1.5K |
| Shore Point Advisors, LLC | $214.3K | 14,668 | 0.07% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $116.4K | 7,969 | 0.01% | new | NEW |
| TOMPKINS FINANCIAL CORP | $37.2K | 2,544 | 0.00% | new | NEW |
| EFG International AG | $19.7K | 1,350 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $12.3K | 843 | 0.00% | 4q | -24.9%-$4.1K |
| PNC Financial Services Group, Inc. | $11.7K | 800 | 0.00% | 3q | HELD |
| North Star Investment Management Corp. | $11.6K | 795 | 0.00% | 4q | HELD |
| TD Capital Management LLC | $10.6K | 723 | 0.00% | new | NEW |
| MORGAN STANLEY | $1.5K | 100 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $409 | 28 | 0.00% | new | NEW |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 16 | $6.6M | 449,587 | 8 | 3 | 1 | 0.0% |
| Q1 2026 | 11 | $2.2M | 128,315 | 5 | 4 | 0 | 0.0% |
| Q4 2025 | 10 | $7.9M | 347,639 | 5 | 1 | 1 | 0.0% |
| Q3 2025 | 6 | $3.5M | 113,621 | 6 | 0 | 0 | 0.0% |
| Q2 2025 | 1 | $5.1K | 186 | 1 | 0 | 0 | 0.0% |
| Q1 2025 | 2 | $36.9K | 1,765 | 2 | 0 | 0 | 0.0% |