HolderBook

EXCHANGE TRADED CONCEPTS TRU (THNQ)

Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.

100
Reporting holders
$188.6M
Reported value
0.0%
Held as options
+33
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
UBS Group AG$59.9M656,6350.01%21q-2.3%-$1.4M
Portfolio Strategies, Inc.$30.9M338,8773.03%12q+57.4%+$11.3M
Berkshire Money Management, Inc.$22.2M243,2602.03%6q-2.9%-$651.8K
LPL Financial LLC$14.5M159,2160.00%15q+5.3%+$728.9K
GTS SECURITIES LLC$6.0M66,0220.13%newNEW
Hancock Prospecting Pty Ltd$4.5M49,7560.08%4qHELD
MONETA GROUP INVESTMENT ADVISORS LLC$4.4M48,1080.03%newNEW
RAYMOND JAMES FINANCIAL INC$3.6M39,4410.00%7q+12.1%+$387.8K
Element Wealth, LLC$3.2M35,6081.22%5q+26.2%+$673.9K
JANE STREET GROUP, LLC$2.6M28,0060.00%newNEW
HARBOUR INVESTMENTS, INC.$2.2M24,3580.03%12q+2204.4%+$2.1M
Beacon Pointe Advisors, LLC$2.0M22,2210.01%15q+0.7%+$13.8K
CARY STREET PARTNERS FINANCIAL LLC$1.8M19,8200.04%4q+2.0%+$34.9K
RHODES INVESTMENT ADVISORS INC /ADV$1.7M19,0101.28%3q+1.8%+$31.0K
VALLEY WEALTH MANAGERS, INC.$1.7M18,3120.10%newNEW
Kingsview Wealth Management, LLC$1.5M16,7210.02%12q-1.8%-$28.6K
COMMONWEALTH EQUITY SERVICES, LLC$1.2M13,5310.00%11q-4.1%-$52.3K
Matisse Capital$1.2M13,4270.49%4q+11.6%+$127.2K
Gladstone Institutional Advisory LLC$1.2M13,1230.04%7qHELD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M12,3350.00%4q-3.8%-$43.5K
HighTower Advisors, LLC$1.0M11,3250.00%9q-37.0%-$607.1K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$955.2K10,4730.01%newNEW
Aptus Capital Advisors, LLC$932.8K10,2270.01%newNEW
Clarus Group, Inc.$932.8K10,2270.32%6qHELD
ENVESTNET ASSET MANAGEMENT INC$916.5K10,0490.00%9q+52.6%+$315.8K
OSAIC HOLDINGS, INC.$883.8K9,6900.00%21q-3.7%-$33.9K
Nova Wealth Management, Inc.$849.4K9,3130.47%7q+77508.3%+$848.3K
Cetera Investment Advisers$833.8K9,1410.00%4q+10.4%+$78.3K
TRUIST FINANCIAL CORP$710.7K7,7920.00%newNEW
NewEdge Advisors, LLC$656.3K7,1960.00%4q+63.1%+$254.0K
SCOTIA CAPITAL INC.$644.6K7,0670.00%9q-11.6%-$84.7K
Pathway Financial Advisers, LLC$549.6K6,0250.14%2q+3.0%+$15.9K
MORGAN STANLEY$545.3K5,9790.00%15qHELD
Equitable Holdings, Inc.$520.4K5,7050.00%newNEW
Financial & Tax Architects, LLC$489.4K5,3660.10%newNEW
Spire Wealth Management$487.0K5,3390.01%7q-1.9%-$9.2K
CIBC WORLD MARKET INC.$470.6K5,1590.00%3q+7.0%+$30.9K
Twelve Points Wealth Management LLC$447.8K4,9090.09%3q+3.9%+$17.0K
Steward Partners Investment Advisory, LLC$414.5K4,5440.00%13q-76.3%-$1.3M
Clay Northam Wealth Management, LLC$376.2K4,1250.19%4qHELD
Fox Hill Wealth Management$355.7K3,9000.14%5qHELD
LRI Investments, LLC$340.7K3,7350.03%8qHELD
Integrated Wealth Concepts LLC$317.1K3,4770.00%4qHELD
BankChampaign, National Association$316.9K3,4740.24%3q-2.6%-$8.3K
Wealth Forward, LLC$284.1K3,1150.14%newNEW
Pathstone Holdings, LLC$273.6K3,0000.00%2q-25.0%-$91.2K
Arkadios Wealth Advisors$270.0K2,9600.00%newNEW
Strategic Financial Concepts, LLC$270.0K2,9600.08%newNEW
STIFEL FINANCIAL CORP$268.3K2,9420.00%newNEW
Commerce Advisors, LLC$252.8K2,7720.14%newNEW
UNITED CAPITAL FINANCIAL ADVISORS, LLC$250.7K2,7510.00%newNEW
Strategic Family Wealth Counselors, L.L.C.$244.8K2,6840.06%newNEW
Creative Planning$241.2K2,6440.00%newNEW
Ethos Financial Group, LLC$239.2K2,6220.02%newNEW
Kestra Advisory Services, LLC$235.4K2,5810.00%newNEW
ROYAL BANK OF CANADA$235.0K2,5820.00%24q+7.3%+$15.9K
COLDSTREAM CAPITAL MANAGEMENT INC$228.2K2,5020.00%newNEW
MFA Wealth Services$224.8K2,4640.13%newNEW
VICTORY FINANCIAL GROUP, LLC$221.5K2,4290.02%newNEW
Pallas Capital Advisors LLC$218.4K2,3950.01%newNEW
IPG Investment Advisors LLC$218.3K2,3930.03%newNEW
Vise Technologies, Inc.$214.7K2,3540.00%newNEW
Mariner, LLC$205.7K2,2550.00%newNEW
Ashton Thomas Private Wealth, LLC$201.1K2,2050.00%2qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$142.0K1,5570.00%4q+710.9%+$124.5K
VALLEY NATIONAL ADVISERS INC$110.6K1,2130.01%13qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$100.4K1,1010.00%11qHELD
BANK OF MONTREAL /CAN/$82.1K9000.00%3qHELD
EFG International AG$77.5K8500.00%newNEW
Rockefeller Capital Management L.P.$68.4K7500.00%4q-11.2%-$8.7K
FIFTH THIRD BANCORP$67.6K7410.00%2qHELD
PRIVATE TRUST CO NA$63.8K7000.01%10q-41.7%-$45.6K
Ritter Daniher Financial Advisory LLC / DE$60.4K6620.01%3q-11.3%-$7.7K
Basepoint Wealth LLC$54.7K6000.03%3qHELD
US BANCORP \DE\$52.5K5760.00%11qHELD
FMR LLC$46.6K5110.00%10q+267.6%+$33.9K
HUNTINGTON NATIONAL BANK$45.1K4940.00%19qHELD
Strategic Advocates LLC$41.9K4590.16%9q+2.2%
EverSource Wealth Advisors, LLC$33.7K3700.00%newNEW
WELLS FARGO & COMPANY/MN$27.4K3000.00%4q-89.7%-$238.8K
Allworth Financial LP$25.9K2840.00%7qHELD
FIDUCIARY FINANCIAL ADVISORS$18.3K2010.00%newNEW
Blue Trust, Inc.$15.1K1660.00%2qHELD
Trust Co$11.7K1280.00%17qHELD
ASSETMARK, INC$10.2K1120.00%newNEW
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$9.1K1000.00%19qHELD
Stone House Investment Management, LLC$9.1K1000.00%6qHELD
TD Waterhouse Canada Inc.$9.1K1000.00%13qHELD
Federation des caisses Desjardins du Quebec$7.7K850.00%newNEW
SIMPLEX TRADING, LLC$5.2K570.00%newNEW
Institute for Wealth Management, LLC.$3.6K400.00%newNEW
Cordant, Inc.$3.6K400.00%newNEW
JPMORGAN CHASE & CO$3.2K360.00%newNEW
Q3 Asset Management$2.6K28,7280.48%newNEW
Medallion Wealth Advisors, LLC$2.2K240.00%3qHELD
Crewe Advisors LLC$1.4K150.00%5qHELD
MCGUIRE CAPITAL ADVISORS INC$1.3K140.00%newNEW
Horizon Investments, LLC$63870.00%8q-50.0%
Janney Montgomery Scott LLC$5806,3600.00%3q-13.6%
ISLAY CAPITAL MANAGEMENT, LLC$36540.00%newNEW

Showing the largest 100 of 104 reported holders.

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 2026100$188.6M2,067,9333720170.0%
Q1 202667$99.7M1,690,061823160.0%
Q4 202577$108.1M1,701,7521523120.0%
Q3 202567$103.2M1,609,1962014120.2%
Q2 202551$65.4M1,189,633913150.0%
Q1 202548$49.9M1,127,29591950.0%
Q4 202444$43.8M894,18281140.0%
Q3 202439$39.5M852,74431170.0%
Q2 202442$36.9M819,98311870.0%
Q1 202432$78.3M1,776,32571220.0%
Q4 202333$60.9M1,470,03071140.0%
Q3 202326$29.8M875,6928540.0%
Q2 202320$11.1M307,3606620.0%
Q1 202318$4.1M124,8513260.0%
Q4 202213$4.9M185,2674310.0%
Q3 202210$2.2M87,0382210.0%
Q2 202214$2.1M80,3662310.0%
Q1 202216$4.3M121,4702410.0%
Q4 202118$3.7M84,9162230.0%
Q3 202116$4.0M92,7403140.0%
Q2 202115$3.8M87,7965300.0%
Q1 202111$1.1M28,5153300.0%
Q4 20209$1.8M44,4505110.0%
Q3 20204$1.4M43,1512100.0%
Q2 20203$922.0K31,4633000.0%