Creative Planning - EXCHANGE TRADED CONCEPTS TR ownership

EXCHANGE TRADED CONCEPTS TR's ticker is HTEC and the CUSIP is 301505723. A total of 40 filers reported holding EXCHANGE TRADED CONCEPTS TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of EXCHANGE TRADED CONCEPTS TR
ValueSharesWeighting
Q3 2021$382,000
+1.9%
8,388
+7.9%
0.00%0.0%
Q2 2021$375,000
+31.6%
7,775
+19.9%
0.00%0.0%
Q1 2021$285,0006,4830.00%
Other shareholders
EXCHANGE TRADED CONCEPTS TR shareholders Q1 2021
NameSharesValueWeighting ↓
Cardinal Point Wealth Management LLC 217,176$10,462,0004.73%
SOL Capital Management CO 45,010$2,168,0000.43%
Stonebridge Financial Planning Group, LLC 14,965$713,0000.38%
GOFEN & GLOSSBERG LLC /IL/ 183,250$8,827,0000.21%
Ellis Investment Partners, LLC 7,905$380,0000.10%
Migdal Insurance & Financial Holdings Ltd. 89,516$4,311,0000.04%
Almanack Investment Partners, LLC. 18,960$914,0000.04%
Tidal Investments LLC 11,824$570,0000.02%
AdvisorNet Financial, Inc 5,927$286,0000.02%
NewEdge Advisors, LLC 8,435$406,0000.01%
View complete list of EXCHANGE TRADED CONCEPTS TR shareholders