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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,537 | -53.5% | 140 | -50.0% | 0.00% | – |
| Q2 2023 | $7,603 | +124.1% | 280 | +100.0% | 0.00% | – |
| Q1 2023 | $3,392 | +22513.3% | 140 | -77.6% | 0.00% | – |
| Q4 2022 | $15 | -99.9% | 625 | +0.5% | 0.00% | – |
| Q3 2022 | $15,000 | +25.0% | 622 | +29.6% | 0.00% | – |
| Q2 2022 | $12,000 | -29.4% | 480 | -28.4% | 0.00% | – |
| Q1 2022 | $17,000 | +183.3% | 670 | +346.7% | 0.00% | – |
| Q4 2021 | $6,000 | -62.5% | 150 | -57.1% | 0.00% | – |
| Q3 2021 | $16,000 | +220.0% | 350 | +250.0% | 0.00% | – |
| Q2 2021 | $5,000 | – | 100 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cardinal Point Wealth Management LLC | 215,512 | $9,823,000 | 4.62% |
| SOL Capital Management CO | 47,240 | $2,153,000 | 0.43% |
| Stonebridge Financial Planning Group, LLC | 13,580 | $660,000 | 0.32% |
| GOFEN & GLOSSBERG LLC /IL/ | 182,575 | $8,322,000 | 0.20% |
| Ellis Investment Partners, LLC | 13,095 | $596,000 | 0.15% |
| Mascoma Wealth Management LLC | 3,865 | $176,000 | 0.07% |
| Migdal Insurance & Financial Holdings Ltd. | 91,597 | $4,175,000 | 0.04% |
| Almanack Investment Partners, LLC. | 6,381 | $291,000 | 0.03% |
| Gladstone Institutional Advisory LLC | 5,441 | $248 | 0.02% |
| Tidal Investments LLC | 11,071 | $505,000 | 0.02% |