EXCHANGE TRADED CONCEPTS TR's ticker is HTEC and the CUSIP is 301505723. A total of 33 filers reported holding EXCHANGE TRADED CONCEPTS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,317 | -16.0% | 2,546 | 0.0% | 0.00% | – |
| Q2 2023 | $76,583 | +0.9% | 2,546 | 0.0% | 0.00% | – |
| Q1 2023 | $75,892 | +3.2% | 2,546 | 0.0% | 0.00% | – |
| Q4 2022 | $73,528 | +6.6% | 2,546 | 0.0% | 0.00% | – |
| Q3 2022 | $69,000 | -6.8% | 2,546 | 0.0% | 0.00% | – |
| Q2 2022 | $74,000 | -18.7% | 2,546 | 0.0% | 0.00% | – |
| Q1 2022 | $91,000 | -18.8% | 2,546 | 0.0% | 0.00% | – |
| Q4 2021 | $112,000 | -5.1% | 2,546 | 0.0% | 0.00% | – |
| Q3 2021 | $118,000 | -4.1% | 2,546 | 0.0% | 0.00% | – |
| Q2 2021 | $123,000 | – | 2,546 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cardinal Point Wealth Management LLC | 217,176 | $10,462,000 | 4.73% |
| SOL Capital Management CO | 45,010 | $2,168,000 | 0.43% |
| Stonebridge Financial Planning Group, LLC | 14,965 | $713,000 | 0.38% |
| GOFEN & GLOSSBERG LLC /IL/ | 183,250 | $8,827,000 | 0.21% |
| Ellis Investment Partners, LLC | 7,905 | $380,000 | 0.10% |
| Migdal Insurance & Financial Holdings Ltd. | 89,516 | $4,311,000 | 0.04% |
| Almanack Investment Partners, LLC. | 18,960 | $914,000 | 0.04% |
| Tidal Investments LLC | 11,824 | $570,000 | 0.02% |
| AdvisorNet Financial, Inc | 5,927 | $286,000 | 0.02% |
| NewEdge Advisors, LLC | 8,435 | $406,000 | 0.01% |