DOSSIER · 13F Holders · Q1 2025

EXCHANGE TRADED CONCEPTS TRU

5 institutions still hold EXCHANGE TRADED CONCEPTS TRU as of Q1 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 301505624·5 13F holders·last filed Mar 31, 2025
Market cap
13F value held
$4M
visible holders
Holders
5
filers reporting
Concentration
98.15%
Orion Portfolio Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2025

5 institutions reported EXCHANGE TRADED CONCEPTS TRU in Q1 2025. Orion Portfolio Solutions, LLC leads at 98.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Orion Portfolio Solutions, LLC
CIK 0001802647
$4M285K0.02%Q1 2025
02
Sankala Group LLC
CIK 0002113426
$68K3K0.05%Q2 2026
03
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
CIK 0000319933
$5K2500.00%Q2 2025
04
Ancora Advisors LLC
CIK 0001446114
$3K1170.00%Q2 2026
05
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025