DOSSIER · 13F Holders · Q4 2025
COAL

EXCHANGE TRADED CONCEPTS TRU

20 institutions still hold EXCHANGE TRADED CONCEPTS TRU as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 301505467·20 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$9M
visible holders
Holders
20
filers reporting
Concentration
20.23%
CITADEL ADVISORS LLC #1
top holder share
AI Holders Summary · Q4 2025

20 institutions reported COAL in Q4 2025. CITADEL ADVISORS LLC leads at 20.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CITADEL ADVISORS LLC
CIK 0001423053
$2M82K0.00%Q4 2025
02
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M67K0.00%Q1 2026
03
Lifetime Wealth Management P.C.
CIK 0002116339
$2M71K0.96%Q2 2026
04
GTS SECURITIES LLC
CIK 0001452765· Market maker
$1M53K0.03%Q2 2026
05
FNY Investment Advisers, LLC
CIK 0001742998
$1M38K0.45%Q1 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$582K25K0.00%Q2 2026
07
Cetera Investment Advisers
CIK 0001666741
$503K22K0.00%Q2 2026
08
Cassaday & Co Wealth Management LLC
CIK 0001963612
$276K12K0.01%Q2 2026
09
Waverly Advisors, LLC
CIK 0001568787
$220K10K0.00%Q2 2026
10
SIMPLEX TRADING, LLC
CIK 0001488542
$44K2K0.00%Q2 2026
11
UBS Group AG
CIK 0001610520
$29K1K0.00%Q2 2026
12
GROUP ONE TRADING LLC
CIK 0000932540
$29K1K0.00%Q2 2026
13
Allworth Financial LP
CIK 0001555170
$7K3110.00%Q2 2026
14
TD Waterhouse Canada Inc.
CIK 0001999606
$5K2330.00%Q2 2026
15
Geneos Wealth Management Inc.
CIK 0001764754
$3K1200.00%Q2 2026
16
ROYAL BANK OF CANADA
CIK 0001000275
$2K670.00%Q2 2026
17
Aptus Capital Advisors, LLC
CIK 0001664193
$2K720.00%Q2 2026
18
Strategic Wealth Partners, Ltd.
CIK 0001720777
$666290.00%Q2 2026
19
SWAN Capital LLC
CIK 0001952722
$344150.00%Q2 2026
20
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025