Who Owns EXCHANGE TRADED CONCEPTS TRU (HTEC)? -- Institutional Holders (2026-06-30)

32 institutions reported holding $28.0M of EXCHANGE TRADED CONCEPTS TRU (HTEC) in SEC 13F filings for 2026-06-30. Largest institutional holders: UBS Group AG ($11.1M), MORGAN STANLEY ($3.9M), Royal Bank of Canada ($2.4M), Tidal Investments LLC ($1.7M), CITADEL ADVISORS LLC ($863,786). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1UBS Group AG$11.1M298,175Trimmed
2MORGAN STANLEY$3.9M105,642Added
3Royal Bank of Canada$2.4M64,534Trimmed
4Tidal Investments LLC$1.7M45,589New
5CITADEL ADVISORS LLC$863,78623,164Added
6CITIGROUP INC$860,72823,082Added
7Ellis Investment Partners, LLC$745,91920,003Trimmed
8Arax Advisory Partners$729,95219,575Trimmed
9Vontobel Holding Ltd.$671,22018,000Hold
10JANE STREET GROUP, LLC$669,76617,961Trimmed
11RAYMOND JAMES FINANCIAL INC$667,52817,901Trimmed
12LPL Financial LLC$628,59016,857Trimmed
13Clay Northam Wealth Management, LLC$596,64016,000Trimmed
14Migdal Insurance & Financial Holdings Ltd.$495,43513,286Trimmed
15Stelac Advisory Services LLC$477,31212,800Hold
16Beacon Pointe Advisors, LLC$339,8229,113Trimmed
17Capital Square, LLC$319,4848,346Added
18Corient Private Wealth LLC$256,4816,878Trimmed
19Regal Investment Advisors LLC$250,8516,727New
20OSAIC HOLDINGS, INC.$149,0663,997Trimmed
21Rockefeller Capital Management L.P.$58,7411,575Hold
22DUNCKER STREETT & CO INC$18,272490Hold
23Bullseye Investment Management, LLC$9,695260Hold
24Trust Co$4,699126Hold
25LifeSteps Financial, Inc.$4,661125New

Source: SEC Form 13F filings · as of 2026-06-30