Filing Research | EXCHANGE TRADED CONCEPTS TRU Institutional Holdings

Snapshot holdings

50 / 76 loaded

#		Instrument	quantity
1	Annex Advisory Services, LLC	Shares	400.0KSH	$34.3M
2	ARMSTRONG ADVISORY GROUP, INC	Shares	217.3KSH	$18.6M
3	MinichMacGregor Wealth Management, LLC	Shares	175.3KSH	$15.0M
4	Carmel Capital Management L.L.C.	Shares	100.5KSH	$8.6M
5	Eagle Strategies LLC	Shares	41.3KSH	$3.5M
6	RAINIER FAMILY WEALTH INC	Shares	37.1KSH	$3.2M
7	Hyposwiss Advisors SA	Shares	31.0KSH	$2.7M
8	TRUE Private Wealth Advisors	Shares	26.0KSH	$2.2M
9	Curbstone Financial Management Corp	Shares	25.2KSH	$2.2M
10	Fortis Group Advisors, LLC	Shares	18.7KSH	$1.6M
11	VVR Holdings LLC	Shares	16.9KSH	$1.4M
12	Brookstone Capital Management	Shares	11.3KSH	$969.9K
13	Spire Wealth Management	Shares	9.9KSH	$844.4K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.5KSH	$787.5K
15	VIMA LLC	Shares	6.4KSH	$547.7K
16	Wedmont Private Capital	Shares	6.4KSH	$532.6K
17	MEITAV INVESTMENT HOUSE LTD	Shares	5.9KSH	$505.4K
18	Farther Finance Advisors, LLC	Shares	5.7KSH	$491.9K
19	Summit Investment Advisory Services, LLC	Shares	5.6KSH	$482.8K
20	Brookwood Investment Group LLC	Shares	5.4KSH	$459.5K
21	CHICAGO TRUST Co NA	Shares	5.3KSH	$454.0K
22	PFG Investments, LLC	Shares	5.0KSH	$424.8K
23	Noble Wealth Management PBC	Shares	4.7KSH	$401.6K
24	JOHNSON INVESTMENT COUNSEL INC	Shares	4.6KSH	$393.7K
25	MATAURO, LLC	Shares	4.1KSH	$353.6K
26	Focus Financial Network, Inc.	Shares	4.1KSH	$352.2K
27	M3 Advisory Group, LLC	Shares	4.1KSH	$351.3K
28	Commonwealth Financial Services, LLC	Shares	3.7KSH	$314.5K
29	Vigilare Wealth Management	Shares	3.7KSH	$314.2K
30	Comprehensive Financial Consultants Institutional, Inc.	Shares	3.7KSH	$313.6K
31	Columbus Macro, LLC	Shares	3.6KSH	$307.2K
32	Nova Wealth Management, Inc.	Shares	3.5KSH	$300.2K
33	Capital Investment Counsel, LLC	Shares	3.3KSH	$280.9K
34	American Institute for Advanced Investment Management, LLP	Shares	3.2KSH	$275.6K
35	Beaird Harris Wealth Management, LLC	Shares	3.1KSH	$264.2K
36	Intesa Sanpaolo Wealth Management	Shares	3.0KSH	$260.9K
37	Blue Trust, Inc.	Shares	3.0KSH	$259.0K
38	Cambridge Advisors Inc.	Shares	2.8KSH	$241.7K
39	Key Client Fiduciary Advisors, LLC	Shares	2.7KSH	$231.3K
40	INDEPENDENT FINANCIAL GROUP, LLC	Shares	2.7KSH	$230.3K
41	Merit Financial Group, LLC	Shares	2.6KSH	$219.6K
42	Dynamic Advisor Solutions LLC	Shares	2.6KSH	$219.1K
43	CENTRAL VALLEY ADVISORS, LLC	Shares	2.4KSH	$203.5K
44	SBI Securities Co., Ltd.	Shares	1.3KSH	$113.2K
45	IFP Advisors, Inc	Shares	1.3KSH	$111.4K
46	Physician Wealth Advisors, Inc.	Shares	1.3KSH	$107.1K
47	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.2KSH	$105.5K
48	Allied Private Wealth LLC	Shares	1.0KSH	$81.5K
49	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	800SH	$68.5K
50	PFS Partners, LLC	Shares	600SH	$51.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 75 loaded

#		Instrument
1	ARMSTRONG ADVISORY GROUP, INC added	Shares	+210.5K	+$18.1M	$18.6M
2	MinichMacGregor Wealth Management, LLC trimmed	Shares	-7.5K	+$2.5M	$15.0M
3	Carmel Capital Management L.L.C. added	Shares	+1.6K	+$1.8M	$8.6M
4	RAINIER FAMILY WEALTH INC added	Shares	+4.0K	+$914.7K	$3.2M
5	Eagle Strategies LLC added	Shares	+1.4K	+$804.6K	$3.5M
6	VVR Holdings LLC added	Shares	+6.7K	+$748.0K	$1.4M
7	MEITAV INVESTMENT HOUSE LTD new	Shares	+5.9K	+$505.4K	$505.4K
8	Curbstone Financial Management Corp added	Shares	+40	+$437.0K	$2.2M
9	TRUE Private Wealth Advisors trimmed	Shares	-502	+$413.2K	$2.2M
10	Brookstone Capital Management added	Shares	+2.6K	+$376.3K	$969.9K
11	Focus Financial Network, Inc. new	Shares	+4.1K	+$352.2K	$352.2K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.6K	+$309.0K	$787.5K
13	Nova Wealth Management, Inc. new	Shares	+3.5K	+$300.2K	$300.2K
14	Hyposwiss Advisors SA trimmed	Shares	-3.7K	+$283.8K	$2.7M
15	Capital Investment Counsel, LLC new	Shares	+3.3K	+$280.9K	$280.9K
16	Beaird Harris Wealth Management, LLC new	Shares	+3.1K	+$264.2K	$264.2K
17	Intesa Sanpaolo Wealth Management new	Shares	+3.0K	+$260.9K	$260.9K
18	Noble Wealth Management PBC added	Shares	+2.4K	+$245.6K	$401.6K
19	Cambridge Advisors Inc. new	Shares	+2.8K	+$241.7K	$241.7K
20	Key Client Fiduciary Advisors, LLC new	Shares	+2.7K	+$231.3K	$231.3K
21	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+2.7K	+$230.3K	$230.3K
22	Summit Investment Advisory Services, LLC added	Shares	+1.8K	+$222.8K	$482.8K
23	Merit Financial Group, LLC new	Shares	+2.6K	+$219.6K	$219.6K
24	Dynamic Advisor Solutions LLC new	Shares	+2.6K	+$219.1K	$219.1K
25	Spire Wealth Management added	Shares	+688	+$217.0K	$844.4K
26	CENTRAL VALLEY ADVISORS, LLC new	Shares	+2.4K	+$203.5K	$203.5K
27	Brookwood Investment Group LLC added	Shares	+709	+$140.9K	$459.5K
28	Farther Finance Advisors, LLC added	Shares	+613	+$131.8K	$491.9K
29	PFG Investments, LLC added	Shares	+202	+$99.3K	$424.8K
30	Columbus Macro, LLC added	Shares	+485	+$95.0K	$307.2K
31	CHICAGO TRUST Co NA unchanged	Shares	0	+$91.3K	$454.0K
32	Fortis Group Advisors, LLC trimmed	Shares	-20	+$80.0K	$1.6M
33	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	+$79.2K	$393.7K
34	M3 Advisory Group, LLC added	Shares	+49	+$74.0K	$351.3K
35	MATAURO, LLC unchanged	Shares	0	+$71.1K	$353.6K
36	Commonwealth Financial Services, LLC added	Shares	+108	+$70.6K	$314.5K
37	American Institute for Advanced Investment Management, LLP added	Shares	+145	+$65.3K	$275.6K
38	Vigilare Wealth Management unchanged	Shares	0	+$63.2K	$314.2K
39	Comprehensive Financial Consultants Institutional, Inc. unchanged	Shares	0	+$63.1K	$313.6K
40	Wedmont Private Capital added	Shares	+20	+$62.6K	$532.6K
41	SBI Securities Co., Ltd. added	Shares	+432	+$52.3K	$113.2K
42	Blue Trust, Inc. unchanged	Shares	0	+$52.1K	$259.0K
43	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$21.5K	$107.1K
44	IFP Advisors, Inc trimmed	Shares	-29	+$20.4K	$111.4K
45	Cedar Mountain Advisors, LLC added	Shares	+141	+$13.3K	$18.2K
46	PFS Partners, LLC unchanged	Shares	0	+$10.3K	$51.4K
47	Quintet Private Bank (Europe) S.A. unchanged	Shares	0	+$10.3K	$51.4K
48	SIGNATUREFD, LLC added	Shares	+30	+$10.1K	$40.0K
49	Crews Bank & Trust unchanged	Shares	0	+$9.1K	$45.3K
50	Triumph Capital Management added	Shares	+16	+$6.9K	$28.9K

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