Who Owns EXCHANGE TRADED CONCEPTS TRU (HTEC)? -- Institutional Holders (2026-06-30)
31 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.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | UBS Group AG | $11.1M | 298,175 | Trimmed |
| 2 | MORGAN STANLEY | $3.9M | 105,642 | Added |
| 3 | Royal Bank of Canada | $2.4M | 64,534 | Trimmed |
| 4 | Tidal Investments LLC | $1.7M | 45,589 | New |
| 5 | CITADEL ADVISORS LLC | $863,786 | 23,164 | Added |
| 6 | CITIGROUP INC | $860,728 | 23,082 | Added |
| 7 | Ellis Investment Partners, LLC | $745,919 | 20,003 | Trimmed |
| 8 | Arax Advisory Partners | $729,952 | 19,575 | Trimmed |
| 9 | Vontobel Holding Ltd. | $671,220 | 18,000 | Hold |
| 10 | JANE STREET GROUP, LLC | $669,766 | 17,961 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $667,528 | 17,901 | Trimmed |
| 12 | LPL Financial LLC | $628,590 | 16,857 | Trimmed |
| 13 | Clay Northam Wealth Management, LLC | $596,640 | 16,000 | Trimmed |
| 14 | Migdal Insurance & Financial Holdings Ltd. | $495,435 | 13,286 | Trimmed |
| 15 | Stelac Advisory Services LLC | $477,312 | 12,800 | Hold |
| 16 | Beacon Pointe Advisors, LLC | $339,822 | 9,113 | Trimmed |
| 17 | Capital Square, LLC | $319,484 | 8,346 | Added |
| 18 | Corient Private Wealth LLC | $256,481 | 6,878 | Trimmed |
| 19 | Regal Investment Advisors LLC | $250,851 | 6,727 | New |
| 20 | OSAIC HOLDINGS, INC. | $149,066 | 3,997 | Trimmed |
| 21 | Rockefeller Capital Management L.P. | $58,741 | 1,575 | Hold |
| 22 | DUNCKER STREETT & CO INC | $18,272 | 490 | Hold |
| 23 | Trust Co | $4,699 | 126 | Hold |
| 24 | LifeSteps Financial, Inc. | $4,661 | 125 | New |
| 25 | Farther Finance Advisors, LLC | $3,541 | 94 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30