BLOX Institutional Ownership
Nicholas Crypto Income ETF
1W: -4.0%
1M: +4.1%
3M: -7.3%
YTD: -22.0%
1Y: -42.2%
$13.66
-0.14 (-1.01%)
Weekly Expected Move ±6.0%
$12
$13
$14
$14
$15
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — BLOX
32
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
12M
Total Invested
12
New Positions
8
Increased
8
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (36 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Nicholas Wealth, LLC. | 195,386 | 3M | +12,160 | +6.6% | 5Q | SEC ↗ |
| 2 | BENJAMIN EDWARDS INC NEW | 115,415 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 3 | SCOTIA CAPITAL INC. NEW | 95,746 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 4 | SMART Wealth LLC | 86,135 | 1M | -6,861 | -7.4% | 3Q | SEC ↗ |
| 5 | JANE STREET GROUP, LLC | 79,058 | 1M | +2,235 | +2.9% | 4Q | SEC ↗ |
| 6 | Centennial Advisors, LLC NEW | 34,257 | 468K | — | +0.0% | 1Q | SEC ↗ |
| 7 | HRT FINANCIAL LP | 33,141 | 453K | +11,163 | +50.8% | 2Q | SEC ↗ |
| 8 | Owen LaRue, LLC NEW | 31,244 | 427K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Mariner, LLC NEW | 23,032 | 315K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Ausdal Financial Partners, Inc. NEW | 21,540 | 294K | — | +0.0% | 1Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC | 19,208 | 262K | -28,172 | -59.5% | 5Q | SEC ↗ |
| 12 | WealthCare Asset Management, LLC NEW | 14,782 | 202K | — | +0.0% | 1Q | SEC ↗ |
| 13 | ZEGA Investments, LLC | 13,962 | 191K | +3,865 | +38.3% | 2Q | SEC ↗ |
| 14 | SOA Wealth Advisors, LLC. | 1,585 | 22K | -82 | -4.9% | 4Q | SEC ↗ |
| 15 | Kingdom Financial Group LLC. | 1,204 | 16K | +101 | +9.2% | 3Q | SEC ↗ |
| 16 | SIGNATUREFD, LLC | 1,041 | 14K | +88 | +9.2% | 3Q | SEC ↗ |
| 17 | EverSource Wealth Advisors, LLC | 750 | 10K | — | +0.0% | 2Q | SEC ↗ |
| 18 | Avion Wealth NEW | 500 | 7K | — | +0.0% | 1Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA NEW | 427 | 6K | — | +0.0% | 1Q | SEC ↗ |
| 20 | PIN OAK INVESTMENT ADVISORS INC | 305 | 4K | +100 | +48.8% | 4Q | SEC ↗ |
| 21 | Luminist Capital LLC NEW | 225 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 22 | SALEM INVESTMENT COUNSELORS INC | 150 | 2K | — | +0.0% | 2Q | SEC ↗ |
| 23 | Russell Investments Group, Ltd. NEW | 12 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Tower Research Capital LLC (TRC) NEW | 10 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 25 | WELLS FARGO & COMPANY/MN | 2 | 0K | +2 | — | 4Q | SEC ↗ |
| 26 | MORGAN STANLEY | 1 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 27 | SWAN Capital LLC | 1 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 28 | UBS Group AG | 0 | 0K | -22,149 | -100.0% | 1Q | SEC ↗ |
| 29 | Osbon Capital Management LLC | 0 | 0K | -57 | -100.0% | 1Q | SEC ↗ |
| 30 | Delos Wealth Advisors, LLC | 0 | 0K | -230 | -100.0% | 1Q | SEC ↗ |
| 31 | Atlantic Union Bankshares Corp | 0 | 0K | -2 | -100.0% | 1Q | SEC ↗ |
| 32 | OLD MISSION CAPITAL LLC | 0 | 0K | -38,355 | -100.0% | 1Q | SEC ↗ |
| 33 | FMR LLC | 0 | 0K | -116 | -100.0% | 1Q | SEC ↗ |
| 34 | Scarborough Advisors, LLC | 0 | 0K | -113 | -100.0% | 2Q | SEC ↗ |
| 35 | Allworth Financial LP | 0 | 0K | -532 | -100.0% | 2Q | SEC ↗ |
| 36 | Lloyd Advisory Services, LLC. | 0 | 0K | -1,103 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| BENJAMIN EDWARDS INC | 115,415 | 2M |
| SCOTIA CAPITAL INC. | 95,746 | 1M |
| Centennial Advisors, LLC | 34,257 | 468K |
| Owen LaRue, LLC | 31,244 | 427K |
| Mariner, LLC | 23,032 | 315K |
| Ausdal Financial Partners, Inc. | 21,540 | 294K |
| WealthCare Asset Management, LLC | 14,782 | 202K |
| Avion Wealth | 500 | 7K |
| ROYAL BANK OF CANADA | 427 | 6K |
| Luminist Capital LLC | 225 | 3K |
| Russell Investments Group, Ltd. | 12 | 0K |
| Tower Research Capital LLC (TRC) | 10 | 0K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 38,355 | 524K |
| UBS Group AG | 22,149 | 303K |
| Lloyd Advisory Services, LLC. | 1,103 | 15K |
| Allworth Financial LP | 532 | 7K |
| Delos Wealth Advisors, LLC | 230 | 3K |
| FMR LLC | 116 | 2K |
| Scarborough Advisors, LLC | 113 | 2K |
| Osbon Capital Management LLC | 57 | 1K |
| Atlantic Union Bankshares Corp | 2 | 0K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Nicholas Wealth, LLC. | +12,160 | +6.6% | 195,386 |
| HRT FINANCIAL LP | +11,163 | +50.8% | 33,141 |
| ZEGA Investments, LLC | +3,865 | +38.3% | 13,962 |
| JANE STREET GROUP, LLC | +2,235 | +2.9% | 79,058 |
| Kingdom Financial Group LLC. | +101 | +9.2% | 1,204 |
| PIN OAK INVESTMENT ADVISORS INC | +100 | +48.8% | 305 |
| SIGNATUREFD, LLC | +88 | +9.2% | 1,041 |
| WELLS FARGO & COMPANY/MN | +2 | — | 2 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -28,172 | -59.5% | 19,208 |
| SMART Wealth LLC | -6,861 | -7.4% | 86,135 |
| SOA Wealth Advisors, LLC. | -82 | -4.9% | 1,585 |