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WGMI Institutional Ownership

CoinShares Bitcoin Mining ETF
1W: -8.2% 1M: -40.0% 3M: -41.2% YTD: -31.1% 1Y: -46.4% 3Y: +236.6%
$31.25
+2.30 (+7.94%)
After Hours: $31.08 (-0.17, -0.54%)
Weekly Expected Move ±8.8%
$24 $26 $29 $32 $34
ETF NASDAQ · AUM $120.2M

Institutional Ownership — WGMI

71
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
70M
Total Invested
23
New Positions
11
Increased
24
Reduced
10
Closed
1.50
Put/Call Ratio

Ownership Trends

Top Institutional Holders (73 total)

# Holder Shares Value Change Change % Holding Period Filing
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP 194,310 6M -36,157 -15.7% 11Q SEC ↗
2 LPL Financial LLC 117,932 3M +19,685 +20.0% 4Q SEC ↗
3 D. E. Shaw & Co., Inc. 108,475 3M +3,803 +3.6% 4Q SEC ↗
4 Maridea Wealth Management LLC 81,042 2M -19,674 -19.5% 7Q SEC ↗
5 CITADEL ADVISORS LLC 70,720 2M +24,340 +52.5% 3Q SEC ↗
6 JANE STREET GROUP, LLC 54,531 2M -112,622 -67.4% 12Q SEC ↗
7 GTS SECURITIES LLC NEW 52,487 2M — +0.0% 1Q SEC ↗
8 RENAISSANCE TECHNOLOGIES LLC NEW 47,544 1M — +0.0% 1Q SEC ↗
9 ROYAL BANK OF CANADA 30,469 882K -1,755 -5.4% 5Q SEC ↗
10 Parallax Volatility Advisers, L.P. NEW 28,001 811K — +0.0% 1Q SEC ↗
11 AXXCESS WEALTH MANAGEMENT, LLC NEW 28,000 811K — +0.0% 1Q SEC ↗
12 Cresset Asset Management, LLC 26,164 757K -2,030 -7.2% 7Q SEC ↗
13 Steward Partners Investment Advisory, 25,819 747K +5,360 +26.2% 5Q SEC ↗
14 Atlatl Advisers LLC 21,079 610K -4 -0.0% 5Q SEC ↗
15 MML INVESTORS SERVICES, LLC NEW 19,921 577K — +0.0% 1Q SEC ↗
16 FIG FINANCIAL ADVISORY SERVICES INC /A NEW 19,306 559K — +0.0% 1Q SEC ↗
17 BANK OF MONTREAL /CAN 17,355 502K +1,145 +7.1% 4Q SEC ↗
18 OPTIMA CAPITAL LLC NEW 12,210 353K — +0.0% 1Q SEC ↗
19 FIFTH THIRD BANCORP 12,000 347K — +0.0% 2Q SEC ↗
20 HighTower Advisors, LLC 11,617 336K +682 +6.2% 4Q SEC ↗
21 Capstone Capital Management Ltd NEW 11,497 333K — +0.0% 1Q SEC ↗
22 COMMONWEALTH EQUITY SERVICES, LLC 10,946 317K -15,212 -58.2% 10Q SEC ↗
23 STIFEL FINANCIAL CORP 10,614 307K +698 +7.0% 4Q SEC ↗
24 Quadrature Capital Ltd NEW 9,653 279K — +0.0% 1Q SEC ↗
25 JPMORGAN CHASE & CO 9,599 278K +8,993 +1484.0% 5Q SEC ↗
26 Osbon Capital Management LLC 7,916 229K +1,208 +18.0% 3Q SEC ↗
27 Objective Capital Management, LLC 7,580 219K -1,520 -16.7% 2Q SEC ↗
28 HRT FINANCIAL LP NEW 7,435 215K — +0.0% 1Q SEC ↗
29 Wealthcare Advisory Partners LLC 6,975 202K -600 -7.9% 4Q SEC ↗
30 COMPASS CAPITAL CORP /MA/ /ADV 6,838 198K +193 +2.9% 2Q SEC ↗
31 Wealthspire Advisors, LLC NEW 6,816 197K — +0.0% 1Q SEC ↗
32 OLD MISSION CAPITAL LLC 5,752 167K -26,774 -82.3% 3Q SEC ↗
33 Cambridge Investment Research Advisors NEW 5,209 151K — +0.0% 1Q SEC ↗
34 Navis Wealth Advisors, LLC NEW 4,727 137K — +0.0% 1Q SEC ↗
35 NWAM LLC NEW 4,549 132K — +0.0% 1Q SEC ↗
36 GAINLINE FINANCIAL PARTNERS, LLC NEW 4,115 119K — +0.0% 1Q SEC ↗
37 Blue Trust, Inc. 3,878 112K — +0.0% 7Q SEC ↗
38 MORGAN STANLEY 3,446 100K +23 +0.7% 8Q SEC ↗
39 Private Wealth Asset Management, LLC 2,500 72K — +0.0% 6Q SEC ↗
40 Strategic Advocates LLC 1,800 52K — +0.0% 4Q SEC ↗
41 FWL INVESTMENT MANAGEMENT, LLC 1,608 47K -127 -7.3% 7Q SEC ↗
42 BOKF, NA 1,430 41K — +0.0% 7Q SEC ↗
43 Farther Finance Advisors, LLC NEW 825 24K — +0.0% 1Q SEC ↗
44 BARCLAYS PLC NEW 500 14K — +0.0% 1Q SEC ↗
45 AdvisorNet Financial, Inc 401 12K -75 -15.8% 10Q SEC ↗
46 OSAIC HOLDINGS, INC. NEW 281 8K — +0.0% 1Q SEC ↗
47 Arax Advisory Partners NEW 200 6K — +0.0% 1Q SEC ↗
48 Global Retirement Partners, LLC NEW 144 4K — +0.0% 1Q SEC ↗
49 MCGUIRE CAPITAL ADVISORS INC 116 3K — +0.0% 3Q SEC ↗
50 Gunpowder Capital Management, LLC dba NEW 109 3K — +0.0% 1Q SEC ↗
Biggest Increases (11)
HolderAddedChange %Total Shares
CITADEL ADVISORS LLC +24,340 +52.5% 70,720
LPL Financial LLC +19,685 +20.0% 117,932
JPMORGAN CHASE & CO +8,993 +1484.0% 9,599
Steward Partners Investment Advisor +5,360 +26.2% 25,819
D. E. Shaw & Co., Inc. +3,803 +3.6% 108,475
Osbon Capital Management LLC +1,208 +18.0% 7,916
BANK OF MONTREAL /CAN +1,145 +7.1% 17,355
STIFEL FINANCIAL CORP +698 +7.0% 10,614
HighTower Advisors, LLC +682 +6.2% 11,617
COMPASS CAPITAL CORP /MA/ /ADV +193 +2.9% 6,838
MORGAN STANLEY +23 +0.7% 3,446
Biggest Decreases (14)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -112,622 -67.4% 54,531
SUSQUEHANNA INTERNATIONAL GROUP, LL -36,157 -15.7% 194,310
OLD MISSION CAPITAL LLC -26,774 -82.3% 5,752
Maridea Wealth Management LLC -19,674 -19.5% 81,042
COMMONWEALTH EQUITY SERVICES, LLC -15,212 -58.2% 10,946
UBS Group AG -4,526 -99.6% 16
Cresset Asset Management, LLC -2,030 -7.2% 26,164
ROYAL BANK OF CANADA -1,755 -5.4% 30,469
Objective Capital Management, LLC -1,520 -16.7% 7,580
Wealthcare Advisory Partners LLC -600 -7.9% 6,975
FWL INVESTMENT MANAGEMENT, LLC -127 -7.3% 1,608
AdvisorNet Financial, Inc -75 -15.8% 401
Atlatl Advisers LLC -4 -0.0% 21,079
Rossby Financial, LCC -2 -66.7% 1

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms