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Asset Manager ← All Institutions

EXCHANGE TRADED CONCEPTS, LLC

10900 HEFNER POINTE DRIVE SUITE 400, OKLAHOMA CITY, OK 73120 • 405-778-8377

Q2 2025 · Filed 2025-07-10
Market Value
$7.8B
+39.9%
Holdings
1,474
+13
New Purchases
256
Added To
720
Closed
108
Reduced
388
Top 10 Concentration
20.3%
Turnover
24.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPLG 2.25% 0.00% +2.25% $175M
AGG 1.67% 0.00% +1.67% $130M
SPYG 1.29% 0.00% +1.29% $100M
SPMD 1.21% 0.00% +1.21% $94M
WEEK 1.11% 0.00% +1.11% $86M
SPDW 0.70% 0.00% +0.70% $55M
BLV 0.66% 0.00% +0.66% $52M
PRF 0.66% 0.00% +0.66% $52M
SPBO 0.56% 0.00% +0.56% $44M
SCHR 0.56% 0.00% +0.56% $44M
PLTR 0.60% 0.04% +0.56% $47M
VUG 0.56% 0.00% +0.56% $43M
XLP 0.56% 0.00% +0.56% $43M
BSV 0.64% 0.17% +0.47% $50M
SPYV 0.47% 0.00% +0.47% $36M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VUSB 0.00% 1.48% -1.48% $0
JPST 0.34% 1.59% -1.25% $26M
XLE 0.00% 1.20% -1.20% $255K
TSLA 1.17% 2.11% -0.94% $91M
ILF 0.28% 1.19% -0.90% $22M
ICSH 0.50% 1.40% -0.90% $39M
VOO 2.73% 3.55% -0.82% $212M
VNQ 0.31% 1.11% -0.80% $24M
MSFT 1.50% 2.26% -0.76% $116M
META 2.00% 2.75% -0.75% $155M
XLB 0.10% 0.80% -0.70% $7M
NVDA 2.09% 2.78% -0.70% $162M
QCOM 0.35% 0.93% -0.57% $28M
PM 0.49% 1.04% -0.55% $38M
CVX 0.02% 0.53% -0.51% $1M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 38.1%
Technology 17.7%
Energy 8.1%
Consumer Cyclical 6.8%
Communication Services 6.7%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 70 $2.0B 25.9%
Large Cap 703 $4.2B 54.3%
Mid Cap 398 $1.0B 13.5%
Small Cap 247 $340M 4.4%
Micro Cap 56 $156M 2.0%

Portfolio Analytics

Avg Market Cap
$64.1B
Median Market Cap
$11.1B
Avg P/E
31.4
Median P/E
21.9
Avg Dividend Yield
0.03%
Avg Beta
0.96
# Stocks
1,194
# ETFs / Funds
280

Top Holdings (1,474 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 2.73% 373,433 $212M $568.03 $15M -10,501 -2.7%
2 AAPL 2.45% 928,218 $190M $205.17 $38M +242,435 +35.4%
3 GOOGL 2.27% 1,001,209 $176M $176.23 $54M +211,027 +26.7%
4 SPLG 2.25% 2,404,388 $175M $72.69 +2,404,388 NEW
5 NVDA 2.09% 1,026,973 $162M $157.99 $8M -400,013 -28.0%
6 AMZN 2.06% 731,639 $161M $219.39 $33M +61,491 +9.2%
7 META 2.00% 210,225 $155M $738.09 $2M -54,776 -20.7%
8 AGG 1.67% 1,310,076 $130M $99.20 +1,310,076 NEW
9 MSFT 1.50% 233,898 $116M $497.41 -$9M -100,239 -30.0%
10 SPYG 1.29% 1,049,090 $100M $95.32 +1,049,090 NEW
11 SPMD 1.21% 1,731,058 $94M $54.38 +1,731,058 NEW
12 TSLA 1.17% 286,506 $91M $317.66 -$26M -166,708 -36.8%
13 WEEK 1.11% 862,813 $86M $100.06 +862,813 NEW
14 MO 0.82% 1,086,060 $64M $58.63 $8M +161,356 +17.4%
15 KMI 0.79% 2,082,673 $61M $29.40 $3M +33,395 +1.6%
16 T 0.78% 2,099,429 $61M $28.94 $4M +95,525 +4.8%
17 QQQM 0.73% 248,948 $57M $227.10 $40M +161,546 +184.8%
18 WMB 0.72% 891,966 $56M $62.81 -$2M -71,741 -7.4%
19 SPDW 0.70% 1,348,914 $55M $40.49 +1,348,914 NEW
20 OKE 0.69% 653,710 $53M $81.63 -$5M +67,717 +11.6%
21 BLV 0.66% 742,706 $52M $69.54 +742,706 NEW
22 LNG 0.66% 212,067 $52M $243.52 -$4M -26,981 -11.3%
23 PRF 0.66% 1,220,364 $52M $42.27 +1,220,364 NEW
24 ENB 0.66% 1,135,886 $51M $45.32 -$4M -122,041 -9.7%
25 TRP 0.66% 1,050,677 $51M $48.79 -$1M -65,858 -5.9%
26 BSV 0.64% 633,989 $50M $78.70 $40M +511,910 +419.3%
27 PLTR 0.60% 341,725 $47M $136.32 $44M +314,360 +1148.8%
28 NOW 0.57% 42,873 $44M $1,028.08 $28M +22,828 +113.9%
29 SPBO 0.56% 1,494,916 $44M $29.22 +1,494,916 NEW
30 SCHR 0.56% 1,740,588 $44M $25.03 +1,740,588 NEW
31 VUG 0.56% 98,865 $43M $438.40 +98,865 NEW
32 XLP 0.56% 534,089 $43M $80.97 +534,089 NEW
33 COIN 0.53% 117,028 $41M $350.49 $19M -8,671 -6.9%
34 PEP 0.51% 303,186 $40M $132.04 -$1M +26,970 +9.8%
35 VZ 0.50% 906,832 $39M $43.27 -$2M -6,381 -0.7%
36 ICSH 0.50% 770,716 $39M $50.71 -$39M -761,739 -49.7%
37 PM 0.49% 209,874 $38M $182.13 -$20M -154,398 -42.4%
38 CCJ 0.49% 514,510 $38M $74.23 $23M +134,422 +35.4%
39 MBB 0.47% 387,647 $36M $93.89 $33M +347,467 +864.8%
40 SPYV 0.47% 695,083 $36M $52.34 +695,083 NEW
41 NI 0.45% 860,242 $35M $40.34 $4M +97,347 +12.8%
42 JAAA 0.45% 683,158 $35M $50.75 $25M +497,613 +268.2%
43 DUK 0.43% 283,064 $33M $118.00 $916K +16,727 +6.3%
44 CEG 0.43% 102,904 $33M $322.76 $17M +24,389 +31.1%
45 IDEV 0.43% 436,348 $33M $76.04 +436,348 NEW
46 CMCSA 0.42% 924,625 $33M $35.69 $3M +106,956 +13.1%
47 XOM 0.42% 304,975 $33M $107.80 -$212K +26,755 +9.6%
48 MELI 0.41% 12,232 $32M $2,613.63 $24M +8,334 +213.8%
49 CL 0.41% 347,876 $32M $90.90 $643K +17,257 +5.2%
50 DFAX 0.40% 1,069,626 $31M $29.37 +1,069,626 NEW
51 RBLX 0.40% 296,475 $31M $105.20 $7M -110,696 -27.2%
52 SCHG 0.40% 1,058,190 $31M $29.21 +1,058,190 NEW
53 SCHV 0.39% 1,086,761 $30M $27.67 +1,086,761 NEW
54 COF 0.39% 141,081 $30M $212.76 $5M +2,155 +1.6%
55 ATO 0.38% 190,373 $29M $154.11 -$2M -11,686 -5.8%
56 BND 0.38% 397,248 $29M $73.63 +397,248 NEW
57 TRGP 0.38% 167,602 $29M $174.08 -$2M +11,486 +7.4%
58 PFE 0.37% 1,200,564 $29M $24.24 $14M +607,732 +102.5%
59 USB 0.37% 632,818 $29M $45.25 $16M +330,383 +109.2%
60 ABT 0.36% 207,216 $28M $136.01 $14M +102,734 +98.3%
61 SO 0.36% 302,992 $28M $91.83 $714K +8,165 +2.8%
62 ET 0.35% 1,522,647 $28M $18.13 -$1M -28,432 -1.8%
63 QCOM 0.35% 172,762 $28M $159.26 -$24M -161,979 -48.4%
64 WMT 0.35% 281,162 $27M $97.78 $1M -15,007 -5.1%
65 VEA 0.35% 471,142 $27M $57.01 +471,142 NEW
66 EPD 0.35% 865,410 $27M $31.01 -$3M +41
67 JNJ 0.34% 173,966 $27M $152.75 $12M +88,777 +104.2%
68 SE 0.34% 165,388 $26M $159.94 $14M +69,662 +72.8%
69 JPST 0.34% 516,342 $26M $50.68 -$62M -1,224,395 -70.3%
70 NU 0.33% 1,885,440 $26M $13.72 $22M +1,488,102 +374.5%
71 BMY 0.33% 556,759 $26M $46.29 $25M +536,879 +2700.6%
72 VCSH 0.33% 324,144 $26M $79.50 +324,144 NEW
73 XLK 0.33% 101,179 $26M $253.23 $9M +19,771 +24.3%
74 SSPY 0.32% 305,044 $25M $82.30 +305,044 NEW
75 MSTR 0.32% 61,439 $25M $404.23 $5M -6,246 -9.2%
76 ADSK 0.32% 79,631 $25M $309.57 -$812K -17,631 -18.1%
77 AMBA 0.31% 370,741 $24M $66.06 $5M -11,131 -2.9%
78 EMR 0.31% 180,707 $24M $133.33 $5M +4,036 +2.3%
79 VNQ 0.31% 267,431 $24M $89.06 -$38M -412,220 -60.6%
80 JKD 0.30% 272,912 $23M $85.78 +272,912 NEW
81 PDD 0.29% 219,204 $23M $104.66 $20M +198,274 +947.3%
82 ILF 0.28% 844,802 $22M $26.21 -$44M -1,957,101 -69.8%
83 BK 0.28% 238,175 $22M $91.11 $4M +25,808 +12.2%
84 ILMN 0.28% 225,029 $21M $95.41 $4M +4,338 +2.0%
85 LMT 0.27% 46,064 $21M $463.14 $2M +2,819 +6.5%
86 ISRG 0.27% 38,859 $21M $543.41 -$126K -4,032 -9.4%
87 IBM 0.27% 71,442 $21M $294.78 $17M +53,957 +308.6%
88 BOND 0.27% 227,149 $21M $92.18 +227,149 NEW
89 MPLX 0.27% 402,659 $21M $51.51 -$1M -11,415 -2.8%
90 TER 0.27% 229,245 $21M $89.92 $5M +44,049 +23.8%
91 ITOT 0.26% 148,411 $20M $135.04 +148,411 NEW
92 VONV 0.26% 234,086 $20M $85.21 +234,086 NEW
93 LLY 0.25% 25,240 $20M $779.53 $716K +2,284 +9.9%
94 SYM 0.25% 504,937 $20M $38.85 $6M -175,797 -25.8%
95 AAAU 0.25% 600,138 $20M $32.68 $12M +337,464 +128.5%
96 ISCV 0.25% 317,150 $19M $61.39 +317,150 NEW
97 TSM 0.25% 84,838 $19M $226.49 $8M +19,010 +28.9%
98 ADBE 0.25% 49,663 $19M $386.88 $12M +29,878 +151.0%
99 SPTM 0.25% 256,193 $19M $74.89 +256,193 NEW
100 FLXR 0.24% 482,101 $19M $39.45 -$1M -40,203 -7.7%

Options Breakdown

5 Calls $210M Call Value 12 Puts $146M Put Value 0.7 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 159,300 $98M
IBIT 1,250,000 $77M
ETHA 1,250,000 $24M NEW
EETH 229,100 $11M
SPLG 7,800 $567K

Top Puts

SymbolSharesValueStatus
SPY 126,000 $78M
DASH 48,500 $12M NEW
SNOW 49,400 $11M NEW
CART 220,500 $10M NEW
NTRA 45,600 $8M NEW
SQ 112,100 $8M NEW
MSFT 13,900 $7M NEW
HOOD 68,300 $6M NEW
NU 409,500 $6M NEW
UBER 5,600 $522K NEW

New Positions

SymbolValue% Port
SPLG $175M 2.25%
AGG $130M 1.67%
SPYG $100M 1.29%
SPMD $94M 1.21%
WEEK $86M 1.11%
SPDW $55M 0.70%
BLV $52M 0.66%
PRF $52M 0.66%
SPBO $44M 0.56%
SCHR $44M 0.56%
VUG $43M 0.56%
XLP $43M 0.56%
SPYV $36M 0.47%
IDEV $33M 0.43%
DFAX $31M 0.40%

Sold Out Positions

SymbolValue% Port
DLNG —%
CPRI —%
ASPN —%
FSK —%
NOV —%
STNG —%
VMI —%
FLNG —%
FF —%
VAL —%
TAK —%
BWA —%
EME —%
SMHI —%
RCUS —%
View SEC EDGAR Filings for EXCHANGE TRADED CONCEPTS, LLC →

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