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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

Q3 2025 · Filed 2025-10-14
Market Value
$10.4B
+34.1%
Holdings
1,510
+36
New Purchases
144
Added To
725
Closed
109
Reduced
508
Top 10 Concentration
22.5%
Turnover
16.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPAB 1.73% 0.00% +1.73% $180M
SPLG 3.72% 2.25% +1.47% $388M
MAGS 1.34% 0.20% +1.14% $139M
MSFT 2.16% 1.50% +0.67% $226M
TSLA 1.71% 1.17% +0.54% $178M
IEMG 0.47% 0.00% +0.46% $49M
SPHY 0.32% 0.00% +0.32% $33M
IREN 0.50% 0.19% +0.31% $52M
META 2.26% 2.00% +0.27% $236M
ISCV 0.52% 0.25% +0.27% $54M
QCOM 0.61% 0.35% +0.26% $64M
SCHW 0.26% 0.00% +0.26% $27M
AVGO 0.36% 0.10% +0.25% $37M
AGG 1.92% 1.67% +0.25% $200M
AMZN 2.30% 2.06% +0.23% $239M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 1.37% 2.27% -0.90% $143M
PRF 0.00% 0.66% -0.66% $11K
IDEV 0.00% 0.43% -0.43% $2K
AAPL 2.04% 2.45% -0.41% $213M
DFAX 0.00% 0.40% -0.40% $13K
NOW 0.17% 0.57% -0.39% $18M
SPYG 0.91% 1.29% -0.38% $94M
BND 0.00% 0.38% -0.38% $0
VOO 2.36% 2.73% -0.37% $246M
COF 0.03% 0.39% -0.36% $3M
MO 0.51% 0.82% -0.31% $53M
QQQM 0.43% 0.73% -0.29% $45M
WEEK 0.83% 1.11% -0.28% $86M
KMI 0.53% 0.79% -0.26% $55M
T 0.53% 0.78% -0.25% $55M

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 71 $2.8B 27.0%
Large Cap 721 $5.4B 51.6%
Mid Cap 420 $1.5B 14.2%
Small Cap 239 $430M 4.1%
Micro Cap 59 $320M 3.1%

Portfolio Analytics

Avg Market Cap
$63.3B
Median Market Cap
$11.0B
Avg P/E
31.7
Median P/E
21.9
Avg Dividend Yield
0.03%
Avg Beta
0.98
# Stocks
1,218
# ETFs / Funds
292

Top Holdings (1,510 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPLG 3.72% 4,951,409 $388M $78.34 $213M +2,547,021 +105.9%
2 VOO 2.36% 401,648 $246M $612.38 $34M +28,215 +7.6%
3 AMZN 2.30% 1,089,925 $239M $219.57 $79M +358,286 +49.0%
4 NVDA 2.28% 1,276,299 $238M $186.58 $76M +249,326 +24.3%
5 META 2.26% 321,267 $236M $734.38 $81M +111,042 +52.8%
6 MSFT 2.16% 435,642 $226M $517.95 $109M +201,744 +86.2%
7 AAPL 2.04% 835,037 $213M $254.63 $22M -93,181 -10.0%
8 AGG 1.92% 1,996,428 $200M $100.25 $70M +686,352 +52.4%
9 SPAB 1.73% 6,973,510 $180M $25.85 +6,973,510 NEW
10 TSLA 1.71% 400,814 $178M $444.72 $87M +114,308 +39.9%
11 GOOGL 1.37% 588,064 $143M $243.10 -$33M -413,145 -41.3%
12 MAGS 1.34% 2,147,453 $139M $64.86 $124M +1,871,442 +678.0%
13 SPMD 1.03% 1,881,210 $108M $57.19 $13M +150,152 +8.7%
14 SPYG 0.91% 903,546 $94M $104.51 -$6M -145,544 -13.9%
15 WEEK 0.83% 862,813 $86M $100.02 -$35K
16 VUG 0.75% 163,492 $78M $479.61 $35M +64,627 +65.4%
17 BLV 0.71% 1,045,358 $74M $70.85 $22M +302,652 +40.8%
18 SPDW 0.69% 1,690,921 $72M $42.79 $18M +342,007 +25.4%
19 SPBO 0.67% 2,361,743 $70M $29.63 $26M +866,827 +58.0%
20 BSV 0.67% 882,223 $70M $78.91 $20M +248,234 +39.1%
21 SCHR 0.66% 2,749,387 $69M $25.13 $26M +1,008,799 +58.0%
22 PLTR 0.65% 374,247 $68M $182.42 $22M +32,522 +9.5%
23 QCOM 0.61% 384,604 $64M $166.36 $36M +211,842 +122.6%
24 SPYV 0.60% 1,132,054 $63M $55.33 $26M +436,971 +62.9%
25 WMB 0.56% 927,066 $59M $63.35 $3M +35,100 +3.9%
26 COIN 0.54% 167,127 $56M $337.49 $15M +50,099 +42.8%
27 MBB 0.54% 590,583 $56M $95.15 $20M +202,936 +52.4%
28 PM 0.54% 345,006 $56M $162.20 $18M +135,132 +64.4%
29 KMI 0.53% 1,960,277 $55M $28.31 -$6M -122,396 -5.9%
30 T 0.53% 1,963,147 $55M $28.24 -$5M -136,282 -6.5%
31 TRP 0.53% 1,010,257 $55M $54.41 $4M -40,420 -3.9%
32 ENB 0.52% 1,080,114 $55M $50.46 $3M -55,772 -4.9%
33 CEG 0.52% 164,212 $54M $329.07 $21M +61,308 +59.6%
34 ISCV 0.52% 807,395 $54M $66.64 $34M +490,245 +154.6%
35 MO 0.51% 808,118 $53M $66.06 -$10M -277,942 -25.6%
36 SCHV 0.51% 1,827,049 $53M $29.11 $23M +740,288 +68.1%
37 CCJ 0.50% 621,891 $52M $83.86 $14M +107,381 +20.9%
38 IREN 0.50% 1,110,619 $52M $46.93 $38M +121,555 +12.3%
39 OKE 0.49% 702,045 $51M $72.97 -$2M +48,335 +7.4%
40 LNG 0.48% 213,051 $50M $234.98 -$2M +984 +0.5%
41 IEMG 0.47% 740,576 $49M $65.92 $49M +735,326 +14006.2%
42 SCHG 0.47% 1,526,522 $49M $31.91 $18M +468,332 +44.3%
43 VEA 0.46% 801,245 $48M $59.92 $21M +330,103 +70.1%
44 QQQM 0.43% 183,390 $45M $247.12 -$11M -65,558 -26.3%
45 EMR 0.43% 341,857 $45M $131.18 $21M +161,150 +89.2%
46 JKD 0.42% 471,003 $44M $92.42 $20M +198,091 +72.6%
47 DUK 0.41% 345,692 $43M $123.75 $9M +62,628 +22.1%
48 XOM 0.40% 372,877 $42M $112.75 $9M +67,902 +22.3%
49 VCSH 0.39% 514,054 $41M $79.93 $15M +189,910 +58.6%
50 VZ 0.39% 927,680 $41M $43.95 $2M +20,848 +2.3%
51 PEP 0.39% 286,441 $40M $140.44 $195K -16,745 -5.5%
52 ICSH 0.38% 782,174 $40M $50.75 $612K +11,458 +1.5%
53 MSTR 0.37% 118,624 $38M $322.21 $13M +57,185 +93.1%
54 NU 0.36% 2,360,833 $38M $16.01 $12M +475,393 +25.2%
55 AVGO 0.36% 113,252 $37M $329.91 $29M +83,814 +284.7%
56 RBLX 0.36% 267,449 $37M $138.52 $6M -29,026 -9.8%
57 XLP 0.35% 462,022 $36M $78.37 -$7M -72,067 -13.5%
58 VONV 0.34% 396,879 $35M $89.37 $16M +162,793 +69.5%
59 CMCSA 0.33% 1,097,054 $34M $31.42 $1M +172,429 +18.6%
60 BOND 0.33% 368,454 $34M $93.35 $13M +141,305 +62.2%
61 SPHY 0.32% 1,374,490 $33M $23.94 +1,374,490 NEW
62 MELI 0.31% 13,987 $33M $2,336.94 $717K +1,755 +14.3%
63 TSM 0.31% 115,932 $32M $279.29 $13M +31,094 +36.6%
64 CL 0.31% 400,137 $32M $79.94 $365K +52,261 +15.0%
65 ATO 0.29% 178,224 $30M $170.75 $1M -12,149 -6.4%
66 NI 0.29% 697,813 $30M $43.30 -$4M -162,429 -18.9%
67 TRGP 0.29% 178,227 $30M $167.54 $684K +10,625 +6.3%
68 BK 0.29% 273,845 $30M $108.96 $8M +35,670 +15.0%
69 SE 0.28% 165,772 $30M $178.73 $3M +384 +0.2%
70 PFE 0.28% 1,162,788 $30M $25.48 $526K -37,776 -3.1%
71 PDD 0.28% 220,553 $29M $132.17 $6M +1,349 +0.6%
72 BMY 0.28% 639,973 $29M $45.10 $3M +83,214 +14.9%
73 USB 0.27% 584,511 $28M $48.33 -$386K -48,307 -7.6%
74 NFLX 0.27% 23,486 $28M $1,198.92 $9M +9,458 +67.4%
75 DE 0.27% 60,731 $28M $457.26 $14M +32,937 +118.5%
76 EPD 0.27% 884,381 $28M $31.27 $818K +18,971 +2.2%
77 ET 0.26% 1,606,826 $28M $17.16 -$32K +84,179 +5.5%
78 SCHW 0.26% 285,405 $27M $95.47 $27M +281,302 +6856.0%
79 TER 0.26% 195,330 $27M $137.64 $6M -33,915 -14.8%
80 JNJ 0.25% 141,949 $26M $185.42 -$253K -32,017 -18.4%
81 JPST 0.25% 515,038 $26M $50.73 -$40K -1,304 -0.2%
82 ADSK 0.25% 81,192 $26M $317.67 $1M +1,561 +2.0%
83 AMT 0.24% 132,680 $26M $192.32 $11M +64,807 +95.5%
84 HOOD 0.24% 177,161 $25M $143.18 $7M -14,182 -7.4%
85 SSPY 0.24% 291,781 $25M $86.81 $222K -13,263 -4.3%
86 GOOG 0.24% 103,981 $25M $243.55 $15M +47,862 +85.3%
87 BIL 0.24% 275,397 $25M $91.75 $14M +156,745 +132.1%
88 PG 0.24% 162,752 $25M $153.65 $9M +61,082 +60.1%
89 ORCL 0.24% 88,570 $25M $281.24 $10M +19,902 +29.0%
90 XLK 0.24% 87,132 $25M $281.86 -$1M -14,047 -13.9%
91 VONG 0.23% 203,260 $24M $120.50 $10M +67,521 +49.7%
92 ISRG 0.23% 54,492 $24M $447.23 $3M +15,633 +40.2%
93 VCLT 0.23% 311,888 $24M $77.65 $8M +99,746 +47.0%
94 OKLO 0.23% 210,773 $24M $111.63 $12M +11,968 +6.0%
95 JPM 0.22% 74,197 $23M $315.43 $7M +18,768 +33.9%
96 JAAA 0.22% 458,762 $23M $50.78 -$11M -224,396 -32.9%
97 AMD 0.22% 141,207 $23M $161.79 $10M +49,957 +54.8%
98 AMBA 0.21% 271,433 $22M $82.52 -$2M -99,308 -26.8%
99 LMT 0.21% 44,724 $22M $499.21 $993K -1,340 -2.9%
100 WMT 0.21% 216,422 $22M $103.06 -$5M -64,740 -23.0%

Options Breakdown

7 Calls $807M Call Value 14 Puts $471M Put Value 0.58 P/C Ratio

Top Calls

SymbolSharesValueStatus
IBIT 5,203,800 $338M
SPY 203,300 $135M
MSTR 338,400 $109M NEW
EETH 1,583,600 $107M
QQQ 128,200 $77M NEW
ETHA 1,250,000 $39M
SPLG 7,800 $611K

Top Puts

SymbolSharesValueStatus
SPY 455,400 $303M
QQQ 128,700 $77M NEW
TLT 506,900 $45M NEW
SNOW 49,400 $11M
CART 220,500 $8M
MSFT 13,900 $7M
NTRA 31,300 $5M
DASH 17,800 $5M
SQ 64,600 $5M
NU 189,500 $3M

New Positions

SymbolValue% Port
SPAB $180M 1.73%
SPHY $33M 0.32%
COHR $15M 0.14%
BLSH $10M 0.10%
HOOW $10M 0.09%
NVDW $9M 0.09%
AAPW $9M 0.09%
TSLW $9M 0.09%
BRKW $9M 0.09%
AMDW $9M 0.09%
MSFW $9M 0.08%
CSRE $9M 0.08%
CSPF $9M 0.08%
PLTW $8M 0.08%
NFLW $8M 0.08%

Sold Out Positions

SymbolValue% Port
AHRT —%
YETI —%
EPC —%
BROS —%
BRX —%
SHV —%
WH —%
INSP —%
EVTC —%
DEA —%
AX —%
BRC —%
VIRT —%
FHI —%
UHAL-B —%
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