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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

Q4 2025 · Filed 2026-01-14
Market Value
$11.9B
+14.3%
Holdings
1,600
+90
New Purchases
199
Added To
719
Closed
48
Reduced
612
Top 10 Concentration
24.9%
Turnover
15.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MAGS 2.36% 1.34% +1.03% $281M
VTWO 1.02% 0.00% +1.02% $121M
GOOGL 2.04% 1.37% +0.67% $243M
TSLA 2.33% 1.71% +0.62% $277M
NVDA 2.86% 2.28% +0.57% $340M
MSFT 2.55% 2.16% +0.38% $304M
EWY 0.31% 0.00% +0.31% $37M
BLV 0.97% 0.71% +0.26% $115M
META 2.52% 2.26% +0.26% $300M
AAPL 2.25% 2.04% +0.21% $268M
MRK 0.28% 0.08% +0.20% $33M
SCHR 0.85% 0.66% +0.19% $101M
TSM 0.48% 0.31% +0.16% $57M
ONDS 0.16% 0.00% +0.16% $20M
COSW 0.16% 0.00% +0.16% $19M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPMD 0.00% 1.03% -1.03% $0
IREN 0.15% 0.50% -0.35% $18M
SPBO 0.34% 0.67% -0.33% $40M
SCHW 0.02% 0.26% -0.24% $3M
BMY 0.05% 0.28% -0.22% $6M
VOO 2.14% 2.36% -0.22% $255M
XLP 0.13% 0.35% -0.22% $15M
JAAA 0.00% 0.22% -0.22% $431K
T 0.31% 0.53% -0.22% $37M
CL 0.09% 0.31% -0.21% $11M
CMCSA 0.12% 0.33% -0.21% $15M
ILF 0.00% 0.20% -0.20% $0
SPAB 1.53% 1.73% -0.20% $182M
VNQ 0.02% 0.20% -0.18% $3M
RBLX 0.19% 0.36% -0.17% $22M

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 $3.5B 29.7%
Large Cap 773 $5.8B 48.4%
Mid Cap 484 $1.7B 14.2%
Small Cap 208 $401M 3.4%
Micro Cap 64 $516M 4.3%

Portfolio Analytics

Avg Market Cap
$60.8B
Median Market Cap
$11.1B
Avg P/E
31.3
Median P/E
21.7
Avg Dividend Yield
0.03%
Avg Beta
1.01
# Stocks
1,326
# ETFs / Funds
274

Top Holdings (1,600 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPLG 3.66% 5,443,284 $437M $80.22 $49M +491,875 +9.9%
2 NVDA 2.86% 1,825,278 $340M $186.50 $102M +548,979 +43.0%
3 MSFT 2.55% 627,662 $304M $483.62 $78M +192,020 +44.1%
4 META 2.52% 455,018 $300M $660.09 $64M +133,751 +41.6%
5 MAGS 2.36% 4,267,718 $281M $65.96 $142M +2,120,265 +98.7%
6 TSLA 2.33% 616,269 $277M $449.72 $99M +215,455 +53.8%
7 AAPL 2.25% 986,913 $268M $271.86 $56M +151,876 +18.2%
8 AMZN 2.21% 1,138,911 $263M $230.82 $24M +48,986 +4.5%
9 VOO 2.14% 405,962 $255M $627.13 $9M +4,314 +1.1%
10 GOOGL 2.04% 776,168 $243M $313.00 $100M +188,104 +32.0%
11 AGG 1.95% 2,323,410 $232M $99.88 $32M +326,982 +16.4%
12 SPAB 1.53% 7,081,541 $182M $25.75 $2M +108,031 +1.6%
13 VTWO 1.02% 1,216,124 $121M $99.52 +1,216,124 NEW
14 BLV 0.97% 1,659,604 $115M $69.52 $41M +614,246 +58.8%
15 SPYG 0.89% 994,160 $106M $106.70 $12M +90,614 +10.0%
16 SCHR 0.85% 4,029,634 $101M $25.08 $32M +1,280,247 +46.6%
17 VUG 0.74% 180,365 $88M $487.86 $10M +16,873 +10.3%
18 WEEK 0.72% 862,813 $86M $100.07 $43K
19 SPDW 0.70% 1,875,811 $83M $44.41 $11M +184,890 +10.9%
20 PLTR 0.68% 458,616 $82M $177.75 $13M +84,369 +22.5%
21 BSV 0.67% 1,014,449 $80M $78.81 $10M +132,226 +15.0%
22 SPYV 0.60% 1,261,026 $72M $56.81 $9M +128,972 +11.4%
23 CEG 0.57% 190,771 $67M $353.27 $13M +26,559 +16.2%
24 CCJ 0.56% 723,301 $66M $91.49 $14M +101,410 +16.3%
25 MBB 0.55% 688,174 $66M $95.22 $9M +97,591 +16.5%
26 ISCV 0.52% 908,467 $62M $68.50 $8M +101,072 +12.5%
27 QCOM 0.52% 360,638 $62M $171.05 -$2M -23,966 -6.2%
28 SCHV 0.51% 2,035,286 $60M $29.61 $7M +208,237 +11.4%
29 SCHG 0.48% 1,764,116 $58M $32.62 $9M +237,594 +15.6%
30 OKE 0.48% 776,943 $57M $73.50 $6M +74,898 +10.7%
31 TSM 0.48% 186,382 $57M $303.89 $24M +70,450 +60.8%
32 WMB 0.47% 926,429 $56M $60.11 -$3M -637 -0.1%
33 VEA 0.47% 888,805 $56M $62.47 $8M +87,560 +10.9%
34 KMI 0.47% 2,018,969 $56M $27.49 $6K +58,692 +3.0%
35 IEMG 0.46% 821,543 $55M $67.22 $6M +80,967 +10.9%
36 TRP 0.46% 995,991 $55M $55.01 -$179K -14,266 -1.4%
37 QQQM 0.46% 216,233 $55M $252.92 $9M +32,843 +17.9%
38 ENB 0.45% 1,121,715 $54M $47.83 -$851K +41,601 +3.9%
39 MO 0.43% 895,944 $52M $57.66 -$2M +87,826 +10.9%
40 LNG 0.43% 264,618 $51M $194.39 $1M +51,567 +24.2%
41 JKD 0.41% 519,869 $49M $94.38 $6M +48,866 +10.4%
42 PM 0.41% 305,617 $49M $160.40 -$7M -39,389 -11.4%
43 COIN 0.41% 214,904 $49M $226.14 -$8M +47,777 +28.6%
44 VCSH 0.41% 607,216 $48M $79.73 $7M +93,162 +18.1%
45 XOM 0.40% 393,051 $47M $120.34 $5M +20,174 +5.4%
46 MELI 0.37% 21,806 $44M $2,014.26 $11M +7,819 +55.9%
47 DUK 0.35% 359,829 $42M $117.21 -$604K +14,137 +4.1%
48 VONV 0.34% 442,063 $41M $92.30 $5M +45,184 +11.4%
49 SPHY 0.34% 1,707,784 $40M $23.67 $8M +333,294 +24.2%
50 SPBO 0.34% 1,373,620 $40M $29.34 -$30M -988,123 -41.8%
51 CRCL 0.34% 506,971 $40M $79.30 $21M +363,157 +252.5%
52 VZ 0.33% 978,394 $40M $40.73 -$922K +50,714 +5.5%
53 PEP 0.33% 274,354 $39M $143.52 -$852K -12,087 -4.2%
54 AVGO 0.32% 111,530 $39M $346.10 $1M -1,722 -1.5%
55 XLK 0.32% 263,406 $38M $143.97 $13M +176,274 +202.3%
56 EMR 0.32% 284,090 $38M $132.72 -$7M -57,767 -16.9%
57 EWY 0.31% 385,237 $37M $97.22 $37M +384,171 +36038.6%
58 T 0.31% 1,507,610 $37M $24.84 -$18M -455,537 -23.2%
59 MSTR 0.31% 242,170 $37M $151.95 -$1M +123,546 +104.2%
60 LMT 0.31% 75,206 $36M $483.67 $14M +30,482 +68.2%
61 BOND 0.30% 389,552 $36M $93.08 $2M +21,098 +5.7%
62 ICSH 0.30% 707,334 $36M $50.58 -$4M -74,840 -9.6%
63 SE 0.30% 278,742 $36M $127.57 $6M +112,970 +68.2%
64 NU 0.29% 2,075,844 $35M $16.74 -$3M -284,989 -12.1%
65 BK 0.28% 287,293 $33M $116.09 $4M +13,448 +4.9%
66 MRK 0.28% 314,728 $33M $105.26 $25M +219,579 +230.8%
67 GOOG 0.27% 103,600 $33M $313.80 $7M -381 -0.4%
68 NEM 0.27% 324,375 $32M $99.85 $11M +68,437 +26.7%
69 USB 0.27% 603,635 $32M $53.36 $4M +19,124 +3.3%
70 AAAU 0.27% 747,358 $32M $42.55 $12M +234,778 +45.8%
71 TRGP 0.26% 167,998 $31M $184.50 $1M -10,229 -5.7%
72 AMD 0.26% 143,534 $31M $214.16 $8M +2,327 +1.6%
73 ET 0.26% 1,860,369 $31M $16.49 $3M +253,543 +15.8%
74 EPD 0.26% 952,560 $31M $32.06 $3M +68,179 +7.7%
75 ISRG 0.25% 53,411 $30M $566.36 $6M -1,081 -2.0%
76 ORCL 0.25% 155,118 $30M $194.91 $5M +66,548 +75.1%
77 B 0.25% 689,661 $30M $43.55 $12M +136,861 +24.8%
78 GILD 0.25% 243,532 $30M $122.74 $11M +76,432 +45.7%
79 MPLX 0.25% 558,737 $30M $53.37 $11M +179,431 +47.3%
80 AMT 0.25% 166,795 $29M $175.57 $4M +34,115 +25.7%
81 ATO 0.24% 173,708 $29M $167.63 -$1M -4,516 -2.5%
82 LLY 0.24% 27,060 $29M $1,074.68 $19M +13,957 +106.5%
83 NI 0.24% 682,330 $28M $41.76 -$2M -15,483 -2.2%
84 PDD 0.23% 242,722 $28M $113.39 -$2M +22,169 +10.1%
85 PFE 0.23% 1,101,978 $27M $24.90 -$2M -60,810 -5.2%
86 ADSK 0.23% 92,115 $27M $296.01 $1M +10,923 +13.4%
87 VONG 0.23% 223,600 $27M $121.75 $3M +20,340 +10.0%
88 TER 0.23% 139,802 $27M $193.56 $175K -55,528 -28.4%
89 DIS 0.22% 234,272 $27M $113.77 $14M +121,002 +106.8%
90 COST 0.22% 30,688 $26M $862.34 $5M +7,244 +30.9%
91 JPST 0.22% 519,628 $26M $50.59 $160K +4,590 +0.9%
92 IVV 0.22% 38,342 $26M $684.94 $10M +14,542 +61.1%
93 ILMN 0.22% 195,389 $26M $131.16 $5M -23,622 -10.8%
94 WPM 0.21% 216,652 $25M $117.52 $5M +30,725 +16.5%
95 GEV 0.21% 38,400 $25M $653.57 $4M +3,746 +10.8%
96 BDX 0.21% 129,286 $25M $194.07 $10M +46,773 +56.7%
97 BIL 0.21% 274,555 $25M $91.38 -$179K -842 -0.3%
98 AMBA 0.21% 353,101 $25M $70.84 $3M +81,668 +30.1%
99 JNJ 0.20% 116,600 $24M $206.95 -$2M -25,349 -17.9%
100 ABBV 0.20% 104,415 $24M $228.49 $14M +62,803 +150.9%

Options Breakdown

7 Calls $676M Call Value 13 Puts $465M Put Value 0.69 P/C Ratio

Top Calls

SymbolSharesValueStatus
IBIT 4,530,100 $225M
SPY 279,800 $191M
EETH 2,174,500 $81M
QQQ 123,600 $76M
MSTR 492,300 $75M
ETHA 1,250,000 $28M
SPLG 2,300 $185K

Top Puts

SymbolSharesValueStatus
SPY 462,600 $315M
QQQ 126,400 $78M
TLT 531,400 $46M
SNOW 49,400 $11M
MSFT 13,900 $7M
SQ 64,600 $4M
DASH 17,800 $4M
NTRA $0 SOLD
PDD $0 SOLD
UBER $0 SOLD

New Positions

SymbolValue% Port
VTWO $121M 1.02%
ONDS $20M 0.16%
COSW $19M 0.16%
UNHW $19M 0.16%
ARMW $17M 0.15%
MGC $11M 0.09%
TOAK $10M 0.08%
INDA $9M 0.07%
SHC $8M 0.06%
FNB $7M 0.06%
RIVN $7M 0.06%
ROIV $5M 0.05%
LYFT $5M 0.04%
WH $5M 0.04%
M $5M 0.04%

Sold Out Positions

SymbolValue% Port
RMAX —%
WMK —%
LXP —%
WLK —%
LBRT —%
PATH —%
MP —%
KMX —%
CHH —%
MED —%
SAP —%
GTES —%
MOV —%
SD —%
ENPH —%
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