EXCHANGE TRADED CONCEPTS, LLC

PrivateCIK: 1457320
Location

OKLAHOMA CITY, OK

📋 What this filing means

EXCHANGE TRADED CONCEPTS, LLC filed this quarterly 13F‑HR report disclosing 1320 equity positions with a total reported market value of $4.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1320
Positions
$4.28B
Total AUM (reported)
89.15M
Total Shares

Allocation by class

TOTAL AUM$4.28B1320 positions
COM$2.61B60.9%
CL A$234.62M5.5%
COM NEW$194.08M4.5%
SHS$93.91M2.2%
NASDAQ 100 ETF$90.53M2.1%
SBI HEALTHCARE$85.52M2.0%
CAP STK CL A$84.46M2.0%

Portfolio Concentration

Top 37.1%4–1012.4%11–2513.3%Rest67.2%TOP 1019.6%0%100%
Top 3$305.36M7.1%
4–10$531.67M12.4%
11–25$567.64M13.3%
Rest$2.87B67.2%

Top 3 weight

7.1%

Top 10 weight

19.6%

Voting Authority Distribution

Total shares with voting rights: 89.15M

Sole

Full voting authority

72.60M

shares

% of voting shares81.4%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

16.54M

shares

% of voting shares18.6%

Investment Discretion (by position count)

Sole667
Shared0
Other653
Dominant voting typeSole · 81.4% of voting shares
Institutional Holdings1320
Rows:

NVIDIA CORPORATION

OTR
COM
Shares992.71K
TypeSH
Market value$120.55M
2.82%
Sole
992.71K
Shared
0.00
None
0.00

APPLE INC

OTR
COM
Shares404.60K
TypeSH
Market value$94.27M
2.20%
Sole
400.03K
Shared
0.00
None
4.57K

INVESCO EXCH TRADED FD TR II

OTR
NASDAQ 100 ETF
Shares450.75K
TypeSH
Market value$90.53M
2.12%
Sole
450.75K
Shared
0.00
None
0.00

META PLATFORMS INC

OTR
CL A
Shares151.50K
TypeSH
Market value$86.73M
2.03%
Sole
150.51K
Shared
0.00
None
990.00

SELECT SECTOR SPDR TR

OTR
SBI HEALTHCARE
Shares555.25K
TypeSH
Market value$85.52M
2.00%
Sole
555.25K
Shared
0.00
None
0.00

ALPHABET INC

OTR
CAP STK CL A
Shares509.28K
TypeSH
Market value$84.46M
1.97%
Sole
504.59K
Shared
0.00
None
4.69K

SELECT SECTOR SPDR TR

OTR
ENERGY
Shares919.58K
TypeSH
Market value$80.74M
1.89%
Sole
919.58K
Shared
0.00
None
0.00

MICROSOFT CORP

OTR
COM
Shares173.30K
TypeSH
Market value$74.57M
1.74%
Sole
173.30K
Shared
0.00
None
0.00

AMAZON COM INC

OTR
COM
Shares372.59K
TypeSH
Market value$69.43M
1.62%
Sole
357.84K
Shared
0.00
None
14.76K

PROSHARES TR

OTR
BITCOIN ETF
Shares2.62M
TypeSH
Market value$50.22M
1.17%
Sole
2.62M
Shared
0.00
None
0.00

QUALCOMM INC

OTR
COM
Shares287.10K
TypeSH
Market value$48.82M
1.14%
Sole
279.75K
Shared
0.00
None
7.35K

TC ENERGY CORP

OTR
COM
Shares962.74K
TypeSH
Market value$45.78M
1.07%
Sole
0.00
Shared
0.00
None
962.74K

KINDER MORGAN INC DEL

OTR
COM
Shares2.07M
TypeSH
Market value$45.69M
1.07%
Sole
136.32K
Shared
0.00
None
1.93M

WILLIAMS COS INC

OTR
COM
Shares997.54K
TypeSH
Market value$45.54M
1.06%
Sole
6.73K
Shared
0.00
None
990.82K

ONEOK INC NEW

OTR
COM
Shares492.80K
TypeSH
Market value$44.91M
1.05%
Sole
3.31K
Shared
0.00
None
489.48K

ENBRIDGE INC

OTR
COM
Shares1.10M
TypeSH
Market value$44.58M
1.04%
Sole
0.00
Shared
0.00
None
1.10M

CHENIERE ENERGY INC

OTR
COM NEW
Shares231.19K
TypeSH
Market value$41.58M
0.97%
Sole
4.79K
Shared
0.00
None
226.40K

ISHARES TR

OTR
SELECT DIVID ETF
Shares303.44K
TypeSH
Market value$40.99M
0.96%
Sole
303.44K
Shared
0.00
None
0.00

AT&T INC

OTR
COM
Shares1.69M
TypeSH
Market value$37.19M
0.87%
Sole
1.59M
Shared
0.00
None
99.79K

TESLA INC

OTR
COM
Shares126.98K
TypeSH
Market value$33.22M
0.78%
Sole
112.96K
Shared
0.00
None
14.01K

VERIZON COMMUNICATIONS INC

OTR
COM
Shares674.65K
TypeSH
Market value$30.30M
0.71%
Sole
674.65K
Shared
0.00
None
0.00

ELI LILLY & CO

OTR
COM
Shares34.08K
TypeSH
Market value$30.19M
0.71%
Sole
34.08K
Shared
0.00
None
0.00

AUTODESK INC

OTR
COM
Shares97.61K
TypeSH
Market value$26.89M
0.63%
Sole
97.61K
Shared
0.00
None
0.00

ROBLOX CORP

OTR
CL A
Shares594.47K
TypeSH
Market value$26.31M
0.62%
Sole
594.47K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

OTR
SBI CONS STPLS
Shares309.20K
TypeSH
Market value$25.66M
0.60%
Sole
309.20K
Shared
0.00
None
0.00
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