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 1562 equity positions with a total reported market value of $21.88B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1562
Positions
$21.88B
Total AUM (reported)
257.35M
Total Shares

Allocation by class

TOTAL AUM$21.88B1562 positions
COM$10.07B46.0%
ORD SHS$1.15B5.3%
TR UNIT$1.00B4.6%
CL A$833.52M3.8%
ST STR P500ETF$598.46M2.7%
COM NEW$585.90M2.7%
S&P 500 ETF SHS$424.19M1.9%

Portfolio Concentration

Top 316.6%4–1016.5%11–2513.4%Rest53.5%TOP 1033.1%0%100%
Top 3$3.64B16.6%
4–10$3.61B16.5%
11–25$2.93B13.4%
Rest$11.70B53.5%

Top 3 weight

16.6%

Top 10 weight

33.1%

Voting Authority Distribution

Total shares with voting rights: 257.35M

Sole

Full voting authority

178.92M

shares

% of voting shares69.5%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

78.43M

shares

% of voting shares30.5%

Investment Discretion (by position count)

Sole304
Shared0
Other1258
Dominant voting typeSole · 69.5% of voting shares
Institutional Holdings1562
Rows:

SANDISK CORP

OTR
COM
Shares610.12K
TypeSH
Market value$1.39B
6.34%
Sole
606.89K
Shared
0.00
None
3.22K

WESTERN DIGITAL CORP

OTR
COM
Shares1.79M
TypeSH
Market value$1.14B
5.22%
Sole
1.78M
Shared
0.00
None
6.36K

SEAGATE TECHNOLOGY HLDNGS PL

OTR
ORD SHS
Shares1.15M
TypeSH
Market value$1.11B
5.08%
Sole
1.15M
Shared
0.00
None
3.20K

STATE STR SPDR S&P 500 ETF T

OTR
TR UNIT
Shares1.34M
TypeSH
Market value$1.00B
4.58%
Sole
542.47K
Shared
0.00
None
800.28K

MICRON TECHNOLOGY INC

OTR
COM
Shares521.30K
TypeSH
Market value$601.73M
2.75%
Sole
496.17K
Shared
0.00
None
25.13K

SPDR SERIES TRUST

OTR
ST STR P500ETF
Shares6.81M
TypeSH
Market value$598.46M
2.74%
Sole
6.81M
Shared
0.00
None
0.00

VANGUARD INDEX FDS

OTR
S&P 500 ETF SHS
Shares617.63K
TypeSH
Market value$424.19M
1.94%
Sole
617.63K
Shared
0.00
None
0.00

NVIDIA CORPORATION

OTR
COM
Shares1.76M
TypeSH
Market value$353.11M
1.61%
Sole
1.40M
Shared
0.00
None
360.45K

META PLATFORMS INC

OTR
CL A
Shares578.39K
TypeSH
Market value$325.80M
1.49%
Sole
485.98K
Shared
0.00
None
92.41K

MICROSOFT CORP

OTR
COM
Shares808.34K
TypeSH
Market value$301.53M
1.38%
Sole
702.36K
Shared
0.00
None
105.98K

ISHARES TR

OTR
CORE US AGGBD ET
Shares2.80M
TypeSH
Market value$277.28M
1.27%
Sole
2.80M
Shared
0.00
None
0.00

AMAZON COM INC

OTR
COM
Shares1.15M
TypeSH
Market value$273.22M
1.25%
Sole
1.03M
Shared
0.00
None
111.49K

INVESCO QQQ TR

OTR
UNIT SER 1
Shares350.16K
TypeSH
Market value$257.86M
1.18%
Sole
64.06K
Shared
0.00
None
286.10K

SPDR SERIES TRUST

OTR
ST STR AGGRE ETF
Shares9.73M
TypeSH
Market value$248.24M
1.13%
Sole
0.00
Shared
0.00
None
9.73M

ROUNDHILL ETF TRUST

OTR
ULTRA SHORT DUR
Shares2.46M
TypeSH
Market value$246.03M
1.12%
Sole
2.46M
Shared
0.00
None
0.00

APPLE INC

OTR
COM
Shares770.79K
TypeSH
Market value$223.04M
1.02%
Sole
582.10K
Shared
0.00
None
188.69K

LISTED FDS TR

OTR
ROUN MA SEVE ETF
Shares3.27M
TypeSH
Market value$210.55M
0.96%
Sole
2.36M
Shared
0.00
None
918.64K

TESLA INC

OTR
COM
Shares467.17K
TypeSH
Market value$196.49M
0.90%
Sole
432.91K
Shared
0.00
None
34.26K

VANGUARD SCOTTSDALE FDS

OTR
VNG RUS2000IDX
Shares1.48M
TypeSH
Market value$179.74M
0.82%
Sole
1.48M
Shared
0.00
None
0.00

SPDR SERIES TRUST

OTR
ST STR P500GRW
Shares1.22M
TypeSH
Market value$144.85M
0.66%
Sole
1.22M
Shared
0.00
None
0.00

BROADCOM INC

OTR
COM
Shares383.33K
TypeSH
Market value$144.80M
0.66%
Sole
294.98K
Shared
0.00
None
88.35K

ALPHABET INC

OTR
CAP STK CL A
Shares400.33K
TypeSH
Market value$143.07M
0.65%
Sole
250.07K
Shared
0.00
None
150.26K

VANGUARD BD INDEX FDS

OTR
LONG TERM BOND
Shares1.96M
TypeSH
Market value$135.31M
0.62%
Sole
1.96M
Shared
0.00
None
0.00

ALPHABET INC

OTR
CAP STK CL C
Shares369.55K
TypeSH
Market value$130.57M
0.60%
Sole
186.96K
Shared
0.00
None
182.60K

ISHARES BITCOIN TRUST ETF

OTR
SHS BEN INT
Shares3.63M
TypeSH
Market value$120.98M
0.55%
Sole
3.63M
Shared
0.00
None
0.00
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