Institutional Ownership Valkyrie ETF Tr Ii Bitcoin Min (WGMI)
This table provides information about the institutional ownership of Valkyrie ETF Tr Ii Bitcoin Min (WGMI). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 936,137 shares, which have been reported (via 13F filing form) to have a value of $21.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
161,665
shares
|
$3.65 Million
0.0% of portfolio
|
Q3 2024
Added 40.38%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
150,746
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2024
Added 348.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
147,130
shares
|
$3.32 Million
0.01% of portfolio
|
Q3 2024
Added 141.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
102,676
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 117.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
99,136
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
40,642
shares
|
$916,477
0.55% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
34,299
shares
|
$773,442
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
33,825
shares
|
$762,753
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
26,715
shares
|
$602,423
0.29% of portfolio
|
Q4 2024
Added 32.91%
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
26,313
shares
|
$593,358
0.0% of portfolio
|
Q4 2024
Added 132.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,269
shares
|
$592,365
0.0% of portfolio
|
Q3 2024
Reduced 94.9%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
18,179
shares
|
$409,936
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
17,689
shares
|
$398,886
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,715
shares
|
$286,723
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
11,069
shares
|
$249,605
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,126
shares
|
$47,941
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,990
shares
|
$44,874
0.0% of portfolio
|
Q3 2024
Added 947.37%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,505
shares
|
$33,937
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,101
shares
|
$24,827
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,027
shares
|
$23,158
0.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
354
shares
|
$7,982
0.0% of portfolio
|
Q1 2024
Added 77.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
301
shares
|
$6,787
0.0% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
235
shares
|
$5,299
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
160
shares
|
$3,608
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
48
shares
|
$1,082
0.0% of portfolio
|
Q2 2023
New holding
|