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 64 institutions that hold shares in the stock, with a total of 1.11 Million shares, which have been reported (via 13F filing form) to have a value of $44.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
10,022
shares
|
$406,291
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
5,828
shares
|
$236,267
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
5,573
shares
|
$225,929
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
5,109
shares
|
$207,118
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
4,675
shares
|
$189,524
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
3,878
shares
|
$157,214
0.0% of portfolio
|
Q3 2025
Added 157.67%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
3,322
shares
|
$134,673
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
2,500
shares
|
$101,350
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,126
shares
|
$86,188
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
1,800
shares
|
$72,972
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
1,631
shares
|
$66,120
0.02% of portfolio
|
Q3 2025
Reduced 40.91%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,430
shares
|
$57,972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,001
shares
|
$40,580
0.0% of portfolio
|
Q3 2025
Reduced 9.08%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
500
shares
|
$20,270
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
380
shares
|
$15,405
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
315
shares
|
$12,770
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
303
shares
|
$12,283
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
48
shares
|
$1,945
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
24
shares
|
$972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
24
shares
|
$972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
16
shares
|
$648
0.0% of portfolio
|
Q2 2025
Reduced 99.43%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
5
shares
|
$202
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1
shares
|
$40
0.0% of portfolio
|
Q3 2025
Reduced 100.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$40
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
1
shares
|
$40
0.0% of portfolio
|
Q3 2025
New holding
|
|