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 51 institutions that hold shares in the stock, with a total of 1.03 Million shares, which have been reported (via 13F filing form) to have a value of $32.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
149,490
shares
|
$4.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.42%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
112,581
shares
|
$3.58 Million
0.0% of portfolio
|
Q2 2025
Added 92.5%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
110,001
shares
|
$3.49 Million
0.01% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
86,361
shares
|
$2.74 Million
0.51% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
72,040
shares
|
$2.29 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
70,072
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
40,642
shares
|
$1.29 Million
0.55% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
40,000
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
38,861
shares
|
$1.23 Million
0.17% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
34,620
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Added 132.72%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,623
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 84.48%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
30,853
shares
|
$980,199
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
30,000
shares
|
$953,100
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
29,937
shares
|
$951,098
0.0% of portfolio
|
Q2 2025
Reduced 80.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
26,913
shares
|
$855,026
0.0% of portfolio
|
Q2 2025
Added 108.85%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
26,145
shares
|
$830,626
0.05% of portfolio
|
Q2 2025
Added 28.88%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Aug 14, 2025 Q2 2025 |
25,000
shares
|
$794,250
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
18,382
shares
|
$583,996
0.03% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
16,253
shares
|
$516,357
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
14,740
shares
|
$468,289
0.01% of portfolio
|
Q2 2025
Reduced 11.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,087
shares
|
$129,843
0.0% of portfolio
|
Q2 2025
Added 11577.14%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
3,150
shares
|
$100,075
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,760
shares
|
$87,685
0.02% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
2,500
shares
|
$79,425
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,126
shares
|
$67,543
0.0% of portfolio
|
Q3 2024
New holding
|