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 53 institutions that hold shares in the stock, with a total of 1.2 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,126
shares
|
$35,015
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,505
shares
|
$24,787
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,498
shares
|
$24,672
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,430
shares
|
$23,552
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,251
shares
|
$20,603
0.0% of portfolio
|
Q1 2025
Reduced 83.91%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,101
shares
|
$18,133
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
500
shares
|
$8,235
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
315
shares
|
$5,188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
301
shares
|
$4,957
0.0% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
160
shares
|
$2,635
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
48
shares
|
$790
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
35
shares
|
$576
0.0% of portfolio
|
Q1 2025
Reduced 74.07%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
24
shares
|
$395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
24
shares
|
$395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
5
shares
|
$82
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
1
shares
|
$16
0.0% of portfolio
|
Q1 2025
Reduced 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|