7 institutions reported holding $274.7M of EXCHANGE TRADED CONCEPTS TRU (BVAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: RFG Advisory, LLC ($274.1M), RITHOLTZ WEALTH MANAGEMENT ($538,570), Royal Bank of Canada ($17,000), CITADEL ADVISORS LLC ($0), AE Wealth Management LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RFG Advisory, LLC | $274.1M | 8.8M | Added |
| 2 | RITHOLTZ WEALTH MANAGEMENT | $538,570 | 17,234 | New |
| 3 | Royal Bank of Canada | $17,000 | 538 | New |
| 4 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 5 | AE Wealth Management LLC | $0 | 0 | Exited |
| 6 | WELLS FARGO & COMPANY/MN | $0 | 0 | Exited |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30