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Nicholas Crypto Income ETF (BLOX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Nicholas Wealth, Llc.
INCREASED
Shares214,289 from 195,386
Change+18,903 (+10%)
Value$2.9M (-$132.3K)
Filed 2026-10-26
Smart Wealth LLC
DECREASED
Shares86,107 from 86,135
Change-28 (0%)
Value$1.2M (-$171.8K)
Filed 2026-11-04
Centennial Advisors, LLC
INCREASED
Shares37,141 from 34,257
Change+2,884 (+8%)
Value$504.0K (-$29.0K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
NEW
Shares20,000
Change+20,000
Value$257.8K
Filed 2026-10-13
Zega Investments, LLC
INCREASED
Shares14,666 from 13,962
Change+704 (+5%)
Value$199.0K (-$18.2K)
Filed 2026-11-04
Simplex Trading, LLC
NEW
Shares1,990
Change+1,990
Value$27.0K
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares1,620 from 750
Change+870 (+116%)
Value$22.0K (+$10.3K)
Filed 2026-11-04
Kingdom Financial Group Llc.
INCREASED
Shares1,318 from 1,204
Change+114 (+9%)
Value$17.9K (-$854)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares1,140 from 1,041
Change+99 (+10%)
Value$15.5K (-$740)
Filed 2026-10-23
Allworth Financial LP
NEW
Shares532
Change+532
Value$8.3K
Filed 2026-11-06
Avion Wealth
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$6 (-$1)
Filed 2026-11-04
TD Waterhouse Canada Inc.
NEW
Shares1
Change+1
Value$14
Filed 2026-10-16
WealthCare Asset Management, LLC
CLOSED
Shares0 from 14,782
Change-14,782 (-100%)
Value$0 (-$230.0K)
Filed 2026-10-26
Salem Investment Counselors Inc
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-13
Russell Investments Group, Ltd.
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$187)
Filed 2026-11-06
Benjamin Edwards Inc
N/A
Shares— from 115,415
Change-115,415 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 95,746
Change-95,746 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 79,058
Change-79,058 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 33,141
Change-33,141 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 31,244
Change-31,244 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 23,032
Change-23,032 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 21,540
Change-21,540 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,208
Change-19,208 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 427
Change-427 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 305
Change-305 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 10
Change-10 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2
Change-2 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Nicholas Wealth, Llc.
INCREASED214,289195,386+18,903+10%$3.0M$2.9M-$132.3K2026-10-26
Smart Wealth LLC
DECREASED86,10786,135-280%$1.3M$1.2M-$171.8K2026-11-04
Centennial Advisors, LLC
INCREASED37,14134,257+2,884+8%$533.0K$504.0K-$29.0K2026-10-21
Wealth Enhancement Advisory Services, LLC
NEW20,000—+20,000——$257.8K—2026-10-13
Zega Investments, LLC
INCREASED14,66613,962+704+5%$217.2K$199.0K-$18.2K2026-11-04
Simplex Trading, LLC
NEW1,990—+1,990——$27.0K—2026-11-04
EverSource Wealth Advisors, LLC
INCREASED1,620750+870+116%$11.7K$22.0K+$10.3K2026-11-04
Kingdom Financial Group Llc.
INCREASED1,3181,204+114+9%$18.7K$17.9K-$8542026-11-04
Signaturefd, LLC
INCREASED1,1401,041+99+10%$16.2K$15.5K-$7402026-10-23
Allworth Financial LP
NEW532—+532——$8.3K—2026-11-06
Avion Wealth
UNCHANGED50050000%$7$6-$12026-11-04
TD Waterhouse Canada Inc.
NEW1—+1——$14—2026-10-16
WealthCare Asset Management, LLC
CLOSED014,782-14,782-100%$230.0K$0-$230.0K2026-10-26
Salem Investment Counselors Inc
CLOSED0150-150-100%$2.3K$0-$2.3K2026-10-13
Russell Investments Group, Ltd.
CLOSED012-12-100%$187$0-$1872026-11-06
Benjamin Edwards Inc
N/A—115,415-115,415-100%$1.8M———
Scotia Capital Inc.
N/A—95,746-95,746-100%$1.5M———
Jane Street Group, LLC
N/A—79,058-79,058-100%$1.2M———
HRT Financial LP
N/A—33,141-33,141-100%$515.0K———
Owen LaRue, LLC
N/A—31,244-31,244-100%$486.2K———
Mariner, LLC
N/A—23,032-23,032-100%$358.4K———
Ausdal Financial Partners, Inc.
N/A—21,540-21,540-100%$335.2K———
Citadel Advisors LLC
N/A—19,208-19,208-100%$298.9K———
SOA Wealth Advisors, Llc.
N/A—1,585-1,585-100%$24.7K———
Royal Bank of Canada
N/A—427-427-100%$7.0K———
PIN OAK Investment Advisors Inc
N/A—305-305-100%$5———
Luminist Capital LLC
N/A—225-225-100%$3.5K———
Tower Research Capital LLC (TRC)
N/A—10-10-100%$156———
Wells Fargo & Company
N/A—2-2-100%$24———
Swan Capital LLC
N/A—1-1-100%$16———
Morgan Stanley
N/A—1-1-100%$28———
Showing 31 of 31 institutions