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Valkyrie Bitcoin Miners ETF (WGMI) Institutional Ownership

Valkyrie Bitcoin Miners ETF logo
$52.84 +5.27 (+11.08%)
As of 12:15 PM Eastern
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Institutional Ownership Changes (13F Filings) for Valkyrie Bitcoin Miners ETF (NASDAQ:WGMI)

Current
Institutional Ownership
Percentage
24.15%
Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$31.99M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$4.21M
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WGMI Institutional Buying and Selling by Quarter

Valkyrie Bitcoin Miners ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wealthcare Advisory Partners LLC6,975$440K0.0%-7.9%0.159%
5/19/2026Centaurus Financial Inc.13,297$463K0.0%+1.5%0.218%
5/18/2026Royal Bank of Canada32,224$1.12M0.0%-5.1%0.528%
5/4/2026Objective Capital Management LLC9,100$317K0.3%N/A0.149%
5/2/2026Arlington Capital Management Inc.71,547$2.49M1.4%N/A1.173%
5/1/2026Fifth Third Bancorp12,000$418K0.0%N/A0.202%
4/27/2026Private Advisor Group LLC79,204$2.76M0.0%+62.0%1.354%
4/21/2026Maridea Wealth Management LLC100,716$3.51M0.5%+7.8%1.872%
3/16/2026Osbon Capital Management LLC708$27K0.0%N/A0.010%
2/18/2026Quadrature Capital Ltd119,500$4.57M0.0%N/A1.604%
2/18/2026OLD Mission Capital LLC11,536$441K0.0%N/A0.155%
2/17/2026Royal Bank of Canada33,944$1.30M0.0%+131.2%0.456%
2/13/2026Stifel Financial Corp11,370$435K0.0%+95.1%0.153%
2/12/2026Commonwealth Equity Services LLC32,428$1.24M0.0%-36.6%0.435%
2/12/2026Renaissance Technologies LLC15,600$597K0.0%N/A0.209%
2/12/2026Steward Partners Investment Advisory LLC19,057$729K0.0%+1.5%0.256%
2/12/2026Bank of Montreal Can12,330$472K0.0%+163.7%0.166%
2/11/2026LPL Financial LLC73,462$2.81M0.0%+311.6%0.986%
2/9/2026Atlatl Advisers LLC25,178$964K0.4%+5.9%0.338%
2/6/2026HighTower Advisors LLC7,761$297K0.0%+51.9%0.104%
2/5/2026Mission Wealth Management LP9,036$346K0.0%N/A0.121%
1/29/2026Comerica Bank10,000$383K0.0%N/A0.135%
1/14/2026 Wealthcare Advisory Partners LLC9,475$363K0.0%-31.4%0.142%
1/8/2026Maridea Wealth Management LLC93,388$3.57M0.5%+36.1%1.564%
1/1/2026JPMorgan Chase & Co.5,573$247K0.0%+1,303.8%0.074%
11/26/2025Strategic Advocates LLC1,800$80K0.0%N/A0.024%
11/20/2025Centaurus Financial Inc.17,477$773K0.0%-4.9%0.232%
11/17/2025FWL Investment Management LLC1,631$72K0.0%-40.9%0.022%
11/14/2025Arlington Capital Management Inc.77,575$3.43M2.2%N/A1.030%
11/14/2025Two Sigma Investments LP140,000$6.19M0.0%N/A1.859%
11/13/2025Private Advisor Group LLC119,600$5.29M0.0%+70.7%1.588%
11/12/2025Cresset Asset Management LLC27,476$1.22M0.0%+2.1%0.365%
11/7/2025Maridea Wealth Management LLC68,614$3.04M0.5%-20.5%0.911%
11/7/2025 Wealthcare Advisory Partners LLC13,820$611K0.0%N/A0.184%
11/7/2025JPMorgan Chase & Co.5,573$247K0.0%+1,303.8%0.074%
11/4/2025Atlatl Advisers LLC23,785$1.05M0.4%-22.9%0.319%
10/28/2025Nwam LLC28,685$1.27M0.1%+9.7%0.410%
10/24/2025Redwood Wealth Management Group LLC52,283$2.31M1.0%-27.4%0.740%
10/16/2025Blue Trust Inc.3,878$172K0.0%+157.7%0.056%
10/15/2025 Client First Investment Management LLC20,284$897K0.5%N/A0.307%
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10/10/2025Matauro LLC12,507$553K0.1%-67.8%0.190%
9/12/2025 Valeo Financial Advisors LLC30,000$682K0.0%N/A0.417%
8/29/2025Centaurus Financial Inc.18,382$418K0.0%+7.0%0.255%
8/13/2025Cresset Asset Management LLC26,913$612K0.0%+108.9%0.374%
8/12/2025Steward Partners Investment Advisory LLC16,253$370K0.0%N/A0.226%
8/7/2025Nwam LLC26,145$595K0.0%+28.9%0.363%
7/30/2025 FNY Investment Advisers LLC3,150$71K0.0%N/A0.041%
7/28/2025Axxcess Wealth Management LLC40,000$910K0.0%+14.3%0.523%
7/22/2025 Valeo Financial Advisors LLC30,000$682K0.0%N/A0.375%
7/21/2025Matauro LLC38,861$884K0.2%+11.3%0.486%
7/16/2025Maridea Wealth Management LLC86,361$1.96M0.5%+4.4%1.028%
5/15/2025Alamea Verwaltungs GmbH25,000$319K0.3%N/A0.277%
5/13/2025Cresset Asset Management LLC12,886$165K0.0%+22.9%0.143%
5/7/2025Maridea Wealth Management LLC82,739$1.06M0.3%+124.6%0.917%
5/5/2025Nwam LLC20,286$259K0.0%+4.0%0.225%
4/30/2025Axxcess Wealth Management LLC35,000$447K0.0%N/A0.391%
4/16/2025Matauro LLC34,905$446K0.1%N/A0.421%
3/12/2025Centaurus Financial Inc.16,729$371K0.0%-5.4%0.197%
2/18/2025GTS Securities LLC54,136$1.20M0.1%+57.8%0.638%
2/17/2025FWL Investment Management LLC1,300$29K0.0%N/A0.015%
2/17/2025Cresset Asset Management LLC10,486$233K0.0%N/A0.124%
2/17/2025BOKF NA1,430$33K0.0%N/A0.017%
2/14/2025Tower Research Capital LLC TRC7,777$173K0.0%N/A0.092%
2/13/2025Advisory Services Network LLC11,666$259K0.0%N/A0.138%
2/13/2025Bank of Montreal Can11,849$263K0.0%N/A0.140%
2/12/2025Maridea Wealth Management LLC36,838$817K0.3%N/A0.434%
2/10/2025Commonwealth Equity Services LLC125,256$2.78M0.0%+26.3%1.477%
2/7/2025Vista Investment Partners II LLC15,248$338K0.2%N/A0.180%
2/5/2025Nwam LLC19,512$433K0.0%+7.3%0.231%
2/3/2025Thompson Davis & CO. Inc.11,069$246K0.2%N/A0.131%
1/30/2025Blue Trust Inc.1,505$33K0.0%N/A0.017%
1/27/2025Redwood Wealth Management Group LLC26,715$592K0.3%+32.9%0.312%
11/12/2024Centaurus Financial Inc.17,689$336K0.0%N/A0.245%
11/12/2024Nwam LLC18,179$346K0.0%N/A0.252%
10/11/2024Creative Planning150,746$2.87M0.0%+1,008.8%2.210%
10/11/2024VitalStone Financial LLC40,642$773K0.5%-4.5%0.596%
8/8/2024VitalStone Financial LLC42,559$901K0.7%+114.0%0.686%
6/11/2024EverSource Wealth Advisors LLC2,500$46K0.0%N/A0.045%
5/16/2024Jane Street Group LLC310,656$5.69M0.0%+2,037.7%5.648%
5/7/2024Redwood Wealth Management Group LLC15,600$285K0.3%N/A0.284%
5/6/2024VitalStone Financial LLC19,883$364K0.3%+1,589.3%0.362%
4/29/2024Commonwealth Equity Services LLC91,714$1.68M0.0%N/A1.668%


WGMI Institutional Ownership - Frequently Asked Questions

During the previous two years, 43 institutional investors and hedge funds held shares of Valkyrie Bitcoin Miners ETF. The most heavily invested institutionals were Two Sigma Investments LP ($6.19M), Quadrature Capital Ltd ($4.57M), Maridea Wealth Management LLC ($3.51M), Creative Planning ($2.87M), LPL Financial LLC ($2.81M), Private Advisor Group LLC ($2.76M), and Arlington Capital Management Inc. ($2.49M).Learn more on Valkyrie Bitcoin Miners ETF's institutional investors.

24.15% of Valkyrie Bitcoin Miners ETF's stock is owned by institutional investors. Learn more on WGMI's institutional investor holdings.

Of the 43 institutional investors that purchased Valkyrie Bitcoin Miners ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arlington Capital Management Inc. ($149.12K), Two Sigma Investments LP ($140K), Creative Planning ($137.15K), Quadrature Capital Ltd ($119.50K), Maridea Wealth Management LLC ($118.46K), Private Advisor Group LLC ($79.84K), and Valeo Financial Advisors LLC ($60K).

Institutional investors have bought a total of 842,311 shares in the last 24 months. This purchase volume represents approximately $31.99M in transactions.

Of the 9 institutional investors that sold Valkyrie Bitcoin Miners ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Matauro LLC ($26.35K), Redwood Wealth Management Group LLC ($19.76K), Commonwealth Equity Services LLC ($18.73K), Maridea Wealth Management LLC ($17.75K), Atlatl Advisers LLC ($7.07K), Wealthcare Advisory Partners LLC ($4.95K), and Royal Bank of Canada ($1.72K).

Institutional investors have sold a total of 98,352 shares in the last 24 months. This volume of shares sold represents approximately $4.21M in transactions.


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This page (NASDAQ:WGMI) was last updated on 7/20/2026 by MarketBeat.com Staff.
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