BLOX Institutional Ownership & Shareholders
NICHOLAS CRYPTO INCOME ETF (BLOX) is currently held by 28 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.67M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Nicholas Wealth, Llc. is currently the largest disclosed institutional shareholder of BLOX tracked by InsiderSet, reporting ownership valued at approximately $2.91M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.28M, representing an estimated loss of -21.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed BLOX value among the investors covered in this analysis. Major shareholders include Nicholas Wealth, Llc., Benjamin Edwards Inc, Scotia Capital Inc., and several other long-term asset managers with concentrated positions in NICHOLAS CRYPTO INCOME ETF (BLOX).
This page ranks the largest institutional BLOX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
28
Total Reported Value
$11.67M
Largest Holder
Nicholas Wealth, Llc.
Largest Position
$2.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Nicholas Wealth, Llc. | 1.52% | 214,289 | $2,907,904 | $2,275,749 | -$632,155 | -21.74% | |
| Benjamin Edwards Inc | 0.02% | 115,415 | $1,795,736 | $1,225,707 | -$570,029 | -31.74% | |
| Scotia Capital Inc. | 0.01% | 95,746 | $1,491,315 | $1,016,823 | -$474,492 | -31.82% | |
| Jane Street Group, Llc | 0.00% | 79,058 | $1,230,142 | $839,596 | -$390,546 | -31.75% | |
| Smart Wealth Llc | 0.24% | 86,107 | $1,168,478 | $914,456 | -$254,022 | -21.74% | |
| Hrt Financial Lp | 0.00% | 33,141 | $515,000 | $351,957 | -$163,043 | -31.66% | |
| Centennial Advisors, Llc | 0.60% | 37,141 | $504,005 | $394,437 | -$109,568 | -21.74% | |
| Owen Larue, Llc | 0.17% | 31,244 | $486,151 | $331,811 | -$154,340 | -31.75% | |
| Mariner, Llc | 0.00% | 23,032 | $358,380 | $244,600 | -$113,780 | -31.75% | |
| Ausdal Financial Partners, Inc. | 0.01% | 21,540 | $335,162 | $228,755 | -$106,407 | -31.75% | |
| Citadel Advisors Llc | 0.00% | 19,208 | $298,876 | $203,989 | -$94,887 | -31.75% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,000 | $257,800 | $212,400 | -$45,400 | -17.61% | |
| Zega Investments, Llc | 0.04% | 14,666 | $199,015 | $155,753 | -$43,262 | -21.74% | |
| Simplex Trading, Llc | 0.00% | 1,990 | $27,004 | $21,134 | -$5,870 | -21.74% | |
| Soa Wealth Advisors, Llc. | 0.00% | 1,585 | $24,669 | $16,833 | -$7,836 | -31.77% | |
| Eversource Wealth Advisors, Llc | 0.00% | 1,620 | $21,988 | $17,204 | -$4,784 | -21.76% | |
| Kingdom Financial Group Llc. | 0.00% | 1,318 | $17,885 | $13,997 | -$3,888 | -21.74% | |
| Signaturefd, Llc | 0.00% | 1,140 | $15,465 | $12,107 | -$3,358 | -21.71% | |
| Royal Bank Of Canada | 0.00% | 427 | $7,000 | $4,535 | -$2,465 | -35.22% | |
| Luminist Capital Llc | 0.00% | 225 | $3,501 | $2,390 | -$1,112 | -31.75% | |
| Russell Investments Group, Ltd. | 0.00% | 12 | $187 | $127 | -$60 | -31.85% | |
| Tower Research Capital Llc (Trc) | 0.00% | 10 | $156 | $106 | -$50 | -31.92% | |
| Morgan Stanley | 0.00% | 1 | $28 | $11 | -$17 | -62.07% | |
| Wells Fargo & Company/Mn | 0.00% | 2 | $24 | $21 | -$3 | -11.50% | |
| Swan Capital Llc | 0.00% | 1 | $16 | $11 | -$5 | -33.63% | |
| Td Waterhouse Canada Inc. | 0.00% | 1 | $14 | $11 | -$3 | -24.14% | |
| Avion Wealth | 0.00% | 500 | $6 | $5,310 | +$5,304 | +88400.00% | |
| Pin Oak Investment Advisors Inc | 0.00% | 305 | $5 | $3,239 | +$3,234 | +64682.00% |
Frequently asked questions about BLOX
Who are the largest institutional holders of BLOX?
The largest institutional holders of BLOX reported in the latest SEC Form 13F filings include Nicholas Wealth, Llc., Benjamin Edwards Inc, Scotia Capital Inc., Jane Street Group, Llc, and Smart Wealth Llc. InsiderSet ranks institutional holders by their latest reported BLOX position.
What is BLOX institutional ownership?
This page tracks BLOX positions reported by institutional investment managers through SEC Form 13F. NICHOLAS CRYPTO INCOME ETF (BLOX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BLOX?
InsiderSet currently tracks 28 institutional managers reporting BLOX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BLOX shareholders.
How much BLOX stock do institutions own?
Institutional investment managers disclosed approximately $11.67M in BLOX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BLOX institutional ownership last updated?
The latest BLOX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BLOX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BLOX position after the reporting date.
Are institutions buying or selling BLOX?
Institutional buying and selling can be analyzed by comparing BLOX positions across consecutive 13F reporting periods. InsiderSet's BLOX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BLOX ownership changes.
How has BLOX institutional ownership changed over time?
InsiderSet tracks BLOX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.