NICHOLAS CRYPTO INCOME ETF (BLOX) Institutional Shareholders

NICHOLAS CRYPTO INCOME ETF (BLOX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $11.84M in BLOX holdings during the latest filing period.

Nicholas Wealth, Llc. is currently the largest disclosed institutional shareholder of BLOX tracked by InsiderSet, reporting ownership valued at approximately $3.04M in its June 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 $2.81M, representing an estimated loss of -7.46% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 94% 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

26

Total Reported Value

$11.84M

Largest Holder

Nicholas Wealth, Llc.

Largest Position

$3.04M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

37

Funds Exiting Positions

1

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Nicholas Wealth, Llc.1.67%195,386$3,040,210$2,813,558-$226,652-7.46%
Benjamin Edwards Inc0.02%115,415$1,795,736$1,661,976-$133,760-7.45%
Scotia Capital Inc.0.01%95,746$1,491,315$1,378,742-$112,573-7.55%
Smart Wealth Llc0.29%86,135$1,340,267$1,240,344-$99,923-7.46%
Jane Street Group, Llc0.00%79,058$1,230,142$1,138,435-$91,707-7.45%
Centennial Advisors, Llc0.64%34,257$533,036$493,301-$39,735-7.45%
Hrt Financial Lp0.00%33,141$515,000$477,230-$37,770-7.33%
Owen Larue, Llc0.17%31,244$486,151$449,914-$36,237-7.45%
Mariner, Llc0.00%23,032$358,380$331,661-$26,719-7.46%
Ausdal Financial Partners, Inc.0.01%21,540$335,162$310,176-$24,986-7.45%
Citadel Advisors Llc0.00%19,208$298,876$276,595-$22,281-7.45%
Zega Investments, Llc0.04%13,962$217,247$201,053-$16,194-7.45%
Wealthcare Asset Management, Llc0.10%7,391$115,004$106,430-$8,574-7.46%
Soa Wealth Advisors, Llc.0.00%1,585$24,669$22,824-$1,845-7.48%
Kingdom Financial Group Llc.0.00%1,204$18,739$17,338-$1,401-7.48%
Signaturefd, Llc0.00%1,041$16,205$14,990-$1,215-7.50%
Avion Wealth0.00%500$7,000$7,200+$200+2.86%
Royal Bank Of Canada0.00%427$7,000$6,149-$851-12.16%
Luminist Capital Llc0.00%225$3,501$3,240-$261-7.46%
Salem Investment Counselors Inc0.00%150$2,334$2,160-$174-7.46%
Russell Investments Group, Ltd.0.00%12$187$173-$14-7.59%
Tower Research Capital Llc (Trc)0.00%10$156$144-$12-7.69%
Morgan Stanley0.00%1$28$14-$14-48.57%
Wells Fargo & Company/Mn0.00%2$24$29+$5+20.00%
Swan Capital Llc0.00%1$16$14-$2-10.00%
Pin Oak Investment Advisors Inc0.00%305$5$4,392+$4,387+87740.00%
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Frequently asked questions about BLOX

  • Who owns the most BLOX stock?

    The largest holders of BLOX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NICHOLAS CRYPTO INCOME ETF (BLOX).

  • Is BLOX widely held by superinvestors?

    Many widely followed stocks like BLOX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BLOX is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.