WGMI Institutional Ownership & Shareholders
VALKYRIE BITCOIN MINERS ETF (WGMI) is currently held by 50 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $65.13M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Susquehanna International Group, Llp is currently the largest disclosed institutional shareholder of WGMI tracked by InsiderSet, reporting ownership valued at approximately $12.26M 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 $5.52M, representing an estimated loss of -54.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed WGMI value among the investors covered in this analysis. Major shareholders include Susquehanna International Group, Llp, Lpl Financial Llc, D. E. Shaw & Co., Inc., and several other long-term asset managers with concentrated positions in VALKYRIE BITCOIN MINERS ETF (WGMI).
This page ranks the largest institutional WGMI 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
50
Total Reported Value
$65.13M
Largest Holder
Susquehanna International Group, Llp
Largest Position
$12.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Susquehanna International Group, Llp | 0.01% | 194,310 | $12,255,132 | $5,520,347 | -$6,734,785 | -54.95% | |
| Lpl Financial Llc | 0.00% | 117,932 | $7,437,971 | $3,350,448 | -$4,087,523 | -54.95% | |
| D. E. Shaw & Co., Inc. | 0.00% | 108,475 | $6,841,518 | $3,081,775 | -$3,759,743 | -54.95% | |
| Maridea Wealth Management Llc | 0.56% | 81,042 | $5,111,293 | $2,302,403 | -$2,808,890 | -54.95% | |
| Citadel Advisors Llc | 0.00% | 70,720 | $4,460,310 | $2,009,155 | -$2,451,155 | -54.95% | |
| Jane Street Group, Llc | 0.00% | 54,531 | $3,439,270 | $1,549,226 | -$1,890,044 | -54.95% | |
| Gts Securities Llc | 0.07% | 52,487 | $3,310,355 | $1,491,156 | -$1,819,199 | -54.95% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 47,544 | $2,998,600 | $1,350,725 | -$1,647,875 | -54.95% |
| Royal Bank Of Canada | 0.00% | 30,469 | $1,922,000 | $865,624 | -$1,056,376 | -54.96% | |
| Parallax Volatility Advisers, L.P. | 0.07% | 28,001 | $1,766,023 | $795,508 | -$970,515 | -54.95% | |
| Cresset Asset Management, Llc | 0.01% | 26,164 | $1,650,163 | $743,319 | -$906,844 | -54.95% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 25,819 | $1,628,414 | $733,518 | -$894,896 | -54.96% | |
| Mml Investors Services, Llc | 0.00% | 19,921 | $1,256,420 | $565,956 | -$690,464 | -54.95% | |
| Axxcess Wealth Management, Llc | 0.05% | 25,000 | $1,123,250 | $710,250 | -$413,000 | -36.77% | |
| Bank Of Montreal | 0.00% | 17,355 | $1,094,580 | $493,056 | -$601,524 | -54.95% | |
| Atlatl Advisers Llc | 0.22% | 21,030 | $944,878 | $597,462 | -$347,416 | -36.77% | |
| Fifth Third Bancorp | 0.00% | 12,000 | $756,840 | $340,920 | -$415,920 | -54.95% | |
| Stifel Financial Corp | 0.00% | 10,614 | $669,430 | $301,544 | -$367,886 | -54.96% | |
| Blue Jean Financial Llc | 0.41% | 14,832 | $666,402 | $421,377 | -$245,025 | -36.77% | |
| Jpmorgan Chase & Co | 0.00% | 9,599 | $611,456 | $272,708 | -$338,748 | -55.40% | |
| Quadrature Capital Ltd | 0.01% | 9,653 | $608,815 | $274,242 | -$334,573 | -54.95% | |
| Osbon Capital Management Llc | 0.39% | 7,916 | $499,276 | $224,894 | -$274,382 | -54.96% | |
| Hrt Financial Lp | 0.00% | 7,435 | $468,000 | $211,228 | -$256,772 | -54.87% | |
| Wealthspire Advisors, Llc | 0.00% | 6,816 | $429,886 | $193,643 | -$236,243 | -54.95% | |
| Old Mission Capital Llc | 0.01% | 5,752 | $362,778 | $163,414 | -$199,364 | -54.95% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,828 | $351,720 | $222,393 | -$129,327 | -36.77% | |
| Compass Capital Corp | 0.11% | 6,838 | $337,400 | $194,268 | -$143,132 | -42.42% | |
| Optima Capital Llc | 0.13% | 7,457 | $335,043 | $211,853 | -$123,190 | -36.77% | |
| Navis Wealth Advisors, Llc | 0.11% | 4,727 | $298,136 | $134,294 | -$163,842 | -54.96% | |
| Nwam Llc | 0.01% | 4,549 | $286,905 | $129,237 | -$157,668 | -54.95% | |
| Wealthcare Advisory Partners Llc | 0.00% | 5,850 | $262,840 | $166,199 | -$96,642 | -36.77% | |
| Morgan Stanley | 0.00% | 3,446 | $217,339 | $97,901 | -$119,438 | -54.95% | |
| Private Wealth Asset Management, Llc | 0.02% | 2,500 | $157,675 | $71,025 | -$86,650 | -54.95% | |
| Blue Trust, Inc. | 0.00% | 3,335 | $149,842 | $94,747 | -$55,095 | -36.77% | |
| Farther Finance Advisors, Llc | 0.00% | 2,556 | $114,841 | $72,616 | -$42,225 | -36.77% | |
| Strategic Advocates Llc | 0.44% | 1,800 | $113,526 | $51,138 | -$62,388 | -54.95% | |
| Fwl Investment Management, Llc | 0.02% | 1,608 | $101,406 | $45,683 | -$55,723 | -54.95% | |
| Barclays Plc | 0.00% | 500 | $31,535 | $14,205 | -$17,330 | -54.95% | |
| Osaic Holdings, Inc. | 0.00% | 281 | $17,722 | $7,983 | -$9,739 | -54.95% | |
| Arax Advisory Partners | 0.00% | 200 | $12,614 | $5,682 | -$6,932 | -54.95% | |
| Mcguire Capital Advisors Inc | 0.00% | 116 | $7,316 | $3,296 | -$4,020 | -54.95% | |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | 0.00% | 109 | $6,875 | $3,097 | -$3,778 | -54.96% | |
| Us Bancorp \De\ | 0.00% | 75 | $4,730 | $2,131 | -$2,599 | -54.95% | |
| Harbour Investments, Inc. | 0.00% | 48 | $3,027 | $1,364 | -$1,663 | -54.95% | |
| Ubs Group Ag | 0.00% | 16 | $1,009 | $455 | -$554 | -54.95% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 5,318 | $239 | $151,084 | +$150,845 | +63115.22% | |
| Continuum Advisory, Llc | 0.00% | 3 | $189 | $85 | -$104 | -54.90% | |
| Fny Investment Advisers, Llc | 0.02% | 1,863 | $83 | $52,928 | +$52,845 | +63668.47% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $83 | $28 | -$55 | -65.77% | |
| Rossby Financial, Lcc | 0.00% | 1 | $63 | $28 | -$35 | -54.90% |
Frequently asked questions about WGMI
Who are the largest institutional holders of WGMI?
The largest institutional holders of WGMI reported in the latest SEC Form 13F filings include Susquehanna International Group, Llp, Lpl Financial Llc, D. E. Shaw & Co., Inc., Maridea Wealth Management Llc, and Citadel Advisors Llc. InsiderSet ranks institutional holders by their latest reported WGMI position.
What is WGMI institutional ownership?
This page tracks WGMI positions reported by institutional investment managers through SEC Form 13F. VALKYRIE BITCOIN MINERS ETF (WGMI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WGMI?
InsiderSet currently tracks 50 institutional managers reporting WGMI 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 WGMI shareholders.
How much WGMI stock do institutions own?
Institutional investment managers disclosed approximately $65.13M in WGMI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WGMI institutional ownership last updated?
The latest WGMI 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 WGMI 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 WGMI position after the reporting date.
Are institutions buying or selling WGMI?
Institutional buying and selling can be analyzed by comparing WGMI positions across consecutive 13F reporting periods. InsiderSet's WGMI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WGMI ownership changes.
How has WGMI institutional ownership changed over time?
InsiderSet tracks WGMI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.