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Business Summary
Filings
Ownership
Valuation
Ownership — BITW
Institutional Holdings
Insider Transactions
US Institutional Ownership
21.2%
Institution
Shares
Value
Ownership %
Change
Filing Date
LPL Financial LLC
527.6K
$19.0M
3.73%
-6.0K
2026-06-30
Yarbrough Capital, LLC
498.5K
$18.0M
3.52%
--
2026-06-30
JANE STREET GROUP, LLC
191.3K
$7.0M
1.35%
+22.3K
2026-06-30
Cetera Investment Advisers
134.8K
$5.0M
0.95%
+10.8K
2026-06-30
Mariner, LLC
116.5K
$4.0M
0.82%
-6.5K
2026-06-30
INTRINSIC EDGE CAPITAL MANAGEMENT LLC
105.4K
$3.0M
0.75%
--
2026-06-30
BRANDYWINE OAK PRIVATE WEALTH LLC
105.0K
$3.0M
0.74%
+3.2K
2026-06-30
Kesler, Norman & Wride, LLC
87.3K
$3.0M
0.62%
--
2026-06-30
Werba Rubin Papier Wealth Management
77.2K
$2.0M
0.55%
-10.3K
2026-06-30
INDEPENDENT FINANCIAL GROUP, LLC
71.9K
$2.0M
0.51%
+36.7K
2026-06-30
WCG Wealth Advisors LLC
63.6K
$2.0M
0.45%
-4.2K
2026-06-30
Western Wealth Management, LLC
63.6K
$2.0M
0.45%
-3.1K
2026-06-30
NewEdge Advisors, LLC
42.0K
$1.0M
0.30%
-17.1K
2026-06-30
NORTHERN TRUST CORP
38.8K
$1.0M
0.27%
--
2026-06-30
Savvy Advisors, Inc.
38.5K
$1.0M
0.27%
+74
2026-06-30
Strategic Family Wealth Counselors, L.L.C.
34.1K
$1.0M
0.24%
-712
2026-06-30
FIDUCIARY FINANCIAL ADVISORS
32.5K
$1.0M
0.23%
--
2026-06-30
Virtu Financial LLC
32.3K
$1.0M
0.23%
+1.6K
2026-06-30
Claro Advisors Inc.
30.5K
$1.0M
0.22%
-1.3K
2026-06-30
FLOW TRADERS U.S. LLC
29.5K
$1.0M
0.21%
+8.8K
2026-06-30
Exit Wealth Advisors, LLC.
29.4K
$1.0M
0.21%
-3.8K
2026-06-30
Cambridge Advisors Inc.
27.8K
$1.0M
0.20%
+658
2026-06-30
Atria Investments, Inc
25.5K
--
0.18%
+1.9K
2026-06-30
Souders Financial Advisors
24.6K
--
0.17%
+5.5K
2026-06-30
Private Advisor Group, LLC
20.4K
--
0.14%
-819
2026-06-30
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