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Institutional Holdings
BITBOwnership Summary
Institutions Holding
53
Total Shares Held
683,820
Total Value Held
$21,860,871
Quarter
2026-06-30
Active Positions
Increased Positions
11
397,826 shares
Decreased Positions
12
117,659 shares
Held Positions
13
14,613 shares
New Positions
5
153,722 shares
Sold Out Positions
12
211,973 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 167,659 | $5,342,527 | ▲ +26,738 | 0.51% | 2026-06-30 |
| MAGNOLIA CAPITAL ADVISORS LLC | 152,856 | $4,869,992 | New position | 0.84% | 2026-06-30 |
| HIGHLINE WEALTH PARTNERS LLC | 76,459 | $2,435,984 | ▲ +2,290 | 0.49% | 2026-06-30 |
| JPMORGAN CHASE & CO | 65,712 | $2,151,411 | ▲ +17,454 | 0.00% | 2026-06-30 |
| Palatine Hill Wealth Management, LLC | 41,717 | $1,329,107 | ▼ -3,139 | 1.07% | 2026-06-30 |
| PlanVest Financial, Inc | 23,631 | $752,884 | ▲ +1,244 | 0.50% | 2026-06-30 |
| Farther Finance Advisors, LLC | 20,436 | $651,091 | ▼ -411 | 0.01% | 2026-06-30 |
| Miller Global Investments, LLC | 17,516 | $558,060 | ▲ +5,027 | 0.46% | 2026-06-30 |
| Concentrum Wealth Management | 17,161 | $546,749 | ▼ -3,896 | 0.13% | 2026-06-30 |
| CAPTRUST FINANCIAL ADVISORS | 14,788 | $471,141 | ▼ -35 | 0.00% | 2026-06-30 |
| CARY STREET PARTNERS FINANCIAL LLC | 12,998 | $414,116 | ▼ -150 | 0.01% | 2026-06-30 |
| Archvest Wealth Advisors, Inc. | 12,221 | $389,361 | ▲ +53 | 0.23% | 2026-06-30 |
| Hexagon Capital Partners LLC | 11,405 | $363,363 | ▲ +3,092 | 0.05% | 2026-06-30 |
| DEARBORN PARTNERS LLC | 9,783 | $311,687 | ▲ +1,296 | 0.02% | 2026-06-30 |
| BROWN BROTHERS HARRIMAN & CO | 9,118 | $290,499 | ▲ +1,898 | 0.00% | 2026-06-30 |
| Parallel Advisors, LLC | 5,905 | $188,150 | Unchanged | 0.00% | 2026-06-30 |
| Sankala Group LLC | 4,824 | $169,322 | ▼ -3,441 | 0.11% | 2026-06-30 |
| Richardson Capital Management LLC | 2,584 | $82,326 | ▼ -2,459 | 0.04% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 2,575 | $82,040 | ▲ +200 | 0.00% | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | 2,150 | $68,499 | Unchanged | 0.00% | 2026-06-30 |
| Fairway Wealth LLC | 2,004 | $63,847 | ▼ -310 | 0.01% | 2026-06-30 |
| HOLLENCREST CAPITAL MANAGEMENT | 1,747 | $55,659 | ▲ +46 | 0.00% | 2026-06-30 |
| Turim 21 Investimentos Ltda. | 1,405 | $44,763 | Unchanged | 0.01% | 2026-06-30 |
| Park Place Capital Corp | 1,073 | $34,186 | Unchanged | 0.01% | 2026-06-30 |
| MassMutual Private Wealth & Trust, FSB | 1,000 | $31,860 | Unchanged | 0.00% | 2026-06-30 |
| Ancora Advisors LLC | 1,000 | $31,860 | Unchanged | 0.00% | 2026-06-30 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 737 | $23,481 | Unchanged | 0.00% | 2026-06-30 |
| Lodestone Wealth Management LLC | 589 | $18,766 | ▼ -200 | 0.01% | 2026-06-30 |
| Continuum Advisory, LLC | 570 | $18,160 | New position | 0.00% | 2026-06-30 |
| North Star Investment Management Corp. | 548 | $17,459 | Unchanged | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 443 | $14,099 | ▼ -795 | 0.00% | 2026-06-30 |
| Strengthening Families & Communities, LLC | 292 | $9,303 | Unchanged | 0.00% | 2026-06-30 |
| Olistico Wealth, LLC | 240 | $7,646 | Unchanged | 0.00% | 2026-06-30 |
| IMA Advisory Services, Inc. | 130 | $4,142 | Unchanged | 0.00% | 2026-06-30 |
| COMPASS FINANCIAL MANAGEMENT LLC | 125 | $3,982 | New position | 0.00% | 2026-06-30 |
| LifeSteps Financial, Inc. | 100 | $3,186 | New position | 0.00% | 2026-06-30 |
| MPWM ADVISORY SOLUTIONS, LLC | 91 | $2,899 | Unchanged | 0.00% | 2026-06-30 |
| Nova Wealth Management, Inc. | 75 | $2,390 | ▼ -257 | 0.00% | 2026-06-30 |
| Strive Financial Group ,LLC | 71 | $2,262 | New position | 0.00% | 2026-06-30 |
| Vision Retirement, LLC | 42 | $1,338 | Unchanged | 0.00% | 2026-06-30 |
| Bogart Wealth, LLC | 40 | $1,274 | ▼ -20 | 0.00% | 2026-06-30 |
| Carter Financial Group, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| Broadhurst Jeffrey B | 0 | $0 | Sold out | 2026-06-30 | |
| FLOW TRADERS U.S. LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Integrated Wealth Concepts LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Jump Financial, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Mosley Wealth Management | 0 | $0 | Sold out | 2026-06-30 | |
| Global Wealth Strategies & Associates | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Ascentis Independent Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| ROSSJOHNSON & Associates LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 |