← All institutions
Institutional Holdings
BITWOwnership Summary
Institutions Holding
137
Total Shares Held
2,888,859
Total Value Held
$106,271,511
Quarter
2026-06-30
Active Positions
Increased Positions
28
862,030 shares
Decreased Positions
30
1,108,547 shares
Held Positions
37
743,452 shares
New Positions
15
174,830 shares
Sold Out Positions
27
1,200,969 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| LPL Financial LLC | 527,571 | $19,826,118 | ▼ -5,958 | 0.00% | 2026-06-30 |
| Yarbrough Capital, LLC | 498,495 | $18,733,442 | Unchanged | 0.56% | 2026-06-30 |
| JANE STREET GROUP, LLC | 191,298 | $7,188,979 | ▲ +22,305 | 0.00% | 2026-06-30 |
| Cetera Investment Advisers | 134,755 | $5,064,093 | ▲ +10,819 | 0.00% | 2026-06-30 |
| Mariner, LLC | 116,479 | $4,377,281 | ▼ -6,537 | 0.00% | 2026-06-30 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 105,432 | $3,962,135 | Unchanged | 0.41% | 2026-06-30 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 104,972 | $3,944,838 | ▲ +3,200 | 0.30% | 2026-06-30 |
| Kesler, Norman & Wride, LLC | 87,252 | $3,278,930 | New position | 0.52% | 2026-06-30 |
| Werba Rubin Papier Wealth Management | 77,246 | $2,902,905 | ▼ -10,303 | 0.35% | 2026-06-30 |
| INDEPENDENT FINANCIAL GROUP, LLC | 71,886 | $2,701,465 | ▲ +33,936 | 0.05% | 2026-06-30 |
| WCG Wealth Advisors LLC | 63,630 | $2,391,221 | ▼ -4,220 | 0.06% | 2026-06-30 |
| NewEdge Advisors, LLC | 41,976 | $1,577,458 | ▼ -11,834 | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 38,786 | $1,457,578 | Unchanged | 0.00% | 2026-06-30 |
| Savvy Advisors, Inc. | 38,486 | $1,446,304 | ▲ +74 | 0.03% | 2026-06-30 |
| Strategic Family Wealth Counselors, L.L.C. | 34,052 | $1,279,675 | ▼ -712 | 0.30% | 2026-06-30 |
| FIDUCIARY FINANCIAL ADVISORS | 32,475 | $1,220,410 | New position | 0.12% | 2026-06-30 |
| Claro Advisors Inc. | 30,513 | $1,146,679 | ▼ -1,341 | 0.12% | 2026-06-30 |
| Exit Wealth Advisors, LLC. | 29,387 | $1,104,363 | ▼ -3,803 | 0.50% | 2026-06-30 |
| Cambridge Advisors Inc. | 27,815 | $1,045,288 | ▲ +658 | 0.18% | 2026-06-30 |
| Atria Investments, Inc | 25,465 | $956,975 | ▲ +1,947 | 0.01% | 2026-06-30 |
| Souders Financial Advisors | 24,576 | $923,566 | ▲ +5,534 | 0.09% | 2026-06-30 |
| Private Advisor Group, LLC | 20,428 | $767,687 | ▼ -819 | 0.00% | 2026-06-30 |
| Founders Capital Management | 20,406 | $766,857 | ▲ +802 | 0.33% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 19,991 | $751,253 | ▲ +5,557 | 0.00% | 2026-06-30 |
| Soltis Investment Advisors LLC | 19,844 | $745,748 | ▼ -2,049 | 0.04% | 2026-06-30 |
| WealthPlan Investment Management, LLC | 17,883 | $672,043 | ▲ +3,466 | 0.03% | 2026-06-30 |
| Pallas Capital Advisors LLC | 17,714 | $665,692 | Unchanged | 0.02% | 2026-06-30 |
| Elser Financial Planning, Inc | 15,861 | $596,056 | Unchanged | 0.03% | 2026-06-30 |
| Perigon Wealth Management, LLC | 15,518 | $583,166 | ▲ +1,559 | 0.01% | 2026-06-30 |
| Beacon Pointe Advisors, LLC | 15,490 | $582,115 | ▼ -476 | 0.00% | 2026-06-30 |
| Global Retirement Partners, LLC | 15,296 | $574,824 | ▲ +300 | 0.01% | 2026-06-30 |
| Revolve Wealth Partners, LLC | 13,792 | $518,303 | ▼ -53 | 0.05% | 2026-06-30 |
| Kestra Advisory Services, LLC | 13,692 | $514,545 | ▲ +2,934 | 0.00% | 2026-06-30 |
| One Charles Private Wealth Services, LLC | 13,005 | $488,728 | Unchanged | 0.11% | 2026-06-30 |
| Indivisible Partners | 12,955 | $486,849 | New position | 0.03% | 2026-06-30 |
| Cresset Asset Management, LLC | 12,690 | $476,890 | ▼ -196 | 0.00% | 2026-06-30 |
| Visionary Wealth Advisors | 12,531 | $470,915 | ▲ +355 | 0.02% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 11,947 | $448,965 | ▲ +1,005 | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 11,925 | $448,142 | Unchanged | 0.02% | 2026-06-30 |
| Corient Private Wealth LP | 11,777 | $442,215 | ▼ -1,431 | 0.00% | 2026-06-30 |
| Belpointe Asset Management LLC | 11,747 | $441,452 | ▼ -150 | 0.01% | 2026-06-30 |
| Pasadena Private Wealth, LLC | 11,645 | $437,619 | ▼ -8,171 | 0.06% | 2026-06-30 |
| Modern Wealth Management, LLC | 11,058 | $415,560 | ▲ +3,603 | 0.00% | 2026-06-30 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 9,779 | $367,505 | New position | 0.00% | 2026-06-30 |
| Archer Investment Management, LLC | 9,526 | $357,987 | ▼ -2,018 | 0.12% | 2026-06-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8,402 | $344,896 | ▲ +358 | 0.00% | 2026-06-30 |
| Well Done, LLC | 9,068 | $340,776 | ▲ +3 | 0.05% | 2026-06-30 |
| Wealth Alliance Advisory Group, LLC | 8,891 | $334,124 | Unchanged | 0.05% | 2026-06-30 |
| Balance Wealth Partners LLC | 8,677 | $326,096 | New position | 0.09% | 2026-06-30 |
| Kraft, Davis & Associates, LLC | 7,540 | $300,319 | ▼ -45 | 0.06% | 2026-06-30 |
| Financial Engines Advisors L.L.C. | 7,414 | $278,618 | ▼ -29 | 0.00% | 2026-06-30 |
| Waverly Advisors, LLC | 7,371 | $277,002 | ▲ +699 | 0.00% | 2026-06-30 |
| GREAT VALLEY ADVISOR GROUP, INC. | 7,350 | $276,473 | ▲ +195 | 0.00% | 2026-06-30 |
| Independent Advisor Alliance | 6,794 | $255,320 | ▲ +616 | 0.01% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,772 | $254,492 | New position | 0.00% | 2026-06-30 |
| Avidian Wealth Enterprises, LLC | 6,673 | $250,771 | ▼ -687 | 0.01% | 2026-06-30 |
| Parallel Advisors, LLC | 6,559 | $246,487 | ▼ -300 | 0.00% | 2026-06-30 |
| INSIGNEO ADVISORY SERVICES, LLC | 6,345 | $238,445 | ▼ -412 | 0.01% | 2026-06-30 |
| ADE, LLC | 6,325 | $237,694 | Unchanged | 0.10% | 2026-06-30 |
| Tortuga Wealth Management, Inc | 6,300 | $236,754 | New position | 0.18% | 2026-06-30 |
| Crumly & Associates Inc. | 6,214 | $233,522 | ▼ -2 | 0.04% | 2026-06-30 |
| Creative Planning | 6,043 | $227,096 | ▼ -300 | 0.00% | 2026-06-30 |
| Rose Capital Advisors LLC | 5,821 | $218,753 | New position | 0.11% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 5,699 | $214,168 | ▼ -323 | 0.00% | 2026-06-30 |
| Box Hill Private Wealth LLC | 5,572 | $209,396 | Unchanged | 0.17% | 2026-06-30 |
| Turim 21 Investimentos Ltda. | 5,062 | $190,230 | Unchanged | 0.03% | 2026-06-30 |
| Farther Finance Advisors, LLC | 3,296 | $123,864 | ▼ -1,252 | 0.00% | 2026-06-30 |
| BROWN BROTHERS HARRIMAN & CO | 3,030 | $113,867 | Unchanged | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 2,938 | $110,407 | ▼ -1,070 | 0.00% | 2026-06-30 |
| IFG Advisory, LLC | 2,606 | $97,934 | ▲ +2,176 | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 2,593 | $97,445 | Unchanged | 0.00% | 2026-06-30 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2,000 | $75,160 | Unchanged | 0.00% | 2026-06-30 |
| North Star Investment Management Corp. | 1,950 | $73,281 | Unchanged | 0.00% | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | 1,930 | $72,529 | New position | 0.01% | 2026-06-30 |
| Clearstead Advisors, LLC | 1,632 | $61,331 | New position | 0.00% | 2026-06-30 |
| FIRST COMMUNITY TRUST NA | 1,500 | $56,370 | Unchanged | 0.03% | 2026-06-30 |
| Allworth Financial LP | 1,183 | $44,458 | Unchanged | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 1,052 | $39,534 | ▼ -2,349 | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 881 | $34,042 | ▼ -84 | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 792 | $29,763 | Unchanged | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 765 | $28,749 | ▲ +46 | 0.00% | 2026-06-30 |
| Wilmington Savings Fund Society, FSB | 701 | $26,344 | Unchanged | 0.00% | 2026-06-30 |
| MATHER GROUP, LLC. | 430 | $16,159 | Unchanged | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 375 | $14,093 | New position | 0.00% | 2026-06-30 |
| Larson Financial Group LLC | 298 | $11,199 | Unchanged | 0.00% | 2026-06-30 |
| JNBA Financial Advisors | 255 | $9,583 | Unchanged | 0.00% | 2026-06-30 |
| Strengthening Families & Communities, LLC | 240 | $9,019 | Unchanged | 0.00% | 2026-06-30 |
| HOLLENCREST CAPITAL MANAGEMENT | 225 | $8,456 | Unchanged | 0.00% | 2026-06-30 |
| Wilkerson Advisory Group LLC | 223 | $8,380 | Unchanged | 0.00% | 2026-06-30 |
| VALLEY NATIONAL ADVISERS INC | 222 | $8,343 | ▲ +157 | 0.00% | 2026-06-30 |
| TD Waterhouse Canada Inc. | 200 | $7,678 | Unchanged | 0.00% | 2026-06-30 |
| SJS Investment Consulting Inc. | 184 | $6,915 | Unchanged | 0.00% | 2026-06-30 |
| Spectrum Wealth Advisory Group, LLC | 172 | $6,463 | New position | 0.00% | 2026-06-30 |
| GHP Investment Advisors, Inc. | 171 | $6,427 | Unchanged | 0.00% | 2026-06-30 |
| Blue Trust, Inc. | 164 | $6,163 | Unchanged | 0.00% | 2026-06-30 |
| Triumph Capital Management | 100 | $3,758 | ▼ -800 | 0.00% | 2026-06-30 |
| Physician Wealth Advisors, Inc. | 100 | $3,758 | Unchanged | 0.00% | 2026-06-30 |
| Inspire Investing, LLC | 97 | $3,645 | New position | 0.00% | 2026-06-30 |
| Smallwood Wealth Investment Management, LLC | 93 | $3,494 | New position | 0.00% | 2026-06-30 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 79 | $2,969 | Unchanged | 0.00% | 2026-06-30 |
| UMB Bank, n.a. | 76 | $2,856 | ▲ +10 | 0.00% | 2026-06-30 |
| Virtu Financial LLC | 32,277 | $1,213 | ▲ +1,620 | 0.04% | 2026-06-30 |
| FLOW TRADERS U.S. LLC | 29,524 | $1,110 | ▲ +8,783 | 0.05% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 29 | $1,090 | Unchanged | 0.00% | 2026-06-30 |
| TOTH FINANCIAL ADVISORY CORP | 15 | $564 | Unchanged | 0.00% | 2026-06-30 |
| GILPIN WEALTH MANAGEMENT, LLC | 15 | $564 | Unchanged | 0.00% | 2026-06-30 |
| DHJJ Financial Advisors, Ltd. | 5 | $188 | Unchanged | 0.00% | 2026-06-30 |
| Strategic Advocates LLC | 1 | $38 | Unchanged | 0.00% | 2026-06-30 |
| REAP Financial Group, LLC | 1 | $38 | Unchanged | 0.00% | 2026-06-30 |
| Ulland Investment Advisors, LLC | 500 | $19 | New position | 0.01% | 2026-06-30 |
| Oasis Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Western Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Avior Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Kingsview Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Orion Porfolio Solutions, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Shore Point Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| COMPASS CAPITAL CORP /MA/ /ADV | 0 | $0 | Sold out | 2026-06-30 | |
| IEQ CAPITAL, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Net Worth Advisory Group | 0 | $0 | Sold out | 2026-06-30 | |
| Revisor Wealth Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| PFG Investments, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| tru Independence LLC | 0 | $0 | Sold out | 2026-06-30 | |
| FLAGSHIP HARBOR ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| CURA WEALTH ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| BlackDiamond Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Rossby Financial, LCC | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Ascentis Independent Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Beaird Harris Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| CALDWELL SUTTER CAPITAL, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| ROYAL BANK OF CANADA | 0 | $0 | Sold out | 2026-06-30 | |
| AdvisorNet Financial, Inc | 0 | $0 | Sold out | 2026-06-30 | |
| Hamrick Investment Counsel, llc | 0 | $0 | Sold out | 2026-06-30 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0 | $0 | Sold out | 0.00% | 2026-06-30 |