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Institutional Holdings

BTCO

Ownership Summary

Institutions Holding
59
Total Shares Held
1,904,346
Total Value Held
$110,559,674
Quarter
2026-06-30

Active Positions

Increased Positions
7
166,467 shares
Decreased Positions
12
767,336 shares
Held Positions
14
937,252 shares
New Positions
9
33,291 shares
Sold Out Positions
17
715,715 shares
Institution Shares Value Change % of Portfolio Reported
Galaxy Digital Inc. 725,000 $42,340,000 Unchanged 2.50% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 323,962 $18,919,381 ▼ -361,580 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 220,083 $12,852,822 ▼ -37,532 0.00% 2026-06-30
Cresset Asset Management, LLC 172,095 $10,050,348 Unchanged 0.04% 2026-06-30
LPL Financial LLC 93,104 $5,437,274 ▼ -754 0.00% 2026-06-30
Farringdon Capital, Ltd. 84,616 $4,941,574 ▲ +10,596 2.45% 2026-06-30
MEITAV INVESTMENT HOUSE LTD 62,673 $3,660,103 ▲ +15,305 0.02% 2026-06-30
FIRST TRUST ADVISORS LP 50,654 $2,958,193 ▼ -10,738 0.00% 2026-06-30
Cetera Investment Advisers 35,582 $2,077,989 ▼ -10,094 0.00% 2026-06-30
Tolleson Wealth Management, Inc. 21,530 $1,257,352 Unchanged 0.17% 2026-06-30
Quadrature Capital Ltd 12,617 $736,833 New position 0.01% 2026-06-30
WCG Wealth Advisors LLC 11,459 $669,203 New position 0.02% 2026-06-30
Key Client Fiduciary Advisors, LLC 9,957 $581,489 ▼ -15,104 0.17% 2026-06-30
Brookstone Capital Management 9,552 $557,837 ▼ -202 0.01% 2026-06-30
RM Financial Services, LLC 9,296 $542,886 ▼ -548 0.40% 2026-06-30
Private Advisor Group, LLC 8,948 $522,563 ▲ +2,314 0.00% 2026-06-30
ENVESTNET ASSET MANAGEMENT INC 8,164 $476,778 ▲ +681 0.00% 2026-06-30
Venture Visionary Partners LLC 7,100 $414,640 Unchanged 0.01% 2026-06-30
GREAT VALLEY ADVISOR GROUP, INC. 6,000 $350,400 Unchanged 0.01% 2026-06-30
Milestone Asset Management Group, LLC 5,884 $343,630 ▼ -41 0.17% 2026-06-30
Geneos Wealth Management Inc. 2,574 $150,322 Unchanged 0.00% 2026-06-30
MORGAN STANLEY 2,040 $119,136 ▼ -1,852 0.00% 2026-06-30
Integrated Wealth Concepts LLC 1,759 $102,726 New position 0.00% 2026-06-30
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,690 $98,696 ▼ -200 0.03% 2026-06-30
SIMPLEX TRADING, LLC 1,165 $68,036 ▲ +405 0.00% 2026-06-30
AdvisorNet Financial, Inc 1,077 $62,897 Unchanged 0.00% 2026-06-30
FIDUCIARY FINANCIAL ADVISORS 1,020 $59,568 New position 0.01% 2026-06-30
Clearstead Advisors, LLC 1,000 $58,400 Unchanged 0.00% 2026-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 756 $44,150 ▲ +23 0.00% 2026-06-30
TD Waterhouse Canada Inc. 600 $35,040 New position 0.00% 2026-06-30
SALEM INVESTMENT COUNSELORS INC 402 $23,477 Unchanged 0.00% 2026-06-30
1620 INVESTMENT ADVISORS, INC. 200 $11,680 Unchanged 0.01% 2026-06-30
IFG Advisory, LLC 145 $8,468 New position 0.00% 2026-06-30
ROYAL BANK OF CANADA 97 $6,000 New position 0.00% 2026-06-30
Larson Financial Group LLC 100 $5,840 Unchanged 0.00% 2026-06-30
SIGNATUREFD, LLC 100 $5,840 Unchanged 0.00% 2026-06-30
HARBOUR INVESTMENTS, INC. 50 $2,920 Unchanged 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 40 $2,336 New position 0.00% 2026-06-30
Abound Wealth Management 24 $1,374 Unchanged 0.00% 2026-06-30
FLOW TRADERS U.S. LLC 5,554 $324 New position 0.01% 2026-06-30
Harel Insurance Investments & Financial Services Ltd. 5,532 $323 ▼ -40 0.00% 2026-06-30
HANTZ FINANCIAL SERVICES, INC. 145 $8 ▲ +28 0.00% 2026-06-30
Gradient Investments LLC 0 $0 Sold out 2026-06-30
Virtu Financial LLC 0 $0 Sold out 2026-06-30
JANE STREET GROUP, LLC 0 $0 Sold out 2026-06-30
Arete Wealth Advisors, LLC 0 $0 Sold out 2026-06-30
Brown Financial Advisors 0 $0 Sold out 2026-06-30
Paladin Wealth, LLC 0 $0 Sold out 2026-06-30
Fortis Group Advisors, LLC 0 $0 Sold out 2026-06-30
Mattson Financial Services, LLC 0 $0 Sold out 2026-06-30
Vise Technologies, Inc. 0 $0 Sold out 2026-06-30
Watchman Group, Inc. 0 $0 Sold out 2026-06-30
A4 Wealth Advisors LLC 0 $0 Sold out 2026-06-30
HRT FINANCIAL LP 0 $0 Sold out 2026-06-30
KELLEHER FINANCIAL ADVISORS 0 $0 Sold out 2026-06-30
Global Retirement Partners, LLC 0 $0 Sold out 2026-06-30
QUADRANT CAPITAL GROUP LLC 0 $0 Sold out 2026-06-30
IFP Advisors, Inc 0 $0 Sold out 2026-06-30
Luminist Capital LLC 0 $818 Sold out 0.00% 2026-06-30