DaveManuel.com · Institutional Ownership · Who Owns It
BITWISE FUNDS TRUST (BITQ)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
104
Reporting holders
$200.2M
Reported value
0.2%
Calls
0.2%
Puts
+9
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $75.0M | 3,060,869 | 0.00% | 3q | -14.3%-$12.6M |
| STIFEL FINANCIAL CORP | $12.9M | 528,134 | 0.01% | 3q | -4.7%-$631.4K |
| CITIGROUP INC | $12.2M | 496,743 | 0.00% | 3q | -2.2%-$269.3K |
| WELLS FARGO & COMPANY/MN | $10.3M | 422,206 | 0.00% | 3q | +1486.2%+$9.7M |
| Cetera Investment Advisers | $9.4M | 381,740 | 0.01% | 3q | -4.2%-$409.5K |
| Sanctuary Advisors, LLC | $7.7M | 312,895 | 0.04% | 3q | +2.3%+$175.3K |
| ROYAL BANK OF CANADA | $6.6M | 269,105 | 0.00% | 3q | -11.6%-$866.9K |
| LRI Investments, LLC | $4.5M | 184,782 | 0.36% | 3q | +12.5%+$503.9K |
| UBS Group AG | $4.5M | 182,523 | 0.00% | 3q | -3.6%-$165.4K |
| Mariner, LLC | $3.6M | 148,414 | 0.00% | 3q | -8.4%-$332.0K |
| Cambridge Investment Research Advisors, Inc. | $3.4M | 140,758 | 0.00% | 3q | +92.9%+$1.7M |
| Janney Montgomery Scott LLC | $3.4M | 139,898 | 0.01% | 3q | +3.2%+$105.1K |
| Salus Financial Advisors, LLC | $3.2M | 132,586 | 1.60% | 3q | -7.9%-$279.7K |
| CITADEL ADVISORS LLC | $2.8M incl. $612.5K options CALL+PUT | 89,183 | 0.00% | 3q | +108.1%+$1.5M |
| Founders Capital Management | $2.4M | 99,932 | 1.06% | 3q | +1.1%+$27.7K |
| Atria Investments, Inc | $2.4M | 99,630 | 0.02% | 3q | +3.2%+$76.6K |
| JPMORGAN CHASE & CO | $2.1M | 85,002 | 0.00% | 3q | -10.5%-$251.1K |
| KINTRA WEALTH, LLC | $2.1M | 92,032 | 0.11% | new | NEW |
| GTS SECURITIES LLC | $2.1M | 85,358 | 0.04% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $2.0M | 82,012 | 0.00% | 3q | -27.9%-$775.8K |
| Strategic Family Wealth Counselors, L.L.C. | $2.0M | 80,328 | 0.46% | 3q | HELD |
| MML INVESTORS SERVICES, LLC | $1.8M | 74,743 | 0.00% | 3q | +17.5%+$272.6K |
| Gainplan LLC | $1.3M | 54,625 | 0.53% | 3q | +21.6%+$238.0K |
| Soltis Investment Advisors LLC | $1.3M | 51,064 | 0.07% | 3q | -5.7%-$76.1K |
| LPL Financial LLC | $1.2M | 51,009 | 0.00% | 3q | +29.3%+$283.3K |
| OPPENHEIMER & CO INC | $1.2M | 48,407 | 0.01% | 3q | -2.2%-$27.0K |
| Ausdal Financial Partners, Inc. | $799.8K | 32,644 | 0.03% | 3q | +2.6%+$19.9K |
| D. E. Shaw & Co., Inc. | $785.6K | 32,066 | 0.00% | 3q | -12.4%-$111.0K |
| Orion Porfolio Solutions, LLC | $774.2K | 31,599 | 0.01% | 3q | -43.0%-$583.8K |
| Wellspring Financial Advisors, LLC | $769.0K | 31,387 | 0.05% | 3q | HELD |
| AdvisorNet Financial, Inc | $754.7K | 30,804 | 0.03% | 3q | +0.8%+$6.3K |
| JANE STREET GROUP, LLC | $661.2K | 26,989 | 0.00% | 3q | -82.9%-$3.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $659.7K | 26,927 | 0.00% | 3q | -15.1%-$117.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $641.7K | 26,191 | 0.00% | 3q | -83.1%-$3.1M |
| MCF Advisors LLC | $607.3K | 24,788 | 0.02% | 3q | -12.8%-$89.1K |
| ROTHSCHILD INVESTMENT LLC | $594.1K | 24,250 | 0.02% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $554.8K | 23,185 | 0.00% | 3q | -63.0%-$944.5K |
| Essex Financial Services, Inc. | $549.0K | 22,407 | 0.03% | 3q | -1.6%-$8.7K |
| Sigma Planning Corp | $475.9K | 19,425 | 0.01% | new | NEW |
| HighTower Advisors, LLC | $462.8K | 18,890 | 0.00% | 3q | +6.8%+$29.6K |
| RFG Advisory, LLC | $461.7K | 18,843 | 0.01% | 2q | -0.8%-$3.7K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $454.4K | 18,546 | 0.03% | 3q | HELD |
| BFC Planning, Inc. | $442.0K | 18,039 | 0.02% | 3q | +2.2%+$9.5K |
| FISCHER INVESTMENT STRATEGIES, LLC | $426.3K | 17,398 | 0.20% | 3q | -18.2%-$94.7K |
| NewEdge Advisors, LLC | $394.7K | 16,110 | 0.00% | 3q | +20.1%+$66.2K |
| Keel Point, LLC | $376.4K | 15,365 | 0.02% | 3q | +1.6%+$6.0K |
| Conservest Capital Advisors, Inc. | $362.5K | 14,794 | 0.03% | 3q | +34.7%+$93.3K |
| Claro Advisors Inc. | $360.6K | 14,717 | 0.04% | 3q | -1.0%-$3.7K |
| Rockefeller Capital Management L.P. | $357.0K | 14,573 | 0.00% | 3q | -69.6%-$818.8K |
| Oxinas Partners, LLC | $353.4K | 14,425 | 0.14% | 3q | -15.1%-$63.1K |
| CreativeOne Wealth, LLC | $325.2K | 13,275 | 0.01% | new | NEW |
| Avior Wealth Management, LLC | $322.6K | 13,166 | 0.01% | new | NEW |
| Go Invest LLC | $306.6K | 12,512 | 0.07% | 3q | +2.4%+$7.1K |
| Betterment LLC | $286.0K | 11,657 | 0.00% | 3q | -21.0%-$76.2K |
| Prospera Financial Services Inc | $277.2K | 11,315 | 0.00% | 3q | -3.8%-$11.0K |
| Werba Rubin Papier Wealth Management | $274.9K | 11,221 | 0.03% | 3q | HELD |
| BURNEY CO/ | $271.5K | 11,081 | 0.01% | 2q | HELD |
| Balboa Wealth Partners | $264.0K | 10,775 | 0.04% | 3q | HELD |
| WCG Wealth Advisors LLC | $257.5K | 10,512 | 0.01% | new | NEW |
| Bank of New York Mellon Corp | $247.8K | 10,114 | 0.00% | new | NEW |
| INSIGNEO ADVISORY SERVICES, LLC | $244.9K | 9,997 | 0.01% | new | NEW |
| PFG Investments, LLC | $239.2K | 9,762 | 0.01% | new | NEW |
| Dynamic Advisor Solutions LLC | $237.4K | 9,689 | 0.01% | 3q | -76.1%-$757.2K |
| Farther Finance Advisors, LLC | $216.4K | 8,834 | 0.00% | 3q | -15.5%-$39.6K |
| Worth Financial Advisory Group, LLC | $209.0K | 8,532 | 0.09% | 2q | +1917.0%+$198.7K |
| HB Wealth Management, LLC | $208.3K | 8,501 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $206.8K | 8,439 | 0.00% | 3q | -2.6%-$5.6K |
| CHOREO, LLC | $203.4K | 8,302 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $151.9K | 6,201 | 0.00% | 3q | HELD |
| Advantage Trust Co | $115.2K | 4,700 | 0.04% | new | NEW |
| Sankala Group LLC | $67.9K | 3,045 | 0.05% | 3q | HELD |
| PNC Financial Services Group, Inc. | $54.9K | 2,240 | 0.00% | 3q | HELD |
| SIMPLEX TRADING, LLC | $49.6K incl. $46.5K options CALL+PUT | 124 | 0.00% | 3q | -88.3%-$375.9K |
| FIFTH THIRD BANCORP | $48.2K | 1,966 | 0.00% | 3q | HELD |
| GROUP ONE TRADING LLC | $40.7K incl. $24.5K options PUT | 663 | 0.00% | new | NEW |
| UMB Bank, n.a. | $37.2K | 1,520 | 0.00% | 2q | HELD |
| Global Retirement Partners, LLC | $29.7K | 1,214 | 0.00% | 2q | HELD |
| SJS Investment Consulting Inc. | $29.4K | 1,200 | 0.00% | 3q | HELD |
| FMR LLC | $28.3K | 1,154 | 0.00% | 3q | +309.2%+$21.4K |
| DHJJ Financial Advisors, Ltd. | $28.0K | 1,142 | 0.01% | 3q | HELD |
| Cornerstone Planning Group LLC | $24.9K | 1,009 | 0.00% | 3q | HELD |
| Parallel Advisors, LLC | $24.5K | 1,000 | 0.00% | 3q | HELD |
| Comprehensive Financial Planning, Inc./PA | $24.5K | 1,000 | 0.01% | 3q | HELD |
| Clearstead Advisors, LLC | $22.4K | 915 | 0.00% | 3q | HELD |
| Arax Advisory Partners | $21.6K | 883 | 0.00% | 3q | +595.3%+$18.5K |
| FIDUCIARY FINANCIAL ADVISORS | $21.1K | 862 | 0.00% | new | NEW |
| Asset Dedication, LLC | $18.6K | 758 | 0.00% | 3q | HELD |
| Federation des caisses Desjardins du Quebec | $6.7K | 275 | 0.00% | 3q | HELD |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $6.4K | 260 | 0.00% | 2q | HELD |
| Tradewinds Capital Management, LLC | $4.9K | 200 | 0.00% | 3q | HELD |
| NVWM, LLC | $4.9K | 200 | 0.00% | 3q | HELD |
| PARK NATIONAL CORP /OH/ | $3.9K | 160 | 0.00% | 2q | HELD |
| Acumen Wealth Advisors, LLC | $3.6K | 148 | 0.00% | 3q | -63.5%-$6.3K |
| Ancora Advisors LLC | $2.9K | 117 | 0.00% | 5q | HELD |
| Silver Grove Financial Group, Inc. | $2.7K | 110 | 0.00% | new | NEW |
| Aspect Partners, LLC | $2.5K | 100 | 0.00% | 3q | +9.9% |
| SIGNATUREFD, LLC | $2.1K | 84 | 0.00% | 3q | HELD |
| MATHER GROUP, LLC. | $1.8K | 75 | 0.00% | 2q | HELD |
| LifeSteps Financial, Inc. | $1.5K | 60 | 0.00% | new | NEW |
| Vision Retirement, LLC | $637 | 26 | 0.00% | 3q | HELD |
Showing the largest 100 of 104 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 36 | $21.2M | 842,582 | 3 | 9 | 4 | 0.0% |
| Q2 2026 | 104 | $200.2M | 8,149,470 | 18 | 23 | 32 | 0.3% |
| Q1 2026 | 95 | $160.5M | 8,485,917 | 7 | 32 | 28 | 0.3% |
| Q4 2025 | 104 | $171.7M | 8,520,973 | 98 | 0 | 1 | 0.8% |
| Q3 2025 | 104 | $204.6M | 7,896,356 | 31 | 31 | 13 | 4.7% |
| Q2 2025 | 90 | $85.2M | 3,916,109 | 20 | 22 | 20 | 9.3% |
| Q1 2025 | 81 | $46.6M | 3,699,396 | 4 | 33 | 13 | 2.5% |
| Q4 2024 | 87 | $47.1M | 2,735,195 | 14 | 29 | 14 | 1.2% |
| Q3 2024 | 69 | $30.5M | 2,155,392 | 3 | 26 | 13 | 1.8% |
| Q2 2024 | 73 | $41.7M | 3,026,637 | 10 | 21 | 20 | 2.4% |
| Q1 2024 | 69 | $44.8M | 3,302,973 | 11 | 20 | 18 | 3.1% |
| Q4 2023 | 66 | $43.8M | 3,744,479 | 13 | 19 | 12 | 1.2% |
| Q3 2023 | 59 | $19.2M | 2,222,561 | 8 | 15 | 15 | 0.3% |
| Q2 2023 | 57 | $21.9M | 2,694,895 | 9 | 9 | 16 | 1.0% |
| Q1 2023 | 56 | $15.8M | 2,580,164 | 7 | 14 | 17 | 3.9% |
| Q4 2022 | 59 | $46.3M | 13,484,023 | 17 | 13 | 17 | 1.1% |
| Q3 2022 | 49 | $33.8M | 5,017,139 | 11 | 13 | 9 | 5.1% |
| Q2 2022 | 45 | $28.9M | 4,764,554 | 9 | 16 | 9 | 8.1% |
| Q1 2022 | 46 | $736.1M | 42,292,438 | 12 | 19 | 7 | 0.4% |
| Q4 2021 | 44 | $66.6M | 2,981,451 | 24 | 12 | 1 | 6.3% |
| Q3 2021 | 25 | $36.9M | 1,636,012 | 10 | 7 | 3 | 3.7% |
| Q2 2021 | 17 | $17.9M | 723,795 | 17 | 0 | 0 | 3.2% |