DaveManuel.com · Institutional Ownership · Who Owns It
BITWISE 10 CRYPTO INDEX ETF (BITW)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
124
Reporting holders
$113.7M
Reported value
21.4%
Of shares outstanding
0.0%
Calls
0.0%
Puts
-15
Holder change
Institutions report 3,023,981 shares against 14,141,947 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $19.8M | 527,571 | 0.00% | 3q | -1.1%-$223.9K |
| Yarbrough Capital, LLC | $18.7M | 498,495 | 0.56% | 3q | HELD |
| JANE STREET GROUP, LLC | $7.2M | 191,298 | 0.00% | 3q | +13.2%+$838.2K |
| Cetera Investment Advisers | $5.1M | 134,755 | 0.00% | 3q | +8.7%+$406.6K |
| Mariner, LLC | $4.4M | 116,479 | 0.00% | 3q | -5.3%-$245.7K |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $4.0M | 105,432 | 0.41% | 3q | HELD |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $3.9M | 104,972 | 0.30% | 3q | +3.1%+$120.3K |
| Kesler, Norman & Wride, LLC | $3.3M | 87,252 | 0.52% | new | NEW |
| Werba Rubin Papier Wealth Management | $2.9M | 77,246 | 0.35% | 2q | -11.8%-$387.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.7M | 71,886 | 0.05% | 3q | +89.4%+$1.3M |
| WCG Wealth Advisors LLC | $2.4M | 63,630 | 0.06% | 3q | -6.2%-$158.6K |
| Western Wealth Management, LLC | $2.4M | 63,604 | 0.08% | 3q | -4.7%-$116.9K |
| NewEdge Advisors, LLC | $1.6M | 41,976 | 0.00% | 3q | -22.0%-$444.7K |
| NORTHERN TRUST CORP | $1.5M | 38,786 | 0.00% | 3q | HELD |
| Savvy Advisors, Inc. | $1.4M | 38,486 | 0.03% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.3M | 35,240 | 0.00% | 3q | +153.1%+$801.0K |
| Strategic Family Wealth Counselors, L.L.C. | $1.3M | 34,052 | 0.30% | 3q | -2.0%-$26.8K |
| FIDUCIARY FINANCIAL ADVISORS | $1.2M | 32,475 | 0.12% | new | NEW |
| Virtu Financial LLC | $1.2M | 32,277 | 0.04% | 3q | +5.3%+$60.9K |
| Claro Advisors Inc. | $1.1M | 30,513 | 0.12% | 3q | -4.2%-$50.4K |
| FLOW TRADERS U.S. LLC | $1.1M | 29,524 | 0.05% | 3q | +42.3%+$330.2K |
| Exit Wealth Advisors, LLC. | $1.1M | 29,387 | 0.50% | 3q | -11.5%-$142.9K |
| Cambridge Advisors Inc. | $1.0M | 27,815 | 0.18% | 3q | +2.4%+$24.7K |
| Atria Investments, Inc | $957.0K | 25,465 | 0.01% | 3q | +8.3%+$73.2K |
| Souders Financial Advisors | $923.6K | 24,576 | 0.09% | 2q | +29.1%+$208.0K |
| Private Advisor Group, LLC | $767.7K | 20,428 | 0.00% | 3q | -3.9%-$30.8K |
| Founders Capital Management | $766.9K | 20,406 | 0.33% | 3q | +4.1%+$30.1K |
| Soltis Investment Advisors LLC | $745.7K | 19,844 | 0.04% | 3q | -9.4%-$77.0K |
| Integrated Wealth Concepts LLC | $711.2K | 18,926 | 0.00% | 3q | +31.1%+$168.8K |
| WealthPlan Investment Management, LLC | $672.0K | 17,883 | 0.03% | 2q | +24.0%+$130.3K |
| Pallas Capital Advisors LLC | $665.7K | 17,714 | 0.02% | 3q | HELD |
| HighTower Advisors, LLC | $618.2K | 16,450 | 0.00% | 3q | +3.4%+$20.1K |
| Elser Financial Planning, Inc | $596.1K | 15,861 | 0.03% | 3q | HELD |
| Perigon Wealth Management, LLC | $583.2K | 15,518 | 0.01% | 3q | +11.2%+$58.6K |
| Beacon Pointe Advisors, LLC | $582.1K | 15,490 | 0.00% | 3q | -3.0%-$17.9K |
| Global Retirement Partners, LLC | $574.8K | 15,296 | 0.01% | 2q | +2.0%+$11.3K |
| Revolve Wealth Partners, LLC | $518.3K | 13,792 | 0.05% | 3q | HELD |
| Kestra Advisory Services, LLC | $514.5K | 13,692 | 0.00% | 3q | +27.3%+$110.3K |
| Private Wealth Asset Management, LLC | $513.6K | 13,600 | 0.05% | 3q | -13.1%-$77.7K |
| One Charles Private Wealth Services, LLC | $488.7K | 13,005 | 0.11% | 3q | HELD |
| Indivisible Partners | $486.8K | 12,955 | 0.03% | new | NEW |
| Cresset Asset Management, LLC | $476.9K | 12,690 | 0.00% | 3q | -1.5%-$7.4K |
| Visionary Wealth Advisors | $470.9K | 12,531 | 0.02% | 3q | +2.9%+$13.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $449.0K | 11,947 | 0.00% | 3q | +9.2%+$37.8K |
| ROTHSCHILD INVESTMENT LLC | $448.1K | 11,925 | 0.02% | 3q | HELD |
| Corient Private Wealth LP | $442.2K | 11,777 | 0.00% | 3q | -10.8%-$53.7K |
| Belpointe Asset Management LLC | $441.5K | 11,747 | 0.01% | 3q | -1.3%-$5.6K |
| Pasadena Private Wealth, LLC | $437.6K | 11,645 | 0.06% | 2q | -41.2%-$307.1K |
| Modern Wealth Management, LLC | $415.6K | 11,058 | 0.00% | 3q | +48.3%+$135.4K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $367.5K | 9,779 | 0.00% | new | NEW |
| Archer Investment Management, LLC | $358.0K | 9,526 | 0.12% | 2q | -17.5%-$75.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $344.9K | 8,402 | 0.00% | 3q | +4.5%+$14.7K |
| Well Done, LLC | $340.8K | 9,068 | 0.05% | 2q | HELD |
| Wealth Alliance Advisory Group, LLC | $334.1K | 8,891 | 0.05% | 3q | HELD |
| Balance Wealth Partners LLC | $326.1K | 8,677 | 0.09% | new | NEW |
| Kraft, Davis & Associates, LLC | $300.3K | 7,540 | 0.06% | 3q | -0.6%-$1.8K |
| Financial Engines Advisors L.L.C. | $278.6K | 7,414 | 0.00% | 2q | HELD |
| Waverly Advisors, LLC | $277.0K | 7,371 | 0.00% | 3q | +10.5%+$26.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | $276.5K | 7,350 | 0.00% | 3q | +2.7%+$7.3K |
| Independent Advisor Alliance | $255.3K | 6,794 | 0.01% | 3q | +10.0%+$23.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $254.5K | 6,772 | 0.00% | new | NEW |
| Avidian Wealth Enterprises, LLC | $250.8K | 6,673 | 0.01% | 3q | -9.3%-$25.8K |
| Parallel Advisors, LLC | $246.5K | 6,559 | 0.00% | 3q | -4.4%-$11.3K |
| INSIGNEO ADVISORY SERVICES, LLC | $238.4K | 6,345 | 0.01% | 3q | -6.1%-$15.5K |
| ADE, LLC | $237.7K | 6,325 | 0.10% | 3q | HELD |
| Tortuga Wealth Management, Inc | $236.8K | 6,300 | 0.18% | new | NEW |
| Crumly & Associates Inc. | $233.5K | 6,214 | 0.04% | 3q | HELD |
| Creative Planning | $227.1K | 6,043 | 0.00% | 3q | -4.7%-$11.3K |
| Rose Capital Advisors LLC | $218.8K | 5,821 | 0.11% | new | FIRST |
| Steward Partners Investment Advisory, LLC | $214.2K | 5,699 | 0.00% | 3q | -5.4%-$12.1K |
| Box Hill Private Wealth LLC | $209.4K | 5,572 | 0.17% | 2q | HELD |
| Turim 21 Investimentos Ltda. | $190.2K | 5,062 | 0.03% | 3q | HELD |
| BFC Planning, Inc. | $146.6K | 3,900 | 0.01% | 2q | HELD |
| Farther Finance Advisors, LLC | $123.9K | 3,296 | 0.00% | 2q | -27.5%-$47.1K |
| BROWN BROTHERS HARRIMAN & CO | $113.9K | 3,030 | 0.00% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $110.4K | 2,938 | 0.00% | 3q | -26.7%-$40.2K |
| IFG Advisory, LLC | $97.9K | 2,606 | 0.00% | 2q | +506.0%+$81.8K |
| PNC Financial Services Group, Inc. | $97.4K | 2,593 | 0.00% | 3q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $75.2K | 2,000 | 0.00% | 3q | HELD |
| North Star Investment Management Corp. | $73.3K | 1,950 | 0.00% | 3q | HELD |
| Keating Financial Advisory Services, Inc. | $72.5K | 1,930 | 0.01% | 3q | HELD |
| Clearstead Advisors, LLC | $61.3K | 1,632 | 0.00% | new | NEW |
| WHITTIER TRUST CO | $60.5K | 1,474 | 0.00% | 3q | HELD |
| FIRST COMMUNITY TRUST NA | $56.4K | 1,500 | 0.03% | 3q | HELD |
| Allworth Financial LP | $44.5K | 1,183 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $39.5K | 1,052 | 0.00% | 3q | -69.1%-$88.3K |
| JPMORGAN CHASE & CO | $34.0K | 881 | 0.00% | 2q | -8.7%-$3.2K |
| Golden State Wealth Management, LLC | $32.7K | 870 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $29.8K | 792 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $28.7K | 765 | 0.00% | 3q | +6.4%+$1.7K |
| Wilmington Savings Fund Society, FSB | $26.3K | 701 | 0.00% | 3q | HELD |
| Quaker Wealth Management, LLC | $21.2K | 565 | 0.01% | new | NEW |
| Ulland Investment Advisors, LLC | $19.0K | 500 | 0.01% | new | NEW |
| MATHER GROUP, LLC. | $16.2K | 430 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $14.1K | 375 | 0.00% | new | NEW |
| Larson Financial Group LLC | $11.2K | 298 | 0.00% | 3q | HELD |
| JNBA Financial Advisors | $9.6K | 255 | 0.00% | 3q | HELD |
| Strengthening Families & Communities, LLC | $9.0K | 240 | 0.00% | 3q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $8.5K | 225 | 0.00% | 3q | HELD |
| Wilkerson Advisory Group LLC | $8.4K | 223 | 0.00% | 3q | HELD |
Showing the largest 100 of 124 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 | 58 | $57.9M | 1,056,233 | 13 | 11 | 9 | 0.0% |
| Q2 2026 | 124 | $113.7M | 3,023,981 | 15 | 29 | 30 | 0.0% |
| Q1 2026 | 139 | $158.1M | 3,541,503 | 27 | 45 | 22 | 0.0% |
| Q4 2025 | 135 | $328.4M | 5,586,710 | 124 | 0 | 1 | 0.0% |
| Q3 2025 | 3 | $5.4M | 68,269 | 0 | 2 | 0 | 0.0% |
| Q2 2025 | 3 | $2.6M | 38,849 | 2 | 1 | 0 | 0.0% |
| Q1 2025 | 1 | $219.4K | 4,395 | 0 | 1 | 0 | 0.0% |
| Q4 2024 | 2 | $256.3K | 4,246 | 2 | 0 | 0 | 0.0% |
| Q3 2024 | 2 | $107.8K | 3,712 | 0 | 0 | 0 | 0.0% |
| Q2 2024 | 3 | $1.7M | 49,076 | 3 | 0 | 0 | 0.0% |
| Q1 2024 | 2 | $1.6M | 48,224 | 1 | 0 | 1 | 0.0% |
| Q4 2023 | 4 | $2.3M | 100,544 | 2 | 0 | 0 | 0.0% |
| Q3 2023 | 2 | $47.8K | 4,000 | 0 | 0 | 0 | 0.0% |
| Q2 2023 | 4 | $1.3M | 113,804 | 1 | 1 | 0 | 0.0% |
| Q1 2023 | 4 | $1.2M | 109,607 | 1 | 0 | 1 | 0.0% |
| Q4 2022 | 3 | $636.7K | 118,605 | 0 | 1 | 2 | 0.0% |
| Q3 2022 | 4 | $42.5M | 4,075,081 | 0 | 1 | 0 | 0.0% |
| Q2 2022 | 5 | $35.9M | 4,049,175 | 1 | 0 | 1 | 0.0% |
| Q1 2022 | 8 | $36.8M | 4,044,696 | 2 | 1 | 2 | 0.0% |
| Q4 2021 | 7 | $1.6M | 42,950 | 3 | 0 | 2 | 0.0% |
| Q3 2021 | 5 | $1.3M | 30,320 | 2 | 1 | 0 | 0.0% |
| Q2 2021 | 3 | $21.0K | 526 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 4 | $1.5M | 17,446 | 3 | 0 | 0 | 0.0% |
| Q4 2020 | 2 | $25.2M | 17,320 | 2 | 0 | 0 | 0.0% |