BITWISE FUNDS TRUST (BITQ)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
102
Reporting holders
$192.7M
Reported value
0.4%
Held as options
+15
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 | +693.1%+$9.0M |
| 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 |
| Salus Financial Advisors, LLC | $3.2M | 132,586 | 1.60% | 3q | -7.9%-$279.7K |
| CITADEL ADVISORS LLC | $2.8M | 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 |
| FISCHER INVESTMENT STRATEGIES, LLC | $426.3K | 17,398 | 0.20% | 2q | -43.6%-$329.9K |
| NewEdge Advisors, LLC | $394.7K | 16,110 | 0.00% | 3q | +20.1%+$66.2K |
| Keel Point, LLC | $376.4K | 15,365 | 0.02% | 2q | +19.9%+$62.5K |
| 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 |
| 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 | 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 | 663 | 0.00% | new | NEW |
| UMB Bank, n.a. | $37.2K | 1,520 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $33.1K | 1,350 | 0.00% | new | NEW |
| 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 |
| Integrated Wealth Concepts LLC | $17.6K | 718 | 0.00% | new | NEW |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $3.4K | 140,758 | 0.00% | 3q | +92.9%+$1.7K |
| Janney Montgomery Scott LLC | $3.4K | 139,898 | 0.01% | 3q | +3.2% |
| 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 105 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 102 | $192.7M | 7,841,186 | 20 | 20 | 31 | 0.4% |
| Q1 2026 | 87 | $155.5M | 8,221,734 | 7 | 28 | 26 | 0.3% |
| Q4 2025 | 97 | $167.2M | 8,310,988 | 93 | 0 | 1 | 0.8% |
| Q3 2025 | 94 | $197.4M | 7,610,229 | 29 | 27 | 13 | 4.8% |
| Q2 2025 | 80 | $78.5M | 3,573,857 | 18 | 19 | 17 | 10.1% |
| Q1 2025 | 71 | $42.4M | 3,347,450 | 4 | 30 | 11 | 2.8% |
| Q4 2024 | 77 | $42.4M | 2,453,904 | 12 | 25 | 12 | 1.4% |
| Q3 2024 | 62 | $27.8M | 1,949,836 | 3 | 21 | 11 | 1.9% |
| Q2 2024 | 64 | $26.6M | 1,910,602 | 10 | 16 | 16 | 3.8% |
| Q1 2024 | 58 | $26.5M | 1,912,066 | 11 | 14 | 15 | 5.2% |
| Q4 2023 | 56 | $23.1M | 1,958,426 | 12 | 15 | 8 | 2.4% |
| Q3 2023 | 50 | $9.3M | 1,371,865 | 8 | 12 | 11 | 0.6% |
| Q2 2023 | 48 | $11.3M | 1,376,327 | 9 | 5 | 12 | 1.9% |
| Q1 2023 | 45 | $7.9M | 1,236,207 | 7 | 10 | 12 | 7.7% |
| Q4 2022 | 43 | $5.7M | 1,520,773 | 14 | 6 | 14 | 8.9% |
| Q3 2022 | 50 | $15.0M | 2,083,544 | 11 | 13 | 8 | 11.5% |
| Q2 2022 | 47 | $12.6M | 1,831,934 | 9 | 16 | 9 | 18.6% |
| Q1 2022 | 47 | $24.8M | 1,271,968 | 12 | 19 | 7 | 11.1% |
| Q4 2021 | 45 | $28.4M | 1,163,739 | 24 | 12 | 1 | 14.8% |
| Q3 2021 | 26 | $7.3M | 267,850 | 10 | 7 | 3 | 19.0% |
| Q2 2021 | 18 | $6.0M | 224,763 | 18 | 0 | 0 | 9.6% |