WORLD FDS TR (BTCL)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
7
Reporting holders
$583.4K
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| SIGNATUREFD, LLC | $164.9K | 15,500 | 0.00% | 2q | -24.4%-$53.2K |
| StoneX Group Inc. | $159.0K | 10,270 | 0.01% | new | NEW |
| GTS SECURITIES LLC | $134.0K | 12,597 | 0.00% | 2q | -0.9%-$1.2K |
| JANE STREET GROUP, LLC | $115.0K | 10,813 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $8.7K | 813 | 0.00% | 7q | HELD |
| GROUP ONE TRADING LLC | $1.5K | 142 | 0.00% | 2q | -74.2%-$4.3K |
| CBIZ Investment Advisory Services, LLC | $230 | 15 | 0.00% | 3q | HELD |
| Granite Bay Wealth Management, LLC | $109 | 10,255 | 0.01% | new | NEW |
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 | 7 | $583.4K | 50,150 | 2 | 0 | 3 | 0.0% |
| Q1 2026 | 7 | $784.3K | 51,397 | 3 | 1 | 1 | 0.0% |
| Q4 2025 | 9 | $1.5M | 53,382 | 3 | 4 | 0 | 0.0% |
| Q3 2025 | 8 | $2.9M | 39,106 | 1 | 3 | 1 | 24.2% |
| Q2 2025 | 10 | $5.4M | 72,947 | 2 | 3 | 1 | 27.8% |
| Q1 2025 | 7 | $2.6M | 55,575 | 1 | 1 | 2 | 27.6% |
| Q4 2024 | 13 | $318.3M | 53,383 | 12 | 0 | 1 | 99.2% |
| Q3 2024 | 4 | $1.4M | 54,722 | 4 | 0 | 0 | 0.0% |