BITQ Institutional Ownership
Bitwise Crypto Industry Innovators ETF
1W: -6.4%
1M: +3.6%
3M: +1.7%
YTD: +18.9%
1Y: -0.8%
3Y: +295.9%
5Y: +17.1%
$25.26
-0.18 (-0.71%)
Weekly Expected Move ±6.7%
$22
$24
$25
$27
$29
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BITQ
110
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
194M
Total Invested
20
New Positions
22
Increased
40
Reduced
7
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (123 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,060,869 | $77M | -512,294 | -14.3% | 3Q | SEC ↗ |
| 2 | STIFEL FINANCIAL CORP | 528,134 | $13M | -25,772 | -4.7% | 3Q | SEC ↗ |
| 3 | CITIGROUP INC | 496,743 | $13M | -10,992 | -2.2% | 3Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 422,206 | $11M | +395,588 | +1486.2% | 3Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 381,740 | $10M | -16,713 | -4.2% | 3Q | SEC ↗ |
| 6 | Sanctuary Advisors, LLC | 312,895 | $8M | +7,155 | +2.3% | 3Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 269,105 | $7M | -35,385 | -11.6% | 3Q | SEC ↗ |
| 8 | LRI Investments, LLC | 184,782 | $5M | +20,566 | +12.5% | 3Q | SEC ↗ |
| 9 | UBS Group AG | 182,523 | $5M | -6,753 | -3.6% | 3Q | SEC ↗ |
| 10 | Mariner, LLC | 148,414 | $4M | -13,551 | -8.4% | 3Q | SEC ↗ |
| 11 | Janney Montgomery Scott LLC | 139,898 | $4M | +4,288 | +3.2% | 3Q | SEC ↗ |
| 12 | Salus Financial Advisors, LLC | 132,586 | $3M | -11,418 | -7.9% | 3Q | SEC ↗ |
| 13 | Founders Capital Management | 99,932 | $3M | +1,129 | +1.1% | 3Q | SEC ↗ |
| 14 | Atria Investments, Inc | 99,630 | $3M | +3,127 | +3.2% | 3Q | SEC ↗ |
| 15 | KINTRA WEALTH, LLC NEW | 92,032 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | CITADEL ADVISORS LLC | 89,183 | $2M | +46,335 | +108.1% | 2Q | SEC ↗ |
| 17 | GTS SECURITIES LLC NEW | 85,358 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 85,002 | $2M | -9,999 | -10.5% | 3Q | SEC ↗ |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 82,012 | $2M | -31,665 | -27.9% | 3Q | SEC ↗ |
| 20 | Strategic Family Wealth Counselors, L. | 80,328 | $2M | — | +0.0% | 3Q | SEC ↗ |
| 21 | MML INVESTORS SERVICES, LLC | 74,743 | $2M | +11,125 | +17.5% | 3Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 70,379 | $2M | -2,595 | -3.6% | 3Q | SEC ↗ |
| 23 | Gainplan LLC | 54,625 | $1M | +9,715 | +21.6% | 3Q | SEC ↗ |
| 24 | Soltis Investment Advisors LLC | 51,064 | $1M | -3,105 | -5.7% | 3Q | SEC ↗ |
| 25 | LPL Financial LLC | 51,009 | $1M | +11,564 | +29.3% | 3Q | SEC ↗ |
| 26 | OPPENHEIMER & CO INC | 48,407 | $1M | -1,100 | -2.2% | 3Q | SEC ↗ |
| 27 | Ausdal Financial Partners, Inc. | 32,644 | $825K | +812 | +2.6% | 3Q | SEC ↗ |
| 28 | D. E. Shaw & Co., Inc. | 32,066 | $810K | -4,532 | -12.4% | 3Q | SEC ↗ |
| 29 | Orion Porfolio Solutions, LLC | 31,599 | $798K | -23,828 | -43.0% | 3Q | SEC ↗ |
| 30 | Wellspring Financial Advisors, LLC | 31,387 | $793K | — | +0.0% | 3Q | SEC ↗ |
| 31 | AdvisorNet Financial, Inc | 30,804 | $778K | +256 | +0.8% | 3Q | SEC ↗ |
| 32 | JANE STREET GROUP, LLC | 26,989 | $682K | -130,791 | -82.9% | 2Q | SEC ↗ |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 26,927 | $680K | -4,788 | -15.1% | 3Q | SEC ↗ |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,191 | $662K | -128,447 | -83.1% | 3Q | SEC ↗ |
| 35 | MCF Advisors LLC | 24,788 | $626K | -3,636 | -12.8% | 3Q | SEC ↗ |
| 36 | ROTHSCHILD INVESTMENT LLC | 24,250 | $613K | — | +0.0% | 3Q | SEC ↗ |
| 37 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 23,185 | $586K | -39,468 | -63.0% | 3Q | SEC ↗ |
| 38 | Essex Financial Services, Inc. | 22,407 | $566K | -356 | -1.6% | 3Q | SEC ↗ |
| 39 | Sigma Planning Corp NEW | 19,425 | $491K | — | +0.0% | 1Q | SEC ↗ |
| 40 | HighTower Advisors, LLC | 18,890 | $477K | +1,208 | +6.8% | 3Q | SEC ↗ |
| 41 | RFG Advisory, LLC | 18,843 | $476K | -150 | -0.8% | 2Q | SEC ↗ |
| 42 | BRANDYWINE OAK PRIVATE WEALTH LLC | 18,546 | $468K | — | +0.0% | 3Q | SEC ↗ |
| 43 | FISCHER INVESTMENT STRATEGIES, LLC | 17,398 | $439K | -3,865 | -18.2% | 3Q | SEC ↗ |
| 44 | NewEdge Advisors, LLC | 16,110 | $407K | +2,700 | +20.1% | 3Q | SEC ↗ |
| 45 | Keel Point, LLC | 15,365 | $388K | +245 | +1.6% | 3Q | SEC ↗ |
| 46 | Conservest Capital Advisors, Inc. | 14,794 | $374K | +3,808 | +34.7% | 3Q | SEC ↗ |
| 47 | Claro Advisors Inc. | 14,717 | $372K | -150 | -1.0% | 3Q | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 14,573 | $368K | -33,421 | -69.6% | 3Q | SEC ↗ |
| 49 | Oxinas Partners, LLC | 14,425 | $364K | -2,575 | -15.1% | 3Q | SEC ↗ |
| 50 | CreativeOne Wealth, LLC NEW | 13,275 | $335K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| KINTRA WEALTH, LLC | 92,032 | $2M |
| GTS SECURITIES LLC | 85,358 | $2M |
| Sigma Planning Corp | 19,425 | $491K |
| CreativeOne Wealth, LLC | 13,275 | $335K |
| Avior Wealth Management, LLC | 13,166 | $333K |
| WCG Wealth Advisors LLC | 10,512 | $266K |
| Bank of New York Mellon Corp | 10,114 | $255K |
| INSIGNEO ADVISORY SERVICES, LLC | 9,997 | $253K |
| PFG Investments, LLC | 9,762 | $247K |
| HB Wealth Management, LLC | 8,501 | $215K |
| CHOREO, LLC | 8,302 | $210K |
| Advantage Trust Co | 4,700 | $119K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,350 | $34K |
| Global Retirement Partners, LLC | 1,214 | $31K |
| FIDUCIARY FINANCIAL ADVISORS | 862 | $22K |
| Integrated Wealth Concepts LLC | 718 | $18K |
| GROUP ONE TRADING LLC | 663 | $17K |
| Silver Grove Financial Group, Inc. | 110 | $3K |
| LifeSteps Financial, Inc. | 60 | $2K |
| Miller Global Investments, LLC | 13 | $0K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Oasis Advisors, LLC | 114,399 | $3M |
| Integrated Advisors Network LLC | 51,425 | $1M |
| OPTIMA CAPITAL LLC | 38,981 | $985K |
| MONEY CONCEPTS CAPITAL CORP | 26,347 | $666K |
| B. Riley Wealth Advisors, Inc. | 20,943 | $529K |
| Arete Wealth Advisors, LLC | 15,850 | $400K |
| Apeiron RIA LLC | 13,250 | $335K |
| Private Advisor Group, LLC | 12,446 | $314K |
| Kestra Advisory Services, LLC | 3,493 | $88K |
| Main Management LLC | 2,096 | $53K |
| Sound Income Strategies, LLC | 2,067 | $52K |
| BANK OF AMERICA CORP /DE | 1,584 | $40K |
| IFP Advisors, Inc | 774 | $20K |
| MAI Capital Management | 500 | $13K |
| SageView Advisory Group, LLC | 197 | $5K |
| Beacon Capital Management, Inc. | 95 | $2K |
| Nvest Wealth Strategies, Inc. | 92 | $2K |
| Caitlin John, LLC | 75 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +395,588 | +1486.2% | 422,206 |
| CITADEL ADVISORS LLC | +46,335 | +108.1% | 89,183 |
| LRI Investments, LLC | +20,566 | +12.5% | 184,782 |
| LPL Financial LLC | +11,564 | +29.3% | 51,009 |
| MML INVESTORS SERVICES, LLC | +11,125 | +17.5% | 74,743 |
| Gainplan LLC | +9,715 | +21.6% | 54,625 |
| Worth Financial Advisory Group, LLC | +8,109 | +1917.0% | 8,532 |
| Sanctuary Advisors, LLC | +7,155 | +2.3% | 312,895 |
| Janney Montgomery Scott LLC | +4,288 | +3.2% | 139,898 |
| Conservest Capital Advisors, Inc. | +3,808 | +34.7% | 14,794 |
| Atria Investments, Inc | +3,127 | +3.2% | 99,630 |
| NewEdge Advisors, LLC | +2,700 | +20.1% | 16,110 |
| HighTower Advisors, LLC | +1,208 | +6.8% | 18,890 |
| Founders Capital Management | +1,129 | +1.1% | 99,932 |
| FMR LLC | +872 | +309.2% | 1,154 |
| Ausdal Financial Partners, Inc. | +812 | +2.6% | 32,644 |
| Arax Advisory Partners | +756 | +595.3% | 883 |
| Go Invest LLC | +291 | +2.4% | 12,512 |
| AdvisorNet Financial, Inc | +256 | +0.8% | 30,804 |
| Keel Point, LLC | +245 | +1.6% | 15,365 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -512,294 | -14.3% | 3,060,869 |
| JANE STREET GROUP, LLC | -130,791 | -82.9% | 26,989 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -128,447 | -83.1% | 26,191 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -39,468 | -63.0% | 23,185 |
| ROYAL BANK OF CANADA | -35,385 | -11.6% | 269,105 |
| Rockefeller Capital Management L.P. | -33,421 | -69.6% | 14,573 |
| ENVESTNET ASSET MANAGEMENT INC | -31,665 | -27.9% | 82,012 |
| Dynamic Advisor Solutions LLC | -30,907 | -76.1% | 9,689 |
| STIFEL FINANCIAL CORP | -25,772 | -4.7% | 528,134 |
| Orion Porfolio Solutions, LLC | -23,828 | -43.0% | 31,599 |
| Cetera Investment Advisers | -16,713 | -4.2% | 381,740 |
| Mariner, LLC | -13,551 | -8.4% | 148,414 |
| Salus Financial Advisors, LLC | -11,418 | -7.9% | 132,586 |
| CITIGROUP INC | -10,992 | -2.2% | 496,743 |
| JPMORGAN CHASE & CO | -9,999 | -10.5% | 85,002 |
| UBS Group AG | -6,753 | -3.6% | 182,523 |
| COMMONWEALTH EQUITY SERVICES, LLC | -4,788 | -15.1% | 26,927 |
| D. E. Shaw & Co., Inc. | -4,532 | -12.4% | 32,066 |
| FISCHER INVESTMENT STRATEGIES, LLC | -3,865 | -18.2% | 17,398 |
| MCF Advisors LLC | -3,636 | -12.8% | 24,788 |