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BITW Institutional Ownership

Bitwise 10 Crypto Index ETF
1W: -0.5% 1M: +9.8% 3M: +34.4% YTD: -9.4% 1Y: -32.0% 3Y: +373.9% 5Y: +25.5%
$55.20
-0.35 (-0.64%)
 
Weekly Expected Move ±5.8%
$49 $52 $55 $58 $62
ETF AMEX · AUM $835.3M

Institutional Ownership — BITW

152
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
113M
Total Invested
17
New Positions
29
Increased
62
Reduced
29
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (174 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 527,571 $29M -5,958 -1.1% 3Q SEC ↗
2 Yarbrough Capital, LLC 498,495 $28M — +0.0% 3Q SEC ↗
3 JANE STREET GROUP, LLC 191,298 $11M +22,305 +13.2% 3Q SEC ↗
4 Cetera Investment Advisers 134,755 $7M +10,819 +8.7% 3Q SEC ↗
5 Mariner, LLC 116,479 $6M -6,537 -5.3% 3Q SEC ↗
6 INTRINSIC EDGE CAPITAL MANAGEMENT LLC 105,432 $6M — +0.0% 3Q SEC ↗
7 BRANDYWINE OAK PRIVATE WEALTH LLC 104,972 $6M +3,200 +3.1% 3Q SEC ↗
8 Kesler, Norman & Wride, LLC NEW 87,252 $5M — +0.0% 1Q SEC ↗
9 Werba Rubin Papier Wealth Management 77,246 $4M -10,303 -11.8% 2Q SEC ↗
10 INDEPENDENT FINANCIAL GROUP, LLC 71,886 $4M +33,936 +89.4% 3Q SEC ↗
11 WCG Wealth Advisors LLC 63,630 $4M -4,220 -6.2% 3Q SEC ↗
12 Western Wealth Management, LLC 63,604 $4M -3,112 -4.7% 3Q SEC ↗
13 NewEdge Advisors, LLC 41,976 $2M -11,834 -22.0% 3Q SEC ↗
14 NORTHERN TRUST CORP 38,786 $2M — +0.0% 3Q SEC ↗
15 Savvy Advisors, Inc. 38,486 $2M +74 +0.2% 2Q SEC ↗
16 Strategic Family Wealth Counselors, L. 34,052 $2M -712 -2.0% 3Q SEC ↗
17 FIDUCIARY FINANCIAL ADVISORS NEW 32,475 $2M — +0.0% 1Q SEC ↗
18 Virtu Financial LLC 32,277 $2M +1,620 +5.3% 3Q SEC ↗
19 Claro Advisors Inc. 30,513 $2M -1,341 -4.2% 3Q SEC ↗
20 FLOW TRADERS U.S. LLC 29,524 $2M +8,783 +42.3% 3Q SEC ↗
21 Exit Wealth Advisors, LLC. 29,387 $2M -3,803 -11.5% 3Q SEC ↗
22 Cambridge Advisors Inc. 27,815 $2M +658 +2.4% 3Q SEC ↗
23 Atria Investments, Inc 25,465 $1M +1,947 +8.3% 3Q SEC ↗
24 Souders Financial Advisors 24,576 $1M +5,534 +29.1% 2Q SEC ↗
25 Private Advisor Group, LLC 20,428 $1M -819 -3.9% 3Q SEC ↗
26 Founders Capital Management 20,406 $1M +802 +4.1% 3Q SEC ↗
27 Soltis Investment Advisors LLC 19,844 $1M -2,049 -9.4% 3Q SEC ↗
28 Integrated Wealth Concepts LLC 18,926 $1M +4,492 +31.1% 3Q SEC ↗
29 WealthPlan Investment Management, LLC 17,883 $987K +3,466 +24.0% 2Q SEC ↗
30 Pallas Capital Advisors LLC 17,714 $978K — +0.0% 3Q SEC ↗
31 Cambridge Investment Research Advisors 17,620 $973K +3,699 +26.6% 3Q SEC ↗
32 HighTower Advisors, LLC 16,450 $908K +535 +3.4% 3Q SEC ↗
33 Elser Financial Planning, Inc 15,861 $876K — +0.0% 3Q SEC ↗
34 Perigon Wealth Management, LLC 15,518 $857K +1,559 +11.2% 3Q SEC ↗
35 Beacon Pointe Advisors, LLC 15,490 $855K -476 -3.0% 3Q SEC ↗
36 Global Retirement Partners, LLC NEW 15,296 $844K — +0.0% 1Q SEC ↗
37 Revolve Wealth Partners, LLC 13,792 $761K -53 -0.4% 3Q SEC ↗
38 Kestra Advisory Services, LLC 13,692 $756K +2,934 +27.3% 3Q SEC ↗
39 Private Wealth Asset Management, LLC 13,600 $751K -2,056 -13.1% 3Q SEC ↗
40 One Charles Private Wealth Services, L 13,005 $718K — +0.0% 3Q SEC ↗
41 Indivisible Partners NEW 12,955 $715K — +0.0% 1Q SEC ↗
42 Cresset Asset Management, LLC 12,690 $701K -196 -1.5% 3Q SEC ↗
43 Visionary Wealth Advisors 12,531 $692K +355 +2.9% 3Q SEC ↗
44 COMMONWEALTH EQUITY SERVICES, LLC 11,947 $660K +1,005 +9.2% 3Q SEC ↗
45 ROTHSCHILD INVESTMENT LLC 11,925 $658K — +0.0% 3Q SEC ↗
46 Corient Private Wealth LP 11,777 $650K -1,431 -10.8% 3Q SEC ↗
47 Belpointe Asset Management LLC 11,747 $648K -150 -1.3% 3Q SEC ↗
48 Pasadena Private Wealth, LLC 11,645 $643K -8,171 -41.2% 2Q SEC ↗
49 Modern Wealth Management, LLC 11,058 $610K +3,603 +48.3% 3Q SEC ↗
50 MONETA GROUP INVESTMENT ADVISORS LLC NEW 9,779 $540K — +0.0% 1Q SEC ↗

Recent Activity

New Positions (19)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
INDEPENDENT FINANCIAL GROUP, LLC +33,936 +89.4% 71,886
JANE STREET GROUP, LLC +22,305 +13.2% 191,298
Cetera Investment Advisers +10,819 +8.7% 134,755
FLOW TRADERS U.S. LLC +8,783 +42.3% 29,524
Souders Financial Advisors +5,534 +29.1% 24,576
Integrated Wealth Concepts LLC +4,492 +31.1% 18,926
Cambridge Investment Research Advis +3,699 +26.6% 17,620
Modern Wealth Management, LLC +3,603 +48.3% 11,058
WealthPlan Investment Management, L +3,466 +24.0% 17,883
BRANDYWINE OAK PRIVATE WEALTH LLC +3,200 +3.1% 104,972
Kestra Advisory Services, LLC +2,934 +27.3% 13,692
IFG Advisory, LLC +2,176 +506.0% 2,606
Atria Investments, Inc +1,947 +8.3% 25,465
Virtu Financial LLC +1,620 +5.3% 32,277
Perigon Wealth Management, LLC +1,559 +11.2% 15,518
COMMONWEALTH EQUITY SERVICES, LLC +1,005 +9.2% 11,947
Founders Capital Management +802 +4.1% 20,406
Waverly Advisors, LLC +699 +10.5% 7,371
Cambridge Advisors Inc. +658 +2.4% 27,815
Independent Advisor Alliance +616 +10.0% 6,794
Biggest Decreases (20)
HolderReducedChange %Total Shares
NewEdge Advisors, LLC -11,834 -22.0% 41,976
Werba Rubin Papier Wealth Managemen -10,303 -11.8% 77,246
Pasadena Private Wealth, LLC -8,171 -41.2% 11,645
Mariner, LLC -6,537 -5.3% 116,479
LPL Financial LLC -5,958 -1.1% 527,571
WCG Wealth Advisors LLC -4,220 -6.2% 63,630
Exit Wealth Advisors, LLC. -3,803 -11.5% 29,387
Western Wealth Management, LLC -3,112 -4.7% 63,604
MORGAN STANLEY -2,349 -69.1% 1,052
Private Wealth Asset Management, LL -2,056 -13.1% 13,600
Soltis Investment Advisors LLC -2,049 -9.4% 19,844
Archer Investment Management, LLC -2,018 -17.5% 9,526
Corient Private Wealth LP -1,431 -10.8% 11,777
Claro Advisors Inc. -1,341 -4.2% 30,513
Farther Finance Advisors, LLC -1,252 -27.5% 3,296
OSAIC HOLDINGS, INC. -1,070 -26.7% 2,938
Private Advisor Group, LLC -819 -3.9% 20,428
Triumph Capital Management -800 -88.9% 100
Strategic Family Wealth Counselors, -712 -2.0% 34,052
Avidian Wealth Enterprises, LLC -687 -9.3% 6,673

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms