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BTCI Institutional Ownership

NEOS Bitcoin High Income ETF
1W: +0.1% 1M: +8.7% 3M: +18.3% YTD: -20.9% 1Y: -41.3%
$33.92
-0.09 (-0.26%)
 
Weekly Expected Move ±4.7%
$31 $32 $34 $36 $37
ETF CBOE · AUM $1.3B

Institutional Ownership — BTCI

64
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
43M
Total Invested
14
New Positions
28
Increased
20
Reduced
10
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (82 total)

# Holder Shares Value Change Change % Holding Period Filing
1 JANE STREET GROUP, LLC 507,918 $17M +481,816 +1845.9% 2Q SEC ↗
2 MADDEN SECURITIES Corp 309,072 $10M -3,819 -1.2% 6Q SEC ↗
3 Estate Planners Group, LLC 160,966 $5M +25,496 +18.8% 3Q SEC ↗
4 Corient Private Wealth LP 63,086 $2M -4,573 -6.8% 5Q SEC ↗
5 Retirement Planning Group, LLC 52,650 $2M +13,585 +34.8% 4Q SEC ↗
6 CITADEL ADVISORS LLC 43,651 $1M +4,275 +10.9% 4Q SEC ↗
7 GROUP ONE TRADING LLC 36,921 $1M -2,017 -5.2% 4Q SEC ↗
8 Banco BTG Pactual S.A. 35,373 $1M +23,259 +192.0% 2Q SEC ↗
9 Kingsview Wealth Management, LLC 32,575 $1M +2,714 +9.1% 3Q SEC ↗
10 Savant Capital, LLC NEW 31,040 $1M — +0.0% 1Q SEC ↗
11 Integrity Wealth Partners, LLC NEW 30,272 $1M — +0.0% 1Q SEC ↗
12 New England Private Wealth Advisors LL 29,615 $1M +12,412 +72.2% 2Q SEC ↗
13 INDEPENDENT FINANCIAL GROUP, LLC 28,069 $952K +1,673 +6.3% 2Q SEC ↗
14 EXENCIAL WEALTH ADVISORS, LLC NEW 22,068 $749K — +0.0% 1Q SEC ↗
15 SIMPLEX TRADING, LLC 21,709 $736K +17,117 +372.8% 4Q SEC ↗
16 WEALTH ENHANCEMENT ADVISORY SERVICES, 20,689 $702K -8,191 -28.4% 4Q SEC ↗
17 Farther Finance Advisors, LLC 19,703 $668K +4,715 +31.5% 3Q SEC ↗
18 AE Wealth Management LLC 17,375 $589K +2,207 +14.6% 4Q SEC ↗
19 Belvedere Trading LLC 16,604 $563K +2,927 +21.4% 3Q SEC ↗
20 Cambridge Investment Research Advisors 16,399 $556K +7,795 +90.6% 3Q SEC ↗
21 RPS ADVISORY SOLUTIONS LLC 15,716 $533K +5,139 +48.6% 5Q SEC ↗
22 HighTower Advisors, LLC 13,819 $469K +2,685 +24.1% 5Q SEC ↗
23 HRT FINANCIAL LP NEW 13,580 $461K — +0.0% 1Q SEC ↗
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,415 $421K -8,283 -40.0% 5Q SEC ↗
25 Whalen Wealth Management Inc. 11,133 $378K -6,915 -38.3% 5Q SEC ↗
26 Kestra Advisory Services, LLC NEW 10,403 $353K — +0.0% 1Q SEC ↗
27 Arax Advisory Partners NEW 9,730 $330K — +0.0% 1Q SEC ↗
28 NFSG Corp 8,871 $301K +432 +5.1% 4Q SEC ↗
29 U.S. Capital Wealth Advisors, LLC NEW 8,695 $295K — +0.0% 1Q SEC ↗
30 Allworth Financial LP 8,592 $291K +2,200 +34.4% 5Q SEC ↗
31 KESTRA PRIVATE WEALTH SERVICES, LLC NEW 8,141 $276K — +0.0% 1Q SEC ↗
32 CAP Partners, LLC 7,733 $262K +520 +7.2% 4Q SEC ↗
33 Fullerton Advisors, LLC 7,706 $261K +1,372 +21.7% 3Q SEC ↗
34 CWM, LLC 4,511 $153K +5 +0.1% 4Q SEC ↗
35 City State Bank 3,750 $127K — +0.0% 5Q SEC ↗
36 IFP Advisors, Inc 3,596 $122K +1,953 +118.9% 6Q SEC ↗
37 PNC Financial Services Group, Inc. 2,281 $77K +1,646 +259.2% 2Q SEC ↗
38 Capital Investment Advisory Services, 1,353 $46K +60 +4.6% 3Q SEC ↗
39 AdvisorNet Financial, Inc NEW 1,313 $45K — +0.0% 1Q SEC ↗
40 Integrated Wealth Concepts LLC NEW 877 $30K — +0.0% 1Q SEC ↗
41 Global Retirement Partners, LLC NEW 752 $26K — +0.0% 1Q SEC ↗
42 SALEM INVESTMENT COUNSELORS INC 550 $19K +250 +83.3% 2Q SEC ↗
43 Steward Partners Investment Advisory, 507 $17K -60 -10.6% 5Q SEC ↗
44 PIN OAK INVESTMENT ADVISORS INC 455 $15K +175 +62.5% 4Q SEC ↗
45 Asset Dedication, LLC NEW 445 $15K — +0.0% 1Q SEC ↗
46 Aptus Capital Advisors, LLC 355 $12K +22 +6.6% 4Q SEC ↗
47 Geneos Wealth Management Inc. NEW 351 $12K — +0.0% 1Q SEC ↗
48 Tower Research Capital LLC (TRC) NEW 309 $10K — +0.0% 1Q SEC ↗
49 Financial Management Professionals, In 219 $7K +5 +2.3% 3Q SEC ↗
50 INTERNATIONAL ASSETS INVESTMENT MANAGE 200 $7K -211 -51.3% 3Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
JANE STREET GROUP, LLC +481,816 +1845.9% 507,918
Estate Planners Group, LLC +25,496 +18.8% 160,966
Banco BTG Pactual S.A. +23,259 +192.0% 35,373
SIMPLEX TRADING, LLC +17,117 +372.8% 21,709
Retirement Planning Group, LLC +13,585 +34.8% 52,650
New England Private Wealth Advisors +12,412 +72.2% 29,615
Cambridge Investment Research Advis +7,795 +90.6% 16,399
RPS ADVISORY SOLUTIONS LLC +5,139 +48.6% 15,716
Farther Finance Advisors, LLC +4,715 +31.5% 19,703
CITADEL ADVISORS LLC +4,275 +10.9% 43,651
Belvedere Trading LLC +2,927 +21.4% 16,604
Kingsview Wealth Management, LLC +2,714 +9.1% 32,575
HighTower Advisors, LLC +2,685 +24.1% 13,819
AE Wealth Management LLC +2,207 +14.6% 17,375
Allworth Financial LP +2,200 +34.4% 8,592
IFP Advisors, Inc +1,953 +118.9% 3,596
INDEPENDENT FINANCIAL GROUP, LLC +1,673 +6.3% 28,069
PNC Financial Services Group, Inc. +1,646 +259.2% 2,281
Fullerton Advisors, LLC +1,372 +21.7% 7,706
CAP Partners, LLC +520 +7.2% 7,733
Biggest Decreases (10)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -8,283 -40.0% 12,415
WEALTH ENHANCEMENT ADVISORY SERVICE -8,191 -28.4% 20,689
Whalen Wealth Management Inc. -6,915 -38.3% 11,133
Corient Private Wealth LP -4,573 -6.8% 63,086
MADDEN SECURITIES Corp -3,819 -1.2% 309,072
GROUP ONE TRADING LLC -2,017 -5.2% 36,921
INTERNATIONAL ASSETS INVESTMENT MAN -211 -51.3% 200
Steward Partners Investment Advisor -60 -10.6% 507
ROYAL BANK OF CANADA -15 -13.0% 100
WELLS FARGO & COMPANY/MN -1 -50.0% 1

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