BTGD Institutional Ownership
STKd 100% Bitcoin & 100% Gold ETF
1W: -0.7%
1M: +3.9%
3M: +28.7%
YTD: -21.1%
1Y: -37.1%
$27.12
-0.33 (-1.20%)
Weekly Expected Move ±6.8%
$24
$26
$28
$30
$32
Overview
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Institutional Ownership — BTGD
28
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
2
New Positions
5
Increased
14
Reduced
8
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (34 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wealthcare Advisory Partners LLC | 64,740 | 2M | +18,373 | +39.6% | 5Q | SEC ↗ |
| 2 | Fermata Advisors, LLC | 35,749 | 969K | +11,152 | +45.3% | 2Q | SEC ↗ |
| 3 | Centric Wealth Management | 26,711 | 724K | — | +0.0% | 7Q | SEC ↗ |
| 4 | ZEGA Investments, LLC | 21,001 | 570K | -1,682 | -7.4% | 2Q | SEC ↗ |
| 5 | Cumberland Partners Ltd | 19,919 | 540K | +581 | +3.0% | 4Q | SEC ↗ |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 18,659 | 506K | -13,881 | -42.7% | 3Q | SEC ↗ |
| 7 | CENTAURUS FINANCIAL, INC. | 9,209 | 250K | +1,400 | +17.9% | 3Q | SEC ↗ |
| 8 | Farther Finance Advisors, LLC | 2,558 | 69K | -7,715 | -75.1% | 2Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 2,250 | 61K | +1,000 | +80.0% | 3Q | SEC ↗ |
| 10 | American Capital Advisory, LLC | 1,000 | 27K | — | +0.0% | 7Q | SEC ↗ |
| 11 | MATHER GROUP, LLC. | 497 | 13K | -90 | -15.3% | 2Q | SEC ↗ |
| 12 | THURSTON, SPRINGER, MILLER, HERD & TIT | 406 | 11K | -598 | -59.6% | 3Q | SEC ↗ |
| 13 | BROWN BROTHERS HARRIMAN & CO | 260 | 7K | — | +0.0% | 3Q | SEC ↗ |
| 14 | AE Wealth Management LLC | 244 | 7K | — | +0.0% | 3Q | SEC ↗ |
| 15 | Crewe Advisors LLC | 117 | 3K | — | +0.0% | 3Q | SEC ↗ |
| 16 | CWM, LLC | 100 | 3K | — | +0.0% | 2Q | SEC ↗ |
| 17 | SIGNATUREFD, LLC | 55 | 1K | -50 | -47.6% | 2Q | SEC ↗ |
| 18 | UBS Group AG NEW | 44 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 19 | MORGAN STANLEY NEW | 2 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -25,924 | -100.0% | 3Q | SEC ↗ |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | 0K | -5 | -100.0% | 1Q | SEC ↗ |
| 22 | Tidal Investments LLC | 0 | 0K | -33,638 | -100.0% | 5Q | SEC ↗ |
| 23 | Mariner, LLC | 0 | 0K | -5,860 | -100.0% | 1Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC | 0 | 0K | -139,790 | -100.0% | 6Q | SEC ↗ |
| 25 | CLG LLC | 0 | 0K | -18,561 | -100.0% | 3Q | SEC ↗ |
| 26 | FLOW TRADERS U.S. LLC | 0 | 0K | -8,561 | -100.0% | 2Q | SEC ↗ |
| 27 | Garden State Investment Advisory Servi | 0 | 0K | -21,750 | -100.0% | 1Q | SEC ↗ |
| 28 | Stegent Equity Advisors, Inc. | 0 | 0K | -19,794 | -100.0% | 1Q | SEC ↗ |
| 29 | Scarborough Advisors, LLC | 0 | 0K | -1 | -100.0% | 3Q | SEC ↗ |
| 30 | EVOLUTION WEALTH MANAGEMENT INC. | 0 | 0K | -100 | -100.0% | 2Q | SEC ↗ |
| 31 | SIMPLEX TRADING, LLC | 0 | 0K | -1,935 | -100.0% | 3Q | SEC ↗ |
| 32 | Root Financial Partners, LLC | 0 | 0K | -97 | -100.0% | 3Q | SEC ↗ |
| 33 | Bravias Capital Group, LLC | 0 | 0K | -10,645 | -100.0% | 2Q | SEC ↗ |
| 34 | TopTier Wealth Management, LLC | 0 | 0K | -355 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| UBS Group AG | 44 | 1K |
| MORGAN STANLEY | 2 | 0K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 139,790 | 4M |
| Tidal Investments LLC | 33,638 | 912K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 25,924 | 703K |
| Garden State Investment Advisory Se | 21,750 | 590K |
| Stegent Equity Advisors, Inc. | 19,794 | 537K |
| CLG LLC | 18,561 | 503K |
| Bravias Capital Group, LLC | 10,645 | 289K |
| FLOW TRADERS U.S. LLC | 8,561 | 232K |
| Mariner, LLC | 5,860 | 159K |
| SIMPLEX TRADING, LLC | 1,935 | 52K |
| TopTier Wealth Management, LLC | 355 | 10K |
| EVOLUTION WEALTH MANAGEMENT INC. | 100 | 3K |
| Root Financial Partners, LLC | 97 | 3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 5 | 0K |
| Scarborough Advisors, LLC | 1 | 0K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Wealthcare Advisory Partners LLC | +18,373 | +39.6% | 64,740 |
| Fermata Advisors, LLC | +11,152 | +45.3% | 35,749 |
| CENTAURUS FINANCIAL, INC. | +1,400 | +17.9% | 9,209 |
| OSAIC HOLDINGS, INC. | +1,000 | +80.0% | 2,250 |
| Cumberland Partners Ltd | +581 | +3.0% | 19,919 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | -13,881 | -42.7% | 18,659 |
| Farther Finance Advisors, LLC | -7,715 | -75.1% | 2,558 |
| ZEGA Investments, LLC | -1,682 | -7.4% | 21,001 |
| THURSTON, SPRINGER, MILLER, HERD & | -598 | -59.6% | 406 |
| MATHER GROUP, LLC. | -90 | -15.3% | 497 |
| SIGNATUREFD, LLC | -50 | -47.6% | 55 |