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ETHW Institutional Ownership

Bitwise Ethereum ETF
1W: -0.9% 1M: +11.5% 3M: +48.6% YTD: -14.6% 1Y: -38.6%
$19.08
-0.23 (-1.19%)
 
Weekly Expected Move ±6.0%
$17 $18 $19 $20 $21
ETF AMEX · AUM $335.3M

Institutional Ownership — ETHW

110
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
39M
Total Invested
14
New Positions
31
Increased
46
Reduced
16
Closed
0.50
Put/Call Ratio

Ownership Trends

Top Institutional Holders (124 total)

# Holder Shares Value Change Change % Holding Period Filing
1 WELLS FARGO & COMPANY/MN 445,369 $8M +188,212 +73.2% 4Q SEC ↗
2 Clear Creek Financial Management, LLC 337,162 $6M +94,941 +39.2% 7Q SEC ↗
3 Virtu Financial LLC NEW 253,877 $5M — +0.0% 1Q SEC ↗
4 BEAM WEALTH ADVISORS, INC. 210,929 $4M -5,747 -2.7% 8Q SEC ↗
5 Betterment LLC 141,463 $3M +6,182 +4.6% 8Q SEC ↗
6 Snowden Capital Advisors LLC 138,188 $3M +1,676 +1.2% 2Q SEC ↗
7 Focus Partners Wealth 131,738 $3M -13,747 -9.4% 3Q SEC ↗
8 Wiser Wealth Management, Inc 112,955 $2M +4,560 +4.2% 8Q SEC ↗
9 U.S. Capital Wealth Advisors, LLC 91,414 $2M +13,150 +16.8% 5Q SEC ↗
10 IEQ CAPITAL, LLC 81,581 $2M -22,768 -21.8% 8Q SEC ↗
11 Lido Advisors, LLC 71,895 $1M +554 +0.8% 2Q SEC ↗
12 Sanctuary Advisors, LLC 71,726 $1M +38,248 +114.2% 6Q SEC ↗
13 Soltis Investment Advisors LLC 71,526 $1M -5,175 -6.7% 8Q SEC ↗
14 MAGNOLIA CAPITAL ADVISORS LLC 63,591 $1M -2,931 -4.4% 8Q SEC ↗
15 JPMORGAN CHASE & CO 63,282 $1M +25,801 +68.8% 3Q SEC ↗
16 MEITAV INVESTMENT HOUSE LTD 58,938 $1M +2,931 +5.2% 4Q SEC ↗
17 RFG Advisory, LLC 58,436 $1M +21,527 +58.3% 2Q SEC ↗
18 Arax Advisory Partners 54,102 $1M +50,251 +1304.9% 6Q SEC ↗
19 Claro Advisors Inc. 54,059 $1M -495 -0.9% 8Q SEC ↗
20 Atria Investments, Inc 53,878 $1M -5,030 -8.5% 8Q SEC ↗
21 HIGHLINE WEALTH PARTNERS LLC 51,037 $974K +2,407 +4.9% 8Q SEC ↗
22 Innovative Advisory Group, LLC 50,392 $961K -15,063 -23.0% 1Q SEC ↗
23 Arete Wealth Advisors, LLC 48,570 $927K +24,660 +103.1% 5Q SEC ↗
24 Steward Partners Investment Advisory, 48,502 $925K -2,365 -4.6% 5Q SEC ↗
25 CWA Asset Management Group, LLC 43,611 $832K -6,354 -12.7% 3Q SEC ↗
26 Twelve Points Wealth Management LLC 43,507 $830K +16,039 +58.4% 4Q SEC ↗
27 Keel Point, LLC 41,384 $790K +3,725 +9.9% 6Q SEC ↗
28 Harbour Wealth Management Group, Inc. 39,714 $758K +3,543 +9.8% 2Q SEC ↗
29 OPTIMA CAPITAL LLC 39,422 $752K +7,753 +24.5% 4Q SEC ↗
30 Fielder Capital Group LLC 37,456 $715K +19,069 +103.7% 5Q SEC ↗
31 Quadrature Capital Ltd NEW 36,393 $694K — +0.0% 1Q SEC ↗
32 JANE STREET GROUP, LLC NEW 35,866 $684K — +0.0% 1Q SEC ↗
33 BRANDYWINE OAK PRIVATE WEALTH LLC 33,621 $641K +948 +2.9% 7Q SEC ↗
34 ENVESTNET ASSET MANAGEMENT INC 30,471 $581K +6,846 +29.0% 5Q SEC ↗
35 ROTHSCHILD INVESTMENT LLC 25,000 $477K +16,000 +177.8% 8Q SEC ↗
36 Perigon Wealth Management, LLC 23,656 $451K — +0.0% 7Q SEC ↗
37 Daviman Financial, LLC 23,547 $449K — +0.0% 3Q SEC ↗
38 Orion Porfolio Solutions, LLC 23,286 $444K +1,142 +5.2% 5Q SEC ↗
39 Coastline Trust Co 22,297 $425K — +0.0% 2Q SEC ↗
40 a16z Perennial Management, L.P. 22,197 $424K — +0.0% 7Q SEC ↗
41 MONETA GROUP INVESTMENT ADVISORS LLC 21,709 $414K +97 +0.4% 7Q SEC ↗
42 COLUMBIA ADVISORY PARTNERS LLC 21,669 $413K -1,670 -7.2% 3Q SEC ↗
43 Schonfeld Strategic Advisors LLC 20,700 $395K — +0.0% 2Q SEC ↗
44 Archer Investment Management, LLC NEW 20,277 $387K — +0.0% 1Q SEC ↗
45 Wealthcare Advisory Partners LLC 19,675 $375K +7,455 +61.0% 2Q SEC ↗
46 Clearwater Capital Advisors, LLC 19,505 $372K -151 -0.8% 8Q SEC ↗
47 Cresset Asset Management, LLC 19,299 $368K +1,740 +9.9% 4Q SEC ↗
48 Mariner, LLC 18,174 $347K — +0.0% 2Q SEC ↗
49 MML INVESTORS SERVICES, LLC 17,563 $335K +3,929 +28.8% 5Q SEC ↗
50 WEALTHCARE CAPITAL MANAGEMENT LLC NEW 16,963 $324K — +0.0% 1Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
WELLS FARGO & COMPANY/MN +188,212 +73.2% 445,369
Clear Creek Financial Management, L +94,941 +39.2% 337,162
Arax Advisory Partners +50,251 +1304.9% 54,102
Sanctuary Advisors, LLC +38,248 +114.2% 71,726
JPMORGAN CHASE & CO +25,801 +68.8% 63,282
Arete Wealth Advisors, LLC +24,660 +103.1% 48,570
RFG Advisory, LLC +21,527 +58.3% 58,436
Fielder Capital Group LLC +19,069 +103.7% 37,456
Twelve Points Wealth Management LLC +16,039 +58.4% 43,507
ROTHSCHILD INVESTMENT LLC +16,000 +177.8% 25,000
U.S. Capital Wealth Advisors, LLC +13,150 +16.8% 91,414
OPTIMA CAPITAL LLC +7,753 +24.5% 39,422
Wealthcare Advisory Partners LLC +7,455 +61.0% 19,675
ENVESTNET ASSET MANAGEMENT INC +6,846 +29.0% 30,471
Betterment LLC +6,182 +4.6% 141,463
Wiser Wealth Management, Inc +4,560 +4.2% 112,955
MML INVESTORS SERVICES, LLC +3,929 +28.8% 17,563
Keel Point, LLC +3,725 +9.9% 41,384
Harbour Wealth Management Group, In +3,543 +9.8% 39,714
MEITAV INVESTMENT HOUSE LTD +2,931 +5.2% 58,938
Biggest Decreases (20)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -206,359 -94.2% 12,644
IEQ CAPITAL, LLC -22,768 -21.8% 81,581
Innovative Advisory Group, LLC -15,063 -23.0% 50,392
Focus Partners Wealth -13,747 -9.4% 131,738
Quaker Wealth Management, LLC -12,324 -88.1% 1,659
CWA Asset Management Group, LLC -6,354 -12.7% 43,611
BEAM WEALTH ADVISORS, INC. -5,747 -2.7% 210,929
Soltis Investment Advisors LLC -5,175 -6.7% 71,526
Atria Investments, Inc -5,030 -8.5% 53,878
Concentrum Wealth Management -3,387 -17.8% 15,689
MAGNOLIA CAPITAL ADVISORS LLC -2,931 -4.4% 63,591
Steward Partners Investment Advisor -2,365 -4.6% 48,502
WEALTH ENHANCEMENT ADVISORY SERVICE -2,083 -15.0% 11,818
EverSource Wealth Advisors, LLC -1,935 -89.4% 229
Farther Finance Advisors, LLC -1,875 -49.9% 1,883
CWM, LLC -1,737 -61.9% 1,069
COLUMBIA ADVISORY PARTNERS LLC -1,670 -7.2% 21,669
Cambridge Investment Research Advis -1,241 -7.1% 16,301
Sankala Group LLC -756 -44.2% 956
Ankerstar Wealth, LLC -631 -40.1% 943

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