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DJI49,167.79-0.13%
XLE56.920.26%
STOXX50E5,860.32-0.39%
XLF51.80-0.02%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp28.2°C
UV0
Feels31.8°C
Humidity70%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time11:30 PM
13F QoQ Ownership Changes

BITW Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 126 new · 0 added · 2 reduced · 1 exited

New Positions(126)

ManagerSharesΔ SharesValueΔ Value% Δ
FARALLON CAPITAL MANAGEMENT LLC3,385,500+3,385,500$198.9M+$198.9M
LPL Financial LLC502,762+502,762$29.5M+$29.5M
Cetera Investment Advisers119,421+119,421$7.0M+$7.0M
INTRINSIC EDGE CAPITAL MANAGEMENT LLC105,432+105,432$6.2M+$6.2M
BRANDYWINE OAK PRIVATE WEALTH LLC88,931+88,931$5.2M+$5.2M
Mariner, LLC75,762+75,762$4.5M+$4.5M
WCG Wealth Advisors LLC64,960+64,960$3.8M+$3.8M
NewEdge Advisors, LLC59,077+59,077$3.5M+$3.5M
Western Wealth Management, LLC57,390+57,390$3.4M+$3.4M
Orion Porfolio Solutions, LLC50,364+50,364$3.0M+$3.0M
Revolve Wealth Partners, LLC48,253+48,253$2.8M+$2.8M
Exit Wealth Advisors, LLC.43,161+43,161$2.5M+$2.5M
NORTHERN TRUST CORP38,786+38,786$2.3M+$2.3M
Strategic Family Wealth Counselors, L.L.C.34,052+34,052$2.0M+$2.0M
Claro Advisors LLC31,692+31,692$1.9M+$1.9M
Yarbrough Capital, LLC30,052+30,052$1.8M+$1.8M
Cambridge Advisors Inc.27,179+27,179$1.6M+$1.6M
Soltis Investment Advisors LLC22,156+22,156$1.3M+$1.3M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC18,490+18,490$1.2M+$1.2M
Pallas Capital Advisors LLC17,714+17,714$1.0M+$1.0M
Perigon Wealth Management, LLC16,924+16,924$994.5K+$994.5K
CITADEL ADVISORS LLC16,450+16,450$966.6K+$966.6K
Founders Capital Management16,176+16,176$950.5K+$950.5K
Elser Financial Planning, Inc15,861+15,861$932.0K+$932.0K
Private Advisor Group, LLC15,728+15,728$924.2K+$924.2K
COMMONWEALTH EQUITY SERVICES, LLC15,525+15,525$912.3K+$912.3K
Global Retirement Partners, LLC14,996+14,996$881.2K+$881.2K
One Charles Private Wealth Services, LLC13,005+13,005$764.2K+$764.2K
GK Wealth Management LLC12,952+12,952$761.1K+$761.1K
Belpointe Asset Management LLC12,095+12,095$710.7K+$710.7K
Corient Private Wealth LLC11,943+11,943$701.8K+$701.8K
ROTHSCHILD INVESTMENT LLC11,925+11,925$700.7K+$700.7K
HighTower Advisors, LLC11,924+11,924$700.7K+$700.7K
Cresset Asset Management, LLC11,733+11,733$689.4K+$689.4K
Visionary Wealth Advisors11,345+11,345$666.6K+$666.6K
Wealth Alliance Advisory Group, LLC10,281+10,281$604.1K+$604.1K
Kingsview Wealth Management, LLC10,179+10,179$598.1K+$598.1K
Atria Investments, Inc10,149+10,149$596.4K+$596.4K
Steward Partners Investment Advisory, LLC9,703+9,703$570.1K+$570.1K
Quaker Wealth Management, LLC9,648+9,648$566.9K+$566.9K
Beacon Pointe Advisors, LLC9,091+9,091$534.2K+$534.2K
Kestra Advisory Services, LLC8,982+8,982$527.8K+$527.8K
Kraft, Davis & Associates, LLC7,540+7,540$483.2K+$483.2K
Private Wealth Asset Management, LLC8,175+8,175$480.4K+$480.4K
Turim 21 Investimentos Ltda.8,100+8,100$476.0K+$476.0K
Harbour Wealth Management Group, Inc.7,370+7,370$433.1K+$433.1K
Creative Planning7,045+7,045$414.0K+$414.0K
IEQ CAPITAL, LLC6,908+6,908$405.9K+$405.9K
Avidian Wealth Enterprises, LLC6,889+6,889$404.8K+$404.8K
Parallel Advisors, LLC6,793+6,793$399.2K+$399.2K
Waverly Advisors, LLC6,673+6,673$392.1K+$392.1K
JANE STREET GROUP, LLC6,408+6,408$376.5K+$376.5K
ADE, LLC6,325+6,325$371.7K+$371.7K
INSIGNEO ADVISORY SERVICES, LLC6,173+6,173$362.7K+$362.7K
Allworth Financial LP6,121+6,121$359.7K+$359.7K
Modern Wealth Management, LLC5,776+5,776$339.4K+$339.4K
COMPASS CAPITAL CORP /MA/ /ADV7,317+7,317$328.9K+$328.9K
Revisor Wealth Management LLC5,465+5,465$324.4K+$324.4K
Integrated Wealth Concepts LLC5,353+5,353$314.5K+$314.5K
Independent Advisor Alliance5,324+5,324$312.8K+$312.8K
PFG Investments, LLC5,226+5,226$307.1K+$307.1K
GREAT VALLEY ADVISOR GROUP, INC.5,008+5,008$294.4K+$294.4K
Stratos Wealth Partners, LTD.4,796+4,796$281.8K+$281.8K
FLAGSHIP HARBOR ADVISORS, LLC4,650+4,650$273.2K+$273.2K
CURA WEALTH ADVISORS, LLC4,595+4,595$270.0K+$270.0K
Wealth Management Partners, LLC4,213+4,213$247.6K+$247.6K
Cornerstone Wealth Management, LLC4,154+4,154$244.1K+$244.1K
ANGELES WEALTH MANAGEMENT, LLC3,948+3,948$232.0K+$232.0K
Crumly & Associates Inc.3,849+3,849$226.2K+$226.2K
Prime Capital Investment Advisors, LLC3,821+3,821$224.5K+$224.5K
tru Independence LLC3,784+3,784$222.3K+$222.3K
Fortitude Financial, LLC3,581+3,581$210.4K+$210.4K
U.S. Capital Wealth Advisors, LLC3,481+3,481$204.5K+$204.5K
Atlas Private Wealth Advisors3,471+3,471$204.0K+$204.0K
Stembrook Asset Management, LLC3,456+3,456$203.1K+$203.1K
Strategic Advocates LLC3,399+3,399$200.4K+$200.4K
BROWN BROTHERS HARRIMAN & CO3,030+3,030$178.0K+$178.0K
PNC Financial Services Group, Inc.2,102+2,102$123.5K+$123.5K
OSAIC HOLDINGS, INC.2,090+2,090$122.8K+$122.8K
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000+2,000$117.5K+$117.5K
North Star Investment Management Corp.1,950+1,950$114.6K+$114.6K
Keating Financial Advisory Services, Inc.1,930+1,930$113.4K+$113.4K
Sunbelt Securities, Inc.1,624+1,624$95.4K+$95.4K
WHITTIER TRUST CO1,474+1,474$93.3K+$93.3K
FIRST COMMUNITY TRUST NA1,500+1,500$88.1K+$88.1K
Golden State Wealth Management, LLC970+970$57.0K+$57.0K
Arax Advisory Partners719+719$42.2K+$42.2K
Wilmington Savings Fund Society, FSB701+701$41.2K+$41.2K
MAI Capital Management663+663$39.0K+$39.0K
MORGAN STANLEY448+448$26.3K+$26.3K
Root Financial Partners, LLC448+448$26.3K+$26.3K
Beaird Harris Wealth Management, LLC425+425$25.0K+$25.0K
McIlrath & Eck, LLC302+302$17.7K+$17.7K
Larson Financial Group LLC298+298$17.5K+$17.5K
Sound Income Strategies, LLC234+234$15.1K+$15.1K
JNBA Financial Advisors255+255$15.0K+$15.0K
Strengthening Families & Communities, LLC240+240$14.1K+$14.1K
HOLLENCREST CAPITAL MANAGEMENT225+225$13.2K+$13.2K
Wilkerson Advisory Group LLC223+223$13.1K+$13.1K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO210+210$12.3K+$12.3K
CIBC Private Wealth Group LLC205+205$12.0K+$12.0K
TD Waterhouse Canada Inc.200+200$11.8K+$11.8K
Triumph Capital Management200+200$11.8K+$11.8K
SJS Investment Consulting Inc.184+184$10.8K+$10.8K
CALDWELL SUTTER CAPITAL, INC.183+183$10.8K+$10.8K
GHP Investment Advisors, Inc.171+171$10.0K+$10.0K
Blue Trust, Inc.164+164$9.6K+$9.6K
Kohmann Bosshard Financial Services, LLC134+134$7.9K+$7.9K
Virtu Financial LLC119,572+119,572$7.0K+$7.0K
Physician Wealth Advisors, Inc.100+100$5.9K+$5.9K
Inspire Investing, LLC97+97$5.7K+$5.7K
HALBERT HARGROVE GLOBAL ADVISORS, LLC79+79$4.6K+$4.6K
Royal Bank of Canada59+59$3.0K+$3.0K
Sachetta, LLC50+50$2.9K+$2.9K
FLOW TRADERS U.S. LLC45,598+45,598$2.7K+$2.7K
AdvisorNet Financial, Inc30+30$1.8K+$1.8K
Westside Investment Management, Inc.25+25$1.5K+$1.5K
GILPIN WEALTH MANAGEMENT, LLC15+15$882+$882
TOTH FINANCIAL ADVISORY CORP15+15$882+$882
WINNOW WEALTH LLC13+13$767+$767
Cambridge Investment Research Advisors, Inc.10,393+10,393$611+$611
DHJJ Financial Advisors, Ltd.5+5$294+$294
CWM, LLC1,236+1,236$73+$73
REAP Financial Group, LLC1+1$59+$59
Winthrop Capital Management, LLC120+120$7+$7
VALLEY NATIONAL ADVISERS INC65+65$3+$3

Reduced(2)

ManagerSharesΔ SharesValueΔ Value% Δ
Shore Point Advisors, LLC5,526-65$324.7K-$115.6K-1.2%
Archer Investment Corp1000$5.9K-$2.0K0.0%

Sold Out(1)

ManagerSharesΔ SharesValueΔ Value% Δ
DRW Securities, LLC0-62,578$0-$4.9M