FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.800.05%
STOXX50E5,860.32-0.39%
XLF51.74-0.14%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp30.1°C
UV3.9
Feels35.2°C
Humidity59%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time4:24 PM
13F QoQ Ownership Changes

BTCO Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 13 new · 23 added · 30 reduced · 10 exited

New Positions(13)

ManagerSharesΔ SharesValueΔ Value% Δ
Galaxy Group Investments LLC725,000+725,000$63.2M+$63.2M
Gradient Investments LLC415,168+415,168$36.2M+$36.2M
Brown Financial Advisors22,132+22,132$1.9M+$1.9M
Paladin Wealth, LLC14,143+14,143$1.2M+$1.2M
Mattson Financial Services, LLC10,437+10,437$909.8K+$909.8K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7,897+7,897$727.2K+$727.2K
RM Financial Services, LLC7,782+7,782$678.4K+$678.4K
Vise Technologies, Inc.6,768+6,768$590.0K+$590.0K
GREAT VALLEY ADVISOR GROUP, INC.6,000+6,000$523.0K+$523.0K
A4 Wealth Advisors LLC4,419+4,419$385.2K+$385.2K
SIMPLEX TRADING, LLC1,064+1,064$92.7K+$92.7K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO498+498$43.4K+$43.4K
IFP Advisors, Inc2+2$201+$201

Added To(23)

ManagerSharesΔ SharesValueΔ Value% Δ
LPL Financial LLC82,311+5,865$7.2M-$1.5M7.7%
Key Client Fiduciary Advisors, LLC21,419+18,407$1.9M+$1.5M611.1%
FIRST TRUST ADVISORS LP62,439+4,456$5.4M-$1.2M7.7%
SUSQUEHANNA INTERNATIONAL GROUP, LLP100,146+30,896$8.7M+$834.5K44.6%
Farringdon Capital, Ltd.57,259+16,746$5.0M+$372.4K41.3%
Watchman Group, Inc.6,210+3,091$541.3K+$185.7K99.1%
MORGAN STANLEY2,128+2,127$185.5K+$185.4K212700.0%
ENVESTNET ASSET MANAGEMENT INC29,387+8,506$2.6M+$181.0K40.7%
Brookstone Capital Management11,843+1,345$1.0M-$164.5K12.8%
MEITAV INVESTMENT HOUSE LTD32,647+6,245$2.8M-$164.3K23.6%
OLD MISSION CAPITAL LLC11,808+3,962$1.0M+$134.8K50.5%
Cetera Investment Advisers54,050+11,945$4.7M-$88.9K28.4%
NewEdge Advisors, LLC1,040+704$90.7K+$52.4K209.5%
Fortis Group Advisors, LLC15,470+3,215$1.3M-$49.9K26.2%
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA1,140+570$99.4K+$34.4K100.0%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.358+216$31.2K+$15.0K152.1%
CreativeOne Wealth, LLC2,534+686$220.9K+$10.2K37.1%
Mariner, LLC2,674+600$233.1K-$3.4K28.9%
Arete Wealth Advisors, LLC30,647+15,014$2.7K+$88996.0%
FLOW TRADERS U.S. LLC13,030+5,025$1.1K+$22362.8%
HARBOUR INVESTMENTS, INC.50+10$4.4K-$20125.0%
Harel Insurance Investments & Financial Services Ltd.3,857+2,444$336+$175173.0%
HANTZ FINANCIAL SERVICES, INC.114+11$10-$210.7%

Reduced(30)

ManagerSharesΔ SharesValueΔ Value% Δ
Cresset Asset Management, LLC172,095-400,000$15.0M-$50.2M-69.9%
WELLS FARGO & COMPANY/MN308,708-89,722$26.9M-$18.5M-22.5%
RENAISSANCE TECHNOLOGIES LLC11,900-11,700$1.0M-$1.7M-49.6%
Private Advisor Group, LLC24,875-155$2.2M-$685.3K-0.6%
RPO LLC20,3000$1.8M-$544.9K0.0%
Tolleson Wealth Management, Inc.13,0300$1.1M-$349.7K0.0%
Venture Visionary Partners LLC7,100-550$618.9K-$253.3K-7.2%
Valeo Financial Advisors, LLC7,0860$617.7K-$190.2K0.0%
Milestone Asset Management Group, LLC6,256-57$545.3K-$174.4K-0.9%
Financial Security Advisor, Inc.4,207-145$366.7K-$129.4K-3.3%
KESTRA PRIVATE WEALTH SERVICES, LLC4,2390$369.5K-$113.8K0.0%
AdvisorNet Financial, Inc1,247-640$108.7K-$106.4K-33.9%
Geneos Wealth Management Inc.2,574-158$224.4K-$87.1K-5.8%
Retirement Planning Group, LLC2,721-34$237.2K-$76.9K-1.2%
Fortress Financial Solutions, LLC2,4200$211.0K-$65.0K0.0%
CIBC Private Wealth Group LLC1,5000$130.8K-$40.3K0.0%
KELLEHER FINANCIAL ADVISORS5200$45.3K-$14.0K0.0%
Clearstead Advisors, LLC5000$43.6K-$13.4K0.0%
Virtu Financial LLC28,277-74,368$2.5K-$9.2K-72.5%
1620 INVESTMENT ADVISORS, INC.2850$24.8K-$7.7K0.0%
Global Retirement Partners, LLC2500$21.8K-$6.7K0.0%
Larson Financial Group LLC1000$8.7K-$2.7K0.0%
SIGNATUREFD, LLC1000$8.7K-$2.7K0.0%
QUADRANT CAPITAL GROUP LLC940$8.2K-$2.5K0.0%
Valued Wealth Advisors LLC7-9$611-$1.2K-56.3%
Westside Investment Management, Inc.400$3.5K-$1.1K0.0%
Cambridge Investment Research Advisors, Inc.6,601-408$575-$224-5.8%
CWM, LLC8130$71-$220.0%
TSFG, LLC3200$28-$80.0%
BANK OF AMERICA CORP /DE/10$114$00.0%

Sold Out(10)

ManagerSharesΔ SharesValueΔ Value% Δ
Tidal Investments LLC0-289,594$0-$33.0M
JANE STREET GROUP, LLC0-6,281$0-$716.1K
Gerber Kawasaki Wealth & Investment Management0-6,000$0-$684.1K
Fermata Advisors, LLC0-3,168$0-$361.2K
Focus Partners Advisor Solutions, LLC0-2,882$0-$304.5K
Kercheville Advisors, LLC0-2,600$0-$296.4K
Wealthspire Advisors, LLC0-100$0-$11.4K
GPS Wealth Strategies Group, LLC0-64$0-$7.3K
Ameritas Advisory Services, LLC0-33$0-$3.8K
Cloud Capital Management, LLC0-4$0$0