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Get Institutions for : 
Proshares Bitcoin Strategy Etf (BITO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 185    23
Total shares held : 
37,620,873  
% of shares held : 
87.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  46  
Amount of shares held : 
19,909,323  
% of shares held change : 
  46.53%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
46
 6,654,232
 17.69%
 
Increased Positions :
59
 14,872,296
 39.53%
 
Unchanged Positions :
44
 158,969
 0.42%
 
Decreased Positions :
36
-783,796
-2.08%
 
Closed Positions :
23
-833,409
-2.22%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Union Bankshares Corp 150 - 2024-03-31 45,586 $1,472,000 0
   JEPPSON WEALTH MANAGEMENT LLC 127 - 2024-03-31 13,199 $426,000 0
   MASSMUTUAL TRUST CO FSB/ADV 355 - 2024-03-31 7,790 $252,000 0
   UMB BANK N A/MO 669 - 2024-03-31 3,600 $116,000 0
   CULLEN FROST BANKERS INC 618 - 2024-03-31 2,000 $65,000 0
   KISTLERTIFFANY COMPANIES, LLC 523 - 2023-06-30 2,221 $38,000 0
   Perkins Coie Trust Co 177 - 2024-03-31 1,000 $32,000 0
   PNC FINANCIAL SERVICES GROUP INC 3345 - 2024-03-31 700 $23,000 0
   Compagnie Lombard Odier SCA 409 - 2024-03-31 578 $19,000 0
   Bay Harbor Wealth Management LLC 113 - 2024-03-31 594 $19,000 0
   WEST PACES ADVISORS INC. 313 - 2024-03-31 590 $19,000 0
   EverSource Wealth Advisors LLC 1267 - 2024-03-31 937 $19,000 0
   BARTLETT & CO. LLC 1000 - 2023-12-31 403 $8,000 0
   Banque Cantonale Vaudoise 932 - 2024-03-31 250 $8,000 0
   HOLLENCREST SECURITIES LLC 743 - 2024-03-31 250 $8,000 0
   Johnson Midwest Financial LLC 235 - 2023-09-30 500 $7,000 0
   Nalls Sherbakoff Group LLC 301 - 2023-12-31 243 $5,000 0
   PIERSHALE FINANCIAL GROUP, INC. 197 - 2023-06-30 175 $3,000 0
   Hexagon Capital Partners LLC 1070 - 2024-03-31 100 $3,000 0
   Dougherty Wealth Advisers LLC 106 - 2024-03-31 75 $2,000 0
   SANDY SPRING BANK 1038 - 2024-03-31 73 $2,000 0
   US BANCORP 3682 - 2024-03-31 48 $2,000 0
   PrairieView Partners LLC 340 - 2024-03-31 50 $2,000 0
   CWM LLC 3993 - 2024-03-31 50 $2,000 0
   Smartleaf Asset Management LLC 1444 - 2024-03-31 36 $1,000 0
   Coppell Advisory Solutions LLC 1397 - 2023-12-31 30 $1,000 0
   Sargent Bickham Lagudis LLC 956 - 2022-12-31 125 $1,000 0
   Efficient Wealth Management LLC 1043 - 2024-03-31 10 $1,000 0
   Tyler-Stone Wealth Management 853 - 2024-03-31 30 $1,000 0
   Horizons Wealth Management 180 - 2024-03-31 5 $0 0
   Bare Financial Services Inc 126 *Closed 2024-03-31 0 $0 0
   FIRST MANHATTAN CO 1469 - 2024-03-31 12 $0 0
   DHJJ Financial Advisors Ltd. 808 - 2024-03-31 10 $0 0
   Steward Partners Investment Advisory LLC 3654 - 2024-03-31 6 $0 0

  34 Records found
  1    
  Page 1 of 1
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