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Get Institutions for : 
Bitwise Crypto Industry Innovators Etf (BITQ)  
$11.94 0.18 (1.49%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    3
Total shares held : 
2,935,043  
% of shares held : 
32.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
1,214,774  
% of shares held change : 
  13.5%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$6.72  
Last Quarter's Ending Price : 
$11.59  
Last Quarter's Average Price
$8.21  
Change from last quarter's     
avg. price to the last closing  : 
3.73 (45.43%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 421,471
 14.36%
 
Increased Positions :
17
 922,610
 31.43%
 
Unchanged Positions :
20
 178,135
 6.07%
 
Decreased Positions :
13
-89,913
-3.06%
 
Closed Positions :
10
-39,394
-1.34%
 
Guru Positions :
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
   Main Management ETF Advisors LLC 22 - 2024-03-31 914,820 $12,039,000 5,925
   Cetera Investment Advisers 1058 - 2024-03-31 329,436 $4,335,000 315,498
   MULTIFINANCIAL SECURITIES CORP 568 - 2024-03-31 277,731 $3,655,000 -13,705
   JANE STREET GROUP LLC 1610 - 2024-03-31 266,170 $3,503,000 198,632
   ATRIA INVESTMENTS LLC 690 - 2024-03-31 140,193 $1,845,000 38,154
   MARINER WEALTH ADVISORS, LLC 1161 - 2024-03-31 138,374 $1,821,000 37,274
   J P MORGAN CHASE & CO 3082 - 2024-03-31 127,238 $1,674,000 -2,425
   CORA CAPITAL ADVISORS LLC 29 - 2024-03-31 108,995 $1,434,000 4,049
   Gainplan LLC 20 - 2024-03-31 83,902 $1,104,000 -30
   Strategic Family Wealth Counselors L.L.C. 48 - 2024-03-31 77,692 $1,022,000 0
   STIFEL FINANCIAL CORP 2370 - 2024-03-31 56,676 $746,000 6,204
   Apeiron RIA LLC 83 - 2024-03-31 55,098 $725,000 -5,156
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1988 - 2024-03-31 52,612 $692,000 13,615
   Wellspring Financial Advisors LLC 80 - 2024-03-31 31,209 $411,000 -19,902
   FINANCIAL NETWORK 2089 - 2024-03-31 29,497 $388,000 5,974
   Soltis Investment Advisors LLC 235 - 2024-03-31 26,479 $348,000 -8,601
   AdvisorNet Financial Inc 372 - 2024-03-31 25,187 $331,000 -2,543
   ENVESTNET ASSET MANAGEMENT INC 3641 - 2024-03-31 25,017 $329,000 -52,232
   Brandywine Oak Private Wealth LLC 186 - 2024-03-31 24,862 $327,000 0
   OPPENHEIMER & CO INC 1149 - 2024-03-31 24,718 $325,000 -292
   JANNEY MONTGOMERY SCOTT LLC 2316 - 2024-03-31 23,210 $305,000 6,790
   Arete Wealth Advisors LLC 346 - 2024-03-31 22,400 $295,000 300
   MML INVESTORS SERVICES LLC 2180 - 2024-03-31 20,228 $266,000 4,412
   COMMONWEALTH EQUITY SERVICES LLC. 3344 - 2024-03-31 20,069 $264,000 -4,580
   Balboa Wealth Partners 179 - 2024-03-31 19,750 $260,000 750
   LPL FINANCIAL CORP 4230 - 2024-03-31 19,631 $258,000 -600
   SIMPLEX TRADING LLC 885 - 2024-03-31 19,642 $258,000 10,934
   Bordeaux Wealth Advisors LLC 99 - 2024-03-31 17,824 $235,000 0
   Goss Wealth Management LLC 1784 - 2024-03-31 16,620 $219,000 -2,403
   Claro Advisors LLC 380 - 2024-03-31 16,311 $215,000 -1
   ROYAL BANK OF CANADA 4170 - 2024-03-31 14,567 $192,000 7,102
   HIGHTOWER ADVISORS, LLC 2967 *New 2024-03-31 13,216 $173,000 13,216
   Oxinas Partners Wealth Management LLC 124 - 2024-03-31 12,000 $158,000 -8,000
   CI Private Wealth LLC 2121 - 2024-03-31 11,900 $157,000 -1,600
   Orion Portfolio Solutions LLC 1631 *New 2024-03-31 11,225 $148,000 11,225
   Advisor Group Holdings Inc. 3996 - 2024-03-31 10,127 $133,000 -247
   Coastal Investment Advisors Inc. 472 - 2024-03-31 8,141 $107,000 8,141
   Intercontinental Wealth Advisors LLC 303 - 2023-06-30 12,000 $97,000 0
   Sunbelt Securities Inc. 740 *New 2024-03-31 6,364 $84,000 6,364
   CITADEL ADVISORS LLC 4970 - 2024-03-31 5,615 $74,000 -12,300
   Advantage Trust Co 100 - 2024-03-31 4,500 $59,000 0
   Main Management LLC 101 - 2024-03-31 3,890 $51,000 0
   MCF Advisors LLC 390 *New 2024-03-31 3,432 $45,000 3,432
   HARBOUR INVESTMENTS INC. 1620 - 2023-12-31 2,959 $34,000 1,270
   Aptus Capital Advisors LLC 918 *New 2024-03-31 2,278 $30,000 2,278
   UBS Group AG 5560 - 2024-03-31 2,064 $27,000 2,064
   Peoples Bank/KS 186 - 2024-03-31 1,422 $19,000 0
   Atlantic Trust LLC 327 *New 2024-03-31 1,156 $15,000 1,156
   Parallel Advisors LLC 2121 - 2024-03-31 1,130 $15,000 0
   DHJJ Financial Advisors Ltd. 399 - 2024-03-31 1,123 $15,000 18
   BDO Wealth Advisors LLC 655 - 2023-06-30 1,790 $14,000 0
   Cornerstone Planning Group LLC 399 - 2024-03-31 1,000 $11,000 0
   AllSquare Wealth Management LLC 373 - 2024-03-31 772 $10,000 0
   Asset Dedication LLC 688 - 2024-03-31 758 $10,000 0
   Farther Finance Advisors LLC 1742 - 2024-03-31 800 $10,000 0
   JNBA FINANCIAL ADVISORS 491 - 2024-03-31 550 $7,000 0
   Federation des caisses Desjardins du Quebec 1902 - 2024-03-31 468 $6,000 0
   Caitlin John LLC 537 - 2023-12-31 454 $5,000 0
   Tradewinds Capital Management LLC 401 - 2024-03-31 200 $3,000 0
   FMR LLC 4522 - 2024-03-31 119 $2,000 1
   HANSON MCCLAIN, INC. 2833 - 2024-03-31 157 $2,000 2
   MORGAN STANLEY 6861 - 2024-03-31 97 $1,000 7
   ROBBINS FARLEY LLC 144 - 2024-03-31 10 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5583 *Closed 2024-03-31 0 $0 -94,234
   PROEQUITIES INC. 3496 - 2024-03-31 0 $0 0
   TFC Financial Management 744 *New 2024-03-31 10 $0 10
   FAGAN ASSOCIATES INC. 119 *Closed 2024-03-31 0 $0 -31,474
   TUCKER ASSET MANAGEMENT LLC 973 *Closed 2023-12-31 0 $0 -264
   Wealth Alliance Advisory Group LLC 199 *Closed 2024-03-31 0 $0 -17,300
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3328 - 2024-03-31 4 $0 4
   AE Wealth Management LLC 1517 *Closed 2024-03-31 0 $0 -24,711
   Compagnie Lombard Odier SCA 538 *New 2024-03-31 0 $0 0
   TOWER RESEARCH CAPITAL LLC 6133 *Closed 2024-03-31 0 $0 -10
   ORG Partners LLC 1117 *Closed 2024-03-31 0 $0 -2,225
   Betterment LLC 365 *Closed 2024-03-31 0 $0 -89,816
   One Charles Private Wealth Services LLC 150 *Closed 2024-03-31 0 $0 -105,696
   Impact Partnership Wealth LLC 738 *Closed 2024-03-31 0 $0 -4,826
   Abich Financial Wealth Management LLC 412 - 2023-12-31 34 $0 0

  78 Records found
  1    
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