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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
7,000
 0.02%
 
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
   Acorns Advisers LLC 9 - 2023-12-31 2,172,717 $44,519,000 -122,741
   Ambassador Advisors LLC 5 - 2023-12-31 789,348 $15,826,000 -86,519
   Paragon Advisors LLC 4 - 2024-03-31 341,998 $11,047,000 -315,098
   ARK Investment Management LLC 107 - 2024-03-31 275,354 $8,894,000 -4,273,853
   TOTAL INVESTMENT MANAGEMENT INC 14 - 2024-03-31 190,241 $6,145,000 -25,567
   McMahon Financial Advisors LLC 20 - 2024-03-31 189,434 $6,119,000 -17,784
   BARCLAYS PLC 1642 - 2023-12-31 191,271 $3,919,000 -73,671
   Stegent Equity Advisors Inc. 13 - 2024-03-31 68,803 $2,222,000 -6,120
   FINANCIAL ENGINES ADVISORS L.L.C. 143 - 2023-12-31 97,345 $1,995,000 -2,096
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1360 - 2024-03-31 53,346 $1,723,000 -16,276
   Impact Partnership Wealth LLC 23 - 2023-12-31 74,696 $1,531,000 -100,549
   MILLENNIUM MANAGEMENT LLC 2586 - 2023-12-31 62,600 $1,283,000 -10,000
   Dynamic Advisors Solutions LLC 396 - 2024-03-31 38,295 $1,237,000 -1,609
   FORTE ASSET MANAGEMENT LLC 34 - 2024-03-31 38,191 $1,234,000 -57,686
   Perigon Wealth Management LLC 325 - 2024-03-31 38,188 $1,233,000 -18,272
   SPRINGBOK CAPITAL MANAGEMENT LLC 255 - 2023-12-31 50,000 $1,025,000 -50,000
   Bull Oak Capital LLC 13 - 2024-03-31 30,892 $998,000 -4,613
   Cyndeo Wealth Partners LLC 224 - 2024-03-31 24,268 $784,000 -3,764
   Evolution Wealth Advisors LLC 69 - 2024-03-31 20,482 $662,000 -5,400
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1430 - 2024-03-31 20,223 $653,000 -4,509
   Private Advisor Group LLC 1418 - 2024-03-31 18,215 $588,000 -16,014
   Integrated Wealth Concepts LLC 964 - 2023-12-31 26,065 $534,000 -3,142
   Altiora Financial Group LLC 52 - 2024-03-31 16,500 $533,000 -8,857
   Brookstone Capital Management 632 - 2024-03-31 14,719 $475,000 -48
   Diligent Investors LLC 201 - 2023-12-31 20,281 $416,000 -175
   Stratos Wealth Partners LTD. 1005 - 2024-03-31 11,134 $360,000 -38,972
   Kestra Advisory Services LLC 1718 - 2023-12-31 17,346 $355,000 -2,928
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 197 - 2023-12-31 14,527 $298,000 -200
   ADVISORY SERVICES NETWORK, LLC 1099 - 2023-12-31 14,122 $289,000 -1,550
   Cetera Investment Advisers 1964 - 2023-12-31 10,861 $223,000 -2,647
   LEUCADIA NATIONAL CORP -- Notable Guru -- 991 - 2023-12-31 7,000 $143,000 -99,852
   Qube Research & Technologies Ltd 2798 - 2023-12-31 3,500 $72,000 -100
   AdvisorNet Financial Inc 758 - 2024-03-31 1,813 $59,000 -9,511
   ABSOLUTE INVESTMENT MANAGEMENT LLC 139 - 2024-03-31 1,476 $48,000 -249
   Moisand Fitzgerald Tamayo LLC 188 - 2024-03-31 1,356 $44,000 -567
   FIFTH THIRD BANCORP 1582 - 2024-03-31 800 $26,000 -400
   Geneos Wealth Management Inc. 1308 - 2024-03-31 713 $23,000 -530
   BURKETT FINANCIAL SERVICES LLC 114 - 2024-03-31 630 $20,000 -206
   VALLEY NATIONAL ADVISERS INC 534 - 2024-03-31 569 $18,000 -411
   Cedar Mountain Advisors LLC 150 - 2024-03-31 527 $17,000 -1,014
   Global Retirement Partners LLC 1981 - 2024-03-31 397 $13,000 -131
   BANK OF MONTREAL /CAN/ 3216 - 2023-12-31 405 $9,000 -735
   ORG Partners LLC 680 - 2023-12-31 402 $8,000 -1,756
   Larson Financial Group LLC 1116 - 2024-03-31 221 $7,000 -3,009
   Spire Wealth Management 1899 - 2024-03-31 188 $6,000 -36
   US BANCORP 3729 - 2023-12-31 48 $1,000 -1,000
   UBS Group AG 7033 - 2023-12-31 20 $0 -3,991
  47 Records found
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