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Get Institutions for : 
Bitwise Crypto Industry Innovators Etf (BITQ)  
$11.39 0.15 (1.34%) as of 4:30 Thu 5/16


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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  : 
3.18 (38.73%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Main Management ETF Advisors LLC 22 - 2023-12-31 908,895 $10,534,000 768,930
   MULTIFINANCIAL SECURITIES CORP 364 - 2023-12-31 291,436 $3,378,000 -10,022
   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
   One Charles Private Wealth Services LLC 31 - 2023-12-31 105,696 $1,225,000 -3,724
   ATRIA INVESTMENTS LLC 821 *New 2023-12-31 102,039 $1,183,000 102,039
   MARINER WEALTH ADVISORS, LLC 1326 - 2023-12-31 101,100 $1,172,000 2,695
   Gainplan LLC 20 - 2024-03-31 83,902 $1,104,000 -30
   Strategic Family Wealth Counselors L.L.C. 50 - 2023-12-31 77,692 $900,000 0
   ENVESTNET ASSET MANAGEMENT INC 2995 - 2023-12-31 77,249 $895,000 16,125
   JANE STREET GROUP LLC 3476 - 2023-12-31 67,538 $783,000 52,567
   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
   STIFEL FINANCIAL CORP 2467 - 2023-12-31 50,472 $585,000 28,277
   Wellspring Financial Advisors LLC 80 - 2024-03-31 31,209 $411,000 -19,902
   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
   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
   FINANCIAL NETWORK 2300 - 2023-12-31 23,523 $273,000 3,798
   COMMONWEALTH EQUITY SERVICES LLC. 3344 - 2024-03-31 20,069 $264,000 -4,580
   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
   Arete Wealth Advisors LLC 592 *New 2023-12-31 22,100 $256,000 22,100
   Bordeaux Wealth Advisors LLC 99 - 2024-03-31 17,824 $235,000 0
   AE Wealth Management LLC 1831 - 2023-12-31 24,711 $222,000 11,119
   Balboa Wealth Partners 202 *New 2023-12-31 19,000 $220,000 19,000
   Claro Advisors LLC 380 - 2024-03-31 16,311 $215,000 -1
   CITADEL ADVISORS LLC 4389 - 2023-12-31 17,915 $208,000 10,758
   MML INVESTORS SERVICES LLC 2320 - 2023-12-31 15,816 $183,000 2,465
   HIGHTOWER ADVISORS, LLC 2967 *New 2024-03-31 13,216 $173,000 13,216
   Cetera Investment Advisers 2066 *New 2023-12-31 13,938 $162,000 13,938
   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
   Goss Wealth Management LLC 1772 *New 2023-12-31 19,023 $157,000 19,023
   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
   ROYAL BANK OF CANADA 5030 *New 2023-12-31 7,465 $87,000 7,465
   Sunbelt Securities Inc. 740 *New 2024-03-31 6,364 $84,000 6,364
   Advantage Trust Co 100 - 2024-03-31 4,500 $59,000 0
   Impact Partnership Wealth LLC 309 - 2023-12-31 4,826 $56,000 -7,065
   Main Management LLC 98 - 2023-12-31 3,890 $45,000 -1,962
   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
   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 1643 - 2023-12-31 800 $9,000 0
   JNBA FINANCIAL ADVISORS 491 - 2024-03-31 550 $7,000 0
   Caitlin John LLC 537 - 2023-12-31 454 $5,000 0
   Tradewinds Capital Management LLC 401 - 2024-03-31 200 $3,000 0
   HANSON MCCLAIN, INC. 2833 - 2024-03-31 157 $2,000 2
   MORGAN STANLEY 6883 - 2023-12-31 90 $1,000 0
   FMR LLC 4631 - 2023-12-31 118 $1,000 -82
   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
   BAKER AVENUE ASSET MANAGEMENT, LP 1074 *Closed 2023-12-31 0 $0 -536
   Compagnie Lombard Odier SCA 538 *New 2024-03-31 0 $0 0
   TOWER RESEARCH CAPITAL LLC 6160 *New 2023-12-31 10 $0 10
   Qube Research & Technologies Ltd 4080 *Closed 2023-12-31 0 $0 -2,091
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3506 *Closed 2023-12-31 0 $0 -1,240
   UBS Group AG 8461 *Closed 2023-12-31 0 $0 -1,526
   Kestra Advisory Services LLC 2323 *Closed 2023-12-31 0 $0 -13,650
   ORG Partners LLC 1117 *Closed 2024-03-31 0 $0 -2,225
   Betterment LLC 365 *Closed 2024-03-31 0 $0 -89,816
   Abich Financial Wealth Management LLC 412 - 2023-12-31 34 $0 0
  79 Records found
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