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Institutional Ownership · SEC Form 13F

Who owns BITO (BITO)


Which tracked institutional funds hold BITO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BITO company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

206
Institutional holders
16,582,526
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on BITO is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 27 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BITO’s largest tracked holder by dollar value, Acorns Advisers, LLC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BITO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 206 tracked filers holding BITO, 122 increased or opened the position and 80 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BITO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 4

  • HRT FINANCIAL LP$5M
  • TWO SIGMA SECURITIES, LLC$2M
  • SIMPLEX TRADING, LLC$1M
  • OLD MISSION CAPITAL LLC$548K

Full exits 5

  • RENAISSANCE TECHNOLOGIES LLC$4M
  • JANE STREET GROUP, LLC$2M
  • NewEdge Advisors, LLC$1M
  • DRW Securities, LLC$934K
  • BANK OF AMERICA CORP /DE/$635K

Largest adds

  • Walleye Trading LLC$698K
  • StoneX Group Inc.$623K
  • Advisory Services Network, LLC$296K

Largest trims

  • GOLDMAN SACHS GROUP INC$70M
  • CITADEL ADVISORS LLC$12M
  • Tidal Investments LLC$9M
  • HighTower Advisors, LLC$4M
  • Acorns Advisers, LLC$4M
  • Fielder Capital Group LLC$2M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Acorns Advisers, LLC added7,796,095$73M38.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed1,361,837$13M6.7%2026-Q1
Tidal Investments LLC trimmed1,180,000$11M5.8%2026-Q1
Fielder Capital Group LLC added624,613$6M3.1%2026-Q1
HRT FINANCIAL LP added507,823$5M2.5%2026-Q1
GROUP ONE TRADING LLC added460,289$4M2.2%2026-Q1
Realta Investment Advisors added315,051$3M1.5%2026-Q1
MFA WEALTH ADVISORS, LLC added314,761$3M1.5%2026-Q1
Legacy Wealth Managment, LLC/ID added261,051$2M1.3%2026-Q1
Faithward Advisors, LLC added256,723$2M1.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed203,493$2M1.0%2026-Q1
TWO SIGMA SECURITIES, LLC added188,748$2M0.9%2026-Q1
Walleye Trading LLC added141,723$1M0.7%2026-Q1
SIMPLEX TRADING, LLC added116,295$1M0.6%2026-Q1
Ausdal Financial Partners, Inc. added108,451$1M0.5%2026-Q1
PFG Investments, LLC trimmed106,793$994K0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added104,519$973K0.5%2026-Q1
StoneX Group Inc. added95,126$886K0.5%2026-Q1
HighTower Advisors, LLC trimmed89,461$833K0.4%2026-Q1
CITADEL ADVISORS LLC trimmed89,304$831K0.4%2026-Q1
Advisory Services Network, LLC added87,195$812K0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed71,308$664K0.3%2026-Q1
MML INVESTORS SERVICES, LLC added69,622$648K0.3%2026-Q1
Arkadios Wealth Advisors trimmed64,757$603K0.3%2026-Q1
Mariner, LLC trimmed62,332$580K0.3%2026-Q1
WEDBUSH SECURITIES INC trimmed60,614$564K0.3%2026-Q1
OLD MISSION CAPITAL LLC added58,914$548K0.3%2026-Q1
Creative Planning trimmed56,170$523K0.3%2026-Q1
Quadrature Capital Ltd trimmed50,556$471K0.2%2026-Q1
XTX Topco Ltd added49,923$465K0.2%2026-Q1
Independent Wealth Network Inc. added49,869$464K0.2%2026-Q1
RK Capital Management, LLC/FL trimmed48,582$452K0.2%2026-Q1
Kestra Advisory Services, LLC added46,848$436K0.2%2026-Q1
UBS Group AG added45,002$419K0.2%2026-Q1
Baker Avenue Asset Management, LP added45,000$419K0.2%2026-Q1
B. Riley Wealth Advisors, Inc. trimmed45,536$417K0.2%2026-Q1
McIlrath & Eck, LLC added43,159$402K0.2%2026-Q1
Forum Financial Management, LP new40,497$377K0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed38,805$361K0.2%2026-Q1
TWIN FOCUS CAPITAL PARTNERS, LLC new38,000$354K0.2%2026-Q1
LaSalle St. Investment Advisors, LLC new32,427$302K0.2%2026-Q1
RAMSEY QUANTITATIVE SYSTEMS new4,000$301K0.2%2026-Q1
MEANS INVESTMENT CO., INC. trimmed31,632$294K0.2%2026-Q1
Wealthspire Advisors, LLC added30,044$280K0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added29,655$276K0.1%2026-Q1
Wealth Management Nebraska trimmed29,331$273K0.1%2026-Q1
Interchange Capital Partners, LLC added14,203$260K0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS added25,149$234K0.1%2026-Q1
Concurrent Investment Advisors, LLC added24,310$226K0.1%2026-Q1
Brookstone Capital Management added24,024$224K0.1%2026-Q1
IFP Advisors, Inc added23,937$223K0.1%2026-Q1
Cannon Advisors, Inc. trimmed23,082$215K0.1%2026-Q1
AE Wealth Management LLC added22,522$210K0.1%2026-Q1
SCOTIA CAPITAL INC. added22,409$209K0.1%2026-Q1
CPA Asset Management Group, LLC added21,746$202K0.1%2026-Q1
Marathon Trading Investment Management LLC added21,502$200K0.1%2026-Q1
Legacy Investment Solutions, LLC trimmed510,712$11M5.8%2025-Q2 stale
RENAISSANCE TECHNOLOGIES LLC added293,500$4M1.9%2025-Q4 stale
Quinn Opportunity Partners LLC165,000$3M1.7%2025-Q3 stale
WOLVERINE TRADING, LLC added140,867$3M1.5%2025-Q3 stale
SIH Partners, LLLP new91,582$2M1.0%2025-Q2 stale
JANE STREET GROUP, LLC trimmed158,403$2M1.0%2025-Q4 stale
SIG North Trading, ULC trimmed74,687$2M0.8%2025-Q2 stale
NewEdge Advisors, LLC trimmed90,181$1M0.6%2025-Q4 stale
TCFG WEALTH MANAGEMENT, LLC added54,736$1M0.6%2025-Q3 stale
Squarepoint Ops LLC added55,629$1M0.5%2025-Q1 stale
DRW Securities, LLC added76,827$934K0.5%2025-Q4 stale
CMT Capital Markets Trading GmbH new50,150$919K0.5%2025-Q1 stale
Orion Portfolio Solutions, LLC trimmed43,317$794K0.4%2025-Q1 stale
Integrated Wealth Concepts LLC added34,363$676K0.4%2025-Q3 stale
Orion Porfolio Solutions, LLC trimmed33,869$667K0.3%2025-Q3 stale
BANK OF AMERICA CORP /DE/52,200$635K0.3%2025-Q4 stale
Claris Financial LLC27,727$632K0.3%2025-Q1 stale
NATIXIS trimmed31,185$614K0.3%2025-Q3 stale
Vise Technologies, Inc. new27,758$546K0.3%2025-Q3 stale
Perigon Wealth Management, LLC trimmed24,555$483K0.3%2025-Q3 stale
Thrivent Financial for Lutherans19,815$466K0.2%2025-Q1 stale
Evolution Wealth Advisors, LLC added19,800$426K0.2%2025-Q2 stale
Avidian Wealth Enterprises, LLC new19,433$418K0.2%2025-Q2 stale
INTEGRITY WEALTH ADVISORS, INC. added18,474$364K0.2%2025-Q3 stale
Financial Engines Advisors L.L.C. added16,355$352K0.2%2025-Q2 stale
BLUEFIN CAPITAL MANAGEMENT, LLC trimmed27,600$336K0.2%2025-Q4 stale
Edgestream Partners, L.P. added26,249$319K0.2%2025-Q4 stale
Consolidated Portfolio Review Corp added16,052$316K0.2%2025-Q3 stale
Davies Financial Advisors, Inc. added14,615$314K0.2%2025-Q2 stale
Wealthcare Advisory Partners LLC trimmed25,483$310K0.2%2025-Q4 stale
Stegent Equity Advisors, Inc. trimmed15,438$304K0.2%2025-Q3 stale
Prosperity Wealth Management, Inc.23,940$291K0.2%2025-Q4 stale
Stratos Wealth Partners, LTD. added14,589$287K0.2%2025-Q3 stale
MGB Wealth Management, LLC added13,872$273K0.1%2025-Q3 stale
TUDOR INVESTMENT CORP ET AL new14,768$271K0.1%2025-Q1 stale
NORTHERN TRUST CORP trimmed13,429$264K0.1%2025-Q3 stale
SANDERS MORRIS HARRIS LLC12,716$250K0.1%2025-Q3 stale
Prime Capital Investment Advisors, LLC added13,310$244K0.1%2025-Q1 stale
Quantum Portfolio Management LLC new11,621$229K0.1%2025-Q3 stale
Silverleafe Capital Partners, LLC new11,316$223K0.1%2025-Q3 stale
Coastal Bridge Advisors, LLC new9,961$214K0.1%2025-Q2 stale
Quantinno Capital Management LP9,800$211K0.1%2025-Q2 stale
BRIGHTON JONES LLC new10,467$206K0.1%2025-Q3 stale
Kaizen Financial Strategies trimmed9,310$200K0.1%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership