Who owns BITU
Which tracked institutional funds hold BITU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BITU company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BITU is one-sided between 2025-Q4 and 2026-Q1: 0 added or opened and 5 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
BITU’s largest tracked holder by dollar value, DRW Securities, LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BITU 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 32 tracked filers holding BITU, 22 increased or opened the position and 13 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 BITU 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.
Full exits 3
- DRW Securities, LLC$6M
- RENAISSANCE TECHNOLOGIES LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$730K
Largest trims
- EverSource Wealth Advisors, LLC$1M
- Financial Management Professionals, Inc.$675K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Financial Management Professionals, Inc. | 64,619 | $752K | 2.8% | 2026-Q1 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC new | 27,785 | $323K | 1.2% | 2026-Q1 |
| IMC-Chicago, LLC added | 26,678 | $311K | 1.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS new | 20,706 | $241K | 0.9% | 2026-Q1 |
| Mariner, LLC new | 19,362 | $225K | 0.8% | 2026-Q1 |
| ENTREWEALTH, LLC | 17,107 | $199K | 0.7% | 2026-Q1 |
| Apollon Wealth Management, LLC new | 16,750 | $195K | 0.7% | 2026-Q1 |
| USCF Advisers LLC added | 15,200 | $177K | 0.6% | 2026-Q1 |
| Belvedere Trading LLC trimmed | 14,218 | $165K | 0.6% | 2026-Q1 |
| HRT FINANCIAL LP new | 10,960 | $127K | 0.5% | 2026-Q1 |
| Clear Creek Financial Management, LLC new | 10,195 | $119K | 0.4% | 2026-Q1 |
| Heritage Wealth Advisors trimmed | 6,000 | $70K | 0.3% | 2026-Q1 |
| Trask Adam Roland new | 5,107 | $59K | 0.2% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 3,548 | $41K | 0.2% | 2026-Q1 |
| TOTH FINANCIAL ADVISORY CORP added | 2,721 | $32K | 0.1% | 2026-Q1 |
| EFG International AG | 2,380 | $28K | 0.1% | 2026-Q1 |
| CWM, LLC added | 1,699 | $20K | 0.1% | 2026-Q1 |
| HOEY INVESTMENTS, INC trimmed | 1,500 | $17K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC | 940 | $11K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 99 | $7K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 532 | $6K | 0.0% | 2026-Q1 |
| Covestor Ltd trimmed | 507 | $6K | 0.0% | 2026-Q1 |
| Lodestone Wealth Management LLC new | 501 | $6K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 500 | $6K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 348 | $4K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 305 | $4K | 0.0% | 2026-Q1 |
| Ankerstar Wealth, LLC new | 142 | $2K | 0.0% | 2026-Q1 |
| Millstone Evans Group, LLC new | 95 | $1K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 65 | $757 | 0.0% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT added | 49 | $570 | 0.0% | 2026-Q1 |
| Gould Capital, LLC new | 40 | $466 | 0.0% | 2026-Q1 |
| SIGNATUREFD, LLC | 26 | $301 | 0.0% | 2026-Q1 |
| DRW Securities, LLC added | 261,525 | $6M | 21.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 66,510 | $4M | 13.0% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 143,400 | $3M | 11.6% | 2025-Q4 stale |
| Q Fund Management (Hong Kong) Ltd trimmed | 36,400 | $2M | 7.1% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 26,478 | $1M | 5.2% | 2025-Q3 stale |
| WOLVERINE TRADING, LLC added | 17,131 | $914K | 3.4% | 2025-Q3 stale |
| Mutual Advisors, LLC added | 18,292 | $883K | 3.2% | 2025-Q3 stale |
| Client First Investment Management LLC added | 15,813 | $818K | 3.0% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 33,049 | $730K | 2.7% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 12,923 | $669K | 2.5% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 12,073 | $625K | 2.3% | 2025-Q2 stale |
| MBL Wealth, LLC new | 9,500 | $507K | 1.9% | 2025-Q3 stale |
| United Capital Management of KS, Inc. trimmed | 8,448 | $451K | 1.7% | 2025-Q3 stale |
| Orion Porfolio Solutions, LLC added | 8,257 | $441K | 1.6% | 2025-Q3 stale |
| Austin Wealth Management, LLC new | 17,107 | $405K | 1.5% | 2025-Q4 stale |
| Jump Financial, LLC new | 11,352 | $378K | 1.4% | 2025-Q1 stale |
| Silverleafe Capital Partners, LLC new | 14,884 | $329K | 1.2% | 2025-Q4 stale |
| Bleakley Financial Group, LLC trimmed | 11,078 | $245K | 0.9% | 2025-Q4 stale |
| Whitaker-Myers Wealth Managers, LTD. added | 4,275 | $228K | 0.8% | 2025-Q3 stale |
| Spire Wealth Management added | 4,335 | $224K | 0.8% | 2025-Q2 stale |
| Wealth Preservation Advisors, LLC new | 3,619 | $120K | 0.4% | 2025-Q1 stale |
| Steigerwald, Gordon & Koch Inc. new | 4,824 | $107K | 0.4% | 2025-Q4 stale |
| WINNOW WEALTH LLC added | 2,282 | $52K | 0.2% | 2025-Q4 stale |
| GROUP ONE TRADING LLC trimmed | 1,758 | $39K | 0.1% | 2025-Q4 stale |
| UBS Group AG new | 385 | $20K | 0.1% | 2025-Q2 stale |
| Clarity Asset Management, Inc. added | 265 | $14K | 0.1% | 2025-Q3 stale |
| Headlands Technologies LLC added | 200 | $10K | 0.0% | 2025-Q2 stale |
| Elequin Capital, LP new | 198 | $7K | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.