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Institutional Ownership · SEC Form 13F

Who owns BTCI


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

50
Institutional holders
2M
Shares held (tracked funds)

How the tape is positioned

6 tracked funds added or opened BTCI while 8 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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

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

Book-share is each fund’s reported value in BTCI 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 2026-Q1 and 2026-Q2, across 50 tracked filers holding BTCI, 39 increased or opened the position and 26 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 BTCI between the 2026-Q1 and 2026-Q2 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 1

  • Savant Capital, LLC$890K

Full exits 3

  • Integrity Wealth Partners, LLC$992K
  • OLD MISSION CAPITAL LLC$992K
  • EXENCIAL WEALTH ADVISORS, LLC$723K

Largest adds

  • JANE STREET GROUP, LLC$13M
  • Corient Private Wealth LP$974K
  • Banco BTG Pactual S.A.$553K
  • SIMPLEX TRADING, LLC$433K
  • New England Private Wealth Advisors LLC$277K

Largest trims

  • MADDEN SECURITIES Corp$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$345K
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$343K
  • Whalen Wealth Management Inc.$293K
  • GROUP ONE TRADING LLC$285K

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
JANE STREET GROUP, LLC added507,918$14M25.7%2026-Q2
MADDEN SECURITIES Corp trimmed309,072$8M15.7%2026-Q2
Estate Planners Group, LLC added160,966$4M8.2%2026-Q2
Corient Private Wealth LP trimmed63,086$2M3.2%2026-Q2
Retirement Planning Group, LLC added52,650$1M2.7%2026-Q2
CITADEL ADVISORS LLC added43,651$1M2.2%2026-Q2
GROUP ONE TRADING LLC trimmed36,921$992K1.9%2026-Q2
Banco BTG Pactual S.A. added35,373$950K1.8%2026-Q2
Savant Capital, LLC new31,040$890K1.7%2026-Q2
Kingsview Wealth Management, LLC added32,575$875K1.7%2026-Q2
New England Private Wealth Advisors LLC added29,615$841K1.6%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC added28,069$754K1.4%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed20,689$597K1.1%2026-Q2
SIMPLEX TRADING, LLC added21,709$583K1.1%2026-Q2
Farther Finance Advisors, LLC added19,703$529K1.0%2026-Q2
AE Wealth Management LLC added17,375$467K0.9%2026-Q2
Belvedere Trading LLC added16,604$446K0.8%2026-Q2
RPS ADVISORY SOLUTIONS LLC added15,716$422K0.8%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed12,415$333K0.6%2026-Q2
Whalen Wealth Management Inc. trimmed11,133$299K0.6%2026-Q2
Kestra Advisory Services, LLC added10,403$279K0.5%2026-Q2
Arax Advisory Partners new9,730$261K0.5%2026-Q2
NFSG Corp added8,871$238K0.4%2026-Q2
Allworth Financial LP added8,592$231K0.4%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC new8,141$219K0.4%2026-Q2
CAP Partners, LLC added7,733$208K0.4%2026-Q2
Fullerton Advisors, LLC added7,706$207K0.4%2026-Q2
City State Bank3,750$101K0.2%2026-Q2
IFP Advisors, Inc added3,596$97K0.2%2026-Q2
PNC Financial Services Group, Inc. added2,281$61K0.1%2026-Q2
Capital Investment Advisory Services, LLC added1,353$36K0.1%2026-Q2
AdvisorNet Financial, Inc new1,313$35K0.1%2026-Q2
Integrated Wealth Concepts LLC new877$24K0.0%2026-Q2
Global Retirement Partners, LLC added752$20K0.0%2026-Q2
SALEM INVESTMENT COUNSELORS INC added550$15K0.0%2026-Q2
Steward Partners Investment Advisory, LLC trimmed507$14K0.0%2026-Q2
Asset Dedication, LLC new445$12K0.0%2026-Q2
Aptus Capital Advisors, LLC added355$10K0.0%2026-Q2
Geneos Wealth Management Inc. new351$9K0.0%2026-Q2
Tower Research Capital LLC (TRC) new309$8K0.0%2026-Q2
Financial Management Professionals, Inc. added219$6K0.0%2026-Q2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed200$5K0.0%2026-Q2
VIMA LLC new170$5K0.0%2026-Q2
VISION FINANCIAL MARKETS LLC added149$4K0.0%2026-Q2
MORGAN STANLEY added121$3K0.0%2026-Q2
ROYAL BANK OF CANADA trimmed100$3K0.0%2026-Q2
US BANCORP \DE\ new36$9670.0%2026-Q2
Strategic Wealth Partners, Ltd. added34$9030.0%2026-Q2
DHJJ Financial Advisors, Ltd.2$540.0%2026-Q2
WELLS FARGO & COMPANY/MN trimmed1$310.0%2026-Q2
Integrity Wealth Partners, LLC new30,272$992K1.9%2026-Q1 stale (1 quarter behind)
OLD MISSION CAPITAL LLC trimmed30,262$992K1.9%2026-Q1 stale (1 quarter behind)
EXENCIAL WEALTH ADVISORS, LLC new22,068$723K1.4%2026-Q1 stale (1 quarter behind)
HighTower Advisors, LLC added11,134$365K0.7%2026-Q1 stale (1 quarter behind)
RENAISSANCE TECHNOLOGIES LLC trimmed9,900$325K0.6%2026-Q1 stale (1 quarter behind)
Kaizen Financial Strategies7,962$285K0.5%2026-Q1 stale (1 quarter behind)
U.S. Capital Wealth Advisors, LLC new8,695$285K0.5%2026-Q1 stale (1 quarter behind)
Cambridge Investment Research Advisors, Inc. added8,604$282K0.5%2026-Q1 stale (1 quarter behind)
Foguth Wealth Management, LLC. new6,849$232K0.4%2026-Q1 stale (1 quarter behind)
CWM, LLC added4,511$148K0.3%2026-Q1 stale (1 quarter behind)
Keating Financial Advisory Services, Inc. added2,267$74K0.1%2026-Q1 stale (1 quarter behind)
PIN OAK INVESTMENT ADVISORS INC added280$9K0.0%2026-Q1 stale (1 quarter behind)
Root Financial Partners, LLC new224$7K0.0%2026-Q1 stale (1 quarter behind)
Innovative Asset Advisors Group, LLC new200$7K0.0%2026-Q1 stale (1 quarter behind)
Legacy Wealth Managment, LLC/ID new85$3K0.0%2026-Q1 stale (1 quarter behind)
Activest Wealth Management new62$2K0.0%2026-Q1 stale (1 quarter behind)
Osbon Capital Management LLC new4$1310.0%2026-Q1 stale (1 quarter behind)
Orion Porfolio Solutions, LLC added21,679$954K1.8%2025-Q4 stale (2 quarters behind)
Oasis Advisors, LLC new21,678$954K1.8%2025-Q4 stale (2 quarters behind)
BROWN ADVISORY INC new20,845$918K1.7%2025-Q4 stale (2 quarters behind)
Focus Partners Wealth added10,210$597K1.1%2025-Q4 stale (2 quarters behind)
NewEdge Advisors, LLC new5,653$249K0.5%2025-Q4 stale (2 quarters behind)
Berger Financial Group, Inc5,046$222K0.4%2025-Q4 stale (2 quarters behind)
HRT FINANCIAL LP trimmed4,688$206K0.4%2025-Q4 stale (2 quarters behind)
Basecamp Wealth Advisors LLC new323$14K0.0%2025-Q4 stale (2 quarters behind)
TUCKER ASSET MANAGEMENT LLC new218$10K0.0%2025-Q4 stale (2 quarters behind)
CX Institutional new75$3K0.0%2025-Q4 stale (2 quarters behind)
ASSETMARK, INC new18$7920.0%2025-Q4 stale (2 quarters behind)
MONTAG A & ASSOCIATES INC trimmed16$7050.0%2025-Q4 stale (2 quarters behind)
Independence Bank of Kentucky new15$6600.0%2025-Q4 stale (2 quarters behind)
Strive Financial Group ,LLC new8$3520.0%2025-Q4 stale (2 quarters behind)
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new2$880.0%2025-Q4 stale (2 quarters behind)
Cresset Asset Management, LLC new13,876$824K1.6%2025-Q3 stale (3 quarters behind)
Strategic Financial Concepts, LLC added11,268$669K1.3%2025-Q3 stale (3 quarters behind)
Pasadena Private Wealth, LLC new4,800$285K0.5%2025-Q3 stale (3 quarters behind)
Compound Planning, Inc. new3,784$225K0.4%2025-Q3 stale (3 quarters behind)
WORLD EQUITY GROUP, INC. new3,573$212K0.4%2025-Q3 stale (3 quarters behind)
Frazier Financial Advisors, LLC new96$6K0.0%2025-Q3 stale (3 quarters behind)
Russell Investments Group, Ltd. new1$310.0%2025-Q3 stale (3 quarters behind)
Rockefeller Capital Management L.P. new0$160.0%2025-Q3 stale (3 quarters behind)
Brookstone Capital Management new4,254$254K0.5%2025-Q2 stale (4 quarters behind)
FMR LLC added121$7K0.0%2025-Q2 stale (4 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

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