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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JANE STREET GROUP, LLC added | 507,918 | $14M | 25.7% | 2026-Q2 |
| MADDEN SECURITIES Corp trimmed | 309,072 | $8M | 15.7% | 2026-Q2 |
| Estate Planners Group, LLC added | 160,966 | $4M | 8.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 63,086 | $2M | 3.2% | 2026-Q2 |
| Retirement Planning Group, LLC added | 52,650 | $1M | 2.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 43,651 | $1M | 2.2% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 36,921 | $992K | 1.9% | 2026-Q2 |
| Banco BTG Pactual S.A. added | 35,373 | $950K | 1.8% | 2026-Q2 |
| Savant Capital, LLC new | 31,040 | $890K | 1.7% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 32,575 | $875K | 1.7% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 29,615 | $841K | 1.6% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 28,069 | $754K | 1.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 20,689 | $597K | 1.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 21,709 | $583K | 1.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 19,703 | $529K | 1.0% | 2026-Q2 |
| AE Wealth Management LLC added | 17,375 | $467K | 0.9% | 2026-Q2 |
| Belvedere Trading LLC added | 16,604 | $446K | 0.8% | 2026-Q2 |
| RPS ADVISORY SOLUTIONS LLC added | 15,716 | $422K | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,415 | $333K | 0.6% | 2026-Q2 |
| Whalen Wealth Management Inc. trimmed | 11,133 | $299K | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 10,403 | $279K | 0.5% | 2026-Q2 |
| Arax Advisory Partners new | 9,730 | $261K | 0.5% | 2026-Q2 |
| NFSG Corp added | 8,871 | $238K | 0.4% | 2026-Q2 |
| Allworth Financial LP added | 8,592 | $231K | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 8,141 | $219K | 0.4% | 2026-Q2 |
| CAP Partners, LLC added | 7,733 | $208K | 0.4% | 2026-Q2 |
| Fullerton Advisors, LLC added | 7,706 | $207K | 0.4% | 2026-Q2 |
| City State Bank | 3,750 | $101K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 3,596 | $97K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 2,281 | $61K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 1,353 | $36K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc new | 1,313 | $35K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 877 | $24K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 752 | $20K | 0.0% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC added | 550 | $15K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 507 | $14K | 0.0% | 2026-Q2 |
| Asset Dedication, LLC new | 445 | $12K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 355 | $10K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. new | 351 | $9K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) new | 309 | $8K | 0.0% | 2026-Q2 |
| Financial Management Professionals, Inc. added | 219 | $6K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 200 | $5K | 0.0% | 2026-Q2 |
| VIMA LLC new | 170 | $5K | 0.0% | 2026-Q2 |
| VISION FINANCIAL MARKETS LLC added | 149 | $4K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 121 | $3K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 100 | $3K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ new | 36 | $967 | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. added | 34 | $903 | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 2 | $54 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1 | $31 | 0.0% | 2026-Q2 |
| Integrity Wealth Partners, LLC new | 30,272 | $992K | 1.9% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC trimmed | 30,262 | $992K | 1.9% | 2026-Q1 stale (1 quarter behind) |
| EXENCIAL WEALTH ADVISORS, LLC new | 22,068 | $723K | 1.4% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 11,134 | $365K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 9,900 | $325K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Kaizen Financial Strategies | 7,962 | $285K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| U.S. Capital Wealth Advisors, LLC new | 8,695 | $285K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 8,604 | $282K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Foguth Wealth Management, LLC. new | 6,849 | $232K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 4,511 | $148K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Keating Financial Advisory Services, Inc. added | 2,267 | $74K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| PIN OAK INVESTMENT ADVISORS INC added | 280 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 224 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Innovative Asset Advisors Group, LLC new | 200 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Legacy Wealth Managment, LLC/ID new | 85 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Activest Wealth Management new | 62 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Osbon Capital Management LLC new | 4 | $131 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Orion Porfolio Solutions, LLC added | 21,679 | $954K | 1.8% | 2025-Q4 stale (2 quarters behind) |
| Oasis Advisors, LLC new | 21,678 | $954K | 1.8% | 2025-Q4 stale (2 quarters behind) |
| BROWN ADVISORY INC new | 20,845 | $918K | 1.7% | 2025-Q4 stale (2 quarters behind) |
| Focus Partners Wealth added | 10,210 | $597K | 1.1% | 2025-Q4 stale (2 quarters behind) |
| NewEdge Advisors, LLC new | 5,653 | $249K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Berger Financial Group, Inc | 5,046 | $222K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP trimmed | 4,688 | $206K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Basecamp Wealth Advisors LLC new | 323 | $14K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| TUCKER ASSET MANAGEMENT LLC new | 218 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CX Institutional new | 75 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ASSETMARK, INC new | 18 | $792 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MONTAG A & ASSOCIATES INC trimmed | 16 | $705 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Independence Bank of Kentucky new | 15 | $660 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Strive Financial Group ,LLC new | 8 | $352 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 2 | $88 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Cresset Asset Management, LLC new | 13,876 | $824K | 1.6% | 2025-Q3 stale (3 quarters behind) |
| Strategic Financial Concepts, LLC added | 11,268 | $669K | 1.3% | 2025-Q3 stale (3 quarters behind) |
| Pasadena Private Wealth, LLC new | 4,800 | $285K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Compound Planning, Inc. new | 3,784 | $225K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| WORLD EQUITY GROUP, INC. new | 3,573 | $212K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Frazier Financial Advisors, LLC new | 96 | $6K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Russell Investments Group, Ltd. new | 1 | $31 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Rockefeller Capital Management L.P. new | 0 | $16 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Brookstone Capital Management new | 4,254 | $254K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| FMR LLC added | 121 | $7K | 0.0% | 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.
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.