Who Owns BITWISE FUNDS TRUST (BITQ)? -- Institutional Holders (2026-06-30)

50 institutions reported holding $38.7M of BITWISE FUNDS TRUST (BITQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: CITIGROUP INC ($12.2M), LRI Investments, LLC ($4.5M), Cambridge Investment Research Advisors, Inc. ($3.4M), Founders Capital Management ($2.4M), Atria Investments, Inc ($2.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CITIGROUP INC$12.2M496,743Trimmed
2LRI Investments, LLC$4.5M184,782Added
3Cambridge Investment Research Advisors, Inc.$3.4M140,758Added
4Founders Capital Management$2.4M99,932Added
5Atria Investments, Inc$2.4M99,630Added
6ENVESTNET ASSET MANAGEMENT INC$2.0M82,012Trimmed
7Gainplan LLC$1.3M54,625Added
8Soltis Investment Advisors LLC$1.3M51,064Trimmed
9OPPENHEIMER & CO INC$1.2M48,407Trimmed
10Wellspring Financial Advisors, LLC$768,99031,387Hold
11AdvisorNet Financial, Inc$754,68630,804Added
12COMMONWEALTH EQUITY SERVICES, LLC$659,72026,927Trimmed
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$554,81723,185Trimmed
14RFG Advisory, LLC$461,65418,843Trimmed
15BRANDYWINE OAK PRIVATE WEALTH LLC$454,36818,546Hold
16FISCHER INVESTMENT STRATEGIES, LLC$426,25117,398Trimmed
17Conservest Capital Advisors, Inc.$362,45314,794Added
18Claro Advisors LLC$360,55914,717Trimmed
19Oxinas Partners Wealth Management LLC$353,41314,425Trimmed
20Avior Wealth Management, LLC$322,56113,166New
21Prospera Financial Services Inc$277,21111,315Trimmed
22Werba Rubin Papier Wealth Management$274,91511,221Hold
23BURNEY CO/$271,48511,081Hold
24PFG Investments, LLC$239,1659,762New
25Dynamic Advisor Solutions LLC$237,3759,689Trimmed

Source: SEC Form 13F filings · as of 2026-06-30