12 institutions reported holding $784,327 of WORLD FDS TR (BTCL) in SEC 13F filings for 2026-03-31. Largest institutional holders: SIGNATUREFD, LLC ($312,830), SkyOak Wealth, LLC ($248,739), GTS SECURITIES LLC ($193,985), CREATIVE FINANCIAL DESIGNS INC /ADV ($12,414), GROUP ONE TRADING LLC ($8,393). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SIGNATUREFD, LLC | $312,830 | 20,500 | New |
| 2 | SkyOak Wealth, LLC | $248,739 | 16,300 | Hold |
| 3 | GTS SECURITIES LLC | $193,985 | 12,712 | New |
| 4 | CREATIVE FINANCIAL DESIGNS INC /ADV | $12,414 | 813 | Hold |
| 5 | GROUP ONE TRADING LLC | $8,393 | 550 | New |
| 6 | SIMPLEX TRADING, LLC | $7,736 | 507 | Trimmed |
| 7 | CBIZ Investment Advisory Services, LLC | $230 | 15 | Added |
| 8 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 9 | Sandbox Financial Partners, LLC | $0 | 0 | Exited |
| 10 | Estate Planners Group, LLC | $0 | 0 | Exited |
| 11 | IMC-Chicago, LLC | $0 | 0 | Exited |
| 12 | Tower Research Capital LLC (TRC) | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31