 |
|
|
This page summarizes the BITO holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether BITO is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing BITO Share Count |
|---|
| Proficio Capital Partners LLC |
61,115 |
249,695 |
+188,580 |
+308.57% |
| Sunbelt Securities Inc. |
127 |
400 |
+273 |
+214.96% |
| Simplex Trading LLC |
596,737 |
906,491 |
+309,754 |
+51.91% |
| Wolff Wiese Magana LLC |
283 |
416 |
+133 |
+47.00% |
| CX Institutional |
14,182 |
16,940 |
+2,758 |
+19.45% |
| Strategy Asset Managers LLC |
30,832 |
35,212 |
+4,380 |
+14.21% |
| Signaturefd LLC |
3,291 |
3,711 |
+420 |
+12.76% |
| Allworth Financial LP |
615 |
690 |
+75 |
+12.20% |
| Commonwealth Equity Services LLC |
47,778 |
53,205 |
+5,427 |
+11.36% |
| Gradient Investments LLC |
35,757 |
39,156 |
+3,399 |
+9.51% |
| Precision Wealth Strategies LLC |
21,422 |
23,208 |
+1,786 |
+8.34% |
| Creative Financial Designs Inc. ADV |
30 |
31 |
+1 |
+3.33% |
| Sanders Morris Harris LLC |
12,686 |
12,716 |
+30 |
+0.24% |
| 13F Filers Reporting New Positions In BITO |
|---|
| Proequities Inc. |
0 |
5 |
+5 |
+100% |
| Welch & Forbes LLC |
0 |
7,790 |
+7,790 |
+100% |
| Means Investment CO. Inc. |
0 |
6,639 |
+6,639 |
+100% |
| IMC Chicago LLC |
0 |
329,456 |
+329,456 |
+100% |
| Asset Dedication LLC |
0 |
62 |
+62 |
+100% |
| Adviser Investments LLC |
0 |
8,508 |
+8,508 |
+100% |
| JFS Wealth Advisors LLC |
0 |
590 |
+590 |
+100% |
| Riggs Asset Managment Co. Inc. |
0 |
200 |
+200 |
+100% |
| Mirador Capital Partners LP |
0 |
11,356 |
+11,356 |
+100% |
| Sowell Financial Services LLC |
0 |
13,534 |
+13,534 |
+100% |
| Roble Belko & Company Inc |
0 |
67 |
+67 |
+100% |
| Summit Global Investments |
0 |
6,256 |
+6,256 |
+100% |
| Sound Income Strategies LLC |
0 |
53 |
+53 |
+100% |
| FNY Investment Advisers LLC |
0 |
212,800 |
+212,800 |
+100% |
| United Capital Management of KS Inc. |
0 |
409,545 |
+409,545 |
+100% |
| Abundance Wealth Counselors |
0 |
8,000 |
+8,000 |
+100% |
| Princeton Global Asset Management LLC |
0 |
190 |
+190 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
2,299 |
+2,299 |
+100% |
| Thrive Wealth Management LLC |
0 |
8,826 |
+8,826 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
100 |
+100 |
+100% |
| Activest Wealth Management |
0 |
70 |
+70 |
+100% |
| Revisor Wealth Management LLC |
0 |
13,846 |
+13,846 |
+100% |
| Insight Inv LLC |
0 |
6,950 |
+6,950 |
+100% |
| Simplicity Wealth LLC |
0 |
167,758 |
+167,758 |
+100% |
| Hutchens & Kramer Investment Management Group LLC |
0 |
7,693 |
+7,693 |
+100% |
| Catalyst Financial Partners LLC |
0 |
8,478 |
+8,478 |
+100% |
| EnRich Financial Partners LLC |
0 |
950 |
+950 |
+100% |
| Glass Jacobson Investment Advisors llc |
0 |
4 |
+4 |
+100% |
| Park Edge Advisors LLC |
0 |
34,207 |
+34,207 |
+100% |
| PFG Investments LLC |
0 |
20,053 |
+20,053 |
+100% |
| Constant Guidance Financial LLC |
0 |
25,044 |
+25,044 |
+100% |
| Gilliland Jeter Wealth Management LLC |
0 |
200 |
+200 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Huntington National Bank |
360 |
360 |
UNCH |
0.00% |
| Atlantic Union Bankshares Corp |
45,586 |
45,586 |
UNCH |
0.00% |
| UMB Bank N A MO |
3,600 |
3,600 |
UNCH |
0.00% |
| Massmutual Trust Co. FSB ADV |
7,790 |
7,790 |
UNCH |
0.00% |
| Hollencrest Capital Management |
250 |
250 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
1,000 |
1,000 |
UNCH |
0.00% |
| CWM LLC |
50 |
50 |
UNCH |
0.00% |
| Compagnie Lombard Odier SCmA |
578 |
578 |
UNCH |
0.00% |
| PrairieView Partners LLC |
50 |
50 |
UNCH |
0.00% |
| Dougherty Wealth Advisers LLC |
75 |
75 |
UNCH |
0.00% |
| Bay Harbor Wealth Management LLC |
594 |
594 |
UNCH |
0.00% |
| Avion Wealth |
10 |
10 |
UNCH |
0.00% |
| Banque Cantonale Vaudoise |
250 |
250 |
UNCH |
0.00% |
| Jeppson Wealth Management LLC |
13,199 |
13,199 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
100 |
100 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
10 |
10 |
UNCH |
0.00% |
| Horizons Wealth Management |
5 |
5 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
590 |
590 |
UNCH |
0.00% |
| Smartleaf Asset Management LLC |
36 |
36 |
UNCH |
0.00% |
| 13F Filers Decreasing BITO Share Count |
|---|
| ARK Investment Management LLC |
4,549,207 |
275,354 |
-4,273,853 |
-93.95% |
| Larson Financial Group LLC |
3,230 |
221 |
-3,009 |
-93.16% |
| AdvisorNet Financial Inc |
11,324 |
1,813 |
-9,511 |
-83.99% |
| Stratos Wealth Partners LTD. |
50,106 |
11,134 |
-38,972 |
-77.78% |
| Cedar Mountain Advisors LLC |
1,541 |
527 |
-1,014 |
-65.80% |
| Forte Asset Management LLC |
95,877 |
38,191 |
-57,686 |
-60.17% |
| Paragon Advisors LLC |
657,096 |
341,998 |
-315,098 |
-47.95% |
| Private Advisor Group LLC |
34,229 |
18,215 |
-16,014 |
-46.78% |
| Valley National Advisers Inc. |
1,980 |
1,069 |
-911 |
-46.01% |
| Geneos Wealth Management Inc. |
1,243 |
713 |
-530 |
-42.64% |
| Altiora Financial Group LLC |
25,357 |
16,500 |
-8,857 |
-34.93% |
| Fifth Third Bancorp |
1,200 |
800 |
-400 |
-33.33% |
| Perigon Wealth Management LLC |
56,460 |
38,188 |
-18,272 |
-32.36% |
| Moisand Fitzgerald Tamayo LLC |
1,923 |
1,356 |
-567 |
-29.49% |
| Global Retirement Partners LLC |
528 |
397 |
-131 |
-24.81% |
| Burkett Financial Services LLC |
836 |
630 |
-206 |
-24.64% |
| Cambridge Investment Research Advisors Inc. |
69,622 |
53,346 |
-16,276 |
-23.38% |
| Evolution Wealth Advisors LLC |
25,882 |
20,482 |
-5,400 |
-20.86% |
| Wealth Enhancement Advisory Services LLC |
24,732 |
20,223 |
-4,509 |
-18.23% |
| Spire Wealth Management |
224 |
188 |
-36 |
-16.07% |
| Macroview Investment Management LLC |
1,725 |
1,476 |
-249 |
-14.43% |
| Cyndeo Wealth Partners LLC |
28,032 |
24,268 |
-3,764 |
-13.43% |
| Bull Oak Capital LLC |
35,505 |
30,892 |
-4,613 |
-12.99% |
| Total Investment Management Inc. |
215,808 |
190,241 |
-25,567 |
-11.85% |
| McMahon Financial Advisors LLC |
207,218 |
189,434 |
-17,784 |
-8.58% |
| Stegent Equity Advisors Inc. |
74,923 |
68,803 |
-6,120 |
-8.17% |
| Dynamic Advisor Solutions LLC |
39,904 |
38,295 |
-1,609 |
-4.03% |
| Brookstone Capital Management |
14,767 |
14,719 |
-48 |
-0.33% |
| 13F Filers Exiting BITO |
|---|
| McGlone Suttner Wealth Management Inc. |
100 |
0 |
-100 |
-100.00% |
| Commonwealth Retirement Investments LLC |
10,000 |
0 |
-10,000 |
-100.00% |
| International Assets Investment Management LLC |
13,831 |
0 |
-13,831 |
-100.00% |
| LexAurum Advisors LLC |
15,000 |
0 |
-15,000 |
-100.00% |
| Sterling Investment Advisors Ltd. |
10,250 |
0 |
-10,250 |
-100.00% |
| Private Ocean LLC |
314 |
0 |
-314 |
-100.00% |
| First Horizon Advisors Inc. |
6,872 |
0 |
-6,872 |
-100.00% |
| FDx Advisors Inc. |
38,847 |
0 |
-38,847 |
-100.00% |
| Cutler Group LP |
22,100 |
0 |
-22,100 |
-100.00% |
| Benjamin Edwards Inc. |
1,811 |
0 |
-1,811 |
-100.00% |
| Benjamin F. Edwards & Company Inc. |
150 |
0 |
-150 |
-100.00% |
| Salem Investment Counselors Inc. |
1,250 |
0 |
-1,250 |
-100.00% |
See Summary: Institutional Holders of BITO
See Details: Top 10 Hedge Funds Holding BITO
|
|
