BITWISE FUNDS TRUST BITQ
CRYPTO INDUSTRY · ETP · CUSIP 09175C103
91
institutional holders
-6 vs Q4 2025
8.5m
shares reported held*
$159.6mreported value*
9 new
32 added
28 reduced
14 sold out
net sold ≈ $619.6k (-28.7k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $18.85. Options: 4 managers hold calls ($522.4k notional), 1 hold puts ($1.9k).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2025 | 3 |
| Q4 2025 | 97 |
| Q1 2026 | 91 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2025 | 90 | 1 |
| Q1 2026 | 41 | 42 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $0 | $0 | — |
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $853.0k | $546.1k | 0.64 |
| Q1 2026 | $522.4k | $1.9k | 0.00 |
Biggest buyers
| JANE STREET GROUP, LLC | New | +157.8k |
| UBS Group AG | Added | +143.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +119.9k |
| CITIGROUP INC | Added | +103.8k |
| CITADEL ADVISORS LLC | New | +42.8k |
| ROYAL BANK OF CANADA | Added | +39.8k |
| Mariner, LLC | Added | +36.1k |
| Atria Investments, Inc | Added | +33.3k |
| LRI Investments, LLC | Added | +31.5k |
| Cambridge Investment Research Advisors, Inc. | Added | +27.3k |
Biggest sellers
| MORGAN STANLEY | Reduced | -337.6k |
| Oasis Advisors, LLC | Sold out | -114.4k |
| Orion Porfolio Solutions, LLC | Reduced | -106.7k |
| STIFEL FINANCIAL CORP | Reduced | -62.2k |
| Rockefeller Capital Management L.P. | Reduced | -43.1k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -40.2k |
| MONEY CONCEPTS CAPITAL CORP | Sold out | -26.3k |
| B. Riley Wealth Advisors, Inc. | Sold out | -20.9k |
| Gainplan LLC | Reduced | -20.6k |
| LPL Financial LLC | Reduced | -18.9k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $239.5k12.7k shares |
| JANE STREET GROUP, LLC | Added | $237.6k12.6k shares |
| SIMPLEX TRADING, LLC | Added | $24.5k1.3k shares |
| GROUP ONE TRADING LLC | Added | $20.7k1.1k shares |
Biggest puts
| SIMPLEX TRADING, LLC | Unchanged | $1.9k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 3.6m $67.4m | Reduced -337.6k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 553.9k $10.4m | Reduced -62.2k |
| CITIGROUP INC 0.01% of their portfolio | 507.7k $9.6m | Added +103.8k |
| Cetera Investment Advisers 0.01% of their portfolio | 398.5k $7.5m | Added +22.6k |
| Sanctuary Advisors, LLC 0.03% of their portfolio | 305.7k $5.8m | Added +640 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 304.5k $5.7m | Added +39.8k |
| UBS Group AG 0.00% of their portfolio | 189.3k $3.6m | Added +143.9k |
| LRI Investments, LLC 0.27% of their portfolio | 164.2k $3.1m | Added +31.5k |
| Mariner, LLC 0.00% of their portfolio | 162.0k $3.1m | Added +36.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 157.8k $3.0m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 154.6k $2.9m | Added +119.9k |
| Salus Financial Advisors, LLC 1.58% of their portfolio | 144.0k $2.7m | Added +7.6k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 135.6k $2.6m | Added +4.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 113.7k $2.1m | Reduced -40.2k |
| Founders Capital Management 0.91% of their portfolio | 98.8k $1.9m | Added +6.6k |
| Atria Investments, Inc 0.02% of their portfolio | 96.5k $1.8m | Added +33.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 95.0k $1.7m | Added +7.1k |
| Strategic Family Wealth Counselors, L.L.C. 0.40% of their portfolio | 80.3k $1.5m | Reduced -3.6k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 73.0k $1.4m | Added +27.3k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 63.6k $1.2m | Reduced -11.5k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 62.7k $1.2m | Added +4.1k |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 55.4k $1.0m | Reduced -106.7k |
| Soltis Investment Advisors LLC 0.07% of their portfolio | 54.2k $1.0m | Reduced -2.8k |
| Integrated Advisors Network LLC 0.05% of their portfolio | 51.4k $969.9k | Reduced -2.5k |
| OPPENHEIMER & CO INC 0.01% of their portfolio | 49.5k $933.7k | Added +8.1k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 48.0k $905.2k | Reduced -43.1k |
| Gainplan LLC 0.64% of their portfolio | 44.9k $847.0k | Reduced -20.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 42.8k $808.1k | New |
| Dynamic Advisor Solutions LLC 0.02% of their portfolio | 40.6k $765.6k | Added +804 |
| LPL Financial LLC 0.00% of their portfolio | 39.4k $743.9k | Reduced -18.9k |
| OPTIMA CAPITAL LLC 0.34% of their portfolio | 39.0k $735.2k | Reduced -3.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 36.6k $690.2k | Reduced -9.1k |
| Ausdal Financial Partners, Inc. 0.03% of their portfolio | 31.8k $600.4k | Added +3.4k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 31.7k $598.1k | Reduced -5.3k |
| Wellspring Financial Advisors, LLC 0.04% of their portfolio | 31.4k $592.0k | Unchanged |
| AdvisorNet Financial, Inc 0.03% of their portfolio | 30.5k $576.1k | Reduced -1.8k |
| MCF Advisors LLC 0.02% of their portfolio | 28.4k $536.1k | Added +2.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 26.6k $502.0k | Added +21.8k |
| ROTHSCHILD INVESTMENT LLC 0.02% of their portfolio | 24.2k $457.4k | Unchanged |
| Essex Financial Services, Inc. 0.02% of their portfolio | 22.8k $429.3k | Reduced -1.0k |
| FISCHER INVESTMENT STRATEGIES, LLC 0.23% of their portfolio | 21.3k $401.0k | Reduced -9.6k |
| RFG Advisory, LLC 0.01% of their portfolio | 19.0k $358.2k | New |
| BRANDYWINE OAK PRIVATE WEALTH LLC 0.03% of their portfolio | 18.5k $349.8k | Reduced -1.5k |
| HighTower Advisors, LLC 0.00% of their portfolio | 17.7k $333.5k | Reduced -786 |
| Oxinas Partners, LLC 0.15% of their portfolio | 17.0k $320.6k | Reduced -600 |
| Arete Wealth Advisors, LLC 0.02% of their portfolio | 15.8k $298.9k | Unchanged |
| Keel Point, LLC 0.02% of their portfolio | 15.1k $285.2k | Added +2.3k |
| Claro Advisors Inc. 0.03% of their portfolio | 14.9k $280.4k | Reduced -82 |
| Betterment LLC 0.00% of their portfolio | 14.8k $278.0k | Reduced -9.4k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 13.4k $252.9k | Reduced -70 |
| Private Advisor Group, LLC 0.00% of their portfolio | 12.4k $234.7k | Unchanged |
| Go Invest LLC 0.07% of their portfolio | 12.2k $230.5k | Added +942 |
| Prospera Financial Services Inc 0.00% of their portfolio | 11.8k $221.9k | Added +1.2k |
| Werba Rubin Papier Wealth Management 0.03% of their portfolio | 11.2k $211.6k | Unchanged |
| BURNEY CO/ 0.01% of their portfolio | 11.1k $209.0k | New |
| Conservest Capital Advisors, Inc. 0.02% of their portfolio | 11.0k $207.2k | Added +320 |
| Balboa Wealth Partners 0.03% of their portfolio | 10.8k $202.7k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 10.5k $196.0k | Added +3.3k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8.7k $163.5k | Added +169 |
| Sunbelt Securities, Inc. 0.01% of their portfolio | 8.1k $152.7k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 6.2k $117.0k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 2.2k $42.2k | Reduced -1.2k |
| Sound Income Strategies, LLC 0.00% of their portfolio | 2.1k $38.8k | Reduced -82 |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 2.0k $37.1k | Added +922 |
| UMB Bank, n.a. 0.00% of their portfolio | 1.5k $28.7k | Not comparable |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 1.2k $22.6k | Unchanged |
| DHJJ Financial Advisors, Ltd. 0.01% of their portfolio | 1.1k $21.5k | Unchanged |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 1.1k $20.1k | Added +755 |
| Cornerstone Planning Group LLC 0.00% of their portfolio | 1.0k $26.4k | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 1.0k $18.9k | Unchanged |
| Comprehensive Financial Planning, Inc./PA 0.01% of their portfolio | 1.0k $18.9k | Unchanged |
| Clearstead Advisors, LLC 0.00% of their portfolio | 915 $17.3k | Added +430 |
| IFP Advisors, Inc 0.00% of their portfolio | 774 $14.6k | New |
| Asset Dedication, LLC 0.00% of their portfolio | 758 $14.3k | Unchanged |
| MAI Capital Management 0.00% of their portfolio | 500 $9.4k | Unchanged |
| Worth Financial Advisory Group, LLC 0.00% of their portfolio | 423 $6.5k | New |
| Acumen Wealth Advisors, LLC 0.00% of their portfolio | 405 $7.6k | Added +35 |
| McIlrath & Eck, LLC 0.00% of their portfolio | 393 $7.4k | Unchanged |
| FMR LLC 0.00% of their portfolio | 282 $5.3k | Added +123 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 275 $5.2k | Reduced -7 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 0.00% of their portfolio | 260 $4.9k | New |
| Tradewinds Capital Management, LLC 0.00% of their portfolio | 200 $3.8k | Unchanged |
| NVWM, LLC 0.00% of their portfolio | 200 $3.8k | Reduced -300 |
| PARK NATIONAL CORP /OH/ 0.00% of their portfolio | 160 $3.0k | New |
| Arax Advisory Partners 0.00% of their portfolio | 127 $2.4k | Reduced -12 |
| Aspect Partners, LLC 0.00% of their portfolio | 91 $1.7k | Added +6 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 84 $1.6k | Unchanged |
| MATHER GROUP, LLC. 0.00% of their portfolio | 75 $1.4k | New |
| Vision Retirement, LLC 0.00% of their portfolio | 26 $490 | Unchanged |
| TFC Financial Management, Inc. 0.00% of their portfolio | 8 $151 | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 2 $38 | Unchanged |