Who Owns BITWISE (BITW)? -- Institutional Holders (2026-06-30)

149 institutions reported holding $112.9M of BITWISE (BITW) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($19.8M), Yarbrough Capital, LLC ($18.7M), JANE STREET GROUP, LLC ($7.2M), Cetera Investment Advisers ($5.1M), Mariner, LLC ($4.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$19.8M527,571Trimmed
2Yarbrough Capital, LLC$18.7M498,495Hold
3JANE STREET GROUP, LLC$7.2M191,298Added
4Cetera Investment Advisers$5.1M134,755Added
5Mariner, LLC$4.4M116,479Trimmed
6INTRINSIC EDGE CAPITAL MANAGEMENT LLC$4.0M105,432Hold
7BRANDYWINE OAK PRIVATE WEALTH LLC$3.9M104,972Added
8Kesler, Norman & Wride, LLC$3.3M87,252New
9Werba Rubin Papier Wealth Management$2.9M77,246Trimmed
10INDEPENDENT FINANCIAL GROUP, LLC$2.7M71,886Added
11WCG Wealth Advisors LLC$2.4M63,630Trimmed
12Western Wealth Management, LLC$2.4M63,604Trimmed
13NewEdge Advisors, LLC$1.6M41,976Trimmed
14NORTHERN TRUST CORP$1.5M38,786Hold
15Savvy Advisors, Inc.$1.4M38,486Added
16Strategic Family Wealth Counselors, L.L.C.$1.3M34,052Trimmed
17ACTION POINT FINANCIAL PLANNING, LLC$1.2M32,475New
18Virtu Financial LLC$1.2M32,277Added
19Claro Advisors LLC$1.1M30,513Trimmed
20FLOW TRADERS U.S. LLC$1.1M29,524Added
21Exit Wealth Advisors, LLC.$1.1M29,387Trimmed
22Cambridge Advisors Inc.$1.0M27,815Added
23Atria Investments, Inc$956,97525,465Added
24Souders Financial Advisors$923,56624,576Added
25Private Advisor Group, LLC$767,68720,428Trimmed

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