BITQ Institutional Ownership & Shareholders
BITWISE CRYPTO INDU INNO ETF (BITQ) is currently held by 99 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $194.95M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of BITQ tracked by InsiderSet, reporting ownership valued at approximately $74.99M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $74.07M, representing an estimated loss of -1.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed BITQ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Stifel Financial Corp, Citigroup Inc, and several other long-term asset managers with concentrated positions in BITWISE CRYPTO INDU INNO ETF (BITQ).
This page ranks the largest institutional BITQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
99
Total Reported Value
$194.95M
Largest Holder
Morgan Stanley
Largest Position
$74.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
120
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 3,060,869 | $74,991,301 | $74,073,030 | -$918,271 | -1.22% | |
| Stifel Financial Corp | 0.01% | 528,134 | $12,939,622 | $12,780,843 | -$158,779 | -1.23% | |
| Citigroup Inc | 0.01% | 496,743 | $12,170,201 | $12,021,181 | -$149,020 | -1.22% | |
| Wells Fargo & Company/Mn | 0.00% | 422,206 | $10,344,048 | $10,217,385 | -$126,663 | -1.22% | |
| Cetera Investment Advisers | 0.01% | 381,740 | $9,352,634 | $9,238,108 | -$114,526 | -1.22% | |
| Sanctuary Advisors, Llc | 0.04% | 312,895 | $7,665,917 | $7,572,059 | -$93,858 | -1.22% | |
| Royal Bank Of Canada | 0.00% | 269,105 | $6,593,000 | $6,512,341 | -$80,659 | -1.22% | |
| Lri Investments, Llc | 0.36% | 184,782 | $4,527,159 | $4,471,724 | -$55,435 | -1.22% | |
| Ubs Group Ag | 0.00% | 182,523 | $4,471,814 | $4,417,057 | -$54,757 | -1.22% | |
| Mariner, Llc | 0.00% | 148,414 | $3,636,141 | $3,591,619 | -$44,522 | -1.22% | |
| Janney Montgomery Scott Llc | 0.01% | 139,898 | $3,428,000 | $3,385,532 | -$42,468 | -1.24% | |
| Salus Financial Advisors, Llc | 1.60% | 132,586 | $3,248,356 | $3,208,581 | -$39,775 | -1.22% | |
| Founders Capital Management | 1.06% | 99,932 | $2,448,334 | $2,418,354 | -$29,980 | -1.22% | |
| Atria Investments, Inc | 0.02% | 99,630 | $2,440,937 | $2,411,046 | -$29,891 | -1.22% | |
| Citadel Advisors Llc | 0.00% | 89,183 | $2,184,984 | $2,158,229 | -$26,755 | -1.22% | |
| Jpmorgan Chase & Co | 0.00% | 85,002 | $2,134,422 | $2,057,048 | -$77,374 | -3.63% | |
| Kintra Wealth, Llc | 0.11% | 92,032 | $2,102,020 | $2,227,174 | +$125,154 | +5.95% | |
| Gts Securities Llc | 0.04% | 85,358 | $2,091,271 | $2,065,664 | -$25,607 | -1.22% | |
| Envestnet Asset Management Inc | 0.00% | 82,012 | $2,009,282 | $1,984,690 | -$24,592 | -1.22% | |
| Strategic Family Wealth Counselors, L.L.C. | 0.46% | 80,328 | $1,968,036 | $1,943,938 | -$24,098 | -1.22% | |
| Mml Investors Services, Llc | 0.00% | 74,743 | $1,831,194 | $1,808,781 | -$22,413 | -1.22% | |
| Gainplan Llc | 0.59% | 59,800 | $1,517,126 | $1,447,160 | -$69,966 | -4.61% | |
| Soltis Investment Advisors Llc | 0.07% | 51,064 | $1,251,070 | $1,235,749 | -$15,321 | -1.22% | |
| Lpl Financial Llc | 0.00% | 51,009 | $1,249,721 | $1,234,418 | -$15,303 | -1.22% | |
| Oppenheimer & Co Inc | 0.01% | 48,407 | $1,185,972 | $1,171,449 | -$14,523 | -1.22% | |
| Ausdal Financial Partners, Inc. | 0.03% | 32,644 | $799,779 | $789,985 | -$9,794 | -1.22% | |
| D. E. Shaw & Co., Inc. | 0.00% | 32,066 | $785,617 | $775,997 | -$9,620 | -1.22% | |
| Orion Porfolio Solutions, Llc | 0.01% | 31,599 | $774,176 | $764,696 | -$9,480 | -1.22% | |
| Advisornet Financial, Inc | 0.03% | 30,804 | $754,686 | $745,457 | -$9,229 | -1.22% | |
| Jane Street Group, Llc | 0.00% | 26,989 | $661,230 | $653,134 | -$8,096 | -1.22% | |
| Commonwealth Equity Services, Llc | 0.00% | 26,927 | $659,720 | $651,633 | -$8,087 | -1.23% | |
| Susquehanna International Group, Llp | 0.00% | 26,191 | $641,680 | $633,822 | -$7,858 | -1.22% | |
| Mcf Advisors Llc | 0.02% | 24,788 | $607,306 | $599,870 | -$7,436 | -1.22% | |
| Rothschild Investment Llc | 0.02% | 24,250 | $594,125 | $586,850 | -$7,275 | -1.22% | |
| Wellspring Financial Advisors, Llc | 0.04% | 31,387 | $591,965 | $759,565 | +$167,600 | +28.31% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 23,185 | $554,817 | $561,077 | +$6,260 | +1.13% | |
| Essex Financial Services, Inc. | 0.03% | 22,407 | $548,973 | $542,249 | -$6,724 | -1.22% | |
| Sigma Planning Corp | 0.01% | 19,425 | $475,908 | $470,085 | -$5,823 | -1.22% | |
| Rfg Advisory, Llc | 0.01% | 18,843 | $461,654 | $456,001 | -$5,653 | -1.22% | |
| Brandywine Oak Private Wealth Llc | 0.03% | 18,546 | $454,368 | $448,813 | -$5,555 | -1.22% | |
| Fischer Investment Strategies, Llc | 0.20% | 17,398 | $426,251 | $421,032 | -$5,219 | -1.22% | |
| Newedge Advisors, Llc | 0.00% | 16,110 | $394,707 | $389,862 | -$4,845 | -1.23% | |
| Keel Point, Llc | 0.02% | 15,365 | $376,443 | $371,833 | -$4,610 | -1.22% | |
| Conservest Capital Advisors, Inc. | 0.03% | 14,794 | $362,453 | $358,015 | -$4,438 | -1.22% | |
| Claro Advisors Inc. | 0.04% | 14,717 | $360,559 | $356,151 | -$4,408 | -1.22% | |
| Rockefeller Capital Management L.P. | 0.00% | 14,573 | $357,039 | $352,667 | -$4,372 | -1.22% | |
| Oxinas Partners, Llc | 0.14% | 14,425 | $353,413 | $349,085 | -$4,328 | -1.22% | |
| Creativeone Wealth, Llc | 0.01% | 13,275 | $325,238 | $321,255 | -$3,983 | -1.22% | |
| Avior Wealth Management, Llc | 0.01% | 13,166 | $322,561 | $318,617 | -$3,944 | -1.22% | |
| Betterment Llc | 0.00% | 11,657 | $286,000 | $282,099 | -$3,901 | -1.36% |
Frequently asked questions about BITQ
Who are the largest institutional holders of BITQ?
The largest institutional holders of BITQ reported in the latest SEC Form 13F filings include Morgan Stanley, Stifel Financial Corp, Citigroup Inc, Wells Fargo & Company/Mn, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported BITQ position.
What is BITQ institutional ownership?
This page tracks BITQ positions reported by institutional investment managers through SEC Form 13F. BITWISE CRYPTO INDU INNO ETF (BITQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BITQ?
InsiderSet currently tracks 99 institutional managers reporting BITQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BITQ shareholders.
How much BITQ stock do institutions own?
Institutional investment managers disclosed approximately $194.95M in BITQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BITQ institutional ownership last updated?
The latest BITQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BITQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BITQ position after the reporting date.
Are institutions buying or selling BITQ?
Institutional buying and selling can be analyzed by comparing BITQ positions across consecutive 13F reporting periods. InsiderSet's BITQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BITQ ownership changes.
How has BITQ institutional ownership changed over time?
InsiderSet tracks BITQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.