BTCI Institutional Ownership & Shareholders
NEOS BITCOIN HIGH INCOME ETF (BTCI) is currently held by 51 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $49.74M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jane Street Group, Llc is currently the largest disclosed institutional shareholder of BTCI tracked by InsiderSet, reporting ownership valued at approximately $13.64M 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 $15.47M, representing an estimated gain of +13.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed BTCI value among the investors covered in this analysis. Major shareholders include Jane Street Group, Llc, Madden Securities Corp, Estate Planners Group, Llc, and several other long-term asset managers with concentrated positions in NEOS BITCOIN HIGH INCOME ETF (BTCI).
This page ranks the largest institutional BTCI 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
51
Total Reported Value
$49.74M
Largest Holder
Jane Street Group, Llc
Largest Position
$13.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jane Street Group, Llc | 0.01% | 507,918 | $13,642,678 | $15,471,182 | +$1,828,504 | +13.40% | |
| Madden Securities Corp | 2.66% | 298,500 | $10,074,375 | $9,092,310 | -$982,065 | -9.75% | |
| Estate Planners Group, Llc | 1.96% | 160,966 | $4,323,541 | $4,903,024 | +$579,483 | +13.40% | |
| Farther Finance Advisors, Llc | 0.02% | 63,336 | $2,137,605 | $1,929,215 | -$208,390 | -9.75% | |
| Retirement Planning Group, Llc | 0.04% | 52,411 | $1,768,885 | $1,596,439 | -$172,446 | -9.75% | |
| Corient Private Wealth Llc | 0.00% | 63,086 | $1,694,489 | $1,921,600 | +$227,111 | +13.40% | |
| New England Private Wealth Advisors Llc | 0.12% | 38,138 | $1,287,173 | $1,161,683 | -$125,490 | -9.75% | |
| Citadel Advisors Llc | 0.00% | 43,651 | $1,172,466 | $1,329,609 | +$157,143 | +13.40% | |
| Integrity Wealth Partners, Llc | 0.89% | 34,021 | $1,148,214 | $1,036,280 | -$111,934 | -9.75% | |
| Kestra Advisory Services, Llc | 0.00% | 33,420 | $1,127,920 | $1,017,973 | -$109,947 | -9.75% | |
| Group One Trading Llc | 0.03% | 36,921 | $991,698 | $1,124,614 | +$132,916 | +13.40% | |
| Banco Btg Pactual S.A. | 0.13% | 35,373 | $950,119 | $1,077,462 | +$127,343 | +13.40% | |
| Independent Financial Group, Llc | 0.02% | 26,410 | $891,338 | $804,449 | -$86,889 | -9.75% | |
| Savant Capital, Llc | 0.00% | 31,040 | $890,035 | $945,478 | +$55,443 | +6.23% | |
| Kingsview Wealth Management, Llc | 0.01% | 32,575 | $874,965 | $992,235 | +$117,270 | +13.40% | |
| Exencial Wealth Advisors, Llc | 0.02% | 22,068 | $723,387 | $672,191 | -$51,196 | -7.08% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,714 | $682,303 | $630,948 | -$51,355 | -7.53% | |
| Simplex Trading, Llc | 0.02% | 21,709 | $583,103 | $661,256 | +$78,153 | +13.40% | |
| Belvedere Trading Llc | 0.04% | 16,604 | $445,983 | $505,758 | +$59,775 | +13.40% | |
| Rps Advisory Solutions Llc | 0.28% | 15,716 | $422,132 | $478,709 | +$56,577 | +13.40% | |
| Hrt Financial Lp | 0.00% | 13,580 | $364,000 | $413,647 | +$49,647 | +13.64% | |
| Susquehanna International Group, Llp | 0.00% | 12,415 | $333,467 | $378,161 | +$44,694 | +13.40% | |
| Nfsg Corp | 0.03% | 8,923 | $301,151 | $271,795 | -$29,356 | -9.75% | |
| Avidian Wealth Enterprises, Llc | 0.01% | 8,511 | $287,246 | $259,245 | -$28,001 | -9.75% | |
| U.S. Capital Wealth Advisors, Llc | 0.01% | 8,695 | $285,022 | $264,850 | -$20,172 | -7.08% | |
| Cap Partners, Llc | 0.13% | 8,327 | $281,030 | $253,640 | -$27,390 | -9.75% | |
| Fullerton Advisors, Llc | 0.26% | 8,250 | $278,439 | $251,295 | -$27,144 | -9.75% | |
| Kestra Private Wealth Services, Llc | 0.00% | 8,138 | $274,654 | $247,883 | -$26,771 | -9.75% | |
| Independence Wealth Advisors, Llc | 0.13% | 8,132 | $274,466 | $247,701 | -$26,765 | -9.75% | |
| Arax Advisory Partners | 0.00% | 9,730 | $261,348 | $296,376 | +$35,028 | +13.40% | |
| Allworth Financial Lp | 0.00% | 8,592 | $230,782 | $261,712 | +$30,930 | +13.40% | |
| Sunpointe, Llc | 0.06% | 6,059 | $204,491 | $184,557 | -$19,934 | -9.75% | |
| Cwm, Llc | 0.00% | 4,511 | $147,884 | $137,405 | -$10,479 | -7.09% | |
| City State Bank | 0.03% | 3,750 | $126,563 | $114,225 | -$12,338 | -9.75% | |
| Ifp Advisors, Inc | 0.00% | 3,582 | $120,892 | $109,108 | -$11,784 | -9.75% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2,281 | $61,268 | $69,479 | +$8,211 | +13.40% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 507 | $13,618 | $15,443 | +$1,825 | +13.40% | |
| Asset Dedication, Llc | 0.00% | 445 | $11,953 | $13,555 | +$1,602 | +13.40% | |
| Aptus Capital Advisors, Llc | 0.00% | 355 | $9,535 | $10,813 | +$1,278 | +13.41% | |
| Geneos Wealth Management Inc. | 0.00% | 351 | $9,428 | $10,691 | +$1,263 | +13.40% | |
| Tower Research Capital Llc (Trc) | 0.00% | 309 | $8,300 | $9,412 | +$1,112 | +13.40% | |
| Financial Management Professionals, Inc. | 0.00% | 224 | $7,560 | $6,823 | -$737 | -9.75% | |
| Vision Financial Markets Llc | 0.00% | 159 | $5,398 | $4,843 | -$555 | -10.28% | |
| Morgan Stanley | 0.00% | 121 | $3,250 | $3,686 | +$436 | +13.40% | |
| Royal Bank Of Canada | 0.00% | 100 | $3,000 | $3,046 | +$46 | +1.53% | |
| Us Bancorp \De\ | 0.00% | 36 | $967 | $1,097 | +$130 | +13.40% | |
| Strategic Wealth Partners, Ltd. | 0.00% | 34 | $903 | $1,036 | +$133 | +14.69% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 16,744 | $565 | $510,022 | +$509,457 | +90169.42% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 2 | $68 | $61 | -$7 | -10.41% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $31 | $30 | -$1 | -1.74% |
Frequently asked questions about BTCI
Who are the largest institutional holders of BTCI?
The largest institutional holders of BTCI reported in the latest SEC Form 13F filings include Jane Street Group, Llc, Madden Securities Corp, Estate Planners Group, Llc, Farther Finance Advisors, Llc, and Retirement Planning Group, Llc. InsiderSet ranks institutional holders by their latest reported BTCI position.
What is BTCI institutional ownership?
This page tracks BTCI positions reported by institutional investment managers through SEC Form 13F. NEOS BITCOIN HIGH INCOME ETF (BTCI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BTCI?
InsiderSet currently tracks 51 institutional managers reporting BTCI 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 BTCI shareholders.
How much BTCI stock do institutions own?
Institutional investment managers disclosed approximately $49.74M in BTCI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BTCI institutional ownership last updated?
The latest BTCI 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 BTCI 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 BTCI position after the reporting date.
Are institutions buying or selling BTCI?
Institutional buying and selling can be analyzed by comparing BTCI positions across consecutive 13F reporting periods. InsiderSet's BTCI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BTCI ownership changes.
How has BTCI institutional ownership changed over time?
InsiderSet tracks BTCI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.