Who Owns BITWISE FUNDS TRUST (BITQ)? -- Institutional Holders (2026-06-30)
111 institutions reported holding $198.1M of BITWISE FUNDS TRUST (BITQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($75.0M), STIFEL FINANCIAL CORP ($12.9M), CITIGROUP INC ($12.2M), WELLS FARGO & COMPANY/MN ($10.3M), Cetera Investment Advisers ($9.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $75.0M | 3.1M | Trimmed |
| 2 | STIFEL FINANCIAL CORP | $12.9M | 528,134 | Trimmed |
| 3 | CITIGROUP INC | $12.2M | 496,743 | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $10.3M | 422,206 | Added |
| 5 | Cetera Investment Advisers | $9.4M | 381,740 | Trimmed |
| 6 | Sanctuary Advisors, LLC | $7.7M | 312,895 | Added |
| 7 | Royal Bank of Canada | $6.6M | 269,105 | Trimmed |
| 8 | LRI Investments, LLC | $4.5M | 184,782 | Added |
| 9 | UBS Group AG | $4.5M | 182,523 | Trimmed |
| 10 | Mariner, LLC | $3.6M | 148,414 | Trimmed |
| 11 | Janney Montgomery Scott LLC | $3.4M | 139,898 | Added |
| 12 | Salus Financial Advisors, LLC | $3.2M | 132,586 | Trimmed |
| 13 | CITADEL ADVISORS LLC | $2.8M | 114,183 | Added |
| 14 | Founders Capital Management | $2.4M | 99,932 | Added |
| 15 | Atria Investments, Inc | $2.4M | 99,630 | Added |
| 16 | JPMORGAN CHASE & CO | $2.1M | 85,002 | Trimmed |
| 17 | Evergreen Wealth Solutions, LLC | $2.1M | 92,032 | New |
| 18 | GTS SECURITIES LLC | $2.1M | 85,358 | New |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 82,012 | Trimmed |
| 20 | Strategic Family Wealth Counselors, L.L.C. | $2.0M | 80,328 | Hold |
| 21 | MML INVESTORS SERVICES, LLC | $1.8M | 74,743 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $1.7M | 70,379 | Trimmed |
| 23 | Gainplan LLC | $1.3M | 54,625 | Added |
| 24 | Soltis Investment Advisors LLC | $1.3M | 51,064 | Trimmed |
| 25 | LPL Financial LLC | $1.2M | 51,009 | Added |
Source: SEC Form 13F filings · as of 2026-06-30