BITWISE CRYPTO INDUSTRY INNOVA
CUSIP 301505624
Bitwise Crypto Industry Innova has 2 institutional holders in Filings Flow’s 13F database, together reporting 3.2K shares worth $59,840 as of Q1 2026. The largest reported holders are Morgan Stanley, Stifel Financial Corp, and Cetera Investment Advisers.
Institutional Holders
2
Q1 2026
Reported Value
$59,840
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Salus Financial Advisors, LLC$171M AUM | 2.08% | $3M | 134.7K | Q3 2025OLDER |
| Founders Capital Management$205M AUM | 1.17% | $2M | 88.2K | Q3 2025OLDER |
| Gainplan LLC$254M AUM | 0.76% | $2M | 72.0K | Q3 2025OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.52% | $2M | 80.4K | Q3 2025OLDER |
| Edenbrook Capital, LLC$321M AUM | 0.34% | $2M | 80.0K | Q3 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.29% | $589,947 | 23.5K | Q3 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.26% | $3M | 127.6K | Q3 2025OLDER |
| Oxinas Partners, LLC$254M AUM | 0.19% | $363,515 | 14.5K | Q3 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.10% | $234,003 | 9.3K | Q3 2025OLDER |
| Apeiron RIA LLC$431M AUM | 0.09% | $410,104 | 14.0K | Q3 2025OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.08% | $1M | 48.9K | Q3 2025OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.07% | $786,880 | 31.4K | Q3 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.06% | $1M | 55.2K | Q3 2025OLDER |
| Claro Advisors Inc.$830M AUM | 0.05% | $374,768 | 14.9K | Q3 2025OLDER |
| Advantage Trust Co$223M AUM | 0.05% | $117,829 | 4.7K | Q3 2025OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.05% | $585,060 | 23.3K | Q3 2025OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.05% | $533,891 | 21.3K | Q3 2025OLDER |
| Balboa Wealth Partners$596M AUM | 0.05% | $275,269 | 11.0K | Q3 2025OLDER |
| Sankala Group LLC$122M AUM | 0.05% | $57,633 | 3.0K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.04% | $782,573 | 31.2K | Q3 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.04% | $3M | 130.1K | Q3 2025OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.04% | $644,500 | 25.7K | Q3 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.04% | $644,801 | 25.7K | Q3 2025OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.04% | $238,190 | 9.5K | Q3 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.03% | $607,948 | 24.3K | Q3 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.03% | $567,945 | 22.7K | Q3 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.03% | $525 | 20.9K | Q3 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $4M | 164.5K | Q3 2025OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.03% | $55,196 | 2.8K | Q2 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.03% | $602,684 | 24.0K | Q3 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $564,474 | 22.5K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 67.9K | Q3 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.02% | $286,675 | 11.4K | Q3 2025OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.02% | $25,070 | 1.0K | Q3 2025OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.02% | $551,540 | 22.0K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $16M | 628.5K | Q3 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.01% | $20,560 | 820 | Q3 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $232,445 | 9.3K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $10M | 408.2K | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $115,865 | 6.9K | Q2 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.01% | $58,965 | 2.4K | Q3 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $28,624 | 1.1K | Q3 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $205,745 | 8.2K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $369,406 | 14.7K | Q3 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $232,274 | 9.3K | Q3 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $231,217 | 11.7K | Q2 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $83M | 3.32M | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $2M | 73.8K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $247,671 | 9.9K | Q3 2025OLDER |
| Advisors Preferred, LLC$679M AUM | 0.00% | $28,464 | 1.1K | Q3 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $30,084 | 1.2K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 126.3K | Q3 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $19,408 | 1.0K | Q2 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $23,591 | 941 | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $7M | 280.6K | Q3 2025OLDER |
| NVWM, LLC$449M AUM | 0.00% | $12,535 | 500 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $102,573 | 5.2K | Q2 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $12,535 | 500 | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 56.7K | Q3 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $5,916 | 300 | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $136,445 | 5.4K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1,377 | 54.9K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $308,261 | 12.3K | Q3 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $213,120 | 8.5K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 488.5K | Q3 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $19,004 | 758 | Q3 2025OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $5,014 | 200 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $78,344 | 1.3K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 182.7K | Q2 2025OLDER |
| Aspect Partners, LLC$245M AUM | 0.00% | $2,131 | 85 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 225.5K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $383,345 | 15.3K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $30,435 | 1.2K | Q3 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $4,930 | 250 | Q2 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $200,566 | 8.0K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 160.8K | Q3 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 40.9K | Q3 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $38,106 | 1.5K | Q3 2025OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 0.00% | $10,956 | 437 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $28,053 | 1.1K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $321,950 | 16.3K | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 54.7K | Q3 2025OLDER |
| Graney & King, LLC$186M AUM | 0.00% | $513 | 26 | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $207,746 | 8.8K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 182.4K | Q3 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $225,419 | 11.4K | Q2 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $234,675 | 11.9K | Q2 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $8,424 | 336 | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $2,056 | 82 | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $24,945 | 995 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $26,173 | 1.0K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $12,535 | 500 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $435,240 | 17.4K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,223 | 62 | Q2 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $2,207 | 117 | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $16,742 | 849 | Q2 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $56,157 | 2.2K | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $2,106 | 84 | Q3 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $928 | 37 | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $6,804 | 280 | Q3 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $201 | 8 | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $73,122 | 3.7K | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $154,080 | 6.1K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $3,125 | 158 | Q2 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $22 | 885 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12,560 | 501 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $29,582 | 1.2K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2,106 | 84 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $50 | 2 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $3,383 | 135 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.