BITXVOLATILITY SHS TR
CUSIP 92864M301 · Yahoo Finance ↗ · Google Finance ↗
Volatility Shs Tr (BITX) has 35 institutional holders in Filings Flow’s 13F database, together reporting 1.39M shares worth $18M as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Citadel Advisors LLC, and Jane Street Group, LLC.
Institutional Holders
35
Q1 2026
Reported Value
$18M
Ticker
BITX
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| VISION FINANCIAL MARKETS LLC$102M AUM | 1.05% | $1M | 22.4K | Q3 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.49% | $19M | 673.7K | Q4 2025OLDER |
| Lauer Wealth, LLC$126M AUM | 0.38% | $536,357 | 10.4K | Q3 2025OLDER |
| SLT Holdings LLC$148M AUM | 0.36% | $554,800 | 20.0K | Q4 2025OLDER |
| KG Capital Management$139M AUM | 0.35% | $1M | 134.2K | Q4 2025OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.28% | $2M | 29.7K | Q3 2025OLDER |
| Cane Capital Partners, LLC$229M AUM | 0.24% | $542,089 | 107.9K | Q1 2026OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 0.19% | $626,449 | 11.4K | Q3 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.17% | $4M | 241.0K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.13% | $210,620 | 14.3K | Q1 2026OLDER |
| MYECFO, LLC$239M AUM | 0.09% | $206,605 | 3.8K | Q3 2025OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.09% | $534,333 | 36.3K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.09% | $9M | 306.9K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.03% | $1M | 74.0K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.03% | $35M | 639.1K | Q3 2025OLDER |
| Secure Asset Management, LLC$632M AUM | 0.02% | $149,611 | 10.2K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.02% | $202,631 | 13.7K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.01% | $284,335 | 10.3K | Q4 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $309,065 | 9.5K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $6M | 224.0K | Q4 2025OLDER |
| Financial Life Planners$130M AUM | 0.01% | $10,505 | 713 | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $561,263 | 20.2K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $594,468 | 21.4K | Q4 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.01% | $6M | 233.0K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $39M | 2.66M | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $56M | 3.79M | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.01% | $3M | 203.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $37M | 2.49M | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.00% | $198,105 | 13.4K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $324,628 | 5.9K | Q3 2025OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $2M | 75.0K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $79,596 | 5.4K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $7,370 | 500 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $98,715 | 6.7K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $6,444 | 117 | Q3 2025OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $55,480 | 2.0K | Q4 2025OLDER |
| DAGCO, INC.$461M AUM | 0.00% | $8,547 | 308 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $3M | 176.4K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $5,548 | 200 | Q4 2025OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $177,484 | 12.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $267,941 | 9.7K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $320,314 | 11.5K | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $15,022 | 1.0K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $3M | 110.0K | Q4 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $7,370 | 500 | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.00% | $1,348 | 91 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $26,473 | 1.8K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $33,048 | 600 | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $339,206 | 23.0K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $4,254 | 77 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $138,700 | 5.0K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $23,584 | 1.6K | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $371,986 | 6.8K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $13,650 | 926 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $166,427 | 11.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $285,658 | 19.4K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $1,110 | 40 | Q4 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $429 | 29 | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $1,858 | 180 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 36.9K | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $8,262 | 150 | Q3 2025OLDER |
| BankPlus Trust Department$374M AUM | 0.00% | $354 | 24 | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $277 | 10 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $5,044 | 342 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $429,832 | 7.8K | Q3 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $551 | 10 | Q3 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $455 | 16 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $9,541 | 344 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $3 | 100 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $8,844 | 600 | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $74 | 5 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2,746 | 99 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7,000 | 238 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $444 | 16 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $749 | 27 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $416 | 15 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.