SEC 13F Intelligence

BTCOINVESCO GALAXY BITCOIN ETF

CUSIP 46091J101 · Yahoo Finance ↗ · Google Finance ↗

Invesco Galaxy Bitcoin Etf (BTCO) has 56 institutional holders in Filings Flow’s 13F database, together reporting 3.71M shares worth $269M as of Q1 2026. The largest reported holders are Galaxy Group Investments LLC, Galaxy Digital Inc., and Susquehanna International Group, LLP.

Institutional Holders
56
Q1 2026
Reported Value
$269M
Ticker
BTCO
Quarters Tracked
9

Ownership Trend

Institutional holders
Q1 ’24: 20Q1 ’24Q2 ’24: 35Q3 ’24: 32Q3 ’24Q4 ’24: 52Q1 ’25: 49Q1 ’25Q2 ’25: 57Q3 ’25: 62Q3 ’25Q4 ’25: 65Q1 ’26: 56Q1 ’26filingsflow.com
Total reported value
Q1 ’24: $33MQ1 ’24Q2 ’24: $53MQ3 ’24: $29MQ3 ’24Q4 ’24: $113MQ1 ’25: $123MQ1 ’25Q2 ’25: $150MQ3 ’25: $219MQ3 ’25Q4 ’25: $208MQ1 ’26: $269MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Galaxy Group Investments LLC$1.1B AUM5.89%$68M725.0KQ1 2026
Galaxy Digital Inc.$1.2B AUM4.23%$49M725.0KQ1 2026
Farringdon Capital, Ltd.$457M AUM1.09%$5M74.0KQ1 2026
Paladin Wealth, LLC$172M AUM0.77%$1M16.5KQ1 2026
Brown Financial Advisors$264M AUM0.60%$2M23.5KQ1 2026
Key Client Fiduciary Advisors, LLC$347M AUM0.57%$2M25.1KQ1 2026
RM Financial Services, LLC$116M AUM0.57%$664,1759.8KQ1 2026
Gradient Investments LLC$7.2B AUM0.49%$31M466.6KQ1 2026
Milestone Asset Management Group, LLC$171M AUM0.23%$399,7875.9KQ1 2026
Arete Wealth Advisors, LLC$1.3B AUM0.23%$3M46.1KQ1 2026
Mattson Financial Services, LLC$419M AUM0.18%$734,34310.9KQ1 2026
A4 Wealth Advisors LLC$122M AUM0.17%$213,6773.2KQ1 2026
Tolleson Wealth Management, Inc.$693M AUM0.16%$1M13.0KQ4 2025OLDER
Fortis Group Advisors, LLC$605M AUM0.14%$833,05211.0KQ1 2026
Watchman Group, Inc.$413M AUM0.10%$418,9896.2KQ1 2026
North Capital, Inc.$118M AUM0.09%$107,5301.0KQ2 2025OLDER
Fermata Advisors, LLC$495M AUM0.09%$361,1843.2KQ3 2025OLDER
Kercheville Advisors, LLC$313M AUM0.09%$296,4262.6KQ3 2025OLDER
Tidal Investments LLC$47.4B AUM0.07%$33M289.6KQ3 2025OLDER
Financial Security Advisor, Inc.$544M AUM0.05%$280,8104.2KQ1 2026
Cresset Asset Management, LLC$23.1B AUM0.05%$12M172.1KQ1 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.04%$127,5181.9KQ1 2026
MEITAV INVESTMENT HOUSE LTD$9.1B AUM0.04%$3M47.4KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$1M11.8KQ4 2025OLDER
Gerber Kawasaki Wealth & Investment Management$3.1B AUM0.02%$684,0606.0KQ3 2025OLDER
Synergy Investment Management, LLC$306M AUM0.02%$64,906962Q1 2026
Venture Visionary Partners LLC$3.0B AUM0.02%$479,0377.1KQ1 2026
KELLEHER FINANCIAL ADVISORS$395M AUM0.01%$55,916520Q1 2026
Valeo Financial Advisors, LLC$4.7B AUM0.01%$617,6877.1KQ4 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$589,9676.8KQ1 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.01%$24,554364Q1 2026
1620 INVESTMENT ADVISORS, INC.$148M AUM0.01%$13,494200Q1 2026
Retirement Planning Group, LLC$3.2B AUM0.01%$237,1902.7KQ4 2025OLDER
Brookstone Capital Management$8.7B AUM0.01%$658,1029.8KQ1 2026
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.01%$404,8206.0KQ1 2026
CreativeOne Wealth, LLC$4.3B AUM0.01%$220,8892.5KQ4 2025OLDER
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.01%$960,7818.9KQ2 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$46M685.5KQ1 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$369,5154.2KQ4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$173,6682.6KQ1 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$72,6651.1KQ1 2026
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$304,5412.9KQ3 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$471,4124.4KQ2 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M45.7KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$17M257.6KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M61.4KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$447,5996.6KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$6M93.9KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$1M11.9KQ4 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$40,347598Q1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$727,1957.9KQ4 2025OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$27,123402Q1 2026
GPS Wealth Strategies Group, LLC$117M AUM0.00%$7,29764Q3 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$67,4701.0KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$4M52.2KQ1 2026
Westside Investment Management, Inc.$653M AUM0.00%$2,69940Q1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$21,793250Q4 2025OLDER
Abound Wealth Management$504M AUM0.00%$1,58824Q1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$90,6571.0KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$233,0932.7KQ4 2025OLDER
Valued Wealth Advisors LLC$247M AUM0.00%$6117Q4 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$3,76233Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$130,7551.5KQ4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$6,747100Q1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$6,34394Q1 2026
CWM, LLC$38.1B AUM0.00%$54,853813Q1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$504,8787.5KQ1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$6,747100Q1 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$11,401100Q3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$3,37450Q1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$51,277760Q1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$49,456733Q1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$7537Q2 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$54,625508Q2 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$185,4982.1KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$671Q1 2026
UBS Group AG$666.3B AUM0.00%$2,47323Q2 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1141Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.