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Funds Holding BIT

On this page, we present all of the funds holding BIT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BIT, with a link to that fund's top holdings. The next columns indicate the amount of BIT stock held by each of the funds holding BIT, followed by the BIT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 77 funds holding BIT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding BIT), click the fund name in the "Holder" column of the funds-holding-BIT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,110,020$16,650 12/31/2023
     BIT1,110,020$16,650 12/31/2023
Ameriprise Financial Inc.621,363$9,319 12/31/2023
     BIT621,363$9,319 12/31/2023
LPL Financial LLC438,564$6,578 12/31/2023
     BIT438,564$6,578 12/31/2023
UBS Group AG382,391$5,736 12/31/2023
     BIT382,391$5,736 12/31/2023
Invesco Ltd.368,498$5,527 12/31/2023
     BIT368,498$5,527 12/31/2023
Cyndeo Wealth Partners LLC316,477$5,026 03/31/2024
     BIT316,477$5,026 03/31/2024
Bank of America Corp DE250,820$3,762 12/31/2023
     BIT250,820$3,762 12/31/2023
Foundations Investment Advisors LLC219,801$3,418 12/31/2023
     BIT219,801$3,418 12/31/2023
Royal Bank of Canada220,312$3,305 12/31/2023
     BIT220,312$3,305 12/31/2023
Raymond James Financial Services Advisors Inc.200,924$3,014 12/31/2023
     BIT200,924$3,014 12/31/2023
Cohen & Steers Inc.191,884$2,878 12/31/2023
     BIT191,884$2,878 12/31/2023
Envestnet Asset Management Inc.178,986$2,685 12/31/2023
     BIT178,986$2,685 12/31/2023
Raymond James & Associates174,028$2,610 12/31/2023
     BIT174,028$2,610 12/31/2023
Thrivent Financial for Lutherans124,182$1,863 12/31/2023
     BIT124,182$1,863 12/31/2023
Cambridge Investment Research Advisors Inc.102,467$1,537 12/31/2023
     BIT102,467$1,537 12/31/2023
E&G Advisors LP83,665$1,255 12/31/2023
     BIT83,665$1,255 12/31/2023
Private Advisor Group LLC81,132$1,217 12/31/2023
     BIT81,132$1,217 12/31/2023
Evoke Wealth LLC79,343$1,190 12/31/2023
     BIT79,343$1,190 12/31/2023
Advisor Group Holdings Inc.79,290$1,189 12/31/2023
     BIT79,290$1,189 12/31/2023
GWM Advisors LLC72,214$1,087 12/31/2023
     BIT72,214$1,087 12/31/2023
Guggenheim Capital LLC70,516$1,058 12/31/2023
     BIT70,516$1,058 12/31/2023
Sontag Advisory LLC65,000$975 12/31/2023
     BIT65,000$975 12/31/2023
GTS Securities LLC62,173$933 12/31/2023
     BIT62,173$933 12/31/2023
Semus Wealth Partners LLC62,100$932 12/31/2023
     BIT62,100$932 12/31/2023
Janney Montgomery Scott LLC53,033$795 12/31/2023
     BIT53,033$795 12/31/2023
Cerity Partners LLC52,703$791 12/31/2023
     BIT52,703$791 12/31/2023
Steward Partners Investment Advisory LLC51,780$777 12/31/2023
     BIT51,780$777 12/31/2023
Atria Wealth Solutions Inc.49,007$735 12/31/2023
     BIT49,007$735 12/31/2023
First Trust Advisors LP48,738$731 12/31/2023
     BIT48,738$731 12/31/2023
Cetera Advisor Networks LLC47,926$719 12/31/2023
     BIT47,926$719 12/31/2023
DAVENPORT & Co LLC39,724$596 12/31/2023
     BIT39,724$596 12/31/2023
Rockefeller Capital Management L.P.38,348$575 12/31/2023
     BIT38,348$575 12/31/2023
Wells Fargo & Company MN38,260$574 12/31/2023
     BIT38,260$574 12/31/2023
Commonwealth Equity Services LLC31,976$480 12/31/2023
     BIT31,976$480 12/31/2023
Sunesis Advisors LLC24,490$367 12/31/2023
     BIT24,490$367 12/31/2023
Primoris Wealth Advisors LLC22,250$334 12/31/2023
     BIT22,250$334 12/31/2023
Advisory Services Network LLC19,246$289 12/31/2023
     BIT19,246$289 12/31/2023
Midwest Heritage Bank FSB19,162$287 12/31/2023
     BIT19,162$287 12/31/2023
Fiduciary Group LLC18,890$283 12/31/2023
     BIT18,890$283 12/31/2023
Stifel Financial Corp16,009$240 12/31/2023
     BIT16,009$240 12/31/2023
Peapack Gladstone Financial Corp15,697$235 12/31/2023
     BIT15,697$235 12/31/2023
First Citizens Financial Corp15,603$234 12/31/2023
     BIT15,603$234 12/31/2023
Snowden Capital Advisors LLC14,438$217 12/31/2023
     BIT14,438$217 12/31/2023
SMH Capital Advisors Inc.12,682$190 12/31/2023
     BIT12,682$190 12/31/2023
HRT Financial LP12,726$190 12/31/2023
     BIT12,726$190 12/31/2023
Western Wealth Management LLC12,604$189 12/31/2023
     BIT12,604$189 12/31/2023
Jane Street Group LLC12,550$188 12/31/2023
     BIT12,550$188 12/31/2023
Clear Creek Financial Management LLC12,531$188 12/31/2023
     BIT12,531$188 12/31/2023
Wiley BROS. Aintree Capital LLC11,624$185 03/31/2024
     BIT11,624$185 03/31/2024
LaSalle St. Investment Advisors LLC12,064$181 12/31/2023
     BIT12,064$181 12/31/2023
Truist Financial Corp11,955$179 12/31/2023
     BIT11,955$179 12/31/2023
Virtu Financial LLC11,708$176 12/31/2023
     BIT11,708$176 12/31/2023
Consolidated Portfolio Review Corp11,583$174 12/31/2023
     BIT11,583$174 12/31/2023
Wintrust Investments LLC11,384$171 12/31/2023
     BIT11,384$171 12/31/2023
Mariner LLC11,250$169 12/31/2023
     BIT11,250$169 12/31/2023
Kestra Advisory Services LLC10,557$158 12/31/2023
     BIT10,557$158 12/31/2023
NBC Securities Inc.6,170$97 03/31/2024
     BIT6,170$97 03/31/2024
Comerica Bank6,450$97 12/31/2023
     BIT6,450$97 12/31/2023
Northwestern Mutual Wealth Management Co.6,469$97 12/31/2023
     BIT6,469$97 12/31/2023
Principal Securities Inc.6,205$93 12/31/2023
     BIT6,205$93 12/31/2023
The PNC Financial Services Group Inc.5,700$86 12/31/2023
     BIT5,700$86 12/31/2023
Sugarloaf Wealth Management LLC4,652$70 12/31/2023
     BIT4,652$70 12/31/2023
Private Trust Co. NA4,309$65 12/31/2023
     BIT4,309$65 12/31/2023
West Oak Capital LLC3,100$49 03/31/2024
     BIT3,100$49 03/31/2024
Webster Bank N. A.2,255$36 03/31/2024
     BIT2,255$36 03/31/2024
GPS Wealth Strategies Group LLC1,900$28 12/31/2023
     BIT1,900$28 12/31/2023
Creekmur Asset Management LLC1,392$21 12/31/2023
     BIT1,392$21 12/31/2023
Harbour Investments Inc.1,276$19 12/31/2023
     BIT1,276$19 12/31/2023
Contravisory Investment Management Inc.1,000$16 03/31/2024
     BIT1,000$16 03/31/2024
Estabrook Capital Management600$9 12/31/2023
     BIT600$9 12/31/2023
UMB Bank N A MO500$8 12/31/2023
     BIT500$8 12/31/2023
Allworth Financial LP400$6 12/31/2023
     BIT400$6 12/31/2023
Farther Finance Advisors LLC209$3 12/31/2023
     BIT209$3 12/31/2023
Voisard Asset Management Group Inc.100$2 03/31/2024
     BIT100$2 03/31/2024
JPMorgan Chase & Co.154$2 12/31/2023
     BIT154$2 12/31/2023
Hoey Investments Inc.100$2 12/31/2023
     BIT100$2 12/31/2023
Coppell Advisory Solutions LLC104$2 12/31/2023
     BIT104$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     BIT0$0 12/31/2023

See Summary: Institutional Holders of BIT
See Details: Top 10 Hedge Funds Holding BIT
Also See: BIT Insider Buying
Also See: BIT Holdings Changes

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