Institutional Ownership Proshares Tr Bitcoin Strategy (BITO)
This table provides information about the institutional ownership of Proshares Tr Bitcoin Strategy (BITO). We have compiled data on the 256 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $240 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
10,673
shares
|
$157,426
0.0% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
Villere St Denis J & CO LLC
|
Nov 04, 2025 Q3 2025 |
10,612
shares
|
$156,527
0.02% of portfolio
|
Q3 2025
Added 12.08%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
10,077
shares
|
$148,635
0.0% of portfolio
|
Q3 2025
Reduced 17.48%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,056
shares
|
$148,326
0.0% of portfolio
|
Q2 2023
Reduced 0.08%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
10,040
shares
|
$148,090
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
10,033
shares
|
$147,986
0.09% of portfolio
|
Q3 2025
Added 13.06%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,020
shares
|
$147,795
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
9,990
shares
|
$147,352
0.12% of portfolio
|
Q4 2021
New holding
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
9,373
shares
|
$138,251
0.0% of portfolio
|
Q3 2025
Reduced 31.05%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
9,351
shares
|
$137,927
0.0% of portfolio
|
Q4 2025
Added 6011.76%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
7,772
shares
|
$114,637
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,093
shares
|
$104,621
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
7,051
shares
|
$104,002
0.0% of portfolio
|
Q4 2025
Added 1.42%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
7,000
shares
|
$103,250
0.06% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
7,000
shares
|
$103,250
0.0% of portfolio
|
Q3 2022
Reduced 92.43%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
6,845
shares
|
$100,963
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
6,502
shares
|
$95,904
0.0% of portfolio
|
Q3 2025
Added 52.31%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
5,040
shares
|
$74,340
0.0% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
4,349
shares
|
$64,147
0.0% of portfolio
|
Q4 2025
Reduced 60.14%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
3,743
shares
|
$55,209
0.01% of portfolio
|
Q4 2025
Reduced 87.59%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
3,539
shares
|
$52,200
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
3,292
shares
|
$48,557
0.0% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
2,889
shares
|
$42,612
0.0% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,740
shares
|
$40,415
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
2,536
shares
|
$37,406
0.02% of portfolio
|
Q4 2025
New holding
|
|