Institutional Ownership Valkyrie ETF Tr Ii Bitcoin Str (BTF)
This table provides information about the institutional ownership of Valkyrie ETF Tr Ii Bitcoin Str (BTF). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 398,981 shares, which have been reported (via 13F filing form) to have a value of $5.42 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
297,499
shares
|
$4.04 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
35,500
shares
|
$482,445
0.0% of portfolio
|
Q3 2025
Reduced 23.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
18,313
shares
|
$248,873
0.0% of portfolio
|
Q3 2025
Reduced 12.48%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,978
shares
|
$230,731
0.0% of portfolio
|
Q1 2025
Added 54.94%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
11,300
shares
|
$153,567
0.12% of portfolio
|
Q4 2022
Reduced 8.87%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,095
shares
|
$137,191
0.0% of portfolio
|
Q3 2025
Reduced 59.37%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
3,235
shares
|
$43,963
0.0% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,200
shares
|
$43,488
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,079
shares
|
$14,663
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
924
shares
|
$12,557
0.0% of portfolio
|
Q3 2025
Reduced 70.94%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
447
shares
|
$6,074
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
410
shares
|
$5,571
0.0% of portfolio
|
Q3 2025
Reduced 58.08%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$13
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|