DOSSIER · 13F Holders · Q2 2026
BITQ

CRYPTO INDUSTRY INNOVATORS

106 institutions still hold CRYPTO INDUSTRY INNOVATORS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09175C103·106 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$171M
visible holders
Holders
106
filers reporting
Concentration
43.88%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

106 institutions reported BITQ in Q2 2026. MORGAN STANLEY leads at 43.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$75M3.1M0.00%Q2 2026
02
STIFEL FINANCIAL CORP
CIK 0000720672
$13M528K0.01%Q2 2026
03
CITIGROUP INC
CIK 0000831001
$12M497K0.00%Q2 2026
04
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M422K0.00%Q2 2026
05
Cetera Investment Advisers
CIK 0001666741
$9M382K0.01%Q2 2026
06
Sanctuary Advisors, LLC
CIK 0001777271
$8M313K0.04%Q2 2026
07
ROYAL BANK OF CANADA
CIK 0001000275
$7M269K0.00%Q2 2026
08
LRI Investments, LLC
CIK 0002023325
$5M185K0.36%Q2 2026
09
UBS Group AG
CIK 0001610520
$4M183K0.00%Q2 2026
10
Mariner, LLC
CIK 0001373442
$4M148K0.00%Q2 2026
11
Salus Financial Advisors, LLC
CIK 0002056601
$3M133K1.60%Q2 2026
12
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M170K0.00%Q1 2026
13
Janney Montgomery Scott LLC
CIK 0001329948
$3M136K0.01%Q1 2026
14
Founders Capital Management
CIK 0001704300
$2M100K1.06%Q2 2026
15
Atria Investments, Inc
CIK 0001535865
$2M100K0.02%Q2 2026
16
JPMORGAN CHASE & CO
CIK 0000019617
$2M85K0.00%Q2 2026
17
Evergreen Wealth Solutions, LLC
CIK 0001904432
$2M92K0.11%Q2 2026
18
GTS SECURITIES LLC
CIK 0001452765· Market maker
$2M85K0.04%Q2 2026
19
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M82K0.00%Q2 2026
20
Strategic Family Wealth Counselors, L.L.C.
CIK 0001729755
$2M80K0.46%Q2 2026
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