IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invsco Glxy Btcn ETF (BTCO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Meitav Investment House LTD
DECREASED
Shares62,512 from 62,673
Change-161 (0%)
Value$5.2M (+$1.5M)
Filed 2026-10-28
Key Client Fiduciary Advisors, LLC
DECREASED
Shares9,861 from 9,957
Change-96 (-1%)
Value$819.2K (+$237.7K)
Filed 2026-10-19
Brookstone Capital Management
INCREASED
Shares9,626 from 9,552
Change+74 (+1%)
Value$799.6K (+$241.8K)
Filed 2026-10-22
RM Financial Services, LLC
DECREASED
Shares9,236 from 9,296
Change-60 (-1%)
Value$767.2K (+$224.3K)
Filed 2026-11-03
Venture Visionary Partners LLC
UNCHANGED
Shares7,100 from 7,100
Change0 (0%)
Value$589.8K (+$175.2K)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares6,865 from 5,645
Change+1,220 (+22%)
Value$570.0K (+$240.0K)
Filed 2026-11-02
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares5,413 from 5,532
Change-119 (-2%)
Value$450.0K (+$127.0K)
Filed 2026-11-02
Milestone Asset Management Group, LLC
DECREASED
Shares4,457 from 5,884
Change-1,427 (-24%)
Value$370.3K (+$26.6K)
Filed 2026-10-20
Financial Security Advisor, Inc.
UNCHANGED
Shares3,952 from 3,952
Change0 (0%)
Value$328.3K (+$97.5K)
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares2,964
Change+2,964
Value$231.8K
Filed 2026-11-03
Fortress Financial Solutions, LLC
NEW
Shares2,415
Change+2,415
Value$200.6K
Filed 2026-10-14
TD Waterhouse Canada Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$50.5K (+$15.5K)
Filed 2026-10-16
1620 Investment Advisors, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$16.6K (+$4.9K)
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.3K (+$2.5K)
Filed 2026-10-23
Larson Financial Group LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.3K (+$2.5K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares93 from 309
Change-216 (-70%)
Value$7.7K (-$10.3K)
Filed 2026-10-14
Westside Investment Management, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.3K (+$987)
Filed 2026-11-02
Abound Wealth Management
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.0K (+$581)
Filed 2026-10-26
Valued Wealth Advisors LLC
NEW
Shares3
Change+3
Value$250
Filed 2026-11-05
Simplex Trading, LLC
CLOSED
Shares0 from 1,165
Change-1,165 (-100%)
Value$0 (-$68.0K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,077
Change-1,077 (-100%)
Value$0 (-$62.9K)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 402
Change-402 (-100%)
Value$0 (-$23.5K)
Filed 2026-10-13
Tsfg, LLC
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$19)
Filed 2026-10-23
Galaxy Digital Inc.
N/A
Shares— from 725,000
Change-725,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 316,862
Change-316,862 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 220,083
Change-220,083 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 172,095
Change-172,095 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 93,104
Change-93,104 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 84,616
Change-84,616 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 50,654
Change-50,654 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 35,582
Change-35,582 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 21,530
Change-21,530 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 12,617
Change-12,617 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,459
Change-11,459 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,948
Change-8,948 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,164
Change-8,164 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 5,554
Change-5,554 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 962
Change-962 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 756
Change-756 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 145
Change-145 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 102
Change-102 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 97
Change-97 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 40
Change-40 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
Meitav Investment House LTD
DECREASED62,51262,673-1610%$3.7M$5.2M+$1.5M2026-10-28
Key Client Fiduciary Advisors, LLC
DECREASED9,8619,957-96-1%$581.5K$819.2K+$237.7K2026-10-19
Brookstone Capital Management
INCREASED9,6269,552+74+1%$557.8K$799.6K+$241.8K2026-10-22
RM Financial Services, LLC
DECREASED9,2369,296-60-1%$542.9K$767.2K+$224.3K2026-11-03
Venture Visionary Partners LLC
UNCHANGED7,1007,10000%$414.6K$589.8K+$175.2K2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED6,8655,645+1,220+22%$330.0K$570.0K+$240.0K2026-11-02
Harel Insurance Investments & Financial Services Ltd.
DECREASED5,4135,532-119-2%$323.0K$450.0K+$127.0K2026-11-02
Milestone Asset Management Group, LLC
DECREASED4,4575,884-1,427-24%$343.6K$370.3K+$26.6K2026-10-20
Financial Security Advisor, Inc.
UNCHANGED3,9523,95200%$230.8K$328.3K+$97.5K2026-11-03
StoneX Group Inc.
NEW2,964—+2,964——$231.8K—2026-11-03
Fortress Financial Solutions, LLC
NEW2,415—+2,415——$200.6K—2026-10-14
TD Waterhouse Canada Inc.
UNCHANGED60060000%$35.0K$50.5K+$15.5K2026-10-16
1620 Investment Advisors, Inc.
UNCHANGED20020000%$11.7K$16.6K+$4.9K2026-11-04
Signaturefd, LLC
UNCHANGED10010000%$5.8K$8.3K+$2.5K2026-10-23
Larson Financial Group LLC
UNCHANGED10010000%$5.8K$8.3K+$2.5K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED93309-216-70%$18.0K$7.7K-$10.3K2026-10-14
Westside Investment Management, Inc.
UNCHANGED404000%$2.3K$3.3K+$9872026-11-02
Abound Wealth Management
UNCHANGED242400%$1.4K$2.0K+$5812026-10-26
Valued Wealth Advisors LLC
NEW3—+3——$250—2026-11-05
Simplex Trading, LLC
CLOSED01,165-1,165-100%$68.0K$0-$68.0K2026-11-04
AdvisorNet Financial, Inc
CLOSED01,077-1,077-100%$62.9K$0-$62.9K2026-10-15
Salem Investment Counselors Inc
CLOSED0402-402-100%$23.5K$0-$23.5K2026-10-13
Tsfg, LLC
CLOSED0320-320-100%$19$0-$192026-10-23
Galaxy Digital Inc.
N/A—725,000-725,000-100%$42.3M———
Susquehanna International Group, LLP
N/A—316,862-316,862-100%$18.5M———
Wells Fargo & Company
N/A—220,083-220,083-100%$12.9M———
Cresset Asset Management, LLC
N/A—172,095-172,095-100%$10.1M———
LPL Financial LLC
N/A—93,104-93,104-100%$5.4M———
Farringdon Capital, Ltd.
N/A—84,616-84,616-100%$4.9M———
First Trust Advisors LP
N/A—50,654-50,654-100%$3.0M———
Cetera Investment Advisers
N/A—35,582-35,582-100%$2.1M———
Tolleson Wealth Management, Inc.
N/A—21,530-21,530-100%$1.3M———
Quadrature Capital Ltd
N/A—12,617-12,617-100%$736.8K———
WCG Wealth Advisors LLC
N/A—11,459-11,459-100%$669.2K———
Private Advisor Group, LLC
N/A—8,948-8,948-100%$522.6K———
Envestnet Asset Management Inc
N/A—8,164-8,164-100%$476.8K———
Great Valley Advisor Group, Inc.
N/A—6,000-6,000-100%$350.4K———
Flow Traders U.S. LLC
N/A—5,554-5,554-100%$324.0K———
Geneos Wealth Management Inc.
N/A—2,574-2,574-100%$150.3K———
Morgan Stanley
N/A—2,040-2,040-100%$119.1K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,690-1,690-100%$98.7K———
Fiduciary Financial Advisors
N/A—1,020-1,020-100%$59.6K———
Clearstead Advisors, LLC
N/A—1,000-1,000-100%$58.4K———
Synergy Investment Management, LLC
N/A—962-962-100%$56.2K———
Northwestern Mutual Wealth Management Co
N/A—756-756-100%$44.2K———
NewEdge Advisors, LLC
N/A—290-290-100%$16.9K———
Hantz Financial Services, Inc.
N/A—145-145-100%$8———
IFG Advisory, LLC
N/A—145-145-100%$8.5K———
JPMorgan Chase & Co
N/A—102-102-100%$6.1K———
Royal Bank of Canada
N/A—97-97-100%$6.0K———
Harbour Investments, Inc.
N/A—50-50-100%$2.9K———
Tower Research Capital LLC (TRC)
N/A—40-40-100%$2.3K———
Luminist Capital LLC
N/A—00—$818———
Showing 53 of 53 institutions