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2X Bitcoin Strategy ETF (BITX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kingswood Wealth Advisors, LLC
INCREASED
Shares267,405 from 255,040
Change+12,365 (+5%)
Value$5.2M (+$2.6M)
Filed 2026-10-23
Belvedere Trading LLC
INCREASED
Shares107,556 from 859
Change+106,697 (+12421%)
Value$2.1M (+$2.1M)
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares52,419 from 19,062
Change+33,357 (+175%)
Value$1.0M (+$830.2K)
Filed 2026-11-04
Larson Financial Group LLC
DECREASED
Shares35,738 from 37,911
Change-2,173 (-6%)
Value$700.1K (+$308.9K)
Filed 2026-11-05
Almanack Investment Partners, Llc.
UNCHANGED
Shares17,288 from 17,288
Change0 (0%)
Value$338.7K (+$160.3K)
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares12,924
Change+12,924
Value$152.0K
Filed 2026-11-03
Kaizen Financial Strategies
NEW
Shares12,650
Change+12,650
Value$247.8K
Filed 2026-10-09
EverSource Wealth Advisors, LLC
DECREASED
Shares11,276 from 74,004
Change-62,728 (-85%)
Value$220.9K (-$542.8K)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares6,850 from 1,600
Change+5,250 (+328%)
Value$134.2K (+$117.7K)
Filed 2026-11-03
Compass Financial Management LLC
NEW
Shares1,006
Change+1,006
Value$19.7K
Filed 2026-10-30
PNC Financial Services Group, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$11.8K (+$5.6K)
Filed 2026-11-06
Summit Securities Group LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$9.8K (+$4.6K)
Filed 2026-11-05
Hurley Capital, LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$1.8K (+$847)
Filed 2026-11-05
Balance Wealth Partners LLC
NEW
Shares6
Change+6
Value$115
Filed 2026-10-27
Imc-Chicago, LLC
CLOSED
Shares0 from 37,924
Change-37,924 (-100%)
Value$0 (-$391.4K)
Filed 2026-11-05
Secure Asset Management, LLC
CLOSED
Shares0 from 13,118
Change-13,118 (-100%)
Value$0 (-$135.4K)
Filed 2026-10-19
BankPlus Trust Department
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$248)
Filed 2026-11-06
Renaissance Technologies LLC
N/A
Shares— from 518,000
Change-518,000 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 147,630
Change-147,630 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 44,119
Change-44,119 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 16,234
Change-16,234 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 14,281
Change-14,281 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 12,311
Change-12,311 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 58
Change-58 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Status
Kingswood Wealth Advisors, LLC
INCREASED267,405255,040+12,365+5%$2.6M$5.2M+$2.6M2026-10-23
Belvedere Trading LLC
INCREASED107,556859+106,697+12421%$8.9K$2.1M+$2.1M2026-11-05
Simplex Trading, LLC
INCREASED52,41919,062+33,357+175%$196.7K$1.0M+$830.2K2026-11-04
Larson Financial Group LLC
DECREASED35,73837,911-2,173-6%$391.2K$700.1K+$308.9K2026-11-05
Almanack Investment Partners, Llc.
UNCHANGED17,28817,28800%$178.4K$338.7K+$160.3K2026-11-03
StoneX Group Inc.
NEW12,924—+12,924——$152.0K—2026-11-03
Kaizen Financial Strategies
NEW12,650—+12,650——$247.8K—2026-10-09
EverSource Wealth Advisors, LLC
DECREASED11,27674,004-62,728-85%$763.7K$220.9K-$542.8K2026-11-04
Parallel Advisors, LLC
INCREASED6,8501,600+5,250+328%$16.5K$134.2K+$117.7K2026-11-03
Compass Financial Management LLC
NEW1,006—+1,006——$19.7K—2026-10-30
PNC Financial Services Group, Inc.
UNCHANGED60060000%$6.2K$11.8K+$5.6K2026-11-06
Summit Securities Group LLC
UNCHANGED50050000%$5.2K$9.8K+$4.6K2026-11-05
Hurley Capital, LLC
UNCHANGED919100%$944$1.8K+$8472026-11-05
Balance Wealth Partners LLC
NEW6—+6——$115—2026-10-27
Imc-Chicago, LLC
CLOSED037,924-37,924-100%$391.4K$0-$391.4K2026-11-05
Secure Asset Management, LLC
CLOSED013,118-13,118-100%$135.4K$0-$135.4K2026-10-19
BankPlus Trust Department
CLOSED024-24-100%$248$0-$2482026-11-06
Renaissance Technologies LLC
N/A—518,000-518,000-100%$5.3M———
Group One Trading LLC
N/A—147,630-147,630-100%$1.5M———
Citadel Advisors LLC
N/A—44,119-44,119-100%$455.3K———
Financial Sense Advisors, Inc.
N/A—30,000-30,000-100%$309.6K———
Captrust Financial Advisors
N/A—16,234-16,234-100%$167.5K———
X-Square Capital, LLC
N/A—14,281-14,281-100%$147.0K———
Two Sigma Securities, LLC
N/A—12,311-12,311-100%$127.1K———
Optiver Holding B.V.
N/A—5,500-5,500-100%$56.8K———
Mcguire Capital Advisors Inc
N/A—1,935-1,935-100%$20.0K———
Arax Advisory Partners
N/A—1,126-1,126-100%$11.6K———
Financial Life Planners
N/A—1,063-1,063-100%$11.0K———
SHP Wealth Management
N/A—1,021-1,021-100%$10.5K———
HHM Wealth Advisors, LLC
N/A—180-180-100%$1.9K———
Jones Financial Companies Lllp
N/A—58-58-100%$622———
Global Retirement Partners, LLC
N/A—43-43-100%$444———
Showing 32 of 32 institutions