AF
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Allworth Financial’s Bitwise Bitcoin ETF BITB Stock Holding History

Allworth Financial’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$171K Hold
4,658
– – ﹤0.01% 1498
2025
Q4 		$222K Buy
4,658
+92
+2% +$5.01K ﹤0.01% 1298
2025
Q3 		$284K Buy
4,566
+30
+0.7% +$1.87K ﹤0.01% 1122
2025
Q2 		$266K Buy
4,536
+343
+8% +$18.4K ﹤0.01% 1070
2025
Q1 		$214K Buy
4,193
+1,636
+64% +$82.9K ﹤0.01% 927
2024
Q4 		$145K Hold
2,557
– – ﹤0.01% 1081
2024
Q3 		$88.4K Buy
2,557
+2,026
+382% +$67.3K ﹤0.01% 1141
2024
Q2 		$19.5K Buy
+531
New +$19K ﹤0.01% 1901

Other funds holding BITB

SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return