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Capital Advisors Inc’s Bitwise Bitcoin ETF BITB Stock Holding History

Capital Advisors Inc’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
2025
Q4 		– Sell
-3,685
Closed -$229K – 343
2025
Q3 		$229K Hold
3,685
– – ﹤0.01% 309
2025
Q2 		$216K Buy
+3,685
New +$198K ﹤0.01% 301

Other funds holding BITB

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PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Capital Advisors Inc's BITB Position: Q4 2025 in Review

Capital Advisors Inc sold out of Bitwise Bitcoin ETF (BITB) in Q4 2025, closing a stake of 3,685 shares — an estimated $229K sold.

Capital Advisors Inc first reported a position in BITB in Q2 2025 and held it in 2 quarters. The position peaked at $229K in Q3 2025. 314 funds tracked by Wall St. Rank hold BITB as of Q4 2025.

  • Capital Advisors Inc reported no remaining Bitwise Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Inc sold 3,685 Bitwise Bitcoin ETF shares in Q4 2025, an estimated $229K.
  • Capital Advisors Inc first reported a position in Bitwise Bitcoin ETF in Q2 2025 and held it in 2 quarters.
  • Capital Advisors Inc's Bitwise Bitcoin ETF position peaked at $229K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q4 2025.

Based on Capital Advisors Inc's 13F filing for Q4 2025, filed 15 Jan 2026.