CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Bitwise Bitcoin ETF BITB Stock Holding History

CAPTRUST Financial Advisors’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
Q2 		$471K Sell
14,788
-35
-0.2% -$1.36K ﹤0.01% 2227
2026
Q1 		$546K Sell
14,823
-149
-1% -$6.18K ﹤0.01% 1977
2025
Q4 		$712K Sell
14,972
-150
-1% -$8.16K ﹤0.01% 1700
2025
Q3 		$941K Sell
15,122
-5
-0% -$311 ﹤0.01% 1462
2025
Q2 		$886K Buy
15,127
+255
+2% +$13.7K ﹤0.01% 1416
2025
Q1 		$667K Buy
14,872
+5,793
+64% +$294K ﹤0.01% 1486
2024
Q4 		$462K Buy
9,079
+1,660
+22% +$75K ﹤0.01% 1643
2024
Q3 		$257K Buy
7,419
+14
+0.2% +$465 ﹤0.01% 1972
2024
Q2 		$242K Buy
7,405
+365
+5% +$13K ﹤0.01% 1933
2024
Q1 		$273K Buy
+7,040
New +$210K ﹤0.01% 1829

Other funds holding BITB

PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 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 $202B AUM 37.79% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

CAPTRUST Financial Advisors's BITB Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Bitwise Bitcoin ETF (BITB) stake by 0.24% in Q2 2026, selling an estimated $1.36K and leaving 14,788 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

CAPTRUST Financial Advisors first reported a position in BITB in Q1 2024 and has held it in 10 quarters since. The position peaked at $941K in Q3 2025. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • CAPTRUST Financial Advisors held 14,788 shares of Bitwise Bitcoin ETF worth $471K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 35 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $1.36K.
  • Bitwise Bitcoin ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2227 holding.
  • CAPTRUST Financial Advisors first reported a position in Bitwise Bitcoin ETF in Q1 2024 and has held it in 10 quarters since.
  • CAPTRUST Financial Advisors's Bitwise Bitcoin ETF position peaked at $941K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.