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Independent Financial Group’s Bitwise Bitcoin ETF BITB Stock Holding History

Independent Financial Group’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 		$909K Buy
28,516
+7,345
+35% +$286K 0.02% 732
2026
Q1 		$779K Buy
21,171
+5,145
+32% +$213K 0.02% 716
2025
Q4 		$762K Buy
16,026
+1,553
+11% +$84.5K 0.02% 720
2025
Q3 		$901K Buy
14,473
+4,160
+40% +$259K 0.02% 632
2025
Q2 		$604K Buy
10,313
+1,347
+15% +$72.3K 0.02% 700
2025
Q1 		$402K Sell
8,966
-43
-0.5% -$2.18K 0.01% 798
2024
Q4 		$458K Buy
9,009
+2,909
+48% +$131K 0.02% 729
2024
Q3 		$211K Buy
+6,100
New +$203K 0.01% 1051

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

Independent Financial Group's BITB Position: Q2 2026 in Review

Independent Financial Group increased its Bitwise Bitcoin ETF (BITB) stake by 35% in Q2 2026, buying an estimated $286K and bringing the position to 28,516 shares worth $909K. The position accounts for 0.02% of the portfolio, ranked #732.

Independent Financial Group first reported a position in BITB in Q3 2024 and has held it in 8 quarters since. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Independent Financial Group held 28,516 shares of Bitwise Bitcoin ETF worth $909K as of Q2 2026.
  • Independent Financial Group bought 7,345 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $286K.
  • Bitwise Bitcoin ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #732 holding.
  • Independent Financial Group first reported a position in Bitwise Bitcoin ETF in Q3 2024 and has held it in 8 quarters since.
  • 271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.