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Integrated Wealth Concepts’s Bitwise Bitcoin ETF BITB Stock Holding History

Integrated Wealth Concepts’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 		$545K Buy
14,802
+10,189
+221% +$423K ﹤0.01% 1484
2025
Q4 		$219K Sell
4,613
-745
-14% -$40.5K ﹤0.01% 1475
2025
Q3 		$333K Buy
5,358
+319
+6% +$19.9K ﹤0.01% 1573
2025
Q2 		$295K Buy
+5,039
New +$270K ﹤0.01% 1556

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

Integrated Wealth Concepts's BITB Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Bitwise Bitcoin ETF (BITB) stake by 221% in Q1 2026, buying an estimated $423K and bringing the position to 14,802 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Integrated Wealth Concepts first reported a position in BITB in Q2 2025 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold BITB as of Q1 2026.

  • Integrated Wealth Concepts held 14,802 shares of Bitwise Bitcoin ETF worth $545K as of Q1 2026.
  • Integrated Wealth Concepts bought 10,189 Bitwise Bitcoin ETF shares in Q1 2026, an estimated $423K.
  • Bitwise Bitcoin ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1484 holding.
  • Integrated Wealth Concepts first reported a position in Bitwise Bitcoin ETF in Q2 2025 and has held it in 4 quarters since.
  • 298 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.