Jim Simons
BTCI

Jim Simons’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Jim Simons’s Portfolio BTCI Stock Details BTCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$325K Sell
9,900
-38,000
-79% -$1.43M ﹤0.01% 2770
2025
Q4 		$2.11M Buy
+47,900
New +$2.46M ﹤0.01% 1826

Other funds holding BTCI

MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $111M AUM
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Jim Simons's BTCI Position: Q1 2026 in Review

Jim Simons reduced its NEOS Bitcoin High Income ETF (BTCI) stake by 79% in Q1 2026, selling an estimated $1.43M and leaving 9,900 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #2770.

Jim Simons first reported a position in BTCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.11M in Q4 2025. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • Jim Simons held 9,900 shares of NEOS Bitcoin High Income ETF worth $325K as of Q1 2026.
  • Jim Simons sold 38,000 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $1.43M.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2770 holding.
  • Jim Simons first reported a position in NEOS Bitcoin High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Jim Simons's NEOS Bitcoin High Income ETF position peaked at $2.11M in Q4 2025.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.