LPL Financial’s Bitwise Bitcoin ETF BITB Stock Holding History

LPL Financial’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	$528K	Buy	16,561 +2,551	+18%	+$99.4K	﹤0.01%	4971
2026 Q1	$516K	Buy	14,010 +1,909	+16%	+$79.2K	﹤0.01%	4728
2025 Q4	$576K	Buy	12,101 +228	+2%	+$12.4K	﹤0.01%	4592
2025 Q3	$739K	Buy	11,873 +2,237	+23%	+$139K	﹤0.01%	4297
2025 Q2	$565K	Buy	9,636 +4,671	+94%	+$251K	﹤0.01%	4278
2025 Q1	$223K	Buy	+4,965	New	+$252K	﹤0.01%	4787

Other funds holding BITB

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return

LPL Financial's BITB Position: Q2 2026 in Review

LPL Financial increased its Bitwise Bitcoin ETF (BITB) stake by 18% in Q2 2026, buying an estimated $99.4K and bringing the position to 16,561 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #4971.

LPL Financial first reported a position in BITB in Q1 2025 and has held it in 6 quarters since. The position peaked at $739K in Q3 2025. 163 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

LPL Financial held 16,561 shares of Bitwise Bitcoin ETF worth $528K as of Q2 2026.
LPL Financial bought 2,551 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $99.4K.
Bitwise Bitcoin ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4971 holding.
LPL Financial first reported a position in Bitwise Bitcoin ETF in Q1 2025 and has held it in 6 quarters since.
LPL Financial's Bitwise Bitcoin ETF position peaked at $739K in Q3 2025.
163 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.