LPL Financial’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

LPL Financial’s Portfolio BITO Stock Details BITO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$176K	Buy	22,112 +5,251	+31%	+$51.5K	﹤0.01%	5801
2026 Q1	$157K	Buy	16,861 +1,479	+10%	+$15.6K	﹤0.01%	5574
2025 Q4	$187K	Sell	15,382 -1,425	-8%	-$22.4K	﹤0.01%	5464
2025 Q3	$331K	Buy	16,807 +1,178	+8%	+$24.6K	﹤0.01%	4981
2025 Q2	$336K	Buy	15,629 +1,716	+12%	+$35.4K	﹤0.01%	4697
2025 Q1	$255K	Buy	13,913 +4,881	+54%	+$106K	﹤0.01%	4689
2024 Q4	$206K	Buy	+9,032	New	+$200K	﹤0.01%	4800
2024 Q1	–	Sell	-84,034	Closed	-$1.72M	–	4926
2023 Q4	$1.72M	Buy	+84,034	New	+$1.52M	﹤0.01%	2551

Other funds holding BITO

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCG

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LPL Financial's BITO Position: Q2 2026 in Review

LPL Financial increased its ProShares Bitcoin Strategy ETF (BITO) stake by 31% in Q2 2026, buying an estimated $51.5K and bringing the position to 22,112 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #5801.

LPL Financial first reported a position in BITO in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.72M in Q4 2023. 193 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

LPL Financial held 22,112 shares of ProShares Bitcoin Strategy ETF worth $176K as of Q2 2026.
LPL Financial bought 5,251 ProShares Bitcoin Strategy ETF shares in Q2 2026, an estimated $51.5K.
ProShares Bitcoin Strategy ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5801 holding.
LPL Financial first reported a position in ProShares Bitcoin Strategy ETF in Q4 2023 and has held it in 8 quarters since.
LPL Financial's ProShares Bitcoin Strategy ETF position peaked at $1.72M in Q4 2023.
193 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

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