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Who Owns BITB

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in BITB.

Who crossed 5% of BITB →
Managers holding
15
as of 2026-09-30
Reported value
$17.7M
summed across filings
Shares held
389.8K
Added vs trimmed
3 / 4
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Crumly & Associates Inc.SHS BEN INT270.4K shadded$12.3M
FELL CAPITAL MANAGEMENT /ADVSHS BEN INT20.2K shtrimmed$914.9K
Farther Finance Advisors, LLCETF19.5K shtrimmed$883.7K
Echo45 Advisors LLCSHS BEN INT14.7K shtrimmed$665.1K
Venture Visionary Partners LLCSHS BEN INT10.4K shheld$472.8K
Weaver Consulting GroupSHS BEN INT8.4K shadded$381.9K
Sound Income Strategies, LLCSHS BEN INT8.1K shadded$359.5K
Mirador Capital Partners LPSHS BEN INT7.3K sh—$331.7K
GK Wealth Management LLCSHS BEN INT6.7K shtrimmed$305.9K
Delta Wealth Advisors LLCSHS BEN INT6.2K sh—$282.4K
Ballew Advisors, IncSHS BEN INT6K shheld$274.7K
Apella Capital, LLCSHS BEN INT6.1K shheld$274.7K
Castleview Partners, LLCSHS BEN INT4.6K sh—$207K
MassMutual Private Wealth & Trust, FSBExchange Traded Fund1K shheld$45.4K
Olistico Wealth, LLCETF240 shheld$10.9K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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