Filing Research | BIT DIGITAL INC Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	249.2KSH	$448.6K
2	Byrne Asset Management LLC	Shares	107.1KSH	$192.8K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	126.8KSH	$188.1K
4	Forum Financial Management, LP	Shares	100.0KSH	$180.0K
5	Police & Firemen's Retirement System of New Jersey	Shares	87.0KSH	$156.6K
6	VIMA LLC	Shares	81.2KSH	$146.1K
7	BANQUE PICTET & CIE SA	Shares	64.6KSH	$116.3K
8	SBI Securities Co., Ltd.	Shares	54.7KSH	$98.4K
9	Abel Hall, LLC	Shares	46.6KSH	$83.8K
10	MOODY NATIONAL BANK TRUST DIVISION	Shares	32.6KSH	$58.6K
11	Merit Financial Group, LLC	Shares	28.8KSH	$51.8K
12	B. Riley Wealth Advisors, Inc.	Shares	27.0KSH	$49.4K
13	Apollon Wealth Management, LLC	Shares	21.8KSH	$39.2K
14	Sequoia Financial Advisors, LLC	Shares	15.4KSH	$27.7K
15	MARATHON CAPITAL MANAGEMENT	Shares	15.0KSH	$27.0K
16	NorthCrest Asset Manangement, LLC	Shares	15.6KSH	$26.2K
17	McAlvany Wealth Management LLC	Shares	13.5KSH	$24.3K
18	RFG Advisory, LLC	Shares	12.6KSH	$22.8K
19	Diligent Investors, LLC	Shares	12.5KSH	$22.5K
20	Global Trust Wealth Management LLC	Shares	12.5KSH	$22.5K
21	BEACON FINANCIAL GROUP	Shares	12.0KSH	$21.6K
22	GRIFFIN ASSET MANAGEMENT, INC.	Shares	10.0KSH	$18.0K
23	SHEETS SMITH WEALTH MANAGEMENT	Shares	10.0KSH	$18.0K
24	HORIZON FINANCIAL SERVICES, LLC	Shares	6.0KSH	$10.8K
25	EverSource Wealth Advisors, LLC	Shares	4.5KSH	$8.1K
26	SIGNATUREFD, LLC	Shares	4.4KSH	$8.0K
27	Farther Finance Advisors, LLC	Shares	3.3KSH	$5.9K
28	GAMMA Investing LLC	Shares	1.3KSH	$2.3K
29	True Wealth Design, LLC	Shares	1.2KSH	$2.2K
30	Fortitude Family Office, LLC	Shares	539SH	$970
31	Investors Research Corp	Shares	400SH	$720
32	Blue Trust, Inc.	Shares	385SH	$693
33	IFP Advisors, Inc	Shares	362SH	$652
34	SJS Investment Consulting Inc.	Shares	207SH	$373
35	VISION FINANCIAL MARKETS LLC	Shares	100SH	$177
36	CoreCap Advisors, LLC	Shares	9SH	$16

Manager changes2026-06-30 vs 2026-03-31

40 / 40 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. added	Shares	+48.9K	+$186.2K	$448.6K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+99.0K	+$150.0K	$188.1K
3	Byrne Asset Management LLC added	Shares	+21.4K	+$80.5K	$192.8K
4	Forum Financial Management, LP unchanged	Shares	0	+$49.0K	$180.0K
5	BANQUE PICTET & CIE SA added	Shares	+10.2K	+$45.0K	$116.3K
6	Abel Hall, LLC added	Shares	+16.4K	+$44.3K	$83.8K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$42.6K	$156.6K
8	Merit Financial Group, LLC added	Shares	+13.7K	+$32.0K	$51.8K
9	SBI Securities Co., Ltd. added	Shares	+805	+$27.8K	$98.4K
10	NorthCrest Asset Manangement, LLC new	Shares	+15.6K	+$26.2K	$26.2K
11	Apollon Wealth Management, LLC added	Shares	+10.6K	+$24.6K	$39.2K
12	McAlvany Wealth Management LLC new	Shares	+13.5K	+$24.3K	$24.3K
13	RFG Advisory, LLC new	Shares	+12.6K	+$22.8K	$22.8K
14	BEACON FINANCIAL GROUP new	Shares	+12.0K	+$21.6K	$21.6K
15	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+2.6K	+$19.3K	$58.6K
16	B. Riley Wealth Advisors, Inc. unchanged	Shares	0	+$15.3K	$49.4K
17	Sequoia Financial Advisors, LLC added	Shares	+721	+$8.5K	$27.7K
18	MARATHON CAPITAL MANAGEMENT unchanged	Shares	0	+$7.3K	$27.0K
19	Diligent Investors, LLC unchanged	Shares	0	+$6.1K	$22.5K
20	Global Trust Wealth Management LLC unchanged	Shares	0	+$6.1K	$22.5K
21	GRIFFIN ASSET MANAGEMENT, INC. unchanged	Shares	0	+$4.9K	$18.0K
22	SHEETS SMITH WEALTH MANAGEMENT unchanged	Shares	0	+$4.9K	$18.0K
23	EverSource Wealth Advisors, LLC added	Shares	+1.1K	+$3.7K	$8.1K
24	HORIZON FINANCIAL SERVICES, LLC unchanged	Shares	0	+$2.9K	$10.8K
25	True Wealth Design, LLC new	Shares	+1.2K	+$2.2K	$2.2K
26	Fortitude Family Office, LLC new	Shares	+539	+$970	$970
27	Blue Trust, Inc. new	Shares	+385	+$693	$693
28	GAMMA Investing LLC unchanged	Shares	0	+$616	$2.3K
29	IFP Advisors, Inc added	Shares	+193	+$431	$652
30	SJS Investment Consulting Inc. new	Shares	+207	+$373	$373
31	Investors Research Corp unchanged	Shares	0	+$196	$720
32	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$46	$177
33	CoreCap Advisors, LLC unchanged	Shares	0	+$4	$16
34	MassMutual Private Wealth & Trust, FSB exited	Shares	-71	-$93	$0
35	SIGNATUREFD, LLC trimmed	Shares	-2.2K	-$668	$8.0K
36	Sound Income Strategies, LLC exited	Shares	-1.8K	-$2.5K	$0
37	Abacus Wealth Partners, LLC exited	Shares	-10.7K	-$14.0K	$0
38	Farther Finance Advisors, LLC trimmed	Shares	-11.9K	-$15.1K	$5.9K
39	Simplify Asset Management Inc. exited	Shares	-23.4K	-$30.7K	$0
40	Southland Equity Partners LLC exited	Shares	-123.9K	-$162.3K	$0