FELL CAPITAL MANAGEMENT /ADV BITB — BITWISE BITCOIN ETF TR

Ownership history in FELL CAPITAL MANAGEMENT /ADV  ·  4 quarters on record

AI Ownership Summary

FELL CAPITAL MANAGEMENT /ADV reported BITWISE BITCOIN ETF TR (BITB) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.98% in 2025 Q4. The latest visible filing shows BITB at 0.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BITB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FELL CAPITAL MANAGEMENT /ADV's position in BITWISE BITCOIN ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BITB was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BITB stock page FELL CAPITAL MANAGEMENT /ADV fund profile FELL CAPITAL MANAGEMENT /ADV full holdings
How FELL CAPITAL MANAGEMENT /ADV held BITB — position size vs. price
% of Fund (quarterly)    BITB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 20,170 -325 -1.6% 0.79% $915K 2026-10-09 $44.63
2026 Q2 UNCHANGED — — — 20,495 — 0% 0.55% $653K 2026-07-24 $34.84
2026 Q1 REDUCED — — — 20,495 -545 -2.6% 0.72% $754K 2026-05-04 $43.48
2025 Q4 INITIATED — — — 21,040 — — 0.98% $1.0M 2026-03-27 $35.84

🏢 Other funds also holding BITB

As of 2026 Q3 — sorted by position size

Refined Wealth Management 3Y 6.5% Innovative Advisory Group, LLC 3.54% Crumly & Associates Inc. 3Y 2.18% Miller Global Investments, LLC 0.64% WT Wealth Management 3Y 0.42% Echo45 Advisors LLC 3Y 0.3% Delta Wealth Advisors LLC 0.19% Emerald Advisors, LLC 3Y 0.18% GK Wealth Management LLC 0.17% Ballew Advisors, Inc 3Y 7Y 0.14%

FAQ About FELL CAPITAL MANAGEMENT /ADV and BITB

These are the practical questions this page is built to answer before you even open the full history table.

How long has FELL CAPITAL MANAGEMENT /ADV reported owning BITB?

FELL CAPITAL MANAGEMENT /ADV reported BITB across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported BITB position in FELL CAPITAL MANAGEMENT /ADV's portfolio?

The largest reported portfolio weight for BITB was 0.98% in 2025 Q4.

What is the latest reported BITB position on this page?

The most recent filing on this page is 2026 Q3, when FELL CAPITAL MANAGEMENT /ADV reported 20,170 shares, equal to 0.79% of portfolio, with an estimated market value of $915K.

What does the chart on this BITB ownership page compare?

The chart compares FELL CAPITAL MANAGEMENT /ADV's quarterly BITB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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