Position in BTBT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$121,929
-$180,342 QoQ
Shares Held
93,076
-41.8% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 35.53762516653058.ToString("F0")%
Shared 0.ToString("F0")%
None 64.46237483346943.ToString("F0")%
Common Shares in BTBT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Lido Advisors, LLC holds $186,557,625 across 19 Capital Markets names. BTBT ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
98,201 | $83,077,062 | |
| 2 | SCHW |
Schwab Charles Corp
|
502,606 | $47,234,911 | |
| 3 | MS |
Morgan Stanley
|
208,195 | $34,262,650 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
108,422 | $10,344,543 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
82,966 | $5,749,543 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
17,695 | $1,186,803 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,608 | $784,563 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
3,551 | $585,843 |
All Filings in BTBT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,929 | 93,076 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $302,271 | 159,932 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $479,796 | 159,932 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||