Position in BTBT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$899,015
+$487,128 QoQ
Shares Held
499,453
+58.9% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 222 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTBT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SEI INVESTMENTS CO holds $1,060,463,672 across 42 Capital Markets names. BTBT ranks #35 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,110,058 | $232,046,523 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,481,869 | $136,732,052 | |
| 3 | GS |
Goldman Sachs Group Inc
|
118,642 | $119,990,958 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,025,351 | $102,822,197 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
654,087 | $87,732,688 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
399,189 | $34,745,409 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
97,060 | $27,339,859 | |
| 8 | XP |
XP Inc.
|
1,666,860 | $27,103,143 |
All Filings in BTBT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $899,015 | 499,453 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $411,887 | 314,418 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $30,018 | 15,883 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $47,649 | 15,883 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,395,303 | 637,125 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,588 | 16,133 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $47,268 | 16,133 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $56,626 | 16,133 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $51,302 | 16,133 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||