Bitwise MSTR Income StratIMSTETF

13F holders, Q4 2025 (December 31)
5holders −1
2new positions
3sold out
$12.62avg. 13F price*

At the end of Q4 2025, 5 institutions reported holding Bitwise MSTR Income Strat (IMST) in their 13F filings, down 1 from Q3 2025. 2 opened new positions and 3 sold out. The largest holders were Independent Financial Group, LLC ($598K), Jane Street Group, LLC ($255K) and Beaird Harris Wealth Management, LLC ($9K).

Company
Bitwise MSTR Income Strat
CUSIP
091748806
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q2 2025: 9Q2 2025Q3 2025: 6Q3 2025Q4 2025: 5Q4 2025Q1 2026: 7Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions2$599K
Exits3$544K

All 13F filers, Q3 2025 → Q4 2025: 56,264 shares bought and 16,377 shares sold, net +39,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Independent Financial Group, LLC 0.01% New 47,377 $598K
Jane Street Group, LLC 0.00% Add +76.8% 20,210 $255K
Beaird Harris Wealth Management, LLC 0.00% Add +0.6% 727 $9K
FMR LLC 0.00% New 105 $1K
Wells Fargo & Company 0.00% Add +100.0% 2 $19

"% of holder's portfolio" is IMST's weight in each manager's 13F, not the share of Bitwise MSTR Income Strat the manager owns.