Grayscale Bitcoin Mini ETFBTCETF

13F holders, Q2 2025 (June 30)
458holders +54
77new positions
29sold out
2famous investors
$47.66avg. 13F price*

At the end of Q2 2025, 458 institutions reported holding Grayscale Bitcoin Mini ETF (BTC) in their 13F filings, up 54 from Q1 2025. 77 opened new positions and 29 sold out. The largest holders were Horizon Kinetics Asset Management LLC ($146.7M), Millennium Management ($95.5M) and Sloy Dahl & Holst, LLC ($31.3M). 2 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Grayscale Bitcoin Mini ETF
CUSIP
389930207
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q3 2024: 2Q3 2024Q4 2024: 364Q4 2024Q1 2025: 404Q1 2025Q2 2025: 458Q2 2025Q3 2025: 497Q3 2025Q4 2025: 516Q4 2025Q1 2026: 491Q1 2026Q2 2026: 464Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions77$84.1M
Exits29$9.2M

All 13F filers, Q1 2025 → Q2 2025: 3,483,413 shares bought and 359,251 shares sold, net +3,124,162 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 458 holders

Horizon Kinetics Asset Management LLC 1.74% Add +0.4% 3,072,369 $146.7M
Millennium Management 0.09% Add +11.4% 1,999,643 $95.5M
Sloy Dahl & Holst, LLC 4.35% Add +2.6% 655,939 $31.3M
Ovata Capital Management Ltd 5.87% New 567,872 $27.1M
Emory University 92.41% No change 535,781 $25.6M
ParaFi Capital LP 4.55% Add +23.8% 520,000 $24.8M
Kaleidoscope Capital LP 9.59% Add +81.6% 506,000 $24.2M
Susquehanna International Group, LLP 0.03% Add +358.9% 359,162 $17.1M
HighTower Advisors, LLC 0.02% Add +3.6% 302,970 $14.5M
Tidal Investments LLC 0.09% Add +3.2% 298,376 $14.2M
Multicoin Capital Management, LLC 10.12% No change 264,361 $12.6M
Beacon Harbor Wealth Advisors, Inc. 2.84% New 238,189 $11.4M
Jane Street Group, LLC 0.02% Reduce -8.2% 233,398 $11.1M
HBK Investments L P 0.22% New 226,705 $10.8M
EagleClaw Capital Managment, LLC 1.54% Add +2.9% 215,640 $10.3M
LPL Financial LLC 0.00% Add +3.3% 192,985 $9.2M
Reliant Wealth Planning 3.15% Add +11.1% 168,775 $8.1M
Cresset Asset Management, LLC 0.04% New 167,231 $8.0M
Pasadena Private Wealth, LLC 1.37% Add +113.8% 167,227 $8.0M
Moors & Cabot, Inc. 0.31% Add +2.0% 141,279 $6.7M
Elequin Capital, LP 2.08% Add +17598.4% 135,924 $6.5M
HFG Wealth Management, LLC 3.90% Reduce -2.3% 175,264 $6.4M
One Charles Private Wealth Services, LLC 1.58% Add +3.9% 117,745 $5.6M
Beaumont Financial Advisors, LLC 0.40% Reduce -3.7% 116,717 $5.6M
MML Investors Services, LLC 0.02% Add +24.0% 114,689 $5.5M
Mariner, LLC 0.01% Add +12.2% 114,603 $5.5M
Kestra Advisory Services, LLC 0.03% Add +35.8% 108,077 $5.2M
Metavasi Capital LP 2.16% New 101,756 $4.9M
Redhawk Wealth Advisors, Inc. 0.60% Add +0.5% 100,141 $4.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +7.2% 89,897 $4.3M
Riversedge Advisors, LLC 0.83% Add +57.0% 88,934 $4.2M
Simplex Trading, LLC 0.11% Add +157.4% 82,688 $3.9M
Focus Partners Wealth 0.01% Add +2.0% 79,077 $3.8M
Mad River Investors 1.68% No change 78,286 $3.7M
ShoreHaven Wealth Partners, LLC 1.49% Reduce -4.1% 76,203 $3.6M
Commonwealth Equity Services, LLC 0.00% Add +5.1% 75,585 $3.6M
JPMorgan Chase & Co. 0.00% Reduce -2.2% 74,949 $3.6M
Merit Financial Group, LLC 0.04% Add +42.2% 73,639 $3.5M
Wealthfront Advisers LLC 0.01% Reduce -3.7% 67,885 $3.2M
Quadcap Wealth Management, LLC 0.41% Add +39.3% 66,825 $3.2M
Spahn Wealth & Retirement LLC 1.97% Add +3.2% 64,041 $3.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -10.7% 62,511 $3.0M
Kingswood Wealth Advisors, LLC 0.24% Add +2.5% 62,843 $3.0M
B. Riley Wealth Advisors, Inc. 0.14% Add +3.5% 59,464 $2.8M
Fielder Capital Group LLC 0.69% Add +8.9% 54,398 $2.6M
Financial Security Advisor, Inc. 0.58% Add +76.3% 52,488 $2.5M
Apriem Advisors 0.25% Add +0.7% 49,687 $2.4M
Claro Advisors Inc. 0.39% Add +10.4% 49,562 $2.4M
Renaissance Technologies 0.00% Add +68.7% 49,360 $2.4M
Pettinga Financial Advisors LLC 0.50% Reduce -2.6% 47,816 $2.3M
Meitav Investment House Ltd. 0.03% Add +66.2% 46,328 $2.2M
Rpo LLC 6.49% New 45,900 $2.2M
Axxcess Wealth Management, LLC 0.05% Add +113.6% 45,289 $2.2M
Balboa Wealth Partners 0.42% Add +1.9% 43,644 $2.1M
Envestnet Asset Management Inc. 0.00% Add +27.2% 40,134 $1.9M
Weil Company, Inc. 0.50% Add +11.2% 39,877 $1.9M
Van Hulzen Asset Management, LLC 0.15% Reduce -5.6% 36,407 $1.7M
Creative Planning 0.00% Add +18.2% 36,334 $1.7M
SJS Investment Consulting Inc. 0.27% Add +39.4% 36,241 $1.7M
Consolidated Portfolio Review Corp 0.23% No change 35,128 $1.7M
Aries Wealth Management 0.43% Add +8.8% 34,668 $1.7M
Theory Financial LLC 0.63% New 31,916 $1.7M
Foundations Investment Advisors, LLC 0.03% Add +51.8% 34,528 $1.6M
SLT Holdings LLC 1.22% Add +54.5% 33,334 $1.6M
Aristides Capital LLC 0.50% No change 32,984 $1.6M
Steward Partners Investment Advisory, LLC 0.01% Add +16175.9% 32,389 $1.5M
Beck Capital Management, LLC 0.38% Add +12.1% 32,119 $1.5M
Brookstone Capital Management 0.02% Reduce -0.4% 31,423 $1.5M
Eq Wealth Advisors, LLC 1.02% Add +40.2% 31,337 $1.5M
Birch Hill Investment Advisors LLC 0.07% No change 30,761 $1.5M
RBF Capital, LLC 0.07% No change 30,000 $1.4M
Archer Investment Management, LLC 1.01% Add +110.3% 29,126 $1.4M
Traphagen Investment Advisors LLC 0.13% Add +3.0% 28,809 $1.4M
Spire Wealth Management 0.05% Add +28.3% 27,891 $1.3M
Bleakley Financial Group, LLC 0.03% Add +10.1% 25,951 $1.2M
Captrust Financial Advisors 0.00% Add +8.1% 25,844 $1.2M
Proficio Capital Partners LLC 0.08% No change 25,815 $1.2M
Addison Capital Co 0.42% Reduce -0.0% 25,313 $1.2M
Kids Capital Management, L.P. 1.01% New 25,000 $1.2M
Lakewood Capital Management, LP 0.09% No change 24,700 $1.2M
US Bancorp \de 0.00% Add +11.4% 24,043 $1.1M
Drive Wealth Management, LLC 0.25% Add +3.8% 23,973 $1.1M
Joseph P. Lucia & Associates, LLC 0.46% Add +9.2% 23,486 $1.1M
Berger Financial Group, Inc 0.07% Add +78.9% 23,482 $1.1M
Lido Advisors, LLC 0.01% Add +0.2% 23,395 $1.1M
Farther Finance Advisors, LLC 0.02% Add +87.5% 22,923 $1.1M
Ieq Capital, LLC 0.01% New 22,793 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +70.3% 22,073 $1.1M
Innovative Advisory Group, LLC 0.90% Reduce -1.5% 21,952 $1.0M
Integrated Wealth Concepts LLC 0.01% Add +9.3% 21,911 $1.0M
Once Capital Management, LLC 0.32% No change 21,540 $1.0M
Gainplan LLC 0.46% Reduce -39.2% 21,103 $1.0M
Red Door Wealth Management, LLC 0.11% Reduce -0.1% 20,040 $957K
Upper Left Wealth Management, LLC 0.62% Add +5.1% 19,524 $932K
Citrine Capital LLC 0.49% Reduce -0.4% 19,312 $922K
McKinley Carter Wealth Services, Inc. 0.05% Add +158.5% 19,176 $916K
Bristlecone Advisors, LLC 0.08% New 18,872 $901K
Blue Square Asset Management, LLC 0.42% Reduce -2.7% 18,714 $894K
Johnson & White Wealth Management, LLC 0.45% Add +97.3% 18,598 $888K
Larson Financial Group LLC 0.04% Reduce -2.9% 18,240 $871K
Advisory Services Network, LLC 0.01% Add +61.8% 16,764 $867K
Franklin Resources Inc. 0.00% Add +45.5% 18,087 $864K
Legacy Wealth Asset Management, LLC 0.22% Reduce -2.3% 17,771 $849K
Osaic Holdings, Inc. 0.00% Add +189.3% 17,765 $848K
Strive Asset Management, LLC 0.49% Add +110.6% 16,941 $809K
Titleist Asset Management, LLC 0.08% No change 16,354 $781K
Raymond James Financial Inc. 0.00% Add +33.8% 16,184 $773K
Intellectus Partners, LLC 0.17% Reduce -0.4% 15,954 $762K
Acorn Financial Advisory Services Inc. 0.12% Add +5.6% 15,885 $759K
Geneos Wealth Management Inc. 0.02% Add +202.0% 15,843 $757K
Sowell Financial Services LLC 0.03% Add +32.7% 15,811 $755K
Haven Private, LLC 0.33% Add +0.5% 15,776 $753K
Interchange Capital Partners, LLC 0.17% Add +26.2% 15,700 $750K
Global Retirement Partners, LLC 0.02% — 15,683 $749K
3EDGE Asset Management, LP 0.05% Reduce -0.1% 15,642 $747K
ICONIQ Capital, LLC 0.01% No change 15,586 $744K
Midwest Trust Co 0.01% — 15,244 $728K
SCS Capital Management LLC 0.01% No change 15,171 $724K
Kestra Private Wealth Services, LLC 0.01% Add +8.7% 15,132 $723K
Almanack Investment Partners, LLC. 0.11% Add +1.5% 14,906 $712K
Fagan Associates, Inc. 0.11% Add +8.8% 14,434 $689K
Fiduciary Trust Co 0.01% Reduce -6.5% 14,430 $689K
Cetera Investment Advisers 0.00% Add +130.8% 14,338 $685K
Guild Investment Management, Inc. 0.59% Add +6.4% 14,292 $682K
StoneX Group Inc. 0.03% New 13,815 $660K
EP Wealth Advisors, LLC 0.00% Add +8.2% 13,571 $648K
Cyndeo Wealth Partners, LLC 0.04% Add +7.2% 13,472 $643K
Carnegie Investment Counsel 0.01% Reduce -33.8% 13,420 $641K
Seldon Capital LP 0.27% No change 13,221 $631K
NewEdge Wealth, LLC 0.01% Reduce -11.2% 12,110 $631K
Northern Trust Corp. 0.00% Add +20.3% 12,931 $617K
Fiduciary Alliance LLC 0.05% Reduce -0.8% 12,894 $616K
Wealthspire Advisors, LLC 0.00% Reduce -0.1% 12,431 $594K
Diligent Investors, LLC 0.14% Reduce -5.4% 12,269 $586K
Traynor Capital Management, Inc. 0.04% Add +3.5% 12,388 $578K
Eagle Global Advisors LLC 0.02% No change 11,900 $568K
NewEdge Advisors, LLC 0.00% Add +19.4% 11,884 $567K
Keystone Financial Group 0.05% Reduce -0.2% 10,860 $556K
Pathstone Holdings, LLC 0.00% Reduce -1.6% 11,623 $555K
UBS Group AG 0.00% Add +12.2% 11,316 $540K
Smithfield Trust Co 0.03% No change 11,239 $536K
Cura Wealth Advisors, LLC 0.25% Reduce -2.8% 11,178 $534K
Mosaic Family Wealth Partners, LLC 0.07% New 10,810 $516K
Cerity Partners LLC 0.00% Reduce -11.5% 10,775 $515K
Ethos Financial Group, LLC 0.04% No change 10,663 $509K
Stewardship Advisors, LLC 0.13% Add +22.3% 10,652 $509K
Orion Porfolio Solutions, LLC 0.00% Add +2.5% 10,639 $508K
Certior Financial Group, LLC 0.39% No change 10,610 $507K
LMG Wealth Partners, LLC 0.10% New 10,539 $503K
Aire Advisors, LLC 0.10% Add +0.0% 10,485 $501K
Freestone Capital Holdings, LLC 0.02% New 10,411 $497K
Convergence Financial, LLC 0.08% Reduce -6.3% 10,291 $491K
Sapient Capital LLC 0.01% No change 10,277 $491K
Sequoia Financial Advisors, LLC 0.00% Reduce -8.9% 10,265 $490K
PNC Financial Services Group, Inc. 0.00% Add +14.3% 10,205 $487K
Epiq Partners, LLC 0.26% No change 10,200 $487K
Pekin Hardy Strauss, Inc. 0.06% Reduce -1.6% 10,156 $485K
Virtu Financial LLC 0.02% Reduce -59.5% 10,077 $481K
Independent Financial Group, LLC 0.01% Reduce -18.6% 10,053 $480K
Montag A & Associates Inc. 0.02% Add +28.6% 10,037 $479K
Benjamin Edwards Inc. 0.01% New 9,802 $468K
Brown Advisory Inc. 0.00% No change 9,695 $463K
Mainstay Capital Management LLC 0.02% New 9,418 $450K
Meridian Wealth Management, LLC 0.02% Add +65.0% 9,211 $440K
Visionary Wealth Advisors 0.02% Add +11.6% 9,202 $439K
Soltis Investment Advisors LLC 0.03% New 9,179 $438K
CIBC Private Wealth Group LLC 0.00% Reduce -8.4% 9,034 $431K
Joel Isaacson & Co., LLC 0.02% No change 8,921 $426K
McRae Capital Management Inc. 0.09% No change 8,918 $426K
Verde Capital Management 0.10% Reduce -7.1% 8,840 $422K
Ellsworth Advisors, LLC 0.10% New 8,806 $420K
Mercer Global Advisors Inc. 0.00% Add +3.1% 8,774 $419K
MAI Capital Management 0.00% Add +34.5% 8,772 $419K
Watts Gwilliam & Co., LLC 0.07% No change 8,000 $416K
LaSalle St. Investment Advisors, LLC 0.11% New 8,730 $416K
Prosperity Financial Group, Inc. 0.18% No change 8,705 $416K
NTV Asset Management LLC 0.05% No change 8,697 $415K
Venture Visionary Partners LLC 0.02% Add +5.0% 8,647 $413K
WoodTrust Financial Corp 0.05% No change 8,636 $412K
Parallel Advisors, LLC 0.01% Add +257.7% 8,625 $412K
CreativeOne Wealth, LLC 0.01% New 8,543 $408K
U.S. Capital Wealth Advisors, LLC 0.01% Add +0.4% 8,535 $408K
Waverly Advisors, LLC 0.00% Add +0.3% 8,508 $406K
Secure Asset Management, LLC 0.07% New 8,395 $401K
Choreo, LLC 0.01% Reduce -1.7% 8,314 $397K
Centaurus Financial, Inc. 0.02% Add +49.3% 8,198 $391K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +42.5% 8,177 $390K
HBW Advisory Services LLC 0.05% Add +21.5% 8,135 $388K
Revisor Wealth Management LLC 0.14% Reduce -1.2% 4,865 $384K
North Capital, Inc. 0.32% New 7,878 $376K
Ciovacco Capital Management LLC 0.20% New 7,748 $370K
Corient Private Wealth LP 0.00% New 7,698 $368K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% No change 7,688 $367K
Asset Planning,Inc 0.28% No change 7,650 $365K
Lanark Financial, Inc. 0.03% Reduce -2.0% 7,608 $363K
KMG Fiduciary Partners, LLC 0.03% No change 7,544 $360K
Mgo One Seven LLC 0.01% Reduce -0.1% 7,336 $350K
CW Advisors, LLC 0.00% Add +4.1% 7,315 $349K
TigerOak Management, L.L.C. 0.12% No change 7,285 $348K
RMR Wealth Builders 0.03% New 7,087 $338K
Fortem Financial Group, LLC 0.11% Add +10.4% 7,001 $334K
PYA Waltman Capital, LLC 0.10% Reduce -6.7% 6,991 $334K
HCR Wealth Advisors 0.04% New 6,837 $326K
WealthPlan Investment Management, LLC 0.02% No change 6,491 $310K
Compass Ion Advisors, LLC 0.03% No change 6,476 $309K
UMB Bank, n.a. 0.00% No change 6,419 $307K
Blue Investment Partners LLC 0.10% No change 6,247 $298K
GK Wealth Management LLC 0.29% Reduce -7.8% 6,191 $296K
Signaturefd, LLC 0.00% No change 6,072 $290K
Abacus Planning Group, Inc. 0.04% No change 6,067 $290K
Ribbit Management Company, LLC 0.02% No change 5,861 $280K
Summit Trail Advisors, LLC 0.00% New 5,857 $280K
Blackhawk Capital Partners, LLC 0.13% New 5,852 $279K
Ancora Advisors LLC 0.01% Add +601.7% 5,796 $277K
Veery Capital, LLC 0.09% Add +0.1% 5,765 $275K
Finer Wealth Management, Inc. 0.15% Reduce -1.7% 5,684 $271K
Stifel Financial Corp. 0.00% No change 5,661 $270K
Independent Advisor Alliance 0.01% Reduce -8.3% 5,627 $269K
Financial Engines Advisors L.L.C. 0.00% New 5,557 $265K
Truist Financial Corp. 0.00% Reduce -0.5% 5,514 $263K
Sprott Inc. 0.01% Reduce -15.5% 5,475 $261K
FWG Holdings, LLC 0.12% New 5,135 $261K
Canton Hathaway, LLC 0.05% No change 5,440 $260K
HORAN Wealth, LLC 0.08% — 5,400 $258K
Mills Wealth Advisors LLC 0.12% Reduce -4.1% 5,256 $251K
Group One Trading LLC 0.01% Add +28.1% 5,241 $250K
Burford Brothers, Inc. 0.11% New 5,089 $243K
Curran Financial Partners, LLC 0.05% New 5,089 $243K
Leo Wealth, LLC 0.02% New 4,961 $237K
Tsfg, LLC 0.04% No change 4,904 $234K
NorthCoast Asset Management LLC 0.00% New 4,898 $234K
Moneta Group Investment Advisors LLC 0.00% New 4,862 $232K
Procyon Advisors, LLC 0.02% New 4,858 $232K
CRA Financial Services, LLC 0.04% New 4,813 $230K
Nwam LLC 0.01% New 4,716 $226K
Deltec Asset Management LLC 0.04% New 4,720 $225K
Aurora Private Wealth, Inc. 0.17% New 4,699 $224K
White Knight Strategic Wealth Advisors, LLC 0.19% New 4,689 $224K
AE Wealth Management LLC 0.00% New 4,599 $220K
Quotient Wealth Partners, LLC 0.01% New 4,544 $217K
Curi Capital, LLC 0.00% New 4,544 $217K
Milestone Asset Management Group, LLC 0.16% New 4,528 $216K
McAdam, LLC 0.01% New 4,482 $214K
Wilmington Savings Fund Society, FSB 0.00% Reduce -1.5% 4,458 $213K
Bank of Montreal 0.00% New 4,431 $212K
Twin Focus Capital Partners, LLC 0.03% New 4,413 $211K
Glass Jacobson Investment Advisors llc 0.08% Add +42.9% 4,395 $210K
Cynosure Group, LLC 0.02% New 4,390 $210K
Matauro, LLC 0.04% New 4,359 $208K
Jaffetilchin Investment Partners, LLC 0.01% New 4,311 $206K
SageOak Financial, LLC 0.16% New 4,277 $204K
RFG Advisory, LLC 0.00% New 4,242 $203K
Insigneo Advisory Services, LLC 0.02% New 4,229 $202K
TRUE Private Wealth Advisors 0.02% New 4,228 $202K
Private Advisor Group, LLC 0.00% New 4,212 $201K
Perigon Wealth Management, LLC 0.00% New 4,211 $201K
Angeles Wealth Management, LLC 0.01% New 4,196 $200K
Adalta Capital Management LLC 0.10% New 4,000 $191K
Concord Wealth Partners 0.03% Add +18.0% 3,740 $179K
Bellwether Advisors, LLC 0.03% Reduce -15.4% 3,520 $168K
Royal Bank of Canada 0.00% Reduce -28.6% 3,400 $162K
IFP Advisors, Inc 0.00% Add +1.0% 3,149 $150K
Blue Trust, Inc. 0.00% No change 3,135 $150K
Hills Bank & Trust Co 0.01% New 3,016 $144K
Copia Wealth Management 0.12% Reduce -4.7% 2,938 $140K
Bogart Wealth, LLC 0.01% No change 2,930 $140K
Financial Management Professionals, Inc. 0.02% Reduce -37.8% 2,920 $139K
Elevation Point Wealth Partners, LLC 0.01% New 2,919 $139K
Rothschild Investment LLC 0.01% Add +0.5% 2,886 $138K
Wolff Wiese Magana LLC 0.08% Add +0.9% 2,814 $134K
Whittier Trust Co. 0.00% Add +508.5% 2,653 $127K
Alamea Verwaltungs GmbH 0.08% No change 2,325 $111K
Horrell Capital Management, Inc. 0.04% Reduce -0.1% 2,125 $101K
Clearstead Advisors, LLC 0.00% Add +1.6% 2,097 $100K
Keystone Global Partners, LLC 0.05% No change 2,029 $97K
Vermillion & White Wealth Management Group, LLC 0.06% Add +100.0% 2,000 $96K
Atlantic Union Bankshares Corp 0.00% New 1,998 $95K
Gables Capital Management Inc. 0.04% No change 1,919 $92K
Cwm, LLC 0.00% Add +11.5% 1,849 $88K
Compagnie Lombard Odier SCmA 0.00% No change 1,810 $86K
Beaird Harris Wealth Management, LLC 0.01% No change 1,711 $82K
VSM Wealth Advisory, LLC 0.03% Add +2493.8% 1,686 $81K
MRP Capital Investments, LLC 0.05% No change 1,553 $74K
NFSG Corp 0.01% Reduce -3.1% 1,446 $69K
Western Pacific Wealth Management, LP 0.06% Add +250.0% 1,400 $67K
SouthState Bank Corp 0.00% Reduce -4.4% 1,329 $63K
HHM Wealth Advisors, LLC 0.01% Add +18.1% 1,228 $59K
Garde Capital, Inc. 0.00% No change 1,183 $56K
Asset Dedication, LLC 0.00% No change 1,175 $56K
Dagco, Inc. 0.01% No change 1,128 $54K
Total Investment Management Inc. 0.01% New 1,101 $53K
Elevation Wealth Partners, LLC 0.02% Add +5.3% 1,054 $50K
N.E.W. Advisory Services LLC 0.00% Reduce -33.5% 1,053 $50K
Ridgewood Investments LLC 0.02% No change 1,020 $49K
Strategic Wealth Partners, Ltd. 0.00% — 997 $48K
Harbor Investment Advisory, LLC 0.00% No change 950 $45K
Keystone Financial Group, Inc. 0.03% Add +7.0% 816 $42K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 849 $41K
Bessemer Group Inc. 0.00% New 839 $40K
CENTRAL TRUST Co 0.00% Reduce -23.3% 815 $39K
Marshall & Sullivan Inc. 0.02% New 808 $39K
Kiker Wealth Management, LLC 0.02% No change 768 $37K
Sunbelt Securities, Inc. 0.00% Reduce -80.7% 861 $36K
Opal Wealth Advisors, LLC 0.01% No change 733 $35K
Boreal Capital Management LLC 0.03% — 710 $34K
Parkside Financial Bank & Trust 0.00% No change 707 $34K
Allworth Financial LP 0.00% Reduce -18.8% 694 $33K
Truvestments Capital LLC 0.01% No change 666 $32K
Wells Fargo & Company 0.00% Add +5.1% 661 $32K
Golden State Wealth Management, LLC 0.00% No change 655 $31K
Highline Wealth Partners LLC 0.01% No change 647 $31K
Kathleen S. Wright Associates Inc. 0.01% No change 615 $29K
Comerica Bank 0.00% New 585 $28K
Bay Harbor Wealth Management, LLC 0.01% No change 558 $27K
ORG Partners LLC 0.01% Add +1402.6% 571 $27K
Caldwell Sutter Capital, Inc. 0.01% Add +15.8% 550 $26K
Redwood Park Advisors LLC 0.02% No change 542 $26K
SOA Wealth Advisors, LLC. 0.00% No change 538 $26K
North Star Investment Management Corp. 0.00% No change 510 $24K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 496 $24K
Cooksen Wealth, LLC 0.02% New 502 $24K
TD Waterhouse Canada Inc. 0.00% Reduce -3.3% 503 $23K
Morgan Stanley 0.00% Reduce -11.9% 488 $23K
JNBA Financial Advisors 0.00% No change 450 $21K
Richardson Capital Management LLC 0.01% New 436 $21K
Colonial Trust Advisors 0.00% Add +53.2% 432 $21K
American Capital Advisory, LLC 0.01% No change 426 $20K
Salem Investment Counselors Inc. 0.00% No change 420 $20K
AdvisorNet Financial, Inc 0.00% No change 417 $20K
Headlands Technologies LLC 0.00% Reduce -43.9% 394 $19K
Northwestern Mutual Wealth Management Co. 0.00% Add +44.1% 379 $18K
LFA - Lugano Financial Advisors SA 0.01% No change 365 $17K
Bank of America Corp. 0.00% Reduce -5.3% 361 $17K
FMR LLC 0.00% Reduce -13.8% 361 $17K
Arax Advisory Partners 0.00% No change 247 $17K
Federation des caisses Desjardins du Quebec 0.00% Reduce -5.5% 324 $15K
Silicon Valley Capital Partners 0.00% No change 320 $15K
Harbour Investments, Inc. 0.00% Add +1.0% 315 $15K
Smartleaf Asset Management LLC 0.00% Reduce -0.6% 311 $15K
Optimum Investment Advisors 0.01% No change 300 $14K
Transce3nd, LLC 0.01% No change 300 $14K
Strategic Investment Solutions, Inc. 0.00% No change 299 $14K
Oliver Lagore Vanvalin Investment Group 0.01% — 377 $14K
Toth Financial Advisory Corp. 0.00% Add +227.3% 288 $14K
Plante Moran Financial Advisors, LLC 0.00% No change 284 $14K
BlackRock, Inc. 0.00% Add +610.0% 284 $14K
Pandora Wealth, Inc. 0.01% Reduce -12.5% 280 $13K
Nova Wealth Management, Inc. 0.01% Reduce -13.8% 250 $12K
JDM Financial Group LLC 0.01% No change 236 $11K
Tompkins Financial Corp. 0.00% No change 228 $11K
Park Square Financial Group, LLC 0.01% No change 226 $11K
Creekmur Asset Management LLC 0.00% No change 223 $11K
Safe Harbor Fiduciary, LLC 0.01% No change 222 $11K
Chilton Capital Management LLC 0.00% New 216 $10K
Roble, Belko & Company, Inc 0.00% Add +3.9% 211 $10K
Smallwood Wealth Investment Management, LLC 0.01% No change 204 $10K
Brown Brothers Harriman & Co. 0.00% Reduce -66.5% 202 $10K
Dunhill Financial, LLC 0.00% No change 201 $10K
Painted Porch Advisors LLC 0.00% No change 200 $10K
Atwood & Palmer Inc. 0.00% No change 197 $9K
Manchester Capital Management LLC 0.00% No change 196 $9K
MTM Investment Management, LLC 0.00% New 195 $9K
Bfsg, LLC 0.00% No change 185 $9K
McIlrath & Eck, LLC 0.00% No change 180 $9K
Cornerstone Planning Group LLC 0.00% Reduce -34.7% 160 $8K
Crowley Wealth Management, Inc. 0.01% No change 168 $8K
St Germain D J Co. Inc. 0.00% No change 166 $8K
Essential Partners LLC 0.00% — 150 $7K
Bokf, NA 0.00% No change 135 $6K
Anfield Capital Management, LLC 0.00% No change 134 $6K
Evermay Wealth Management LLC 0.00% No change 134 $6K
Creative Financial Designs Inc. 0.00% No change 128 $6K
PFS Partners, LLC 0.00% No change 117 $6K
Tidemark, LLC 0.00% No change 109 $5K
Atticus Wealth Management, LLC 0.00% No change 105 $5K
Ulland Investment Advisors, LLC 0.00% No change 100 $5K
Valley National Advisers Inc. 0.00% No change 110 $5K
Hurley Capital, LLC 0.00% No change 103 $5K
Accredited Wealth Management, LLC 0.00% New 100 $5K
GS Investments, Inc. 0.00% No change 100 $5K
Pension & Wealth Management Advisors, Inc. 0.00% No change 100 $5K
Fifth Third Bancorp 0.00% No change 100 $5K
SWAN Capital LLC 0.00% No change 97 $5K
DHJJ Financial Advisors, Ltd. 0.00% No change 97 $5K
Hoey Investments, Inc. 0.00% No change 96 $5K
Holos Integrated Wealth LLC 0.00% No change 80 $4K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 85 $4K
Bartlett & Co. Wealth Management LLC 0.00% No change 83 $4K
Addison Advisors LLC 0.00% No change 80 $4K
Financial Perspectives, Inc 0.00% No change 76 $4K
Delta Asset Management LLC 0.00% No change 76 $4K
Pacific Center for Financial Services 0.00% No change 71 $3K
Global Wealth Strategies & Associates 0.00% No change 71 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 69 $3K
High Note Wealth, LLC 0.00% No change 65 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Add +44.4% 65 $3K
Wood Tarver Financial Group, LLC 0.00% No change 63 $3K
Oakworth Capital, Inc. 0.00% No change 59 $3K
Financially Speaking Inc 0.00% No change 55 $3K
Tradewinds Capital Management, LLC 0.00% No change 53 $3K
Activest Wealth Management 0.00% No change 52 $2K
Kilter Group LLC 0.00% New 50 $2K
Signature Resources Capital Management, LLC 0.00% No change 47 $2K
Carolina Wealth Advisors, LLC 0.00% No change 47 $2K
Nvwm, LLC 0.00% No change 45 $2K
First PREMIER Bank 0.00% No change 50 $2K
Rossby Financial, LCC 0.00% No change 41 $2K
GHP Investment Advisors, Inc. 0.00% No change 41 $2K
Riggs Asset Managment Co. Inc. 0.00% No change 40 $2K
Arlington Trust Co LLC 0.00% No change 40 $2K
EverSource Wealth Advisors, LLC 0.00% No change 38 $2K
Kozak & Associates, Inc. 0.00% No change 36 $2K
Atlas Capital Advisors Inc. 0.00% No change 37 $2K
Boyd Watterson Asset Management LLC 0.00% No change 36 $2K
Archer Investment Corp 0.00% No change 32 $2K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 32 $2K
Tower Research Capital LLC (TRC) 0.00% New 32 $2K
Versant Capital Management, Inc 0.00% No change 30 $1K
Premier Financial Group 0.00% — 27 $1K
Medallion Wealth Advisors, LLC 0.00% No change 30 $1K
Ascentis Wealth Management, LLC 0.00% No change 27 $1K
Vision Financial Markets LLC 0.00% No change 25 $1K
Comprehensive Financial Planning, Inc. 0.00% No change 25 $1K
Legacy Investment Solutions, LLC 0.00% — 25 $1K
Legacy Wealth Managment, LLC 0.00% Add +400.0% 25 $1K
Tortoise Investment Management, LLC 0.00% Add +140.0% 24 $1K
Valley Wealth Managers, Inc. 0.00% No change 22 $1K
Capital Analysts, LLC 0.00% No change 26 $1K
Graney & King, LLC 0.00% No change 20 $955
Barrett & Company, Inc. 0.00% No change 20 $955
Missouri Trust & Investment Co 0.00% No change 20 $955
City Holding Co. 0.00% No change 20 $955
Armstrong Advisory Group, Inc. 0.00% No change 20 $955
Hollencrest Capital Management 0.00% Reduce -83.3% 20 $955
CVA Family Office, LLC 0.00% No change 19 $907
Beacon Capital Management, LLC 0.00% No change 18 $860
Cheviot Value Management, LLC 0.00% No change 16 $825
WealthTrak Capital Management LLC 0.00% No change 16 $764
Assetmark, Inc. 0.00% No change 14 $669
Twin Peaks Wealth Advisors, LLC 0.00% New 12 $636
Game Plan Financial Advisors, LLC 0.00% No change 12 $573
Thompson Investment Management, Inc. 0.00% No change 12 $573
WFA of San Diego, LLC 0.00% — 10 $478
Front Row Advisors LLC 0.00% No change 10 $478
Gen-Wealth Partners Inc 0.00% No change 10 $478
S&T Bank 0.00% No change 6 $287
Danske Bank A/S 0.00% No change 6 $287
CarsonAllaria Wealth Management, Ltd. 0.00% No change 5 $239
Hager Investment Management Services, LLC 0.00% No change 5 $239
Mid-American Wealth Advisory Group, Inc. 0.00% New 4 $191
DiNuzzo Private Wealth, Inc. 0.00% No change 4 $191
Kentucky Trust Co 0.00% No change 2 $96
Albion Financial Group 0.00% No change 2 $96
Colonial Trust Co / SC 0.00% New 2 $96
Family Legacy Financial Solutions, LLC 0.00% — 2 $95
Prestige Wealth Management Group LLC 0.00% No change 1 $48
PrairieView Partners, LLC 0.00% Add +16.7% 14 $0
Avion Wealth 0.00% No change 2 $0

"% of holder's portfolio" is BTC's weight in each manager's 13F, not the share of Grayscale Bitcoin Mini ETF the manager owns.