Grayscale Bitcoin Mini ETFBTCETF

13F holders, Q2 2026 (June 30)
464holders −27
39new positions
65sold out
3famous investors
$25.96avg. 13F price*

At the end of Q2 2026, 464 institutions reported holding Grayscale Bitcoin Mini ETF (BTC) in their 13F filings, down 27 from Q1 2026. 39 opened new positions and 65 sold out. The largest holders were Horizon Kinetics Asset Management LLC ($157.5M), Bullish ($117.4M) and Wells Fargo & Company ($66.6M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions39$22.4M
Exits65$24.9M

All 13F filers, Q1 2026 → Q2 2026: 6,904,190 shares bought and 4,074,264 shares sold, net +2,829,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 464 holders

Horizon Kinetics Asset Management LLC 1.79% Add +102.0% 6,067,993 $157.5M
Bullish 65.87% No change 4,523,963 $117.4M
Wells Fargo & Company 0.01% Add +23.4% 2,564,896 $66.6M
Emory University 21.95% No change 1,354,148 $35.1M
Paragon Advisors, LLC 7.12% Add +21.7% 1,306,342 $33.9M
Tidal Investments LLC 0.07% Add +10.4% 1,093,783 $28.4M
Sloy Dahl & Holst, LLC 3.06% Add +12.2% 954,568 $24.8M
Morgan Stanley 0.00% Add +19.5% 859,068 $22.3M
Kaleidoscope Capital LP 6.12% Add +4.3% 637,727 $16.5M
SteelPeak Wealth, LLC 0.40% Reduce -2.3% 585,796 $15.2M
Ovata Capital Management Ltd 1.08% Reduce -2.8% 551,872 $14.3M
ParaFi Capital LP 5.14% No change 520,000 $13.5M
Steward Partners Investment Advisory, LLC 0.07% Reduce -62.0% 517,836 $13.4M
Betterment LLC 0.02% Add +41.3% 385,238 $10.0M
NewEdge Wealth, LLC 0.10% Reduce -0.6% 381,271 $9.9M
LPL Financial LLC 0.00% Add +27.9% 360,740 $9.4M
HighTower Advisors, LLC 0.01% Reduce -0.0% 359,999 $9.3M
Pasadena Private Wealth, LLC 1.17% Add +54.3% 351,755 $9.1M
Apriem Advisors 0.74% Add +15.3% 330,202 $8.6M
EagleClaw Capital Managment, LLC 1.12% Add +2.3% 320,872 $8.3M
Verde Capital Management 1.54% Add +3612.8% 320,526 $8.3M
MML Investors Services, LLC 0.02% Add +25.8% 286,710 $7.4M
Envestnet Asset Management Inc. 0.00% Add +34.3% 273,410 $7.1M
Millennium Management 0.00% Reduce -69.2% 256,832 $6.7M
Mariner, LLC 0.01% Add +13.7% 252,904 $6.6M
Heritage Family Offices, LLP 2.06% Add +59.0% 205,477 $5.3M
Pacific Excel Wealth Advisors, Inc. 2.06% New 205,477 $5.3M
Reliant Wealth Planning 1.33% Add +3.0% 186,312 $4.8M
Assetmark, Inc. 0.01% Add +11.6% 173,925 $4.5M
Matauro, LLC 0.59% Add +3.6% 170,767 $4.4M
VVR Holdings LLC 1.90% Add +24.3% 168,908 $4.4M
Cresset Asset Management, LLC 0.02% Reduce -1.5% 168,492 $4.4M
Virtu Financial LLC 0.14% New 165,079 $4.3M
Exit Wealth Advisors, LLC. 1.91% Add +19.9% 161,725 $4.2M
Kestra Advisory Services, LLC 0.01% Add +19.5% 161,416 $4.2M
Moors & Cabot, Inc. 0.16% Reduce -4.6% 161,265 $4.2M
Stonebrook Private Inc. 0.73% Add +3.0% 154,323 $4.0M
JPMorgan Chase & Co. 0.00% Add +65.1% 145,717 $3.9M
ShoreHaven Wealth Partners, LLC 1.19% Add +64.8% 145,908 $3.8M
Beaumont Financial Advisors, LLC 0.24% Reduce -1.3% 145,081 $3.8M
Ascension Capital Advisors, Inc. 1.05% Add +5.5% 144,683 $3.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.3% 143,395 $3.7M
Financial Security Advisor, Inc. 0.60% Add +9.9% 142,916 $3.7M
Riversedge Advisors, LLC 0.49% Reduce -61.7% 141,650 $3.7M
Meitav Investment House Ltd. 0.02% Add +32.3% 141,129 $3.7M
Franklin Resources Inc. 0.00% Add +48.6% 127,533 $3.3M
One Charles Private Wealth Services, LLC 0.74% Reduce -0.6% 123,284 $3.2M
Renaissance Technologies 0.00% Add +196.8% 122,160 $3.2M
HFG Wealth Management, LLC 3.09% Reduce -38.7% 118,551 $3.1M
Qube Research & Technologies Ltd 0.00% New 109,411 $2.8M
Cushing Capital Partners, LLC 1.90% Add +12.3% 106,264 $2.8M
Merit Financial Group, LLC 0.02% Reduce -2.9% 99,464 $2.6M
Abacus Planning Group, Inc. 0.32% Add +0.0% 99,249 $2.6M
Centurion Wealth Management LLC 0.57% Add +1056.5% 92,440 $2.4M
Focus Partners Wealth 0.00% Reduce -1.0% 90,831 $2.4M
Susquehanna International Group, LLP 0.00% Reduce -90.3% 90,419 $2.3M
Weil Company, Inc. 0.41% Add +36.5% 89,011 $2.3M
R. W. Roge & Company, Inc. 0.96% Add +7.2% 87,238 $2.3M
Bank of America Corp. 0.00% Reduce -22.1% 86,440 $2.2M
Elevate Capital Advisors, LLC 1.21% Add +474.6% 84,447 $2.2M
Aptus Capital Advisors, LLC 0.02% Add +4.5% 83,504 $2.2M
Mad River Investors 0.79% Add +0.4% 81,517 $2.1M
Kingswood Wealth Advisors, LLC 0.08% Add +0.5% 77,221 $2.0M
Quadcap Wealth Management, LLC 0.19% Add +0.4% 73,612 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +33.6% 69,462 $1.8M
Commonwealth Equity Services, LLC 0.00% Reduce -13.2% 69,336 $1.8M
Citadel Advisors 0.00% Reduce -19.4% 66,567 $1.7M
Aries Wealth Management 0.33% Add +1.3% 64,542 $1.7M
FFG Partners, LLC 0.47% New 63,232 $1.6M
Thryve Wealth Management LLC 0.87% Add +3.5% 60,314 $1.6M
Balboa Wealth Partners 0.21% Add +15.9% 58,318 $1.5M
Wealthfront Advisers LLC 0.00% Reduce -3.3% 57,410 $1.5M
Pettinga Financial Advisors LLC 0.24% Add +3.5% 57,053 $1.5M
Fielder Capital Group LLC 0.32% Reduce -45.4% 56,638 $1.5M
Cetera Investment Advisers 0.00% Reduce -21.6% 54,057 $1.4M
McKinley Carter Wealth Services, Inc. 0.07% No change 53,040 $1.4M
Cerity Partners LLC 0.00% Add +27.0% 50,245 $1.3M
Theory Financial LLC 0.40% Add +0.9% 48,919 $1.3M
Farther Finance Advisors, LLC 0.01% Add +3.0% 48,748 $1.3M
Savant Capital, LLC 0.00% Add +3.6% 46,541 $1.2M
Addison Capital Co 0.20% Reduce -0.8% 46,584 $1.2M
Werba Rubin Papier Wealth Management 0.14% Add +318.6% 45,151 $1.2M
Creative Planning 0.00% Reduce -3.5% 44,819 $1.2M
Lido Advisors, LLC 0.00% Add +14.8% 44,504 $1.2M
Van Hulzen Asset Management, LLC 0.08% Reduce -19.2% 44,368 $1.2M
Summit Financial, LLC 0.01% Reduce -14.9% 44,298 $1.1M
Red Door Wealth Management, LLC 0.10% Add +1.3% 44,233 $1.1M
Waterloo Capital, L.P. 0.06% Reduce -23.0% 44,114 $1.1M
Pekin Hardy Strauss, Inc. 0.10% Add +19.4% 43,786 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -5.2% 39,780 $1.1M
Upper Left Wealth Management, LLC 0.62% Add +43.9% 43,315 $1.1M
ATX Financial Planning, LLC 0.74% Add +0.8% 42,839 $1.1M
TigerOak Management, L.L.C. 0.31% Reduce -11.3% 42,643 $1.1M
Traphagen Investment Advisors LLC 0.08% Add +1.2% 42,245 $1.1M
Gem Investment Advisors, LLC 0.66% Reduce -71.4% 41,617 $1.1M
Foundation Wealth Management, LLC 0.62% Add +47.2% 38,858 $1.0M
Signaturefd, LLC 0.01% Add +39.6% 38,318 $994K
Advisory Services Network, LLC 0.01% Reduce -2.9% 37,833 $982K
Cooper Financial Group 0.08% Add +63.6% 37,686 $978K
Eq Wealth Advisors, LLC 0.53% Add +0.8% 37,330 $969K
Retirement Financial Solutions, LLC 0.24% Add +4.1% 37,115 $963K
Interchange Capital Partners, LLC 0.18% Add +166.1% 36,907 $958K
Sankala Group LLC 0.62% Add +184.9% 32,503 $930K
Claro Advisors Inc. 0.09% Add +7.4% 33,957 $881K
Captrust Financial Advisors 0.00% Reduce -0.7% 33,876 $879K
Diligent Investors, LLC 0.19% Add +3.0% 33,713 $875K
Chase Investment Counsel Corp. 0.18% New 33,000 $856K
Gallacher Capital Management LLC 0.47% Reduce -28.9% 32,157 $834K
Centaurus Financial, Inc. 0.03% Reduce -5.3% 31,455 $816K
RBF Capital, LLC 0.03% No change 30,000 $779K
Waverly Advisors, LLC 0.00% Add +2.5% 28,222 $732K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 24,263 $728K
Arete Wealth Advisors, LLC 0.05% Add +160.5% 27,819 $722K
Birch Hill Investment Advisors LLC 0.03% Reduce -3.5% 27,761 $720K
Savvy Advisors, Inc. 0.01% Add +18.7% 26,996 $701K
Proficio Capital Partners LLC 0.02% No change 26,509 $688K
Sentinel Trust Co. Lba 0.06% New 26,271 $682K
LMG Wealth Partners, LLC 0.11% Add +0.3% 26,263 $682K
Mercer Global Advisors Inc. 0.00% Add +7.2% 26,140 $678K
Sequoia Financial Advisors, LLC 0.00% Reduce -33.7% 25,951 $673K
Eagle Global Advisors LLC 0.02% No change 25,600 $664K
Berger Financial Group, Inc 0.03% Add +2.8% 25,473 $661K
Foundations Investment Advisors, LLC 0.01% Reduce -5.7% 24,829 $644K
Lakewood Capital Management, LP 0.03% No change 24,700 $641K
Almanack Investment Partners, LLC. 0.08% Reduce -13.8% 24,520 $636K
RHS Financial, LLC 0.25% Reduce -17.0% 24,347 $632K
SLT Holdings LLC 0.40% Reduce -5.2% 24,182 $628K
Bleakley Financial Group, LLC 0.01% Reduce -1.7% 24,176 $627K
Acorn Financial Advisory Services Inc. 0.08% Add +3.5% 24,116 $626K
Cyndeo Wealth Partners, LLC 0.03% Reduce -7.3% 23,592 $612K
Joseph P. Lucia & Associates, LLC 0.18% Reduce -6.1% 23,589 $612K
IFP Advisors, Inc 0.01% Add +53.6% 23,535 $611K
Bank of New York Mellon Corp 0.00% New 22,962 $596K
Goldman Sachs Group Inc. 0.00% New 22,905 $594K
Integrated Wealth Concepts LLC 0.00% Add +26.4% 22,683 $589K
Bokf, NA 0.01% No change 22,635 $587K
Johnson & White Wealth Management, LLC 0.22% Add +2.8% 22,444 $582K
Once Capital Management, LLC 0.11% No change 21,540 $559K
Condor Capital Management 0.04% Add +3.8% 21,440 $556K
Flow Traders U.S. LLC 0.02% New 21,443 $556K
United Capital Financial Advisors, LLC 0.00% No change 21,388 $555K
Valeo Financial Advisors, LLC 0.01% New 21,350 $554K
&partners 0.00% New 21,230 $551K
Intellectus Partners, LLC 0.09% Reduce -0.2% 20,682 $537K
Convergence Financial, LLC 0.04% Add +100.0% 20,432 $530K
Arax Advisory Partners 0.00% Add +5553.4% 20,126 $522K
Broadhurst Jeffrey B 1.10% New 20,000 $519K
Kaizen Financial Strategies 0.21% Reduce -7.0% 19,558 $518K
Global Retirement Partners, LLC 0.01% — 19,666 $510K
Bison Wealth, LLC 0.05% Add +72.5% 17,692 $499K
AE Wealth Management LLC 0.00% Add +38.0% 19,205 $498K
Benson Wealth Management INC 0.50% Reduce -10.8% 19,114 $496K
Midwest Trust Co 0.01% Add +0.3% 18,999 $493K
Wealthspire Advisors, LLC 0.00% Add +10.8% 18,996 $493K
Corient Private Wealth LP 0.00% Reduce -18.5% 18,985 $492K
Coastal Bridge Advisors, LLC 0.03% Reduce -4.4% 18,906 $491K
Concurrent Investment Advisors, LLC 0.00% Add +77.3% 18,526 $481K
Guild Investment Management, Inc. 0.33% Add +6.5% 18,440 $479K
Awm Capital, LLC 0.04% New 18,344 $476K
180 Wealth Advisors, LLC 0.05% New 17,981 $467K
Raymond James Financial Inc. 0.00% Add +0.6% 17,964 $466K
Advyzon Investment Management, LLC 0.03% Add +11.4% 17,858 $463K
Beacon Pointe Advisors, LLC 0.00% Reduce -93.4% 17,779 $461K
Independent Advisor Alliance 0.01% Add +52.5% 17,498 $454K
Soltis Investment Advisors LLC 0.03% Reduce -3.4% 17,102 $444K
Quantinno Capital Management LP 0.00% Reduce -1.8% 16,802 $436K
Northern Trust Corp. 0.00% No change 16,786 $436K
Great Point Wealth Advisors, LLC 0.07% No change 16,712 $434K
Spire Wealth Management 0.01% Reduce -2.0% 16,504 $428K
Geneos Wealth Management Inc. 0.01% Add +1.2% 15,849 $411K
Mgo One Seven LLC 0.01% Reduce -4.2% 15,695 $407K
ICONIQ Capital, LLC 0.01% No change 15,586 $404K
Osaic Holdings, Inc. 0.00% Add +0.6% 15,414 $400K
Red Reef Advisors LLC 0.37% Add +34.7% 15,356 $398K
Haven Private, LLC 0.15% Reduce -1.9% 15,310 $397K
Meridian Wealth Management, LLC 0.01% Add +10.9% 15,181 $394K
SCS Capital Management LLC 0.00% No change 15,171 $394K
Citrine Capital LLC 0.14% Reduce -22.8% 14,901 $387K
Legacy Wealth Asset Management, LLC 0.08% Reduce -0.8% 14,883 $386K
Stratos Wealth Advisors, LLC 0.02% Add +8.2% 14,851 $385K
Carnegie Investment Counsel 0.01% Reduce -56.2% 14,595 $379K
Alterna Wealth Management, Inc. 0.22% No change 14,560 $378K
Fifth Third Bancorp 0.00% Reduce -5.9% 14,432 $375K
Fiduciary Trust Co 0.00% Reduce -0.1% 14,423 $374K
Choreo, LLC 0.00% Add +17.3% 14,369 $373K
Westco Advisory Services Inc. 0.22% Reduce -4.3% 14,334 $372K
Kestra Private Wealth Services, LLC 0.00% Reduce -17.8% 13,887 $360K
J. M. Brown & Associates Inc. 0.21% — 13,874 $360K
Larson Financial Group LLC 0.01% Reduce -3.8% 13,789 $358K
Holderness Investments Co. 0.06% Add +5.8% 13,705 $356K
Sage Mountain Advisors LLC 0.02% Add +33.6% 13,339 $346K
Sowell Financial Services LLC 0.01% Reduce -3.5% 13,274 $344K
Brookstone Capital Management 0.00% Add +1.6% 13,148 $341K
Chicago Partners Investment Group LLC 0.01% Add +1.7% 11,660 $334K
Keystone Financial Group 0.02% Reduce -0.0% 12,752 $331K
Three Magnolias Financial Advisors, LLC 0.18% New 12,720 $330K
Wealthcare Advisory Partners LLC 0.01% Reduce -9.9% 12,576 $326K
Richardson Capital Management LLC 0.14% Add +81.7% 12,465 $323K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -0.7% 12,448 $323K
Park Avenue Securities LLC 0.00% Add +34.0% 12,086 $314K
Ancora Advisors LLC 0.01% Reduce -1.5% 12,072 $313K
Innovative Advisory Group, LLC 0.24% Reduce -5.6% 12,065 $313K
Manhattan West Asset Management, LLC 0.05% New 11,969 $311K
Fagan Associates, Inc. 0.04% Reduce -9.5% 11,874 $308K
LaSalle St. Investment Advisors, LLC 0.04% Reduce -4.2% 11,618 $301K
Freestone Capital Holdings, LLC 0.01% Add +18.9% 11,588 $301K
Compass Ion Advisors, LLC 0.03% Reduce -0.4% 11,547 $300K
Firestone Capital Management 0.06% Add +36.8% 11,525 $299K
Venture Visionary Partners LLC 0.01% Reduce -4.1% 11,434 $297K
Pathstone Holdings, LLC 0.00% Add +46.3% 11,383 $295K
EP Wealth Advisors, LLC 0.00% Add +22.8% 11,289 $293K
Smithfield Trust Co 0.01% No change 11,239 $291K
US Bancorp \de 0.00% Add +3.0% 11,181 $290K
Stifel Financial Corp. 0.00% Add +49.1% 11,144 $289K
Mosaic Family Wealth Partners, LLC 0.02% Add +0.1% 11,064 $287K
Smith, Moore & Co. 0.02% Reduce -1.5% 10,809 $280K
Certior Financial Group, LLC 0.15% No change 10,607 $275K
Atria Investments, Inc 0.00% New 10,570 $274K
Independent Financial Group, LLC 0.01% Add +0.6% 10,529 $273K
Blackhawk Capital Partners, LLC 0.09% No change 10,492 $272K
Runnymede Capital Advisors, Inc. 0.16% Reduce -1.7% 10,273 $267K
Family Office Research LLC 0.10% New 10,250 $266K
Epiq Partners, LLC 0.12% No change 10,200 $265K
Benjamin Edwards Inc. 0.00% Reduce -1.3% 9,865 $256K
Ellsworth Advisors, LLC 0.04% No change 8,848 $254K
WoodTrust Financial Corp 0.03% No change 9,789 $254K
Bank of Montreal 0.00% Reduce -0.3% 9,764 $253K
Joel Isaacson & Co., LLC 0.01% Add +9.4% 9,761 $253K
Keystone Financial Services, LLC 0.15% Add +37.0% 9,699 $252K
Wedbush Securities Inc. 0.01% Reduce -3.4% 9,620 $250K
Stewardship Advisors, LLC 0.05% No change 9,621 $250K
Avondale Wealth Management 0.10% New 9,584 $249K
Tme Financial, Inc. 0.15% New 9,479 $246K
Axxcess Wealth Management, LLC 0.00% Reduce -75.7% 9,457 $245K
Brown Advisory Inc. 0.00% No change 9,455 $245K
Bernardo Wealth Planning LLC 0.04% No change 9,126 $237K
Ausdal Financial Partners, Inc. 0.01% New 9,102 $236K
3EDGE Asset Management, LP 0.01% Reduce -30.8% 9,013 $234K
Visionary Wealth Advisors 0.01% Add +0.7% 9,007 $234K
McRae Capital Management Inc. 0.05% No change 8,918 $231K
Curran Financial Partners, LLC 0.03% Reduce -5.0% 8,866 $230K
Concord Wealth Partners 0.03% No change 8,780 $228K
GK Wealth Management LLC 0.14% New 8,780 $228K
CreativeOne Wealth, LLC 0.00% Reduce -2.1% 8,701 $226K
Dynamic Advisor Solutions LLC 0.01% New 8,663 $225K
Asset Planning,Inc 0.15% No change 8,650 $224K
Burford Brothers, Inc. 0.08% Reduce -4.2% 8,531 $221K
AdvisorNet Financial, Inc 0.01% Add +13.6% 8,423 $219K
NTV Asset Management LLC 0.02% Reduce -3.5% 8,173 $212K
Lotus Asset Management LLC 0.19% — 8,112 $210K
Titleist Asset Management, LLC 0.01% Reduce -27.3% 7,982 $207K
Prime Capital Investment Advisors, LLC 0.00% Reduce -0.6% 7,858 $204K
Glass Jacobson Investment Advisors llc 0.06% Reduce -0.4% 7,684 $199K
PNC Financial Services Group, Inc. 0.00% Reduce -9.5% 7,355 $191K
Montag A & Associates Inc. 0.01% Reduce -10.1% 6,778 $176K
Lanark Financial, Inc. 0.01% No change 6,498 $169K
UMB Bank, n.a. 0.00% No change 6,419 $167K
Allworth Financial LP 0.00% Reduce -3.9% 5,726 $149K
Canton Hathaway, LLC 0.03% No change 5,440 $141K
Hills Bank & Trust Co 0.01% Add +7.7% 5,256 $136K
Tsfg, LLC 0.02% No change 4,899 $127K
Royal Bank of Canada 0.00% Add +29.5% 4,301 $112K
Harbor Investment Advisory, LLC 0.01% Add +41.1% 4,107 $107K
REAP Financial Group, LLC 0.02% No change 4,080 $106K
Kelleher Financial Advisors 0.01% Add +413.1% 3,920 $102K
Cornerstone Planning Group LLC 0.01% Add +242.4% 3,280 $96K
Gilpin Wealth Management, LLC 0.06% No change 3,550 $92K
Provenance Wealth Advisors, LLC 0.01% Add +149.8% 3,540 $92K
Highline Wealth Partners LLC 0.02% Add +445.1% 3,527 $92K
Smartleaf Asset Management LLC 0.00% No change 3,307 $88K
Rothschild Investment LLC 0.00% No change 3,386 $88K
Quent Capital, LLC 0.01% Add +132.5% 3,322 $87K
Ares Financial Consulting, LLC 0.06% Add +104.3% 3,324 $86K
Bogart Wealth, LLC 0.00% Add +2.0% 3,074 $80K
Trust Co. of Vermont 0.00% — 2,968 $77K
Blue Trust, Inc. 0.00% Reduce -9.6% 2,904 $75K
Financial Management Professionals, Inc. 0.01% Reduce -8.5% 2,792 $72K
Clearstead Advisors, LLC 0.00% Add +39.1% 2,781 $72K
McGuire Capital Advisors Inc. 0.04% Reduce -2.6% 2,630 $68K
Parallel Advisors, LLC 0.00% Reduce -73.0% 2,386 $62K
Alamea Verwaltungs GmbH 0.05% No change 2,325 $60K
Copia Wealth Management 0.03% Reduce -1.2% 2,221 $58K
Horrell Capital Management, Inc. 0.03% No change 2,109 $55K
KERR FINANCIAL PLANNING Corp 0.06% Reduce -1.0% 1,989 $52K
Atlantic Union Bankshares Corp 0.00% Reduce -14.7% 1,955 $51K
Wilmington Savings Fund Society, FSB 0.00% Reduce -19.6% 1,950 $51K
NewEdge Advisors, LLC 0.00% Reduce -79.0% 1,926 $50K
Gables Capital Management Inc. 0.02% No change 1,829 $47K
PlanVest Financial, Inc 0.03% Add +1.4% 1,817 $47K
Wolff Wiese Magana LLC 0.02% Reduce -3.0% 1,783 $46K
VSM Wealth Advisory, LLC 0.01% No change 1,686 $44K
Beaird Harris Wealth Management, LLC 0.00% No change 1,644 $43K
Vima LLC 0.04% — 1,619 $42K
UBS Group AG 0.00% Add +2.8% 1,566 $41K
EFG International AG 0.00% No change 1,550 $40K
Lodestone Wealth Management LLC 0.01% Add +22.9% 1,321 $34K
SouthState Bank Corp 0.00% Reduce -3.7% 1,272 $33K
Mather Group, Llc. 0.00% No change 1,209 $31K
Compagnie Lombard Odier SCmA 0.00% No change 1,160 $30K
NFSG Corp 0.00% Reduce -19.1% 1,146 $30K
MRP Capital Investments, LLC 0.02% No change 1,092 $28K
Silicon Valley Capital Partners 0.00% No change 1,009 $26K
Strategic Wealth Partners, Ltd. 0.00% No change 997 $26K
Bessemer Group Inc. 0.00% No change 967 $25K
SJS Investment Consulting Inc. 0.00% No change 961 $25K
Harbour Investments, Inc. 0.00% Reduce -21.6% 927 $24K
HHM Wealth Advisors, LLC 0.00% No change 879 $23K
Abound Financial, LLC 0.01% No change 873 $23K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 842 $22K
Keystone Financial Group, Inc. 0.01% No change 816 $21K
Westfuller Advisors, LLC 0.01% Reduce -1.6% 796 $21K
International Assets Investment Management, LLC 0.00% Reduce -50.3% 776 $21K
Planning Strategies Inc. 0.01% — 785 $20K
Smallwood Wealth Investment Management, LLC 0.01% Add +279.4% 774 $20K
Parkside Financial Bank & Trust 0.00% Add +5.2% 743 $19K
Caldwell Sutter Capital, Inc. 0.01% No change 675 $18K
Fiduciary Financial Advisors 0.00% New 572 $15K
Caitlin John, LLC 0.01% Reduce -6.0% 569 $15K
Bay Harbor Wealth Management, LLC 0.00% No change 558 $14K
Compass Financial Management LLC 0.00% — 508 $14K
Rockefeller Capital Management L.P. 0.00% New 540 $14K
CENTRAL TRUST Co 0.00% No change 535 $14K
North Star Investment Management Corp. 0.00% No change 510 $13K
GS Investments, Inc. 0.01% Add +66.7% 500 $13K
TD Waterhouse Canada Inc. 0.00% No change 465 $12K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +5.6% 475 $12K
Whittier Trust Co. 0.00% No change 436 $12K
Measured Wealth Private Client Group, LLC 0.00% No change 472 $12K
LRI Investments, LLC 0.00% No change 471 $12K
Colonial Trust Advisors 0.00% No change 432 $11K
American Capital Advisory, LLC 0.00% No change 426 $11K
Chilton Capital Management LLC 0.00% No change 415 $11K
Avalon Trust Co 0.00% No change 400 $10K
IFG Advisory, LLC 0.00% New 399 $10K
Aventura Private Wealth, LLC 0.00% Add +106.3% 392 $10K
SOA Wealth Advisors, LLC. 0.00% Reduce -9.0% 373 $10K
Strategic Investment Solutions, Inc. 0.00% No change 371 $10K
LFA - Lugano Financial Advisors SA 0.01% No change 365 $9K
FMR LLC 0.00% No change 346 $9K
McDonald Partners LLC 0.00% New 341 $9K
Vision Retirement, LLC 0.00% Reduce -70.3% 320 $8K
Signature Resources Capital Management, LLC 0.00% Add +1526.3% 309 $8K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 302 $8K
YANKCOM Partnership 0.00% New 280 $7K
Roble, Belko & Company, Inc 0.00% Add +12.0% 280 $7K
Continuum Advisory, LLC 0.00% New 265 $7K
BlackRock, Inc. 0.00% Add +64.8% 262 $7K
Gill Capital Partners, LLC 0.00% No change 258 $7K
Federation des caisses Desjardins du Quebec 0.00% No change 255 $7K
Nova Wealth Management, Inc. 0.00% No change 250 $6K
JDM Financial Group LLC 0.00% No change 236 $6K
Tompkins Financial Corp. 0.00% No change 228 $6K
Brown Brothers Harriman & Co. 0.00% No change 220 $6K
Plante Moran Financial Advisors, LLC 0.00% No change 214 $6K
Jones Financial Companies LLLP 0.00% Reduce -1.4% 207 $5K
Beacon Investment Advisory Services, Inc. 0.00% Reduce -59.6% 206 $5K
Strive Financial Group ,LLC 0.00% New 205 $5K
Dunhill Financial, LLC 0.00% No change 201 $5K
Walsh & Associates, LLC 0.00% No change 200 $5K
Truvestments Capital LLC 0.00% Reduce -27.5% 200 $5K
Atwood & Palmer Inc. 0.00% No change 197 $5K
MTM Investment Management, LLC 0.00% No change 195 $5K
Wilkerson Advisory Group LLC 0.00% Add +20.5% 188 $5K
Spectrum Wealth Advisory Group, LLC 0.00% New 188 $5K
Burk Holdings LLC 0.00% No change 185 $5K
Golden State Wealth Management, LLC 0.00% No change 182 $5K
Arlington Trust Co LLC 0.00% No change 180 $5K
Intesa Sanpaolo S.p.A. 0.00% No change 174 $5K
Turim 21 Investimentos Ltda. 0.00% No change 172 $4K
St Germain D J Co. Inc. 0.00% No change 166 $4K
Trust Co 0.00% No change 155 $4K
Essential Partners LLC 0.00% No change 150 $4K
Redwood Park Advisors LLC 0.00% No change 142 $4K
CVA Family Office, LLC 0.00% No change 135 $4K
Commonwealth Retirement Investments LLC 0.00% New 132 $3K
Creative Financial Designs Inc. 0.00% No change 128 $3K
Triumph Capital Management 0.00% No change 127 $3K
PFS Partners, LLC 0.00% Reduce -1.7% 115 $3K
Tidemark, LLC 0.00% No change 109 $3K
MCF Advisors LLC 0.00% No change 104 $3K
Hurley Capital, LLC 0.00% No change 103 $3K
National Bank of Canada 0.00% New 100 $3K
Pension & Wealth Management Advisors, Inc. 0.00% No change 100 $3K
Main Street Group, LTD 0.00% No change 100 $3K
Manchester Capital Management LLC 0.00% No change 100 $3K
JNBA Financial Advisors 0.00% No change 100 $3K
Salem Investment Counselors Inc. 0.00% No change 100 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 99 $3K
Osbon Capital Management LLC 0.00% Reduce -1.0% 97 $3K
Hoey Investments, Inc. 0.00% No change 96 $2K
Delta Asset Management LLC 0.00% No change 96 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Add +111.1% 95 $2K
Toth Financial Advisory Corp. 0.00% Reduce -69.4% 88 $2K
Holos Integrated Wealth LLC 0.00% No change 80 $2K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 85 $2K
Bartlett & Co. Wealth Management LLC 0.00% No change 83 $2K
West Paces Advisors Inc. 0.00% New 80 $2K
Covestor Ltd 0.00% No change 90 $2K
Forum Finance Group S.A. 0.00% No change 88 $2K
Financial Perspectives, Inc 0.00% No change 76 $2K
Strengthening Families & Communities, LLC 0.00% No change 71 $2K
High Note Wealth, LLC 0.00% No change 65 $2K
Financially Speaking Inc 0.01% No change 55 $2K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 62 $2K
Oakworth Capital, Inc. 0.00% No change 59 $2K
IMA Advisory Services, Inc. 0.00% New 60 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -78.8% 58 $2K
SIMA Wealth Partners, LLC 0.00% No change 57 $1K
Bullock Wealth Management Group 0.00% No change 54 $1K
Tradewinds Capital Management, LLC 0.00% No change 53 $1K
Crewe Advisors LLC 0.00% No change 52 $1K
Kilter Group LLC 0.00% No change 50 $1K
EverSource Wealth Advisors, LLC 0.00% Add +31.6% 50 $1K
Carolina Wealth Advisors, LLC 0.00% No change 47 $1K
Nvwm, LLC 0.00% No change 45 $1K
Financial Life Planners 0.00% No change 44 $1K
SWAN Capital LLC 0.00% Reduce -46.3% 44 $1K
Private Wealth Asset Management, LLC 0.00% Add +72.0% 43 $1K
GHP Investment Advisors, Inc. 0.00% No change 41 $1K
Burnham & Co LLC 0.00% — 40 $1K
Key Capital Management, INC 0.00% Add +33.3% 40 $1K
Quest 10 Wealth Builders, Inc. 0.00% No change 39 $1K
Capital Analysts, LLC 0.00% No change 26 $1K
Kozak & Associates, Inc. 0.00% No change 36 $954
Axiom Investment Management LLC 0.00% No change 34 $882
Pacific Center for Financial Services 0.00% No change 32 $831
Godfrey Financial Associates, Inc. 0.00% No change 32 $830
CoreCap Advisors, LLC 0.00% Reduce -79.6% 32 $830
Versant Capital Management, Inc 0.00% No change 30 $779
Ascentis Wealth Management, LLC 0.00% No change 27 $700
Vision Financial Markets LLC 0.00% No change 25 $663
Comprehensive Financial Planning, Inc. 0.00% No change 25 $649
LifeSteps Financial, Inc. 0.00% New 24 $623
Abound Wealth Management 0.00% Reduce -20.0% 24 $623
N.E.W. Advisory Services LLC 0.00% Add +20.0% 24 $623
Valley Wealth Managers, Inc. 0.00% No change 22 $571
Heritage Wealth Advisors 0.00% New 22 $571
Boreal Capital Management LLC 0.00% New 20 $519
Graney & King, LLC 0.00% No change 20 $519
City Holding Co. 0.00% No change 20 $519
Valley National Advisers Inc. 0.00% Reduce -81.8% 20 $519
Barrett & Company, Inc. 0.00% No change 20 $519
Westend Capital Management, LLC 0.00% No change 20 $519
Armstrong Advisory Group, Inc. 0.00% No change 20 $519
Cheviot Value Management, LLC 0.00% No change 16 $415
Ankerstar Wealth, LLC 0.00% Reduce -6.7% 14 $363
First United Bank & Trust 0.00% New 14 $363
Thompson Investment Management, Inc. 0.00% No change 12 $311
Front Row Advisors LLC 0.00% No change 10 $281
Game Plan Financial Advisors, LLC 0.00% No change 10 $260
Gen-Wealth Partners Inc 0.00% No change 10 $260
Nemes Rush Group LLC 0.00% No change 10 $260
Allied Private Wealth LLC 0.00% — 9 $247
Financial Consulate, Inc. 0.00% No change 8 $208
Danske Bank A/S 0.00% No change 6 $156
Eukles Asset Management 0.00% No change 5 $130
Hager Investment Management Services, LLC 0.00% No change 5 $130
DiNuzzo Private Wealth, Inc. 0.00% No change 4 $104
Bfsg, LLC 0.00% No change 3 $78
Albion Financial Group 0.00% No change 2 $52
Colonial Trust Co / SC 0.00% No change 2 $52
Frazier Financial Advisors, LLC 0.00% No change 2 $52
Rossby Financial, LCC 0.00% No change 1 $26
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.