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Disclosery

BTC GRAYSCALE BITCOIN MINI TR ET

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SHS NEW (fund), issuer CIK 2015034

459 managers (461 13F filers) reported a position in BTC shares at 2026-06-30, 35,005,550 shares in all. 39 filers opened a position and 64 filers sold out during the quarter.

Managers
459
13F filers
461
New
39
Added
140
Reduced
118
Sold out
64
Shares held by filers
35,005,550

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HORIZON KINETICS ASSET MANAGEMENT LLC6,067,993$157M1.79%+3,063,57713F-HRTimeline
Bullish4,523,963$117M65.87%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,564,896$66.6M0.01%+485,95813F-HRTimelineGroup
EMORY UNIVERSITY1,354,148$35.1M21.95%013F-HRTimeline
Paragon Advisors, LLC1,306,342$33.9M7.12%+232,91213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC1,093,783$28.4M0.07%+102,67313F-HRTimelineGroup
Sloy Dahl & Holst, LLC954,568$24.8M3.06%+103,95413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY859,068$22.3M<0.01%+139,99013F-HRTimelineGroup
KALEIDOSCOPE CAPITAL LP637,727$16.5M6.12%+25,98013F-HRTimeline
SteelPeak Wealth, LLC585,796$15.2M0.4%-13,73513F-HRTimeline
Ovata Capital Management Ltdin group Ovata Capital Management Ltd551,872$14.3M1.08%-16,00013F-HRTimelineGroup
ParaFi Capital LP520,000$13.5M4.83%013F-HRTimeline
Steward Partners Investment Advisory, L…517,836$13.4M0.07%-843,41813F-HRTimeline
Betterment LLC385,238$10M0.02%+112,58413F-HRTimeline
NewEdge Wealth, LLC381,271$9.89M0.1%-2,29313F-HRTimeline
LPL Financial LLC360,740$9.36M<0.01%+78,61113F-HRTimeline
HighTower Advisors, LLC359,999$9.34M0.01%-10013F-HRTimeline
Pasadena Private Wealth, LLC351,755$9.13M1.17%+123,71113F-HRTimeline
Apriem Advisors330,202$8.57M0.74%+43,94313F-HRTimeline
EagleClaw Capital Managment, LLC320,872$8.33M1.12%+7,19513F-HRTimeline
Verde Capital Management320,526$8.32M1.54%+311,89313F-HRTimeline
MML INVESTORS SERVICES, LLC286,710$7.44M0.02%+58,81413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC273,410$7.09M<0.01%+69,84013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC256,832$6.66M<0.01%-575,76913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC252,904$6.56M0.01%+30,50013F-HRTimelineGroup
Heritage Family Offices, LLP205,477$5.33M2.06%+76,28913F-HRTimeline
Pacific Excel Wealth Advisors, Inc.205,477$5.33M2.06%new13F-HRTimeline
Reliant Wealth Planning186,312$4.83M1.33%+5,46913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding175,303$4.55M+23,277Timeline
ASSETMARK, INCin group ASSETMARK, INC173,925$4.51M0.01%+18,06113F-HRTimelineGroup
MATAURO, LLC170,767$4.43M0.59%+5,89013F-HRTimeline
VVR Holdings LLC168,908$4.38M1.9%+33,00813F-HRTimeline
Cresset Asset Management, LLC168,492$4.37M0.02%-2,49113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC165,079$4.28M0.13%new13F-HRTimelineGroup
Exit Wealth Advisors, LLC.161,725$4.2M1.91%+26,82413F-HRTimeline
Moors & Cabot, Inc.161,265$4.18M0.16%-7,83913F-HRTimeline
Stonebrook Private Inc.154,323$4M0.73%+4,42813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO145,717$3.89M<0.01%+57,44113F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC145,908$3.79M1.19%+57,38113F-HRTimeline
Beaumont Financial Advisors, LLC145,081$3.76M0.24%-1,86613F-HRTimeline
Ascension Capital Advisors, Inc.144,683$3.75M1.05%+7,53613F-HRTimeline
Cambridge Investment Research Advisors,…143,395$3.72M0.01%+4,60713F-HR/ATimeline
Financial Security Advisor, Inc.142,916$3.71M0.6%+12,85113F-HRTimeline
RIVERSEDGE ADVISORS, LLC141,650$3.68M0.49%-228,39913F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD141,129$3.66M0.02%+34,43613F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources127,533$3.31M<0.01%+41,72113F-HRTimelineGroup
One Charles Private Wealth Services, LLC123,284$3.2M0.74%-71913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC122,160$3.17M<0.01%+81,00013F-HRTimeline
HFG Wealth Management, LLC118,551$3.08M3.09%-74,84613F-HRTimeline
Qube Research & Technologies Ltd109,411$2.84M<0.01%new13F-HRTimeline
Cushing Capital Partners, LLC106,264$2.76M1.9%+11,60313F-HRTimeline
Merit Financial Group, LLC99,464$2.58M0.02%-2,93913F-HR/ATimeline
Abacus Planning Group, Inc.99,249$2.58M0.32%+1913F-HRTimeline
Centurion Wealth Management LLC92,440$2.4M0.57%+84,44713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth90,831$2.36M<0.01%-94313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…90,419$2.35M<0.01%-838,40013F-HRTimelineGroup
Weil Company, Inc.89,011$2.31M0.41%+23,80413F-HRTimeline
R. W. Roge & Company, Inc.87,238$2.26M0.96%+5,85713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/86,440$2.24M<0.01%-24,49113F-HRTimelineGroup
Elevate Capital Advisors, LLC84,447$2.19M1.21%+69,74913F-HRTimeline
Aptus Capital Advisors, LLC83,504$2.17M0.02%+3,57213F-HRTimeline
MAD RIVER INVESTORS81,517$2.12M0.79%+30013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC77,221$2M0.08%+35413F-HRTimeline
Quadcap Wealth Management, LLC73,612$1.91M0.19%+30113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…69,462$1.8M<0.01%+17,48013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC69,336$1.8M<0.01%-10,51113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC66,567$1.73M<0.01%-16,04513F-HRTimelineGroup
Aries Wealth Management64,542$1.67M0.33%+84013F-HRTimeline
FFG Partners, LLC63,232$1.64M0.47%new13F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC60,314$1.57M0.87%+2,05113F-HRTimeline
Balboa Wealth Partners58,318$1.51M0.21%+7,98513F-HRTimeline
Wealthfront Advisers LLC57,410$1.49M<0.01%-1,92613F-HRTimeline
Pettinga Financial Advisors LLC57,053$1.48M0.24%+1,93113F-HRTimeline
Fielder Capital Group LLC56,638$1.47M0.32%-47,01913F-HRTimeline
Cetera Investment Advisers54,057$1.4M<0.01%-14,88513F-HRTimeline
McKinley Carter Wealth Services, Inc.53,040$1.38M0.07%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC50,245$1.3M<0.01%+10,69113F-HRTimelineGroup
THEORY FINANCIAL LLC48,919$1.27M0.4%+44313F-HRTimeline
Farther Finance Advisors, LLC48,748$1.27M0.01%+1,43713F-HRTimeline
Savant Capital, LLC46,541$1.21M<0.01%+1,61213F-HRTimeline
Addison Capital Co46,584$1.21M0.2%-38013F-HRTimeline
Werba Rubin Papier Wealth Management45,151$1.17M0.14%+34,36613F-HRTimeline
Creative Planningin group Creative Planning44,819$1.16M<0.01%-1,62113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC44,504$1.15M<0.01%+5,73613F-HRTimelineGroup
Van Hulzen Asset Management, LLC44,368$1.15M0.08%-10,55713F-HRTimeline
Summit Financial, LLC44,298$1.15M0.01%-7,78913F-HRTimeline
Red Door Wealth Management, LLC44,233$1.15M0.1%+54913F-HRTimeline
Waterloo Capital, L.P.44,114$1.14M0.06%-13,15513F-HRTimeline
Pekin Hardy Strauss, Inc.43,786$1.14M0.1%+7,12513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,780$1.12M<0.01%-2,16613F-HRTimeline
Upper Left Wealth Management, LLC43,315$1.12M0.62%+13,21813F-HRTimeline
ATX Financial Planning, LLC42,839$1.11M0.74%+33713F-HRTimeline
TigerOak Management, L.L.C.42,643$1.11M0.31%-5,43413F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC42,245$1.1M0.08%+50213F-HRTimeline
Gem Investment Advisors, LLC41,617$1.08M0.66%-103,88313F-HRTimeline
Foundation Wealth Management, LLC38,858$1.01M0.6%+12,46113F-HRTimeline
SIGNATUREFD, LLC38,318$994K0.01%+10,87113F-HRTimeline
Advisory Services Network, LLC37,833$982K0.01%-1,12713F-HRTimeline
Cooper Financial Group37,686$978K0.08%+14,64613F-HRTimeline
EQ WEALTH ADVISORS, LLC37,330$969K0.53%+28613F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC37,115$963K0.24%+1,45913F-HRTimeline
Interchange Capital Partners, LLC36,907$958K0.18%+23,03613F-HRTimeline
Sankala Group LLC32,503$930K0.62%+21,09313F-HRTimeline
Claro Advisors Inc.33,957$881K0.09%+2,34513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,876$879K<0.01%-23413F-HRTimeline
Diligent Investors, LLC33,713$875K0.19%+98213F-HRTimeline
CHASE INVESTMENT COUNSEL CORP33,000$856K0.18%new13F-HRTimeline
Gallacher Capital Management LLC32,157$834K0.47%-13,06513F-HRTimeline
CENTAURUS FINANCIAL, INC.31,455$816K0.03%-1,74813F-HRTimeline
RBF Capital, LLC30,000$778K0.03%013F-HRTimeline
Waverly Advisors, LLC28,222$732K<0.01%+68213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …24,263$728K<0.01%013F-HRTimelineGroup
Arete Wealth Advisors, LLC27,819$722K0.05%+17,13913F-HR/ATimeline
Birch Hill Investment Advisors LLC27,761$720K0.03%-1,00013F-HRTimeline
Savvy Advisors, Inc.26,996$701K0.01%+4,25613F-HRTimeline
Proficio Capital Partners LLC26,509$688K0.02%013F-HRTimeline
SENTINEL TRUST CO LBA26,271$682K0.06%new13F-HRTimeline
LMG Wealth Partners, LLC26,263$682K0.11%+6613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,140$678K<0.01%+1,75813F-HR/ATimeline
Sequoia Financial Advisors, LLC25,951$673K<0.01%-13,19713F-HRTimeline
Integrated Wealth Concepts LLC25,730$668K<0.01%+7,78413F-HRTimeline
EAGLE GLOBAL ADVISORS LLC25,600$664K0.02%013F-HRTimeline
Berger Financial Group, Inc25,473$661K0.03%+69813F-HRTimeline
Foundations Investment Advisors, LLC24,829$644K0.01%-1,49113F-HRTimeline
LAKEWOOD CAPITAL MANAGEMENT, LPin group LAKEWOOD CAPITAL MANAGEMENT, …24,700$641K0.03%013F-HRTimelineGroup
Almanack Investment Partners, LLC.24,520$636K0.08%-3,91613F-HRTimeline
RHS Financial, LLC24,347$632K0.25%-5,00113F-HRTimeline
SLT Holdings LLC24,182$628K0.4%-1,33113F-HRTimeline
Bleakley Financial Group, LLC24,176$627K0.01%-41013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…24,116$626K0.08%+82513F-HRTimeline
Cyndeo Wealth Partners, LLC23,592$612K0.03%-1,84813F-HRTimeline
Joseph P. Lucia & Associates, LLC23,589$612K0.18%-1,52313F-HRTimeline
IFP Advisors, Inc23,535$611K0.01%+8,21013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp22,962$596K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,905$594K<0.01%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA22,635$587K0.01%013F-HRTimelineGroup
Johnson & White Wealth Management, LLC22,444$582K0.22%+60413F-HRTimeline
ONCE CAPITAL MANAGEMENT, LLC21,540$559K0.11%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT21,440$556K0.04%+77913F-HRTimeline
FLOW TRADERS U.S. LLC21,443$556K0.02%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,388$555K<0.01%013F-HRTimelineGroup
Valeo Financial Advisors, LLC21,350$554K0.01%new13F-HRTimeline
&PARTNERS21,230$551K<0.01%new13F-HRTimeline
Intellectus Partners, LLC20,682$537K0.09%-3613F-HRTimeline
Convergence Financial, LLC20,432$530K0.04%+10,21613F-HRTimeline
Arax Advisory Partners20,126$522K<0.01%+19,77013F-HRTimeline
Broadhurst Jeffrey B20,000$519K1.1%new13F-HRTimeline
Kaizen Financial Strategies19,558$518K0.2%-1,46513F-HRTimeline
Global Retirement Partners, LLC19,666$510K0.01%13F-HRTimeline
Bison Wealth, LLC17,692$499K0.05%+7,43913F-HRTimeline
AE Wealth Management LLC19,205$498K<0.01%+5,28713F-HRTimeline
Benson Wealth Management INC19,114$496K0.5%-2,32613F-HRTimeline
Midwest Trust Co18,999$493K0.01%+5013F-HRTimeline
Wealthspire Advisors, LLC18,996$493K<0.01%+1,85513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,985$492K<0.01%-4,30113F-HR/ATimelineGroup
Coastal Bridge Advisors, LLC18,906$491K0.03%-87513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,526$481K<0.01%+8,07813F-HRTimelineGroup
Guild Investment Management, Inc.18,440$479K0.33%+1,13013F-HRTimeline
AWM CAPITAL, LLC18,344$476K0.04%new13F-HRTimeline
180 WEALTH ADVISORS, LLC17,981$467K0.05%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,964$466K<0.01%+10513F-HRTimelineGroup
Advyzon Investment Management, LLC17,858$463K0.03%+1,83513F-HRTimeline
Beacon Pointe Advisors, LLC17,779$461K<0.01%-249,78213F-HRTimeline
Independent Advisor Alliance17,498$454K0.01%+6,02813F-HRTimeline
Soltis Investment Advisors LLC17,102$444K0.03%-60613F-HRTimeline
Quantinno Capital Management LP16,802$436K<0.01%-29913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP16,786$436K<0.01%013F-HRTimelineGroup
Great Point Wealth Advisors, LLC16,712$434K0.07%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,504$428K0.01%-33413F-HRTimelineGroup
Geneos Wealth Management Inc.15,849$411K0.01%+18813F-HRTimeline
MGO ONE SEVEN LLC15,695$407K0.01%-68513F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC15,586$404K0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,414$400K<0.01%+9613F-HRTimelineGroup
RED REEF ADVISORS LLC15,356$398K0.37%+3,95613F-HRTimeline
Haven Private, LLC15,310$397K0.15%-29913F-HRTimeline
Meridian Wealth Management, LLC15,181$394K0.01%+1,49313F-HRTimeline
SCS Capital Management LLC15,171$394K<0.01%013F-HRTimeline
Citrine Capital LLC14,901$387K0.14%-4,41113F-HRTimeline
Legacy Wealth Asset Management, LLC14,883$386K0.08%-12713F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.14,851$385K0.02%+1,12013F-HRTimelineGroup
Carnegie Investment Counsel14,595$379K0.01%-18,74513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC14,560$378K0.22%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,432$375K<0.01%-90113F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co14,423$374K<0.01%-713F-HRTimelineGroup
CHOREO, LLC14,369$373K<0.01%+2,12213F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV14,334$372K0.22%-65013F-HRTimeline
J. M. Brown & Associates Inc.13,874$360K0.21%13F-HRTimeline
Larson Financial Group LLC13,789$358K0.01%-54513F-HRTimeline
HOLDERNESS INVESTMENTS CO13,705$356K0.06%+74613F-HRTimeline
Sage Mountain Advisors LLC13,339$346K0.02%+3,35613F-HRTimeline
Sowell Financial Services LLC13,274$344K0.01%-47513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,148$341K<0.01%+20213F-HRTimelineGroup
Chicago Partners Investment Group LLC11,660$334K0.01%+19013F-HRTimeline
Keystone Financial Group12,752$331K0.02%-513F-HRTimeline
Three Magnolias Financial Advisors, LLC12,720$330K0.18%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,576$326K0.01%-1,37513F-HRTimelineGroup
Richardson Capital Management LLC12,465$323K0.14%+5,60313F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…12,448$323K<0.01%-8513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,086$314K<0.01%+3,06413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC12,072$313K0.01%-18013F-HRTimelineGroup