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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
Manhattan West Asset Management, LLC11,969$311K0.05%new13F-HRTimeline
FAGAN ASSOCIATES, INC.11,874$308K0.04%-1,24613F-HRTimeline
LaSalle St. Investment Advisors, LLC11,618$301K0.04%-51313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,588$301K0.01%+1,84613F-HRTimelineGroup
Compass Ion Advisors, LLC11,547$300K0.03%-5013F-HRTimeline
Firestone Capital Management11,525$299K0.06%+3,10013F-HRTimeline
Venture Visionary Partners LLC11,434$297K0.01%-49013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,383$295K<0.01%+3,60413F-HRTimelineGroup
EP Wealth Advisors, LLC11,289$293K<0.01%+2,09613F-HRTimeline
Smithfield Trust Co11,239$291K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,181$290K<0.01%+32613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,144$289K<0.01%+3,66813F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC11,064$287K0.02%+1013F-HRTimeline
SMITH, MOORE & CO.10,809$280K0.02%-16013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC10,607$275K0.15%013F-HRTimeline
Atria Investments, Inc10,570$274K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,529$273K0.01%+6513F-HRTimeline
Blackhawk Capital Partners, LLC10,492$272K0.09%013F-HRTimeline
Runnymede Capital Advisors, Inc.10,273$267K0.16%-18013F-HRTimeline
Family Office Research LLC10,250$266K0.1%new13F-HRTimeline
EPIQ PARTNERS, LLC10,200$265K0.11%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,865$256K<0.01%-13313F-HRTimelineGroup
Ellsworth Advisors, LLC8,848$254K0.04%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp9,789$254K0.03%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,764$253K<0.01%-3413F-HRTimelineGroup
Joel Isaacson & Co., LLC9,761$253K0.01%+84013F-HRTimeline
Keystone Financial Services, LLC9,699$252K0.15%+2,62013F-HRTimeline
WEDBUSH SECURITIES INC9,620$250K0.01%-33913F-HRTimeline
Stewardship Advisors, LLC9,621$250K0.05%013F-HRTimeline
Avondale Wealth Management9,584$249K0.1%new13F-HRTimeline
TME FINANCIAL, INC.9,479$246K0.15%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,457$245K<0.01%-29,51213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,455$245K<0.01%013F-HRTimelineGroup
Bernardo Wealth Planning LLC9,126$237K0.04%013F-HRTimeline
Ausdal Financial Partners, Inc.9,102$236K0.01%new13F-HRTimeline
3EDGE Asset Management, LP9,013$234K0.01%-4,01013F-HRTimeline
Visionary Wealth Advisors9,007$234K0.01%+6413F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC8,918$231K0.05%013F-HRTimeline
Curran Financial Partners, LLC8,866$230K0.03%-46913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners8,780$228K0.03%013F-HRTimelineGroup
GK Wealth Management LLC8,780$228K0.14%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,701$226K<0.01%-18313F-HRTimelineGroup
Dynamic Advisor Solutions LLC8,663$225K0.01%new13F-HRTimeline
Asset Planning,Inc8,650$224K0.15%013F-HRTimeline
Burford Brothers, Inc.8,531$221K0.08%-37713F-HRTimeline
AdvisorNet Financial, Inc8,423$219K0.01%+1,00613F-HRTimeline
NTV Asset Management LLC8,173$212K0.02%-30013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,982$207K0.01%-3,00013F-HRTimeline
Prime Capital Investment Advisors, LLC7,858$204K<0.01%-5013F-HRTimeline
Glass Jacobson Investment Advisors llc7,684$199K0.06%-3213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,355$191K<0.01%-77313F-HRTimelineGroup
MONTAG A & ASSOCIATES INC6,778$176K0.01%-76513F-HRTimeline
LANARK FINANCIAL, INC.6,498$169K0.01%013F-HRTimeline
UMB Bank, n.a.6,419$167K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP5,726$149K<0.01%-23313F-HRTimeline
Canton Hathaway, LLC5,440$141K0.03%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,256$136K0.01%+37613F-HRTimelineGroup
TSFG, LLC4,899$127K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,301$112K<0.01%+98013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC4,107$107K0.01%+1,19713F-HRTimeline
REAP Financial Group, LLC4,080$106K0.02%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS3,920$102K0.01%+3,15613F-HRTimeline
Cornerstone Planning Group LLC3,280$95.6K0.01%+2,32213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,550$92.1K0.06%013F-HRTimeline
Provenance Wealth Advisors, LLC3,540$91.9K0.01%+2,12313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3,527$91.5K0.02%+2,88013F-HRTimeline
Smartleaf Asset Management LLC3,307$88.3K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,386$87.9K<0.01%013F-HRTimeline
Quent Capital, LLC3,322$87.1K0.01%+1,89313F-HRTimeline
Ares Financial Consulting, LLC3,324$86.3K0.06%+1,69713F-HRTimeline
Bogart Wealth, LLC3,074$79.8K<0.01%+6013F-HRTimeline
TRUST CO OF VERMONT2,968$77K<0.01%13F-HRTimeline
Blue Trust, Inc.2,904$75.4K<0.01%-30713F-HRTimeline
Financial Management Professionals, Inc.2,792$72.5K0.01%-25813F-HRTimeline
Clearstead Advisors, LLC2,781$72.2K<0.01%+78213F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC2,630$68.2K0.04%-7013F-HRTimeline
Parallel Advisors, LLC2,386$61.9K<0.01%-6,43513F-HRTimeline
Alamea Verwaltungs GmbH2,325$60.3K0.05%013F-HRTimeline
Copia Wealth Management2,221$57.6K0.03%-2613F-HRTimeline
Horrell Capital Management, Inc.2,109$54.7K0.03%013F-HRTimeline
KERR FINANCIAL PLANNING Corp1,989$51.6K0.06%-2013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,955$50.7K<0.01%-33813F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,950$50.6K<0.01%-47513F-HRTimeline
NewEdge Advisors, LLC1,926$50K<0.01%-7,23513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,829$47.5K0.02%013F-HRTimeline
PlanVest Financial, Inc1,817$47.2K0.03%+2613F-HRTimeline
WOLFF WIESE MAGANA LLC1,783$46.3K0.02%-5613F-HRTimeline
VSM Wealth Advisory, LLC1,686$43.8K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,644$42.7K<0.01%013F-HRTimeline
VIMA LLC1,619$42K0.04%13F-HRTimeline
UBS Group AGin group UBS Group AG1,566$40.6K<0.01%+4313F-HRTimelineGroup
EFG International AGin group EFG International AG1,550$40.2K<0.01%013F-HRTimelineGroup
Lodestone Wealth Management LLC1,321$34.3K0.01%+24613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,272$33K<0.01%-4913F-HRTimelineGroup
MATHER GROUP, LLC.1,209$31.4K<0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA1,160$30.1K<0.01%013F-HRTimeline
NFSG Corp1,146$29.7K<0.01%-27013F-HRTimeline
MRP Capital Investments, LLC1,092$28.3K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.997$25.9K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC967$25K<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.961$24.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.927$24.1K<0.01%-25613F-HRTimeline
HHM Wealth Advisors, LLC879$22.8K<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC873$22.7K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.842$21.9K0.01%013F-HRTimeline
Keystone Financial Group, Inc.816$21.2K0.01%013F-HRTimeline
Westfuller Advisors, LLC796$20.7K0.01%-1313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…776$20.6K<0.01%-78413F-HRTimeline
Planning Strategies Inc.785$20.4K0.01%13F-HRTimeline
Smallwood Wealth Investment Management,…774$20.1K0.01%+57013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.675$17.5K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS572$14.8K<0.01%new13F-HRTimeline
Caitlin John, LLC569$14.8K0.01%-3613F-HRTimeline
Bay Harbor Wealth Management, LLC558$14.5K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC508$14.4K<0.01%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…540$14K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co535$13.9K<0.01%013F-HRTimeline
North Star Investment Management Corp.510$13.2K<0.01%013F-HRTimeline
GS Investments, Inc.500$13K0.01%+20013F-HRTimeline
TD Waterhouse Canada Inc.465$12.3K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…475$12.3K<0.01%+2513F-HRTimeline
WHITTIER TRUST CO436$12.3K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…472$12.2K<0.01%013F-HRTimeline
LRI Investments, LLC471$12.2K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding434$11.3K0Timeline
American Capital Advisory, LLC426$11.1K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC415$10.8K<0.01%013F-HRTimeline
Avalon Trust Co400$10.4K<0.01%013F-HRTimeline
IFG Advisory, LLC399$10.4K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC392$10.2K<0.01%+20213F-HRTimeline
SOA Wealth Advisors, LLC.373$9.68K<0.01%-3713F-HRTimeline
Strategic Investment Solutions, Inc. /IL371$9.63K<0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA365$9.47K0.01%013F-HRTimeline
FMR LLCin group FMR LLC346$8.98K<0.01%013F-HRTimelineGroup
MCDONALD PARTNERS LLC341$8.85K<0.01%new13F-HRTimeline
Vision Retirement, LLC320$8.3K<0.01%-75813F-HRTimeline
Signature Resources Capital Management,…309$8.02K<0.01%+29013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.302$7.84K<0.01%013F-HRTimeline
YANKCOM Partnership280$7.27K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc280$7K<0.01%+3013F-HRTimeline
Continuum Advisory, LLC265$6.88K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.262$6.8K<0.01%+10313F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC258$6.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…255$6.62K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.250$6.49K<0.01%013F-HRTimeline
JDM Financial Group LLC236$6.12K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP228$5.92K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO220$5.71K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC214$5.55K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP207$5.46K<0.01%-313F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…206$5.34K<0.01%-30413F-HRTimeline
Strive Financial Group ,LLC205$5.32K<0.01%new13F-HR/ATimeline
Dunhill Financial, LLC201$5.21K<0.01%013F-HRTimeline
Truvestments Capital LLC200$5.19K<0.01%-7613F-HRTimeline
Walsh & Associates, LLC200$5.19K<0.01%013F-HRTimeline
ATWOOD & PALMER INC197$5.11K<0.01%013F-HRTimeline
MTM Investment Management, LLC195$5.06K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC188$4.88K<0.01%+3213F-HRTimeline
Spectrum Wealth Advisory Group, LLC188$4.88K<0.01%new13F-HRTimeline
Burk Holdings LLC185$4.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC182$4.72K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC180$4.67K<0.01%013F-HRTimelineGroup
Intesa Sanpaolo S.p.A.in group Intesa Sanpaolo S.p.A.174$4.51K<0.01%013F-HRTimelineGroup
Turim 21 Investimentos Ltda.172$4.46K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC166$4.31K<0.01%013F-HRTimelineGroup
Trust Co155$4.02K<0.01%013F-HRTimeline
Essential Partners LLC150$3.89K<0.01%013F-HRTimeline
Redwood Park Advisors LLC142$3.69K<0.01%013F-HRTimeline
CVA Family Office, LLC135$3.5K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC132$3.42K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV128$3.32K<0.01%013F-HRTimeline
Triumph Capital Management127$3.3K<0.01%013F-HRTimeline
PFS Partners, LLC115$2.98K<0.01%-213F-HRTimeline
Tidemark, LLC109$2.83K<0.01%013F-HRTimeline
MCF Advisors LLC104$2.7K<0.01%013F-HRTimeline
Hurley Capital, LLC103$2.67K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/100$2.6K<0.01%new13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC100$2.6K<0.01%013F-HRTimeline
Manchester Capital Management LLC100$2.6K<0.01%013F-HRTimeline
JNBA Financial Advisors100$2.6K<0.01%013F-HRTimeline
Main Street Group, LTD100$2.6K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…100$2.6K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.99$2.57K<0.01%013F-HRTimeline
Osbon Capital Management LLC97$2.53K<0.01%-113F-HRTimeline
HOEY INVESTMENTS, INC96$2.49K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN96$2.49K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB95$2.46K<0.01%+5013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP88$2.28K<0.01%-20013F-HRTimeline
Holos Integrated Wealth LLC80$2.26K<0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.85$2.21K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC83$2.15K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.80$2.08K<0.01%new13F-HRTimeline
Covestor Ltd90$2K<0.01%013F-HRTimeline
Forum Finance Group S.A.88$2K<0.01%013F-HRTimeline
Financial Perspectives, Inc76$1.97K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…71$1.84K<0.01%013F-HRTimeline
High Note Wealth, LLC65$1.69K<0.01%013F-HRTimeline
Financially Speaking Inc55$1.65K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…62$1.61K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.59$1.56K<0.01%013F-HRTimeline