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Disclosery

BTC GRAYSCALE BITCOIN MINI TR ET

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SHS NEW (fund), issuer CIK 2015034

365 managers (366 13F filers) reported a position in BTC shares at 2024-12-31, 13,797,605 shares in all. 327 filers opened a position and 1 filer sold out during the quarter.

Managers
365
13F filers
366
New
327
Added
0
Reduced
2
Sold out
1
Shares held by filers
13,797,605

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Asset Dedication, LLC1,175$49.2K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,120$46.9K<0.01%new13F-HRTimeline
EnRich Financial Partners LLC1,120$46.9K0.02%new13F-HRTimeline
Spectrum Wealth Counsel, LLC1,095$45.9K0.01%new13F-HRTimeline
Parallel Advisors, LLC1,034$43.3K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,001$41.9K0.02%new13F-HRTimeline
Vermillion & White Wealth Management Gr…1,000$41.9K0.03%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC950$39.8K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC942$39.4K0.03%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC893$37.4K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.861$35.9K<0.01%new13F-HRTimeline
Mainstream Capital Management LLC768$32.2K0.02%new13F-HRTimeline
Parkside Financial Bank & Trust707$29.6K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC703$29.4K0.01%new13F-HRTimeline
OARSMAN CAPITAL, INC.702$29.4K0.01%new13F-HRTimeline
Modus Advisors, LLC688$28.8K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN685$28.7K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC655$27.4K<0.01%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.620$26K0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC558$23.4K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY554$23.2K<0.01%new13F-HR/ATimelineGroup
IFP Advisors, Inc552$23.1K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.538$22.5K<0.01%new13F-HR/ATimeline
TD Waterhouse Canada Inc.540$22.3K<0.01%new13F-HRTimeline
North Star Investment Management Corp.510$21.4K<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP493$20.6K0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.475$19.9K0.01%new13F-HRTimeline
JNBA Financial Advisors450$18.8K<0.01%new13F-HRTimeline
WHITTIER TRUST CO436$18.2K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC429$18K<0.01%new13F-HRTimelineGroup
American Capital Advisory, LLC426$17.8K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO422$17.7K<0.01%new13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC420$17.6K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lindbrook Capital, LLC405$17K<0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP400$16.7K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…368$15.4K<0.01%new13F-HRTimelineGroup
LFA - Lugano Financial Advisors SA365$15.3K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/331$13.9K<0.01%new13F-HRTimelineGroup
Pathway Financial Advisers, LLC320$13.4K<0.01%new13F-HRTimeline
Silicon Valley Capital Partners320$13.4K<0.01%new13F-HRTimeline
CENTRAL TRUST Co300$12.6K<0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS300$12.6K0.01%new13F-HRTimeline
Transce3nd, LLC300$12.6K<0.01%13F-HRTimeline
Ransom Advisory, Ltd300$12.6K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc299$12.5K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.290$12.1K0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC284$11.9K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors282$11.8K<0.01%new13F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.276$11.6K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC245$11K<0.01%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …257$11K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners247$10.3K<0.01%new13F-HRTimeline
Truvestments Capital LLC244$10.2K<0.01%new13F-HRTimeline
JDM Financial Group LLC236$9.88K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.228$9.54K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC223$9.34K<0.01%new13F-HRTimeline
Safe Harbor Fiduciary, LLC222$9.29K0.01%new13F-HRTimeline
Headlands Technologies LLC220$9.21K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL217$9.09K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…205$8.58K<0.01%new13F-HRTimelineGroup
Richard W. Paul & Associates, LLC203$8.5K<0.01%new13F-HRTimeline
Dunhill Financial, LLC201$8.42K<0.01%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC200$8.37K<0.01%new13F-HRTimeline
ATWOOD & PALMER INC197$8.25K<0.01%new13F-HRTimeline
Manchester Capital Management LLC196$8.21K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc203$8K<0.01%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…200$8K<0.01%new13F-HRTimelineGroup
BFSG, LLC185$7.75K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC180$7.54K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.168$7.03K0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC166$6.95K<0.01%new13F-HRTimelineGroup
Financial Life Planners164$6.87K0.01%13F-HRTimeline
WR Wealth Planners, LLC163$6.83K<0.01%new13F-HRTimeline
PFS Partners, LLC156$6.53K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA135$5.67K<0.01%new13F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC134$5.61K<0.01%new13F-HRTimeline
Kathleen S. Wright Associates Inc.130$5.44K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…129$5.4K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV128$5.36K<0.01%new13F-HRTimeline
Avondale Wealth Management125$5.23K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO122$5.11K<0.01%new13F-HRTimelineGroup
HOEY INVESTMENTS, INC116$4.86K<0.01%new13F-HRTimeline
Tidemark, LLC109$4.56K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC106$4.44K<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC105$4.4K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST104$4.35K<0.01%new13F-HRTimeline
GS Investments, Inc.100$4.19K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…100$4.19K<0.01%-40013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.98$4.1K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.97$4.06K<0.01%new13F-HRTimeline
SWAN Capital LLC97$4.06K<0.01%new13F-HRTimeline
Financial Perspectives, Inc96$4.02K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC110$4K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC102$4K<0.01%new13F-HRTimelineGroup
Ulland Investment Advisors, LLC100$4K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC95$3.98K0.01%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP88$3.69K<0.01%new13F-HRTimeline
Measured Risk Portfolios, Inc.86$3.6K<0.01%13F-HRTimeline
Dixon Mitchell Investment Counsel Inc.85$3.56K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC83$3.48K<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.82$3.43K<0.01%new13F-HRTimeline
Addison Advisors LLC80$3.35K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC80$3.35K<0.01%13F-HRTimeline
Holos Integrated Wealth LLC80$3.35K<0.01%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN76$3.18K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…75$3.14K<0.01%new13F-HRTimeline
ORG Partners LLC72$3.01K<0.01%new13F-HRTimeline
Pacific Center for Financial Services71$2.97K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates71$2.97K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC70$2.93K<0.01%new13F-HRTimeline
High Note Wealth, LLC65$2.72K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC65$2.72K<0.01%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC60$2.51K<0.01%new13F-HRTimeline
Financially Speaking Inc55$2.3K<0.01%13F-HRTimeline
Tradewinds Capital Management, LLC53$2.22K<0.01%new13F-HRTimeline
Activest Wealth Management52$2.18K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.51$2.13K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC63$2K<0.01%13F-HRTimeline
Carolina Wealth Advisors, LLC47$1.97K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…47$1.97K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB45$1.88K<0.01%new13F-HRTimeline
NVWM, LLC45$1.88K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.41$1.72K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.36$1.57K<0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.37$1.55K<0.01%new13F-HRTimeline
WFA Asset Management Corp36$1.51K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH36$1.51K<0.01%new13F-HRTimeline
Bullock Wealth Management Group34$1.42K<0.01%-14013F-HRTimeline
Atlantic Edge Private Wealth Management…32$1.34K<0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC30$1.26K<0.01%new13F-HRTimeline
Versant Capital Management, Inc30$1.26K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC30$1.26K<0.01%13F-HRTimeline
Comprehensive Financial Planning, Inc./…25$1.05K<0.01%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC26$1K<0.01%new13F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.22$921<0.01%new13F-HRTimelineGroup
Global Financial Private Client, LLC22$921<0.01%new13F-HRTimeline
Davis Capital Management21$879<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.20$838<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC20$838<0.01%new13F-HRTimeline
CITY HOLDING CO20$837<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.20$837<0.01%new13F-HRTimeline
Graney & King, LLC20$837<0.01%13F-HRTimeline
Sugar Maple Asset Management, LLC19$796<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC16$670<0.01%13F-HRTimeline
Laurel Wealth Advisors LLC14$587<0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.12$502<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC12$502<0.01%new13F-HRTimelineGroup
Game Plan Financial Advisors, LLC12$499<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC10$419<0.01%new13F-HR/ATimeline
Front Row Advisors LLC10$419<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc10$419<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.7$3230.03%new13F-HRTimeline
Beacon Capital Management, LLC7$293<0.01%new13F-HRTimeline
DANSKE BANK A/S6$251<0.01%new13F-HRTimeline
S&T Bank/PA6$251<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC5$213<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…5$213<0.01%new13F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.5$209<0.01%new13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…5$209<0.01%13F-HRTimeline
PITTENGER & ANDERSON INC4$168<0.01%new13F-HRTimeline
Coastline Trust Co4$167<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cranbrook Wealth Management, LLC2$84<0.01%new13F-HRTimeline
Kentucky Trust Co2$84<0.01%13F-HRTimeline
PrairieView Partners, LLC12$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.