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Disclosery

BTC GRAYSCALE BITCOIN MINI TR ET

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SHS NEW (fund), issuer CIK 2015034

405 managers (406 13F filers) reported a position in BTC shares at 2025-03-31, 13,141,062 shares in all. 85 filers opened a position and 42 filers sold out during the quarter.

Managers
405
13F filers
406
New
85
Added
110
Reduced
69
Sold out
42
Shares held by filers
13,141,062

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Wilmington Savings Fund Society, FSB4,524$165K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.4,454$163K0.01%+3,59313F-HRTimeline
Bellwether Advisors, LLC4,160$152K0.03%+4113F-HRTimeline
GROUP ONE TRADING LLC4,090$149K0.01%+2,70013F-HRTimeline
Glass Jacobson Investment Advisors llc3,076$129K0.04%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,170$116K0.02%new13F-HRTimelineGroup
Blue Trust, Inc.3,135$114K<0.01%-51113F-HRTimeline
IFP Advisors, Inc3,118$114K<0.01%+2,56613F-HRTimeline
Copia Wealth Management3,082$112K0.1%-36913F-HRTimeline
Bogart Wealth, LLC2,930$107K0.01%+1,71513F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,871$105K0.01%-6,20013F-HRTimeline
WOLFF WIESE MAGANA LLC2,790$102K0.07%013F-HRTimeline
Parallel Advisors, LLC2,411$88K<0.01%+1,37713F-HRTimeline
Alamea Verwaltungs GmbH2,325$84.8K0.07%13F-HRTimeline
Runnymede Capital Advisors, Inc.2,241$81.8K0.08%013F-HRTimeline
Horrell Capital Management, Inc.2,126$77.6K0.03%-25313F-HRTimeline
Sandy Spring Bank2,073$75.6K<0.01%+9913F-HRTimeline
Clearstead Advisors, LLC2,065$75.4K<0.01%-1813F-HRTimeline
Keystone Global Partners, LLC2,029$74K0.05%13F-HRTimeline
Guardian Wealth Management, Inc.2,022$73.8K0.05%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,919$70K0.03%-18013F-HRTimeline
MATHER GROUP, LLC.1,917$70K<0.01%new13F-HRTimeline
Compagnie Lombard Odier SCmA1,810$66K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,711$62.4K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,658$61K<0.01%+1,55613F-HRTimelineGroup
N.E.W. Advisory Services LLC1,583$57.8K<0.01%new13F-HRTimeline
MRP Capital Investments, LLC1,553$56.7K0.05%new13F-HRTimeline
NFSG Corp1,492$54.4K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,390$50.7K<0.01%+6913F-HRTimelineGroup
Garde Capital, Inc.1,183$43.2K<0.01%new13F-HRTimeline
Asset Dedication, LLC1,175$42.9K<0.01%013F-HRTimeline
DAGCO, INC.1,128$41.2K0.01%new13F-HRTimeline
Spectrum Wealth Counsel, LLC1,095$40K<0.01%013F-HRTimeline
CENTRAL TRUST Co1,063$38.8K<0.01%+76313F-HRTimeline
HHM Wealth Advisors, LLC1,040$38K0.01%new13F-HRTimeline
ABOUND FINANCIAL, LLC1,040$38K0.02%new13F-HRTimeline
Ridgewood Investments LLC1,020$37.2K0.02%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,001$36.5K0.02%013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.1,000$36.5K0.01%13F-HRTimeline
Vermillion & White Wealth Management Gr…1,000$36.5K0.03%013F-HRTimeline
Allworth Financial LP855$35.5K<0.01%-68113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC950$34.7K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.942$34.4K0.02%+32213F-HRTimeline
Keystone Financial Group, Inc.763$32.1K0.02%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.849$31K0.01%+57313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC826$30.1K<0.01%-6713F-HRTimelineGroup
Elequin Capital, LP768$28K0.01%new13F-HRTimeline
Kiker Wealth Management, LLC768$28K0.02%new13F-HRTimeline
Opal Wealth Advisors, LLC733$26.7K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust707$25.8K<0.01%013F-HRTimeline
Headlands Technologies LLC702$25.6K<0.01%+48213F-HRTimeline
Truvestments Capital LLC666$24.3K0.01%+42213F-HRTimeline
Golden State Wealth Management, LLC655$23.9K<0.01%013F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC647$23.6K0.01%-5613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN629$23K<0.01%-5613F-HRTimelineGroup
Kathleen S. Wright Associates Inc.615$22.4K0.01%+48513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO602$22K<0.01%+18013F-HRTimelineGroup
Lindbrook Capital, LLC575$21K<0.01%+17013F-HRTimeline
Bay Harbor Wealth Management, LLC558$20.4K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY554$20.2K<0.01%013F-HRTimelineGroup
Redwood Park Advisors LLC542$19.8K0.02%-40013F-HRTimeline
SOA Wealth Advisors, LLC.538$19.6K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.520$19.5K<0.01%-2013F-HRTimeline
North Star Investment Management Corp.510$18.6K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.475$17.3K0.01%013F-HRTimeline
JNBA Financial Advisors450$16.4K<0.01%013F-HRTimeline
WHITTIER TRUST CO436$15.9K<0.01%013F-HRTimeline
American Capital Advisory, LLC426$15.5K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC420$15.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC419$15.3K<0.01%-1013F-HRTimelineGroup
AdvisorNet Financial, Inc417$15.2K<0.01%+11813F-HRTimeline
Western Pacific Wealth Management, LP400$14.6K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/381$13.9K<0.01%+5013F-HRTimelineGroup
LFA - Lugano Financial Advisors SA365$13.3K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…343$12.5K<0.01%+26813F-HRTimeline
Silicon Valley Capital Partners320$11.9K<0.01%013F-HRTimeline
Pandora Wealth, Inc.320$11.7K0.01%13F-HRTimeline
Smartleaf Asset Management LLC313$11.6K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.312$11.4K<0.01%+8413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS300$10.9K0.01%013F-HRTimeline
Transce3nd, LLC300$10.9K<0.01%013F-HRTimeline
Ransom Advisory, Ltd300$10.9K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL299$10.9K<0.01%+8213F-HRTimeline
Nova Wealth Management, Inc.290$10.6K0.01%013F-HR/ATimeline
Plante Moran Financial Advisors, LLC284$10.4K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors282$10.3K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC245$10.2K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…263$9.6K<0.01%+5813F-HRTimelineGroup
Arax Advisory Partners247$9.01K<0.01%013F-HRTimeline
JDM Financial Group LLC236$8.61K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP228$8.32K<0.01%new13F-HRTimelineGroup
Park Square Financial Group, LLC226$8.26K0.01%new13F-HRTimeline
Creekmur Asset Management LLC223$8.14K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC222$8.1K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…204$7.44K<0.01%new13F-HRTimeline
Dunhill Financial, LLC201$7.33K<0.01%013F-HRTimeline
Painted Porch Advisors LLC200$7.3K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…199$7.26K<0.01%+7013F-HRTimeline
ATWOOD & PALMER INC197$7.19K<0.01%013F-HRTimeline
Manchester Capital Management LLC196$7.15K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc203$7K<0.01%013F-HRTimeline
BFSG, LLC185$6.75K<0.01%013F-HRTimeline
McIlrath & Eck, LLC180$6.57K<0.01%013F-HRTimeline
Turim 21 Investimentos Ltda.172$6.28K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.168$6.13K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC166$6.06K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA135$4.93K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC134$4.89K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…134$4.89K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV128$4.67K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT120$4.38K<0.01%-1,00013F-HRTimeline
Flaharty Asset Management, LLC119$4.34K<0.01%new13F-HRTimeline
PFS Partners, LLC117$4.27K<0.01%-3913F-HRTimeline
Quent Capital, LLC111$4.05K<0.01%-1,14413F-HRTimeline
VALLEY NATIONAL ADVISERS INC110$4K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC100$4K<0.01%013F-HRTimeline
Tidemark, LLC109$3.98K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC105$3.83K<0.01%013F-HRTimeline
Hurley Capital, LLC103$3.76K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…100$3.65K<0.01%new13F-HRTimelineGroup
GS Investments, Inc.100$3.65K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…100$3.65K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.97$3.54K<0.01%013F-HRTimeline
SWAN Capital LLC97$3.54K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC96$3.5K<0.01%-2013F-HRTimeline
Capital A Wealth Management, LLC95$3.47K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP88$3.21K<0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.85$3.1K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC83$3.03K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.82$2.99K<0.01%013F-HRTimeline
Addison Advisors LLC80$2.92K<0.01%013F-HRTimeline
Synergy Investment Management, LLC80$2.92K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC80$2.92K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN76$2.77K<0.01%013F-HRTimeline
Financial Perspectives, Inc76$2.77K<0.01%-2013F-HRTimeline
Pacific Center for Financial Services71$2.59K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates71$2.59K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC69$2.52K<0.01%-113F-HRTimeline
High Note Wealth, LLC65$2.37K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC65$2.37K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC63$2.3K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.59$2.15K<0.01%+813F-HRTimeline
Bullock Wealth Management Group54$2.03K<0.01%+2013F-HRTimeline
Financially Speaking Inc55$2.01K<0.01%013F-HRTimeline
First PREMIER Bank50$2K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC53$1.93K<0.01%013F-HRTimeline
Activest Wealth Management52$1.9K<0.01%013F-HRTimeline
Rossby Financial, LCC41$1.73K<0.01%new13F-HRTimeline
Carolina Wealth Advisors, LLC47$1.72K<0.01%013F-HRTimeline
Signature Resources Capital Management,…47$1.72K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP45$1.67K<0.01%new13F-HR/ATimelineGroup
MassMutual Private Wealth & Trust, FSB45$1.64K<0.01%013F-HRTimeline
NVWM, LLC45$1.64K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.41$1.5K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.40$1.46K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC40$1.46K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.40$1.46K<0.01%new13F-HRTimelineGroup
ORG Partners LLC38$1.43K<0.01%-3413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…38$1.39K<0.01%-33013F-HRTimelineGroup
Kozak & Associates, Inc.36$1.36K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.37$1.35K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH36$1.31K<0.01%013F-HRTimeline
Archer Investment Corp32$1.17K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…32$1.17K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC30$1.13K<0.01%013F-HRTimeline
Versant Capital Management, Inc30$1.09K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…27$1.02K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC26$1K<0.01%013F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC25$912<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…25$912<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC20$838<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.22$803<0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC22$803<0.01%013F-HRTimeline
Davis Capital Management21$766<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.20$730<0.01%013F-HRTimeline
Missouri Trust & Investment Co20$730<0.01%new13F-HRTimeline
Graney & King, LLC20$730<0.01%013F-HRTimeline
CITY HOLDING CO20$729<0.01%013F-HRTimeline
CVA Family Office, LLC19$693<0.01%new13F-HRTimeline
Cheviot Value Management, LLC16$668<0.01%new13F-HRTimeline
Beacon Capital Management, LLC18$657<0.01%+1113F-HRTimeline
WealthTrak Capital Management LLC16$584<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14$511<0.01%+213F-HRTimelineGroup
Laurel Wealth Advisors LLC14$511<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.12$438<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC12$438<0.01%013F-HRTimeline
Tortoise Investment Management, LLC10$365<0.01%013F-HR/ATimeline
Front Row Advisors LLC10$365<0.01%013F-HRTimeline
Gen-Wealth Partners Inc10$365<0.01%013F-HRTimeline
DANSKE BANK A/S6$219<0.01%013F-HRTimeline
S&T Bank/PA6$219<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…5$183<0.01%013F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.5$182<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…5$182<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC4$146<0.01%013F-HRTimeline
Coastline Trust Co4$146<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ARK Investment Management LLCin group ARK Investment Management LLC4$146<0.01%new13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.4$146<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT2$73<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2$73<0.01%new13F-HRTimeline