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Disclosery

BTC GRAYSCALE BITCOIN MINI TR ET

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SHS NEW (fund), issuer CIK 2015034

458 managers (460 13F filers) reported a position in BTC shares at 2025-06-30, 16,283,770 shares in all. 77 filers opened a position and 29 filers sold out during the quarter.

Managers
458
13F filers
460
New
77
Added
132
Reduced
72
Sold out
29
Shares held by filers
16,283,770

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
PYA Waltman Capital, LLC6,991$334K0.1%-50413F-HRTimeline
HCR Wealth Advisors6,837$326K0.04%new13F-HRTimeline
WealthPlan Investment Management, LLC6,491$310K0.02%013F-HRTimeline
Compass Ion Advisors, LLC6,476$309K0.03%013F-HRTimeline
UMB Bank, n.a.6,419$307K<0.01%013F-HR/ATimeline
Blue Investment Partners LLC6,247$298K0.1%013F-HRTimeline
GK Wealth Management LLC6,191$296K0.29%-52513F-HRTimeline
SIGNATUREFD, LLC6,072$290K<0.01%013F-HRTimeline
Abacus Planning Group, Inc.6,067$290K0.04%013F-HR/ATimeline
Ribbit Management Company, LLCin group Ribbit Management Company, LLC5,861$280K0.02%013F-HRTimelineGroup
Summit Trail Advisors, LLC5,857$280K<0.01%new13F-HRTimeline
Blackhawk Capital Partners, LLC5,852$279K0.13%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,796$277K0.01%+4,97013F-HRTimelineGroup
Veery Capital, LLC5,765$275K0.09%+413F-HRTimeline
Finer Wealth Management, Inc.5,684$271K0.15%-10013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,661$270K<0.01%013F-HRTimelineGroup
Independent Advisor Alliance5,627$269K0.01%-50713F-HRTimeline
Financial Engines Advisors L.L.C.5,557$265K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,514$263K<0.01%-2713F-HRTimelineGroup
SPROTT INC.5,475$261K0.01%-1,00313F-HRTimeline
FWG Holdings, LLC5,135$261K0.12%new13F-HRTimeline
Canton Hathaway, LLC5,440$260K0.05%013F-HRTimeline
HORAN Wealth, LLC5,400$258K0.08%13F-HRTimeline
Mills Wealth Advisors LLC5,256$251K0.12%-22713F-HRTimeline
GROUP ONE TRADING LLC5,241$250K0.01%+1,15113F-HRTimeline
Curran Financial Partners, LLC5,089$243K0.05%new13F-HRTimeline
Burford Brothers, Inc.5,089$243K0.11%new13F-HRTimeline
Leo Wealth, LLC4,961$237K0.02%new13F-HRTimeline
TSFG, LLC4,904$234K0.04%013F-HRTimeline
NorthCoast Asset Management LLC4,898$234K<0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,862$232K<0.01%new13F-HRTimeline
Procyon Advisors, LLC4,858$232K0.02%new13F-HRTimeline
CRA Financial Services, LLC4,813$230K0.04%new13F-HRTimeline
NWAM LLC4,716$226K0.01%new13F-HR/ATimeline
DELTEC ASSET MANAGEMENT LLC4,720$225K0.04%new13F-HRTimeline
Aurora Private Wealth, Inc.4,699$224K0.17%new13F-HRTimeline
White Knight Strategic Wealth Advisors,…4,689$224K0.19%new13F-HRTimeline
AE Wealth Management LLC4,599$220K<0.01%new13F-HRTimeline
Quotient Wealth Partners, LLC4,544$217K0.01%new13F-HRTimeline
Curi Capital, LLC4,544$217K<0.01%new13F-HRTimeline
Milestone Asset Management Group, LLC4,528$216K0.16%new13F-HRTimeline
McAdam, LLC4,482$214K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB4,458$213K<0.01%-6613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,431$212K<0.01%new13F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC4,413$211K0.03%new13F-HRTimeline
Glass Jacobson Investment Advisors llc4,395$210K0.08%+1,31913F-HRTimeline
Cynosure Group, LLC4,390$210K0.02%new13F-HRTimeline
MATAURO, LLC4,359$208K0.04%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC4,311$206K0.01%new13F-HRTimeline
SageOak Financial, LLC4,277$204K0.16%new13F-HRTimeline
RFG Advisory, LLC4,242$203K<0.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,229$202K0.02%new13F-HRTimeline
TRUE Private Wealth Advisors4,228$202K0.02%new13F-HRTimeline
Private Advisor Group, LLC4,212$201K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC4,211$201K<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,196$200K0.01%new13F-HRTimelineGroup
Adalta Capital Management LLC4,000$191K0.1%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,740$179K0.03%+57013F-HRTimelineGroup
Bellwether Advisors, LLC3,520$168K0.03%-64013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,400$162K<0.01%-1,36213F-HR/ATimelineGroup
IFP Advisors, Inc3,149$150K<0.01%+3113F-HRTimeline
Blue Trust, Inc.3,135$150K<0.01%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,016$144K0.01%new13F-HRTimelineGroup
Copia Wealth Management2,938$140K0.12%-14413F-HRTimeline
Bogart Wealth, LLC2,930$140K0.01%013F-HRTimeline
Financial Management Professionals, Inc.2,920$139K0.02%-1,77213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,919$139K0.01%new13F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC2,886$138K0.01%+1513F-HRTimeline
WOLFF WIESE MAGANA LLC2,814$134K0.08%+2413F-HRTimeline
WHITTIER TRUST CO2,653$127K<0.01%+2,21713F-HRTimeline
Alamea Verwaltungs GmbH2,325$111K0.08%013F-HRTimeline
Horrell Capital Management, Inc.2,125$101K0.04%-113F-HRTimeline
Clearstead Advisors, LLC2,097$100K<0.01%+3213F-HRTimeline
Keystone Global Partners, LLC2,029$96.9K0.05%013F-HRTimeline
Vermillion & White Wealth Management Gr…2,000$95.5K0.06%+1,00013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,998$95.4K<0.01%new13F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.1,919$91.6K0.04%013F-HRTimeline
CWM, LLCin group CWM, LLC1,849$88K<0.01%+19113F-HRTimelineGroup
Compagnie Lombard Odier SCmA1,810$86.4K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,711$81.7K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC1,686$80.5K0.03%+1,62113F-HRTimeline
MRP Capital Investments, LLC1,553$74.2K0.05%013F-HRTimeline
NFSG Corp1,446$69K0.01%-4613F-HRTimeline
Western Pacific Wealth Management, LP1,400$66.8K0.06%+1,00013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,329$63.5K<0.01%-6113F-HRTimelineGroup
HHM Wealth Advisors, LLC1,228$58.6K0.01%+18813F-HRTimeline
Garde Capital, Inc.1,183$56.5K<0.01%013F-HRTimeline
Asset Dedication, LLC1,175$56.1K<0.01%013F-HRTimeline
DAGCO, INC.1,128$53.9K0.02%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1,101$52.6K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,054$50.3K0.02%+5313F-HRTimeline
N.E.W. Advisory Services LLC1,053$50.3K<0.01%-53013F-HRTimeline
Ridgewood Investments LLC1,020$48.7K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.997$47.6K<0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC950$45.4K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.816$42.4K0.03%+5313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.849$40.5K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC839$40K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co815$38.9K<0.01%-24813F-HRTimeline
MARSHALL & SULLIVAN INC /WA/808$38.6K0.02%new13F-HRTimeline
Kiker Wealth Management, LLC768$36.7K0.02%013F-HRTimeline
Sunbelt Securities, Inc.861$36K<0.01%-3,59313F-HRTimeline
Opal Wealth Advisors, LLC733$35K0.01%013F-HRTimeline
Boreal Capital Management LLC710$33.9K0.03%13F-HRTimeline
Parkside Financial Bank & Trust707$33.8K<0.01%013F-HRTimeline
Allworth Financial LP694$33.1K<0.01%-16113F-HRTimeline
Truvestments Capital LLC666$31.8K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN661$31.6K<0.01%+3213F-HRTimelineGroup
Golden State Wealth Management, LLC655$31.3K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC647$30.9K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.615$29.4K0.01%013F-HRTimeline
COMERICA BANK585$27.9K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC558$26.6K0.01%013F-HRTimeline
ORG Partners LLC571$26.6K0.01%+53313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.550$26.3K0.01%+7513F-HRTimeline
Redwood Park Advisors LLC542$25.9K0.02%013F-HRTimeline
SOA Wealth Advisors, LLC.538$25.7K<0.01%013F-HRTimeline
North Star Investment Management Corp.510$24.4K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…496$24K<0.01%new13F-HRTimelineGroup
Cooksen Wealth, LLC502$24K0.02%new13F-HRTimeline
TD Waterhouse Canada Inc.503$23.4K<0.01%-1713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY488$23.3K<0.01%-6613F-HRTimelineGroup
JNBA Financial Advisors450$21.5K<0.01%013F-HRTimeline
Richardson Capital Management LLC436$20.8K0.01%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding434$20.7K+152Timeline
American Capital Advisory, LLC426$20.3K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC420$20.1K<0.01%013F-HR/ATimeline
AdvisorNet Financial, Inc417$19.9K<0.01%013F-HRTimeline
Headlands Technologies LLC394$18.8K<0.01%-30813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…379$18.1K<0.01%+11613F-HRTimelineGroup
LFA - Lugano Financial Advisors SA365$17.4K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/361$17.2K<0.01%-2013F-HRTimelineGroup
FMR LLCin group FMR LLC361$17.2K<0.01%-5813F-HRTimelineGroup
Arax Advisory Partners247$16.9K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…324$15.5K<0.01%-1913F-HRTimeline
Silicon Valley Capital Partners320$15.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.315$15K<0.01%+313F-HRTimeline
Smartleaf Asset Management LLC311$14.7K<0.01%-213F-HRTimeline
OPTIMUM INVESTMENT ADVISORS300$14.3K0.01%013F-HRTimeline
Transce3nd, LLC300$14.3K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL299$14.3K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP377$13.8K0.01%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP288$13.8K<0.01%+20013F-HRTimeline
Plante Moran Financial Advisors, LLC284$13.6K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.284$13.6K<0.01%+24413F-HRTimelineGroup
Pandora Wealth, Inc.280$13.4K0.01%-4013F-HRTimeline
Nova Wealth Management, Inc.250$11.9K0.01%-4013F-HRTimeline
JDM Financial Group LLC236$11.3K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP228$10.9K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC226$10.8K0.01%013F-HRTimeline
Creekmur Asset Management LLC223$10.6K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC222$10.6K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC216$10.3K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc211$10K<0.01%+813F-HRTimeline
Smallwood Wealth Investment Management,…204$9.74K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO202$9.65K<0.01%-40013F-HRTimelineGroup
Dunhill Financial, LLC201$9.6K<0.01%013F-HRTimeline
Painted Porch Advisors LLC200$9.55K<0.01%013F-HRTimeline
ATWOOD & PALMER INC197$9.41K<0.01%013F-HRTimeline
Manchester Capital Management LLC196$9.36K<0.01%013F-HRTimeline
MTM Investment Management, LLC195$9.31K<0.01%new13F-HRTimeline
BFSG, LLC185$8.83K<0.01%013F-HRTimeline
McIlrath & Eck, LLC180$8.6K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC160$8.05K<0.01%-8513F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.168$8.02K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC166$7.93K<0.01%013F-HRTimelineGroup
Essential Partners LLC150$7.16K<0.01%13F-HRTimeline
BOKF, NAin group BOKF, NA135$6.45K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC134$6.4K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…134$6.4K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV128$6.11K<0.01%013F-HRTimeline
PFS Partners, LLC117$5.59K<0.01%013F-HRTimeline
Tidemark, LLC109$5.21K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC105$5.01K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC110$5K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC100$5K<0.01%013F-HRTimeline
Hurley Capital, LLC103$4.92K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…100$4.78K<0.01%013F-HRTimelineGroup
GS Investments, Inc.100$4.78K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC100$4.78K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…100$4.78K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.97$4.63K<0.01%013F-HRTimeline
SWAN Capital LLC97$4.63K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC96$4.58K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC80$4.12K<0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.85$4.06K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC83$3.96K<0.01%013F-HRTimeline
Addison Advisors LLC80$3.82K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN76$3.63K<0.01%013F-HRTimeline
Financial Perspectives, Inc76$3.63K<0.01%013F-HRTimeline
Pacific Center for Financial Services71$3.39K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates71$3.39K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC69$3.29K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB65$3.1K<0.01%+2013F-HRTimeline
High Note Wealth, LLC65$3.1K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC63$3K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.59$2.82K<0.01%013F-HRTimeline
Financially Speaking Inc55$2.63K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC53$2.53K<0.01%013F-HRTimeline
Bullock Wealth Management Group54$2.52K<0.01%013F-HRTimeline