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Disclosery

BTC GRAYSCALE BITCOIN MINI TR ET

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SHS NEW (fund), issuer CIK 2015034

496 managers (498 13F filers) reported a position in BTC shares at 2025-09-30, 20,244,675 shares in all. 83 filers opened a position and 37 filers sold out during the quarter.

Managers
496
13F filers
498
New
83
Added
166
Reduced
85
Sold out
37
Shares held by filers
20,244,675

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
INSIGNEO ADVISORY SERVICES, LLC7,883$399K0.03%+3,65413F-HRTimeline
Financial Engines Advisors L.L.C.7,832$397K<0.01%+2,27513F-HRTimeline
TABLEAUX LLC7,798$395K0.16%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,723$391K<0.01%+2513F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC7,688$389K0.01%013F-HRTimeline
RMR Wealth Builders7,651$387K0.03%+56413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC7,544$382K0.03%013F-HRTimeline
Arete Wealth Advisors, LLC7,523$381K0.02%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,262$368K0.01%+1,46613F-HRTimelineGroup
HCR Wealth Advisors6,837$366K0.04%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,208$365K<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC7,201$365K0.01%-13513F-HRTimeline
VanderPol Investments L.L.C.7,438$364K0.71%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,190$364K<0.01%-1,84413F-HRTimelineGroup
WorthPointe, LLC7,131$361K0.14%new13F-HRTimeline
Finer Wealth Management, Inc.7,101$360K0.18%+1,41713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…7,057$357K0.13%-1,64813F-HRTimelineGroup
Curran Financial Partners, LLC7,045$357K0.07%+1,95613F-HRTimeline
Quantinno Capital Management LP6,997$354K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.6,973$353K0.03%-63513F-HRTimeline
PYA Waltman Capital, LLC6,913$350K0.09%-7813F-HRTimeline
FORTEM FINANCIAL GROUP, LLC6,796$344K0.1%-20513F-HRTimeline
UBS Group AGin group UBS Group AG6,665$337K<0.01%-4,65113F-HRTimelineGroup
WealthPlan Investment Management, LLC6,491$329K0.02%013F-HRTimeline
Compass Ion Advisors, LLC6,476$328K0.03%013F-HRTimeline
MATAURO, LLC6,468$327K0.05%+2,10913F-HRTimeline
True North Advisors, LLC6,464$327K0.05%new13F-HRTimeline
UMB Bank, n.a.6,419$325K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Burford Brothers, Inc.6,383$323K0.14%+1,29413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,289$318K<0.01%new13F-HRTimeline
Savvy Advisors, Inc.6,201$314K0.01%new13F-HRTimeline
NorthCoast Asset Management LLC6,180$313K<0.01%+1,28213F-HRTimeline
MAI Capital Management6,150$311K<0.01%-2,62213F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…6,066$309K0.1%new13F-HRTimeline
Allworth Financial LP6,093$308K<0.01%+5,39913F-HRTimeline
SIGNATUREFD, LLC6,072$307K<0.01%013F-HRTimeline
Abacus Planning Group, Inc.6,067$307K0.04%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,059$307K0.01%new13F-HRTimelineGroup
NOVEM GROUP5,908$299K0.04%new13F-HRTimeline
HORAN Wealth, LLC5,896$299K0.05%+49613F-HRTimeline
HOLDERNESS INVESTMENTS CO5,875$297K0.06%new13F-HRTimeline
Ribbit Management Company, LLCin group Ribbit Management Company, LLC5,861$297K0.01%013F-HRTimelineGroup
GROUP ONE TRADING LLC5,855$296K0.01%+61413F-HRTimeline
Blackhawk Capital Partners, LLC5,852$296K0.12%013F-HRTimeline
Veery Capital, LLC5,767$292K0.09%+213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,714$289K<0.01%+20013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,661$287K<0.01%013F-HRTimelineGroup
Equita Financial Network, Inc.5,649$286K0.1%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,572$282K<0.01%new13F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd5,534$280K0.01%new13F-HRTimelineGroup
Demars Financial Group, LLC5,442$276K0.1%new13F-HRTimeline
Canton Hathaway, LLC5,440$275K0.05%013F-HRTimeline
SPROTT INC.5,375$272K0.01%-10013F-HRTimeline
Leo Wealth, LLC5,331$270K0.03%+37013F-HRTimeline
DRW Securities, LLC5,265$267K0.01%new13F-HRTimeline
VISTA FINANCE, LLC5,278$267K0.18%new13F-HRTimeline
Mills Wealth Advisors LLC5,252$266K0.11%-413F-HRTimeline
TRUE Private Wealth Advisors5,230$265K0.03%+1,00213F-HRTimeline
Summit Trail Advisors, LLC5,197$263K<0.01%-66013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC5,073$257K0.01%-5,00413F-HRTimelineGroup
Sunbelt Securities, Inc.4,986$252K0.02%+4,12513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,937$250K0.11%new13F-HRTimeline
Formidable Asset Management, LLC5,211$249K0.04%new13F-HRTimeline
FWG Holdings, LLC5,074$248K0.11%-6113F-HRTimeline
TSFG, LLC4,904$248K0.04%013F-HRTimeline
Procyon Advisors, LLC4,860$246K0.01%+213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,859$246K<0.01%-313F-HRTimeline
Trek Financial, LLC4,824$244K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.4,815$244K<0.01%new13F-HRTimeline
First Heartland Consultants, Inc.4,768$241K0.02%new13F-HRTimeline
NWAM LLC4,743$240K0.01%+2713F-HR/ATimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV4,709$238K0.02%-4,70913F-HRTimeline
White Knight Strategic Wealth Advisors,…4,689$237K0.19%013F-HRTimeline
CRA Financial Services, LLC4,674$237K0.03%-13913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,651$235K<0.01%new13F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,648$235K<0.01%new13F-HRTimelineGroup
DELTEC ASSET MANAGEMENT LLC4,570$231K0.04%-15013F-HRTimeline
AE Wealth Management LLC4,569$231K<0.01%-3013F-HRTimeline
Curi Capital, LLC4,544$230K<0.01%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC4,529$229K0.18%new13F-HRTimeline
Milestone Asset Management Group, LLC4,528$229K0.14%013F-HRTimeline
AdvisorNet Financial, Inc4,417$224K0.01%+4,00013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,413$223K0.03%013F-HRTimeline
RWA WEALTH PARTNERS, LLC4,410$223K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc4,395$223K0.08%013F-HRTimeline
Arax Advisory Partners4,374$221K<0.01%+4,12713F-HRTimeline
WEDBUSH SECURITIES INC4,354$220K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,340$220K<0.01%new13F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC4,306$218K0.01%-513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,196$212K0.01%013F-HRTimelineGroup
Composition Wealth, LLC4,193$212K<0.01%new13F-HRTimeline
IFP Advisors, Inc4,130$209K0.01%+98113F-HR/ATimeline
SCOTIA CAPITAL INC.4,104$208K<0.01%new13F-HRTimeline
Keystone Financial Services, LLC4,080$207K0.14%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,018$203K0.03%new13F-HRTimeline
Prime Capital Investment Advisors, LLC4,017$203K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC4,000$203K<0.01%-21113F-HRTimeline
Adalta Capital Management LLC4,000$203K0.09%013F-HRTimeline
Shay Capital LLC4,000$203K0.04%new13F-HRTimeline
Prairie Wealth Advisors, Inc.3,973$201K0.08%new13F-HRTimeline
Wealth Watch Advisors, INC3,915$198K0.08%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,740$189K0.03%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC3,386$171K0.01%+50013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI3,222$163K0.03%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,184$161K<0.01%+2,68813F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,141$159K<0.01%+1,29213F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co3,129$158K0.01%+11313F-HRTimelineGroup
Blue Trust, Inc.3,095$157K<0.01%-4013F-HRTimeline
Financial Management Professionals, Inc.3,018$153K0.02%+9813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,999$152K0.01%new13F-HRTimelineGroup
WOLFF WIESE MAGANA LLC2,964$150K0.09%+15013F-HRTimeline
Bogart Wealth, LLC2,930$148K0.01%013F-HRTimeline
WHITTIER TRUST CO2,653$144K<0.01%013F-HRTimeline
Copia Wealth Management2,762$140K0.1%-17613F-HRTimeline
Wilmington Savings Fund Society, FSB2,449$124K<0.01%-2,00913F-HR/ATimeline
Alamea Verwaltungs GmbH2,325$118K0.08%013F-HRTimeline
CENTRAL TRUST Co2,253$114K<0.01%+1,43813F-HRTimeline
Vermillion & White Wealth Management Gr…2,200$111K0.06%+20013F-HRTimeline
COMERICA BANK2,139$108K<0.01%+1,55413F-HRTimeline
Horrell Capital Management, Inc.2,125$108K0.05%013F-HRTimeline
Clearstead Advisors, LLC1,997$101K<0.01%-10013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,966$99.5K<0.01%-3213F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.1,919$97.2K0.04%013F-HRTimeline
Compagnie Lombard Odier SCmA1,810$91.6K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,750$88.6K0.01%+80013F-HRTimeline
Beaird Harris Wealth Management, LLC1,711$86.6K0.01%013F-HRTimeline
MRP Capital Investments, LLC1,553$74.2K0.06%013F-HR/ATimeline
KERR FINANCIAL PLANNING Corp1,736$72.2K0.1%13F-HR/ATimeline
NFSG Corp1,426$72.2K0.01%-2013F-HRTimeline
Western Pacific Wealth Management, LP1,400$70.9K0.07%013F-HRTimeline
Sound Income Strategies, LLC1,250$67K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,321$66.9K<0.01%-813F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS1,284$65K0.02%new13F-HRTimeline
HHM Wealth Advisors, LLC1,224$62K0.01%-413F-HRTimeline
MATHER GROUP, LLC.1,209$61.2K<0.01%new13F-HRTimeline
Asset Dedication, LLC1,175$59.5K<0.01%013F-HRTimeline
DAGCO, INC.1,128$57.1K0.01%013F-HRTimeline
Crewe Advisors LLC1,061$53.7K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,054$53.4K0.02%013F-HR/ATimeline
Silicon Valley Capital Partners1,009$51.1K<0.01%+68913F-HRTimeline
Strategic Wealth Partners, Ltd.997$50.5K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC967$49K<0.01%+12813F-HRTimelineGroup
ORG Partners LLC889$45K0.01%+31813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.849$43K0.01%013F-HRTimeline
Keystone Financial Group, Inc.816$41.3K0.02%013F-HRTimeline
Westfuller Advisors, LLC809$41K0.02%new13F-HRTimeline
Parkside Financial Bank & Trust707$35.8K<0.01%013F-HRTimeline
Truvestments Capital LLC666$33.7K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…663$33.6K0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC647$32.8K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.615$31.1K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC613$31K<0.01%+32913F-HRTimeline
TD Waterhouse Canada Inc.564$29.4K<0.01%+6113F-HRTimeline
VSM Wealth Advisory, LLC327$29.4K0.01%-1,35913F-HRTimeline
Strategic Advocates LLC560$28.4K0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC558$28.3K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.550$27.8K0.01%013F-HRTimeline
Redwood Park Advisors LLC542$27.4K0.02%013F-HRTimeline
North Star Investment Management Corp.510$25.8K<0.01%013F-HRTimeline
McIlrath & Eck, LLC499$25.3K<0.01%+31913F-HRTimeline
Smartleaf Asset Management LLC497$25.2K<0.01%+18613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/475$24K<0.01%+11413F-HR/ATimelineGroup
LRI Investments, LLC471$23.8K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.453$22.9K<0.01%+13813F-HRTimeline
Richardson Capital Management LLC436$22.1K0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding434$22K0Timeline
SOA Wealth Advisors, LLC.431$21.8K<0.01%-10713F-HRTimeline
American Capital Advisory, LLC426$21.6K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC415$21K<0.01%+19913F-HRTimeline
Avalon Trust Co400$20.3K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…365$18.5K<0.01%-1413F-HRTimelineGroup
LFA - Lugano Financial Advisors SA365$18.5K0.01%013F-HRTimeline
FMR LLCin group FMR LLC351$17.8K<0.01%-1013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…324$16.4K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC320$16.2K<0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS300$15.2K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL299$15.1K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/291$14.7K<0.01%new13F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP288$14.6K<0.01%013F-HRTimeline
Boreal Capital Management LLC276$14K0.01%-43413F-HRTimeline
Quent Capital, LLC265$13.4K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.250$12.7K0.01%013F-HRTimeline
JDM Financial Group LLC236$11.9K0.01%013F-HRTimeline
Golden State Wealth Management, LLC234$11.8K<0.01%-42113F-HRTimeline
Creekmur Asset Management LLC233$11.8K<0.01%+1013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP228$11.5K<0.01%013F-HRTimelineGroup
Roble, Belko & Company, Inc211$11K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…204$10.3K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO202$10.2K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC201$10.2K<0.01%013F-HRTimeline
Painted Porch Advisors LLC200$10.1K<0.01%013F-HRTimeline
ATWOOD & PALMER INC197$9.97K<0.01%013F-HRTimeline
Manchester Capital Management LLC196$9.92K<0.01%013F-HRTimeline
MTM Investment Management, LLC195$9.87K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC190$9.62K<0.01%-23013F-HRTimeline
BFSG, LLC185$9.37K<0.01%013F-HRTimeline
Turim 21 Investimentos Ltda.172$8.71K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.168$8.51K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC166$8.4K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.159$8.05K<0.01%-12513F-HRTimelineGroup