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Disclosery

BTC GRAYSCALE BITCOIN MINI TR ET

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SHS NEW (fund), issuer CIK 2015034

514 managers (516 13F filers) reported a position in BTC shares at 2025-12-31, 29,208,926 shares in all. 51 filers opened a position and 61 filers sold out during the quarter.

Managers
514
13F filers
516
New
51
Added
167
Reduced
114
Sold out
61
Shares held by filers
29,208,926

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WoodTrust Financial Corpin group WoodTrust Financial Corp9,789$379K0.04%+1,15313F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC9,695$375K<0.01%013F-HRTimelineGroup
Ellsworth Advisors, LLC8,848$373K0.07%-23613F-HRTimeline
EP Wealth Advisors, LLC9,521$369K<0.01%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,379$363K<0.01%+3,66513F-HRTimelineGroup
EFG International AGin group EFG International AG9,350$362K0.01%13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,288$360K<0.01%+5013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC9,277$359K0.01%+57813F-HRTimeline
Atria Investments, Inc9,187$356K<0.01%new13F-HRTimeline
HOLDERNESS INVESTMENTS CO9,008$349K0.07%+3,13313F-HRTimeline
Advyzon Investment Management, LLC8,992$348K0.04%new13F-HRTimeline
Joel Isaacson & Co., LLC8,921$346K0.01%013F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC8,918$345K0.07%013F-HRTimeline
Visionary Wealth Advisors8,908$345K0.02%-40113F-HRTimeline
Parallel Advisors, LLC8,861$343K0.01%-7213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners8,780$340K0.04%+5,04013F-HRTimelineGroup
NTV Asset Management LLC8,706$337K0.04%-113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…8,684$336K<0.01%+5,50013F-HRTimelineGroup
Asset Planning,Inc8,650$335K0.24%+50013F-HRTimeline
CHOREO, LLC8,565$333K<0.01%+36113F-HRTimeline
HBW ADVISORY SERVICES LLC8,448$327K0.04%+11213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC8,410$326K0.02%+86613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,356$324K<0.01%-1,86913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,354$324K<0.01%+2,29513F-HRTimelineGroup
FORTEM FINANCIAL GROUP, LLC8,296$321K0.09%+1,50013F-HRTimeline
Curran Financial Partners, LLC8,281$321K0.06%+1,23613F-HRTimeline
Financial Engines Advisors L.L.C.8,146$315K<0.01%+31413F-HRTimeline
Blackhawk Capital Partners, LLC8,088$313K0.12%+2,23613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,021$311K<0.01%+83113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,844$304K<0.01%-2,36313F-HRTimelineGroup
VanderPol Investments L.L.C.7,763$301K0.57%+32513F-HRTimeline
Timothy G. Youngquist 2020 Irrevocable …7,680$297K0.25%13F-HRTimeline
Verde Capital Management7,606$295K0.06%-32813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,491$290K0.01%-11,93613F-HRTimelineGroup
WEDBUSH SECURITIES INC7,440$288K0.01%+3,08613F-HRTimeline
AIRE ADVISORS, LLC7,319$283K0.05%-1,16613F-HRTimeline
Elevate Capital Advisors, LLC7,285$282K0.19%new13F-HRTimeline
VISTA FINANCE, LLC7,278$282K0.19%+2,00013F-HRTimeline
Prime Capital Investment Advisors, LLC7,147$277K<0.01%+3,13013F-HRTimeline
WorthPointe, LLC7,131$276K0.07%013F-HRTimeline
NewEdge Advisors, LLC7,079$274K<0.01%-2,98813F-HRTimeline
Formidable Asset Management, LLC5,321$269K0.04%+11013F-HRTimeline
Finer Wealth Management, Inc.6,946$269K0.13%-15513F-HRTimeline
RWA WEALTH PARTNERS, LLC6,910$268K<0.01%+2,50013F-HRTimeline
Leo Wealth, LLC6,880$266K0.02%+1,54913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,860$266K0.01%new13F-HRTimelineGroup
HCR Wealth Advisors6,831$265K0.03%-613F-HRTimeline
MAI Capital Management6,810$264K<0.01%+66013F-HRTimeline
Sankala Group LLC9,052$263K0.21%13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,773$262K0.01%-91513F-HRTimeline
MONTAG A & ASSOCIATES INC6,698$259K0.01%-2,91413F-HRTimeline
PYA Waltman Capital, LLC6,696$259K0.07%-21713F-HRTimeline
LANARK FINANCIAL, INC.6,658$258K0.02%-31513F-HRTimeline
Quantinno Capital Management LP6,626$257K<0.01%-37113F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…6,542$253K0.09%-51513F-HRTimelineGroup
True North Advisors, LLC6,470$251K0.03%+613F-HRTimeline
AE Wealth Management LLC6,468$251K<0.01%+1,89913F-HRTimeline
WealthPlan Investment Management, LLC6,437$249K0.02%-5413F-HRTimeline
Composition Wealth, LLC6,423$249K<0.01%+2,23013F-HRTimeline
UMB Bank, n.a.6,419$249K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RICHARDS, MERRILL & PETERSON, INC.6,385$247K0.09%+1,44813F-HRTimeline
Brand Asset Management Group, Inc.6,366$247K0.07%new13F-HRTimeline
Shay Capital LLC6,250$242K0.04%+2,25013F-HRTimeline
J.W. COLE ADVISORS, INC.6,742$241K0.01%+1,92713F-HRTimeline
Gainplan LLC6,138$238K0.09%-13,26013F-HRTimeline
Abacus Planning Group, Inc.6,067$235K0.03%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,032$234K0.02%-1,85113F-HRTimeline
Jaffetilchin Investment Partners, LLC6,013$233K0.01%+1,70713F-HRTimeline
VestGen Advisors, LLC6,013$233K0.01%new13F-HRTimeline
Allworth Financial LP5,983$232K<0.01%-11013F-HRTimeline
HORAN Wealth, LLC5,896$228K0.04%013F-HRTimeline
Silverleafe Capital Partners, LLC5,862$227K0.07%new13F-HRTimeline
Burford Brothers, Inc.5,815$225K0.09%-56813F-HRTimeline
Veery Capital, LLC5,767$223K0.07%013F-HRTimeline
TRUE Private Wealth Advisors5,761$223K0.02%+53113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,709$221K<0.01%+1,05813F-HRTimelineGroup
Capital Advisors Wealth Management, LLC5,668$220K0.03%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,661$219K<0.01%013F-HRTimelineGroup
Equita Financial Network, Inc.5,649$219K0.07%013F-HRTimeline
NavPoint Financial, Inc.5,632$218K0.09%new13F-HRTimeline
CURA WEALTH ADVISORS, LLC5,578$216K0.08%-4,50013F-HRTimeline
Osbon Capital Management LLC5,518$214K0.2%13F-HRTimeline
Ballast Financial Advisors LLC5,514$214K0.22%13F-HRTimeline
SPROTT INC.5,500$213K0.01%+12513F-HRTimeline
Demars Financial Group, LLC5,442$211K0.07%013F-HRTimeline
Canton Hathaway, LLC5,440$211K0.04%013F-HRTimeline
Aurora Private Wealth, Inc.5,423$210K0.14%13F-HRTimeline
Sigma Planning Corp5,357$207K0.01%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,282$205K0.01%-25213F-HRTimelineGroup
Mills Wealth Advisors LLC5,240$203K0.08%-1213F-HRTimeline
Summit Trail Advisors, LLC5,197$201K<0.01%013F-HRTimeline
Keystone Financial Services, LLC5,175$200K0.14%+1,09513F-HRTimeline
Sunbelt Securities, Inc.4,986$193K0.01%013F-HRTimeline
Blue Trust, Inc.4,908$190K<0.01%+1,81313F-HRTimeline
TSFG, LLC4,899$190K0.03%-513F-HRTimeline
Seal Cove Capital, LLC4,903$190K0.18%13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI4,819$187K0.03%+1,59713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,490$174K0.01%+2,74013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,140$160K<0.01%-20013F-HR/ATimelineGroup
Glass Jacobson Investment Advisors llc3,912$152K0.05%-48313F-HRTimeline
CWM, LLCin group CWM, LLC3,771$146K<0.01%+63013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,611$140K0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC3,573$138K0.09%13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,550$137K0.11%13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,504$136K0.01%+37513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,455$134K<0.01%-9,50113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC3,386$131K0.01%013F-HRTimeline
Bogart Wealth, LLC2,930$113K<0.01%013F-HRTimeline
REAP Financial Group, LLC2,839$110K0.02%new13F-HRTimeline
Financial Management Professionals, Inc.2,792$108K0.01%-22613F-HRTimeline
Smartleaf Asset Management LLC2,674$104K<0.01%+2,17713F-HRTimeline
SageView Advisory Group, LLC2,637$102K<0.01%new13F-HRTimeline
Copia Wealth Management2,622$102K0.07%-14013F-HRTimeline
Wilmington Savings Fund Society, FSB2,449$94.8K<0.01%013F-HRTimeline
Arax Advisory Partners2,364$91.6K<0.01%-2,01013F-HRTimeline
Alamea Verwaltungs GmbH2,325$90K0.06%013F-HRTimeline
Vermillion & White Wealth Management Gr…2,200$85.2K0.05%013F-HRTimeline
Horrell Capital Management, Inc.2,122$82.2K0.04%-313F-HRTimeline
Clearstead Advisors, LLC1,999$77.4K<0.01%+213F-HRTimeline
COMERICA BANK1,991$77.1K<0.01%-14813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,955$75.7K<0.01%-1113F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.1,889$73.2K0.03%-3013F-HRTimeline
WOLFF WIESE MAGANA LLC1,839$71.2K0.04%-1,12513F-HRTimeline
ACT CAPITAL MANAGEMENT, LLC1,800$69.7K0.06%13F-HRTimeline
Beaird Harris Wealth Management, LLC1,711$66.3K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC1,686$65.3K0.02%+1,35913F-HRTimeline
NFSG Corp1,592$61.7K0.01%+16613F-HRTimeline
UBS Group AGin group UBS Group AG1,532$59.3K<0.01%-5,13313F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp2,021$58.6K0.08%+28513F-HR/ATimeline
Sound Income Strategies, LLC1,295$54.8K<0.01%+4513F-HRTimeline
Western Pacific Wealth Management, LP1,400$54.2K0.05%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,321$51.2K<0.01%013F-HRTimelineGroup
MRP Capital Investments, LLC1,282$49.7K0.04%-27113F-HRTimeline
Greenline Wealth Management LLC1,252$48.5K0.05%13F-HRTimeline
HHM Wealth Advisors, LLC1,224$47.4K0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA1,210$46.9K<0.01%-60013F-HRTimeline
Asset Dedication, LLC1,175$45.5K<0.01%013F-HRTimeline
Vision Retirement, LLC1,078$41.8K0.01%13F-HRTimeline
Ares Financial Consulting, LLC1,030$39.9K0.04%13F-HRTimeline
Silicon Valley Capital Partners1,009$39.1K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.997$38.6K<0.01%013F-HRTimeline
ORG Partners LLC960$37.2K0.01%+7113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC967$37K<0.01%013F-HRTimelineGroup
Quattro Advisors LLC900$34.8K0.03%13F-HRTimeline
ABOUND FINANCIAL, LLC873$33.8K0.01%new13F-HR/ATimeline
Jackson, Grant Investment Advisers, Inc.849$32.9K0.01%013F-HRTimeline
Keystone Financial Group, Inc.816$31.6K0.02%013F-HRTimeline
Westfuller Advisors, LLC809$31.3K0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS764$29.6K0.01%-52013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC700$27.1K<0.01%new13F-HRTimeline
Truvestments Capital LLC666$25.8K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust655$25.4K<0.01%-5213F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC647$25.1K0.01%013F-HRTimeline
Modus Advisors, LLC603$23.4K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.602$23.3K<0.01%+14913F-HRTimeline
Root Financial Partners, LLC592$22.9K<0.01%+52813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.575$22.3K0.01%+2513F-HRTimeline
Bay Harbor Wealth Management, LLC558$21.6K0.01%013F-HRTimeline
CENTRAL TRUST Co535$20.7K<0.01%-1,71813F-HRTimeline
North Star Investment Management Corp.510$19.8K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/500$19.4K<0.01%+20913F-HRTimelineGroup
Measured Wealth Private Client Group, L…472$18.3K<0.01%-19113F-HRTimeline
LRI Investments, LLC471$18.2K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.465$18K<0.01%-9913F-HRTimeline
WHITTIER TRUST CO436$17.8K<0.01%-2,21713F-HRTimeline
Richardson Capital Management LLC436$16.9K0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding434$16.8K0Timeline
American Capital Advisory, LLC426$16.5K0.01%013F-HRTimeline
AdvisorNet Financial, Inc417$16.1K<0.01%-4,00013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC415$16.1K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.410$15.9K<0.01%-2113F-HRTimeline
Avalon Trust Co400$15.5K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL371$14.4K<0.01%+7213F-HRTimeline
LFA - Lugano Financial Advisors SA365$14.1K0.01%013F-HRTimeline
FMR LLCin group FMR LLC351$13.6K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC337$13.1K<0.01%-16213F-HRTimeline
Garner Asset Management Corp327$12.7K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…325$12.6K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…320$12.4K<0.01%-413F-HRTimeline
Strategic Advocates LLC310$12.1K<0.01%-25013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.302$11.7K<0.01%new13F-HRTimeline
GS Investments, Inc.300$11.6K0.01%+20013F-HRTimeline
Ransom Advisory, Ltd300$11.6K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP288$11.2K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…283$11K0.01%+25813F-HRTimelineGroup
Boreal Capital Management LLC276$10.7K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP272$10.5K<0.01%+4413F-HRTimelineGroup
Quent Capital, LLC265$10.3K<0.01%013F-HRTimeline
Premier Financial Group149$10.2K<0.01%+12213F-HRTimeline
Nova Wealth Management, Inc.250$9.68K0.01%013F-HRTimeline
JDM Financial Group LLC236$9.14K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC235$9.1K<0.01%+18513F-HRTimeline
Golden State Wealth Management, LLC234$9.06K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc220$9K<0.01%+913F-HRTimeline
NorthAvenue LLC230$8.91K0.01%13F-HRTimeline
Safe Harbor Fiduciary, LLC222$8.6K0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC214$8.29K<0.01%-39913F-HRTimeline
Smallwood Wealth Investment Management,…204$7.9K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO202$7.82K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC201$7.79K<0.01%013F-HRTimeline