Skip to content

BTC GRAYSCALE BITCOIN MINI TR ET

Follow

SHS NEW (fund), issuer CIK 2015034

488 managers (491 13F filers) reported a position in BTC shares at 2026-03-31, 32,283,966 shares in all. 58 filers opened a position and 79 filers sold out during the quarter.

Managers
488
13F filers
491
New
58
Added
170
Reduced
99
Sold out
79
Shares held by filers
32,283,966

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MOSAIC FAMILY WEALTH PARTNERS, LLC11,054$332K0.03%+33813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,982$329K0.02%+97013F-HRTimeline
SMITH, MOORE & CO.10,969$329K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,855$326K<0.01%-13,96513F-HRTimelineGroup
Werba Rubin Papier Wealth Management10,785$323K0.05%new13F-HRTimeline
Arete Wealth Advisors, LLC10,680$320K0.02%-1,52513F-HR/ATimeline
CERTIOR FINANCIAL GROUP, LLC10,607$318K0.2%013F-HRTimeline
Blackhawk Capital Partners, LLC10,492$315K0.12%+2,40413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,464$314K0.01%-27213F-HR/ATimeline
Runnymede Capital Advisors, Inc.10,453$313K0.27%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,448$313K<0.01%+2,09413F-HRTimelineGroup
Convergence Financial, LLC10,216$306K0.03%-3813F-HRTimeline
EPIQ PARTNERS, LLC10,200$306K0.14%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,998$300K<0.01%-9013F-HRTimelineGroup
Sage Mountain Advisors LLC9,983$299K0.02%013F-HRTimeline
WEDBUSH SECURITIES INC9,959$299K0.01%+2,51913F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp9,789$294K0.04%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,798$294K<0.01%+51013F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…9,742$292K0.01%-19913F-HRTimelineGroup
Brand Asset Management Group, Inc.9,630$289K0.08%+3,26413F-HRTimeline
Stewardship Advisors, LLC9,621$289K0.07%-1,00013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,455$284K<0.01%-24013F-HRTimelineGroup
Curran Financial Partners, LLC9,335$280K0.05%+1,05413F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,229$277K0.01%-4813F-HRTimeline
EP Wealth Advisors, LLC9,193$276K<0.01%-32813F-HRTimeline
NewEdge Advisors, LLC9,161$275K<0.01%+2,08213F-HR/ATimeline
Bernardo Wealth Planning LLC9,126$274K0.05%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,022$271K<0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors8,943$268K0.01%+3513F-HRTimeline
MAI Capital Management8,929$268K<0.01%+2,11913F-HRTimeline
Joel Isaacson & Co., LLC8,921$268K0.01%013F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC8,918$267K0.06%013F-HRTimeline
Burford Brothers, Inc.8,908$267K0.11%+3,09313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,884$266K0.01%+1,39313F-HRTimelineGroup
Ellsworth Advisors, LLC8,848$265K0.05%013F-HRTimeline
Parallel Advisors, LLC8,821$265K<0.01%-4013F-HR/ATimeline
Concord Wealth Partnersin group Concord Wealth Partners8,780$263K0.03%013F-HRTimelineGroup
FORTEM FINANCIAL GROUP, LLC8,776$263K0.07%+48013F-HRTimeline
Kingsview Wealth Management, LLC8,677$260K<0.01%new13F-HRTimeline
Asset Planning,Inc8,650$259K0.18%013F-HRTimeline
Verde Capital Management8,633$259K0.06%+1,02713F-HRTimeline
NTV Asset Management LLC8,473$254K0.03%-23313F-HRTimeline
Firestone Capital Management8,425$253K0.05%-26,23813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC8,410$252K0.02%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,347$250K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,128$244K<0.01%-22813F-HRTimelineGroup
Centurion Wealth Management LLC7,993$240K0.05%new13F-HRTimeline
Prime Capital Investment Advisors, LLC7,908$237K<0.01%+76113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,779$233K<0.01%-6513F-HRTimelineGroup
Glass Jacobson Investment Advisors llc7,716$231K0.08%+3,80413F-HRTimeline
Sunbelt Securities, Inc.7,586$228K0.01%+2,60013F-HRTimeline
MONTAG A & ASSOCIATES INC7,543$226K0.01%+84513F-HRTimeline
Leverty Financial Group, LLC7,520$226K0.05%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,476$224K<0.01%+1,81513F-HRTimelineGroup
AdvisorNet Financial, Inc7,417$222K0.01%+7,00013F-HRTimeline
Leo Wealth, LLC7,202$216K0.02%+32213F-HRTimeline
WorthPointe, LLC7,131$214K0.06%013F-HRTimeline
Keystone Financial Services, LLC7,079$212K0.14%+1,90413F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC7,048$211K0.1%-5,20713F-HRTimeline
Investor's Fiduciary Advisor Network, L…7,007$210K0.06%new13F-HRTimeline
Aurora Private Wealth, Inc.5,423$210K0.15%013F-HRTimeline
Formidable Asset Management, LLC5,325$206K0.03%+413F-HRTimeline
Richardson Capital Management LLC6,862$206K0.1%+6,42613F-HRTimeline
HCR Wealth Advisors6,831$205K0.02%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,732$202K0.01%-4113F-HRTimeline
LANARK FINANCIAL, INC.6,498$195K0.01%-16013F-HRTimeline
UMB Bank, n.a.6,419$193K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP5,959$179K<0.01%-2413F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI5,530$166K0.03%+71113F-HRTimeline
Canton Hathaway, LLC5,440$163K0.03%013F-HRTimeline
Seal Cove Capital, LLC4,903$147K0.13%013F-HRTimeline
TSFG, LLC4,899$147K0.02%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co4,880$146K0.01%+1,37613F-HRTimelineGroup
GROUP ONE TRADING LLC4,629$139K<0.01%new13F-HRTimeline
REAP Financial Group, LLC4,080$122K0.02%+1,24113F-HRTimeline
CWM, LLCin group CWM, LLC3,783$113K<0.01%+1213F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC3,550$106K0.08%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,386$102K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,321$100K<0.01%-13413F-HRTimelineGroup
Smartleaf Asset Management LLC3,307$97.3K<0.01%+63313F-HRTimeline
Blue Trust, Inc.3,211$96.3K<0.01%-1,69713F-HRTimeline
Financial Management Professionals, Inc.3,050$91.5K0.01%+25813F-HRTimeline
Bogart Wealth, LLC3,014$90.4K<0.01%+8413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,910$87.3K0.01%-1,58013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC2,700$81K0.05%-87313F-HRTimeline
Alamea Verwaltungs GmbH2,325$80K0.06%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,425$72.7K<0.01%-2413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,293$68.8K<0.01%+33813F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp2,009$67.6K0.05%-1213F-HR/ATimeline
Copia Wealth Management2,247$67.4K0.05%-37513F-HRTimeline
Horrell Capital Management, Inc.2,109$63.2K0.03%-1313F-HRTimeline
Clearstead Advisors, LLC1,999$60K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,971$59.1K+1,944Timeline
WOLFF WIESE MAGANA LLC1,839$55.2K0.03%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,829$54.9K0.02%-6013F-HRTimeline
PlanVest Financial, Inc1,791$53.7K0.04%13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,729$52K<0.01%new13F-HRTimelineGroup
Global Assets Advisory, LLC1,715$51.4K0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC1,686$50.6K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,644$49.3K<0.01%-6713F-HRTimeline
Ares Financial Consulting, LLC1,627$49.1K0.04%+59713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,560$47K<0.01%-2,05113F-HRTimeline
EFG International AGin group EFG International AG1,550$46.5K<0.01%-7,80013F-HRTimelineGroup
Opal Wealth Advisors, LLC1,533$46K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,523$45.7K<0.01%-913F-HRTimelineGroup
Provenance Wealth Advisors, LLC1,417$42.5K<0.01%new13F-HRTimeline
NFSG Corp1,416$42.5K0.01%-17613F-HRTimeline
Quent Capital, LLC1,429$42.2K<0.01%+1,16413F-HRTimeline
Western Pacific Wealth Management, LP1,400$42K0.04%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,321$39.6K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.1,209$36.3K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,183$35.5K<0.01%+58113F-HRTimeline
Asset Dedication, LLC1,175$35.2K<0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA1,160$34.8K<0.01%-5013F-HRTimeline
Cornerstone Planning Group LLC958$34.6K<0.01%+79813F-HRTimeline
Sound Income Strategies, LLC1,089$32.8K<0.01%-20613F-HRTimeline
MRP Capital Investments, LLC1,092$32.8K0.03%-19013F-HRTimeline
Vision Retirement, LLC1,078$32.3K0.01%013F-HRTimeline
Lodestone Wealth Management LLC1,075$32.2K0.01%+1,01513F-HR/ATimeline
Silicon Valley Capital Partners1,009$30.3K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.997$29.9K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC967$29K<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.961$28.8K<0.01%-23,14413F-HRTimeline
HHM Wealth Advisors, LLC879$26.4K<0.01%-34513F-HRTimeline
ABOUND FINANCIAL, LLC873$26.2K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.842$25.3K0.01%-713F-HRTimeline
Keystone Financial Group, Inc.816$24.5K0.01%013F-HRTimeline
Westfuller Advisors, LLC809$24.3K0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS764$22.9K0.01%013F-HRTimeline
Parkside Financial Bank & Trust706$21.2K<0.01%+5113F-HRTimeline
Stone House Investment Management, LLC700$21K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.675$20.2K0.01%+10013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC647$19.4K<0.01%013F-HRTimeline
Caitlin John, LLC605$18.1K0.01%+51513F-HRTimeline
Bay Harbor Wealth Management, LLC558$16.7K<0.01%013F-HRTimeline
CENTRAL TRUST Co535$16K<0.01%013F-HRTimeline
North Star Investment Management Corp.510$15.3K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…510$15.3K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…472$14.2K<0.01%013F-HRTimeline
LRI Investments, LLC471$14.1K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.465$14K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…450$13.5K0.01%+12513F-HRTimeline
WHITTIER TRUST CO436$13.5K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding434$13K0Timeline
American Capital Advisory, LLC426$12.8K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC415$12.4K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.410$12.3K<0.01%013F-HRTimeline
Avalon Trust Co400$12K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL371$11.1K<0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA365$10.9K0.01%013F-HRTimeline
Arax Advisory Partners356$10.7K<0.01%-2,00813F-HRTimeline
FMR LLCin group FMR LLC346$10.4K<0.01%-513F-HRTimelineGroup
McIlrath & Eck, LLC337$10.1K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.302$9.06K<0.01%013F-HRTimeline
GS Investments, Inc.300$9K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…293$8.79K<0.01%+1013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP288$8.64K<0.01%013F-HRTimeline
Truvestments Capital LLC276$8.28K<0.01%-39013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…273$8.19K<0.01%+27213F-HRTimelineGroup
Premier Financial Group149$7.97K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC258$7.74K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…255$7.65K<0.01%-6513F-HRTimeline
Nova Wealth Management, Inc.250$7.5K<0.01%013F-HRTimeline
JDM Financial Group LLC236$7.08K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc250$7K<0.01%+3013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP228$6.84K<0.01%-4413F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO220$6.6K<0.01%+1813F-HRTimelineGroup
Plante Moran Financial Advisors, LLC214$6.42K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP210$6.13K<0.01%new13F-HRTimelineGroup
Smallwood Wealth Investment Management,…204$6.12K<0.01%013F-HRTimeline
Dunhill Financial, LLC201$6.03K<0.01%013F-HRTimeline
Walsh & Associates, LLC200$6K0.01%013F-HRTimeline
ATWOOD & PALMER INC197$5.91K<0.01%013F-HRTimeline
MTM Investment Management, LLC195$5.85K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC190$5.7K<0.01%new13F-HRTimeline
Burk Holdings LLC185$5.55K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC182$5.46K<0.01%-5213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC180$5.4K<0.01%+14013F-HRTimelineGroup
Intesa Sanpaolo S.p.A.in group Intesa Sanpaolo S.p.A.174$5.22K<0.01%013F-HRTimelineGroup
Turim 21 Investimentos Ltda.172$5.16K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC166$4.98K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.159$4.77K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC157$4.71K<0.01%+7013F-HRTimeline
Wilkerson Advisory Group LLC156$4.68K<0.01%013F-HRTimeline
Trust Co155$4.65K<0.01%013F-HRTimeline
Essential Partners LLC150$4.5K<0.01%013F-HRTimeline
Redwood Park Advisors LLC142$4.26K<0.01%013F-HRTimeline
CVA Family Office, LLC135$4.05K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…134$4.02K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV128$3.84K<0.01%013F-HRTimeline
Triumph Capital Management127$3.81K<0.01%013F-HRTimeline
PFS Partners, LLC117$3.51K<0.01%-2313F-HRTimeline
Tidemark, LLC109$3.27K<0.01%013F-HRTimeline
MCF Advisors LLC104$3.12K<0.01%+413F-HRTimeline
Hurley Capital, LLC103$3.09K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC110$3K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC100$3K<0.01%013F-HRTimeline
Covestor Ltd90$3K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC100$3K<0.01%new13F-HR/ATimeline
Manchester Capital Management LLC100$3K<0.01%-9513F-HRTimeline