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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
Essential Partners LLC150$7.59K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC160$7.54K<0.01%013F-HRTimeline
Caitlin John, LLC137$6.94K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA135$6.83K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC134$6.79K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…134$6.78K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV128$6.48K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…125$6.33K<0.01%+2513F-HRTimelineGroup
PFS Partners, LLC117$5.92K<0.01%013F-HRTimeline
Tidemark, LLC109$5.52K<0.01%013F-HRTimeline
Hurley Capital, LLC103$5.21K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC211$5.06K<0.01%+11113F-HRTimeline
JNBA Financial Advisors100$5.06K<0.01%-35013F-HRTimeline
GS Investments, Inc.100$5.06K<0.01%013F-HRTimeline
Main Street Group, LTD100$5.06K<0.01%new13F-HRTimeline
Abich Financial Wealth Management LLC100$5.06K<0.01%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…100$5.06K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC110$5K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC100$5K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.97$4.91K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC96$4.86K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN96$4.86K<0.01%+2013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.85$4.3K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC83$4.2K<0.01%013F-HRTimeline
SWAN Capital LLC82$4.15K<0.01%-1513F-HRTimeline
Holos Integrated Wealth LLC80$4.13K<0.01%013F-HRTimeline
Addison Advisors LLC80$4.05K<0.01%013F-HRTimeline
Financial Perspectives, Inc76$3.85K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…72$3.65K<0.01%new13F-HRTimeline
Pacific Center for Financial Services71$3.6K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates71$3.6K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC69$3.49K<0.01%013F-HRTimeline
High Note Wealth, LLC65$3.29K<0.01%013F-HRTimeline
Root Financial Partners, LLC64$3.24K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.59$2.99K<0.01%013F-HRTimeline
SIMA Wealth Partners, LLC57$2.89K<0.01%new13F-HRTimeline
Bullock Wealth Management Group54$2.81K<0.01%013F-HRTimeline
Financially Speaking Inc55$2.79K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC53$2.68K<0.01%013F-HRTimeline
Activest Wealth Management52$2.63K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC50$2.53K<0.01%+3813F-HRTimeline
Kilter Group LLC50$2.53K<0.01%013F-HRTimeline
Financial Life Planners48$2.43K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…48$2.43K<0.01%+1013F-HRTimelineGroup
Carolina Wealth Advisors, LLC47$2.38K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB45$2.28K<0.01%-2013F-HRTimeline
NVWM, LLC45$2.28K<0.01%013F-HRTimeline
Rossby Financial, LCC41$2.13K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC42$2.13K<0.01%+2813F-HRTimelineGroup
GHP Investment Advisors, Inc.41$2.08K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC40$2.02K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.39$1.98K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH36$1.82K<0.01%013F-HRTimeline
CoreCap Advisors, LLC33$1.67K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…32$1.62K<0.01%013F-HRTimeline
Archer Investment Corp32$1.62K<0.01%013F-HRTimeline
Versant Capital Management, Inc30$1.52K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC29$1.47K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.36$1.46K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…27$1.37K<0.01%013F-HRTimelineGroup
Premier Financial Group27$1.36K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC25$1.27K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC25$1.27K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…25$1.27K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…25$1.27K<0.01%013F-HRTimelineGroup
Abound Wealth Management24$1.22K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC24$1.22K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…23$1.16K<0.01%-913F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.22$1.11K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC22$1.11K<0.01%-813F-HRTimeline
BARRETT & COMPANY, INC.20$1.01K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20$1.01K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC20$1.01K<0.01%-1,03313F-HRTimeline
Missouri Trust & Investment Co20$1.01K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC20$1.01K<0.01%013F-HRTimeline
Graney & King, LLC20$1.01K<0.01%013F-HRTimeline
CITY HOLDING CO20$1.01K<0.01%013F-HRTimeline
MMA ASSET MANAGEMENT LLC20$1.01K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC26$1K<0.01%013F-HRTimelineGroup
CVA Family Office, LLC19$962<0.01%013F-HRTimeline
Signature Resources Capital Management,…19$962<0.01%-2813F-HRTimeline
Guerra Advisors Inc19$962<0.01%new13F-HRTimeline
Cheviot Value Management, LLC16$805<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.12$608<0.01%013F-HRTimeline
Front Row Advisors LLC10$506<0.01%013F-HRTimeline
Gen-Wealth Partners Inc10$506<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC8$406<0.01%new13F-HRTimeline
DANSKE BANK A/S6$304<0.01%013F-HR/ATimeline
S&T Bank/PA6$304<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…5$253<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.4$192<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT2$102<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC2$101<0.01%new13F-HRTimeline
Kentucky Trust Co2$101<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC1$51<0.01%013F-HR/ATimeline
Avion Wealth2$00%013F-HRTimelineValue filed as zero, left out of ratios.