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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
JNBA Financial Advisors100$3K<0.01%013F-HRTimeline
Main Street Group, LTD100$3K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…100$3K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.99$2.97K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC83$2.94K<0.01%013F-HRTimeline
Osbon Capital Management LLC98$2.93K<0.01%-5,42013F-HRTimeline
HOEY INVESTMENTS, INC96$2.88K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN96$2.88K<0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.85$2.55K<0.01%013F-HRTimeline
SWAN Capital LLC82$2.46K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC80$2.44K<0.01%013F-HRTimeline
Addison Advisors LLC80$2.4K<0.01%013F-HRTimeline
Synergy Investment Management, LLC80$2.4K<0.01%new13F-HRTimeline
Financial Perspectives, Inc76$2.28K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.75$2.25K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…71$2.13K<0.01%new13F-HRTimeline
Forum Finance Group S.A.88$2K<0.01%13F-HRTimeline
High Note Wealth, LLC65$1.95K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…62$1.86K<0.01%+3013F-HRTimeline
OAKWORTH CAPITAL, INC.59$1.77K<0.01%013F-HRTimeline
TopTier Wealth Management, LLC59$1.77K<0.01%new13F-HRTimeline
SIMA Wealth Partners, LLC57$1.71K<0.01%013F-HRTimeline
Financially Speaking Inc55$1.65K0.01%013F-HRTimeline
Bullock Wealth Management Group54$1.63K<0.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC54$1.62K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC53$1.59K<0.01%013F-HRTimeline
Crewe Advisors LLC52$1.56K<0.01%new13F-HRTimeline
Activest Wealth Management52$1.56K<0.01%013F-HRTimeline
Kilter Group LLC50$1.5K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC47$1.41K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB45$1.35K<0.01%013F-HRTimeline
NVWM, LLC45$1.35K<0.01%013F-HRTimeline
Financial Life Planners44$1.32K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.41$1.23K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates41$1.23K<0.01%-3013F-HRTimeline
Trask Adam Roland40$1.2K<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.39$1.17K<0.01%013F-HRTimeline
Kozak & Associates, Inc.36$1.17K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…38$1.14K<0.01%013F-HR/ATimelineGroup
ATLAS CAPITAL ADVISORS INC.37$1.11K<0.01%013F-HRTimeline
Axiom Investment Management LLC34$1.02K<0.01%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC26$1K<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services32$960<0.01%-3913F-HRTimeline
Godfrey Financial Associates, Inc.32$960<0.01%013F-HRTimeline
Versant Capital Management, Inc30$900<0.01%013F-HRTimeline
Abound Wealth Management30$900<0.01%+613F-HRTimeline
Key Capital Management, INC30$900<0.01%013F-HRTimeline
Root Financial Partners, LLC28$840<0.01%-56413F-HRTimeline
Wealth Science Advisors LLC20$775<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC25$750<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC25$750<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…25$749<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.22$660<0.01%013F-HRTimelineGroup
Meramec Financial Planners, LLC18$609<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.20$600<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20$600<0.01%013F-HRTimeline
Westend Capital Management, LLC20$600<0.01%new13F-HRTimeline
Longview Financial Advisors, Inc.20$600<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC20$600<0.01%013F-HRTimeline
Missouri Trust & Investment Co20$600<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC20$600<0.01%013F-HRTimeline
Graney & King, LLC20$600<0.01%013F-HRTimeline
CITY HOLDING CO20$599<0.01%013F-HRTimeline
Signature Resources Capital Management,…19$570<0.01%013F-HRTimeline
Wall Street Financial Group, Inc.19$570<0.01%new13F-HRTimeline
Cheviot Value Management, LLC16$480<0.01%013F-HRTimeline
Ankerstar Wealth, LLC15$450<0.01%-1013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.12$360<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC12$360<0.01%new13F-HRTimeline
Front Row Advisors LLC10$300<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC10$300<0.01%-22513F-HRTimeline
Nemes Rush Group LLC10$300<0.01%013F-HRTimeline
Gen-Wealth Partners Inc10$300<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.8$240<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC8$240<0.01%013F-HRTimeline
Sunrise Financial Services, LLC7$210<0.01%new13F-HRTimeline
DANSKE BANK A/S6$180<0.01%013F-HRTimeline
Eukles Asset Management5$150<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…5$150<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.4$120<0.01%013F-HRTimeline
BFSG, LLC3$90<0.01%-18213F-HRTimeline
ALBION FINANCIAL GROUP /UT2$60<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC2$60<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC2$60<0.01%new13F-HRTimeline
Kentucky Trust Co2$60<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1$30<0.01%013F-HR/ATimeline
Rossby Financial, LCC1$30<0.01%013F-HRTimeline
Avion Wealth2$00%013F-HRTimelineValue filed as zero, left out of ratios.