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Disclosery

BTC GRAYSCALE BITCOIN MINI TR ET

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SHS NEW (fund), issuer CIK 2015034

405 managers (406 13F filers) reported a position in BTC shares at 2025-03-31, 13,141,062 shares in all. 85 filers opened a position and 42 filers sold out during the quarter.

Managers
405
13F filers
406
New
85
Added
110
Reduced
69
Sold out
42
Shares held by filers
13,141,062

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HORIZON KINETICS ASSET MANAGEMENT LLC3,060,636$112M1.27%-3,66613F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,794,858$65.5M0.06%+1,025,94713F-HRTimelineGroup
Sloy Dahl & Holst, LLC639,141$23.3M4.08%+22,96613F-HRTimeline
EMORY UNIVERSITY535,781$19.6M89.22%013F-HRTimeline
ParaFi Capital LP420,000$15.3M7.47%-100,00013F-HRTimeline
HighTower Advisors, LLC292,481$10.7M0.01%-84013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC289,179$10.6M0.09%new13F-HRTimelineGroup
KALEIDOSCOPE CAPITAL LP278,595$10.2M6.04%+152,25013F-HRTimeline
Multicoin Capital Management, LLC264,361$9.65M10.07%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC254,335$9.28M0.02%-2,688,41713F-HR/ATimelineGroup
EagleClaw Capital Managment, LLC209,556$7.65M1.2%+5,15013F-HRTimeline
HFG Wealth Management, LLC179,427$7.51M4.55%new13F-HRTimeline
LPL Financial LLC186,754$6.81M<0.01%-5,53713F-HRTimeline
Reliant Wealth Planning151,905$5.54M2.53%new13F-HRTimeline
Moors & Cabot, Inc.138,555$5.06M0.26%+38,52113F-HRTimeline
DRW Securities, LLC126,531$4.62M0.39%new13F-HRTimeline
Beaumont Financial Advisors, LLC121,233$4.42M0.35%+70013F-HRTimeline
One Charles Private Wealth Services, LLC113,315$4.13M1.34%+8,12613F-HRTimeline
Mariner, LLCin group Mariner, LLC102,144$3.73M0.01%+43,07413F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.99,638$3.64M0.49%+4,23113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding93,508$3.41M+3,968Timeline
MML INVESTORS SERVICES, LLC92,468$3.37M0.01%+75,45113F-HRTimeline
Cambridge Investment Research Advisors,…83,895$3.06M0.01%+18,06513F-HRTimeline
ShoreHaven Wealth Partners, LLC79,436$2.9M1.39%new13F-HRTimeline
MAD RIVER INVESTORS78,286$2.86M1.21%+20013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…78,267$2.86M<0.01%+54,26313F-HRTimelineGroup
Pasadena Private Wealth, LLC78,198$2.85M0.55%+22,47213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth77,548$2.83M0.01%+2,35213F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO76,616$2.8M<0.01%+76,49413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC71,918$2.62M<0.01%+9,41213F-HRTimeline
Wealthfront Advisers LLC70,509$2.57M0.01%-2,20413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…70,025$2.56M<0.01%+20,11613F-HRTimeline
Spahn Wealth & Retirement LLC62,071$2.26M1.66%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC61,328$2.24M0.2%+58113F-HR/ATimeline
B. Riley Wealth Advisors, Inc.57,459$2.1M0.06%+50,03113F-HRTimeline
RIVERSEDGE ADVISORS, LLC56,632$2.07M0.46%new13F-HRTimeline
Merit Financial Group, LLC51,795$1.89M0.03%+16,22913F-HRTimeline
Fielder Capital Group LLC49,950$1.82M0.53%+6,36913F-HRTimeline
Apriem Advisors49,357$1.8M0.21%+31,28213F-HRTimeline
Pettinga Financial Advisors LLC49,093$1.79M0.42%+2,33513F-HRTimeline
Quadcap Wealth Management, LLC47,980$1.75M0.25%new13F-HRTimeline
Claro Advisors Inc.44,882$1.64M0.22%+2,41713F-HRTimeline
Balboa Wealth Partners42,821$1.56M0.38%+28,35313F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …39,593$1.44M0.19%013F-HRTimelineGroup
Van Hulzen Asset Management, LLC38,553$1.41M0.13%+1,22213F-HRTimeline
Weil Company, Inc.35,858$1.31M0.39%new13F-HRTimeline
Consolidated Portfolio Review Corp35,128$1.28M0.21%-12613F-HRTimeline
Gainplan LLC34,684$1.27M0.82%new13F-HRTimeline
Aristides Capital LLC32,984$1.2M0.45%013F-HRTimeline
SIMPLEX TRADING, LLC32,121$1.17M0.04%+22,55713F-HRTimeline
Aries Wealth Management31,849$1.16M0.32%+17,37613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,559$1.15M0.02%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,545$1.15M<0.01%+3,42713F-HRTimelineGroup
Birch Hill Investment Advisors LLC30,761$1.12M0.05%+3,25913F-HRTimeline
Creative Planningin group Creative Planning30,748$1.12M<0.01%+3,51213F-HRTimelineGroup
RBF Capital, LLC30,000$1.09M0.07%013F-HRTimeline
Financial Security Advisor, Inc.29,774$1.09M0.28%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC29,260$1.07M<0.01%-25,80013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC28,666$1.05M0.31%+5,68613F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC27,956$1.02M0.11%-1,27213F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD27,874$1.02M0.02%new13F-HRTimelineGroup
Proficio Capital Partners LLC25,815$961K0.07%+3,72313F-HRTimeline
SJS Investment Consulting Inc.26,001$949K0.16%+20,26713F-HRTimeline
Addison Capital Co25,316$924K0.36%-1513F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC24,877$908K0.05%new13F-HRTimelineGroup
LAKEWOOD CAPITAL MANAGEMENT, LPin group LAKEWOOD CAPITAL MANAGEMENT, …24,700$901K0.08%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS23,916$873K<0.01%+4,30013F-HRTimeline
Bleakley Financial Group, LLC23,579$860K0.03%+93113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC23,344$852K0.01%+97813F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC23,091$843K0.2%013F-HRTimeline
Foundations Investment Advisors, LLC22,749$830K0.02%+54813F-HRTimeline
EQ WEALTH ADVISORS, LLC22,351$816K0.65%+3,17213F-HRTimeline
Innovative Advisory Group, LLC22,280$813K0.77%-49413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management21,735$793K0.03%-39413F-HRTimelineGroup
SLT Holdings LLC21,579$787K0.74%+33113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\21,578$787K<0.01%+12,66613F-HRTimelineGroup
ONCE CAPITAL MANAGEMENT, LLC21,540$786K0.36%013F-HRTimeline
Joseph P. Lucia & Associates, LLC21,500$785K0.36%+7,62713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC21,202$774K0.02%new13F-HRTimeline
Red Door Wealth Management, LLC20,071$732K0.11%-5513F-HRTimeline
Integrated Wealth Concepts LLC20,043$731K0.01%+1,13713F-HRTimeline
Citrine Capital LLC19,395$708K0.44%-55813F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC19,230$702K0.38%-37313F-HRTimeline
Carnegie Investment Counsel20,285$700K0.02%+1,50913F-HRTimeline
Larson Financial Group LLC18,789$686K0.03%-1,08713F-HRTimeline
Upper Left Wealth Management, LLC18,573$678K0.49%new13F-HRTimeline
Legacy Wealth Asset Management, LLC18,196$664K0.18%-9613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC16,354$597K0.07%+2,28713F-HRTimeline
Intellectus Partners, LLC16,024$585K0.14%-29213F-HRTimeline
FINANCIAL COUNSELORS INC15,905$580K0.01%new13F-HRTimeline
Haven Private, LLC15,698$573K0.32%+72113F-HRTimeline
3EDGE Asset Management, LP15,657$571K0.04%new13F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC15,586$569K0.01%013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co15,430$563K0.01%+713F-HRTimelineGroup
SCS Capital Management LLC15,171$554K0.01%new13F-HR/ATimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…15,048$549K0.1%+6,87513F-HRTimeline
Almanack Investment Partners, LLC.14,686$536K0.11%+9,56013F-HRTimeline
Archer Investment Management, LLC13,847$505K0.35%new13F-HRTimeline
NewEdge Wealth, LLC13,630$497K0.01%-2,55913F-HRTimeline
Guild Investment Management, Inc.13,434$490K0.51%-2513F-HRTimeline
Claris Financial LLC11,663$488K0.32%013F-HRTimeline
FAGAN ASSOCIATES, INC.13,262$484K0.08%+78713F-HRTimeline
SELDON CAPITAL LP13,221$482K0.3%013F-HRTimeline
Berger Financial Group, Inc13,128$479K0.03%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,019$475K<0.01%new13F-HRTimeline
Fiduciary Alliance LLC12,992$474K0.05%+23113F-HRTimeline
Diligent Investors, LLC12,969$473K0.12%+1,99413F-HRTimeline
Beacon Pointe Advisors, LLC12,965$473K0.01%+5,96413F-HRTimeline
Keystone Financial Group10,884$464K0.05%+3,57313F-HRTimeline
Farther Finance Advisors, LLC12,226$460K0.01%-1,30813F-HRTimeline
Cyndeo Wealth Partners, LLC12,569$459K0.03%+3,13913F-HRTimeline
EP Wealth Advisors, LLC12,545$458K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC12,442$454K<0.01%-1,35313F-HRTimeline
Interchange Capital Partners, LLC12,441$454K0.13%+1,77813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources12,429$454K<0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC12,350$451K0.02%-10,25313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,171$444K<0.01%+3,11913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,096$441K<0.01%+88313F-HRTimelineGroup
Traynor Capital Management, Inc.11,972$437K0.04%-1,28513F-HRTimeline
Sowell Financial Services LLC11,914$435K0.02%new13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC11,900$434K0.02%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,812$431K<0.01%013F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC11,498$420K0.17%-1,48013F-HRTimeline
TOWNSQUARE CAPITAL LLC11,350$414K<0.01%+1,04213F-HRTimeline
Sequoia Financial Advisors, LLC11,270$411K<0.01%new13F-HRTimeline
Smithfield Trust Co11,239$410K0.02%013F-HRTimeline
Geneos Wealth Management Inc.11,177$408K0.01%+6,62113F-HRTimeline
Convergence Financial, LLC10,988$401K0.08%-42913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,752$392K<0.01%-3,31313F-HRTimelineGroup
Ethos Financial Group, LLC10,663$389K0.04%new13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC10,610$387K0.32%+1,83413F-HRTimeline
AIRE ADVISORS, LLC10,484$383K0.08%+30513F-HRTimeline
Orion Porfolio Solutions, LLC10,384$379K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC10,384$379K<0.01%new13F-HR/ATimeline
Advisory Services Network, LLC10,362$378K0.01%+3,73313F-HRTimeline
Pekin Hardy Strauss, Inc.10,316$376K0.05%-60013F-HRTimeline
SAPIENT CAPITAL LLC10,277$375K0.01%013F-HRTimeline
EPIQ PARTNERS, LLC10,200$372K0.2%013F-HRTimeline
UBS Group AGin group UBS Group AG10,082$368K<0.01%-6,20213F-HRTimelineGroup
NewEdge Advisors, LLC9,952$363K<0.01%+7,38213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,695$354K<0.01%013F-HRTimelineGroup
Gallacher Capital Management LLC9,581$350K0.17%+1,61913F-HRTimeline
Verde Capital Management9,512$347K0.1%new13F-HRTimeline
Johnson & White Wealth Management, LLC9,424$344K0.19%+75413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,860$335K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,927$326K<0.01%-8813F-HRTimelineGroup
Joel Isaacson & Co., LLC8,921$326K0.01%013F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC8,918$325K0.07%013F-HRTimeline
Stewardship Advisors, LLC8,708$318K0.09%-2,00013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…8,705$318K0.16%013F-HRTimelineGroup
NTV Asset Management LLC8,697$317K0.04%-2,60013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp8,636$315K0.04%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,510$311K<0.01%-12,45113F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,501$310K0.01%new13F-HRTimeline
Waverly Advisors, LLC8,483$310K<0.01%+29313F-HRTimeline
CHOREO, LLC8,460$309K<0.01%+60913F-HRTimeline
Visionary Wealth Advisors8,245$301K0.02%new13F-HRTimeline
Venture Visionary Partners LLC8,233$300K0.01%new13F-HRTimeline
Strive Asset Management, LLC8,045$294K0.2%new13F-HR/ATimeline
Watts Gwilliam & Co., LLC8,000$292K0.06%new13F-HRTimeline
Revisor Wealth Management LLC4,925$285K0.13%new13F-HRTimeline
MONTAG A & ASSOCIATES INC7,804$285K0.01%+21913F-HRTimeline
LANARK FINANCIAL, INC.7,763$283K0.02%+7,75613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,688$281K0.01%+21513F-HRTimeline
Asset Planning,Inc7,650$279K0.22%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC7,544$275K0.02%013F-HRTimeline
PYA Waltman Capital, LLC7,495$273K0.09%-40913F-HRTimeline
McKinley Carter Wealth Services, Inc.7,419$271K0.02%new13F-HRTimeline
MGO ONE SEVEN LLC7,347$268K0.01%+5013F-HRTimeline
TigerOak Management, L.L.C.7,285$266K0.1%-6013F-HRTimeline
CW Advisors, LLC7,029$259K<0.01%new13F-HRTimeline
GK Wealth Management LLC6,716$245K0.31%+1,07013F-HR/ATimeline
HBW ADVISORY SERVICES LLC6,695$244K0.03%new13F-HRTimeline
MAI Capital Management6,523$238K<0.01%-19913F-HRTimeline
WealthPlan Investment Management, LLC6,491$237K0.02%013F-HRTimeline
SPROTT INC.6,478$236K0.01%-43513F-HRTimeline
Compass Ion Advisors, LLC6,476$236K0.03%-9613F-HRTimeline
UMB Bank, n.a.6,419$234K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Atria Wealth Solutions, Inc.6,406$234K<0.01%-49913F-HRTimeline
FORTEM FINANCIAL GROUP, LLC6,340$231K0.09%new13F-HRTimeline
Blue Investment Partners LLC6,247$228K0.09%-7413F-HRTimeline
Cetera Investment Advisers6,211$227K<0.01%-46,94713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,140$224K<0.01%-2,58113F-HRTimelineGroup
Independent Advisor Alliance6,134$224K0.01%-1,42013F-HRTimeline
SIGNATUREFD, LLC6,072$222K<0.01%+1413F-HRTimeline
Abacus Planning Group, Inc.6,067$221K0.04%+2313F-HRTimeline
Ribbit Management Company, LLCin group Ribbit Management Company, LLC5,861$214K0.02%013F-HRTimelineGroup
Finer Wealth Management, Inc.5,784$211K0.13%-29813F-HRTimeline
Veery Capital, LLC5,761$210K0.08%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …5,737$209K<0.01%+5,48013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,661$207K<0.01%013F-HRTimelineGroup
Meridian Wealth Management, LLC5,582$204K0.01%-2,59213F-HRTimeline
Allegheny Financial Group5,549$202K0.05%+60013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,541$202K<0.01%-56413F-HRTimelineGroup
Mills Wealth Advisors LLC5,483$200K0.11%-21613F-HRTimeline
CENTAURUS FINANCIAL, INC.5,490$200K0.01%+1,61913F-HRTimeline
Canton Hathaway, LLC5,440$199K0.04%013F-HRTimeline
TSFG, LLC4,904$179K0.04%-21813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,762$174K<0.01%+22913F-HR/ATimelineGroup
Financial Management Professionals, Inc.4,692$171K0.02%013F-HRTimeline