Skip to content
Disclosery

BTC GRAYSCALE BITCOIN MINI TR ET

Follow

SHS NEW (fund), issuer CIK 2015034

458 managers (460 13F filers) reported a position in BTC shares at 2025-06-30, 16,283,770 shares in all. 77 filers opened a position and 29 filers sold out during the quarter.

Managers
458
13F filers
460
New
77
Added
132
Reduced
72
Sold out
29
Shares held by filers
16,283,770

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
HORIZON KINETICS ASSET MANAGEMENT LLC3,072,369$147M1.74%+11,73313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,999,643$95.5M0.09%+204,78513F-HRTimelineGroup
Sloy Dahl & Holst, LLC655,939$31.3M4.35%+16,79813F-HRTimeline
Ovata Capital Management Ltdin group Ovata Capital Management Ltd567,872$27.1M5.87%new13F-HRTimelineGroup
EMORY UNIVERSITY535,781$25.6M92.41%013F-HRTimeline
ParaFi Capital LP520,000$24.8M4.55%+100,00013F-HRTimeline
KALEIDOSCOPE CAPITAL LP506,000$24.2M9.59%+227,40513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…359,162$17.1M0.03%+280,89513F-HRTimelineGroup
HighTower Advisors, LLC302,970$14.5M0.02%+10,48913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC298,376$14.2M0.09%+9,19713F-HRTimelineGroup
Multicoin Capital Management, LLC264,361$12.6M10.12%013F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.238,189$11.4M2.84%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC233,398$11.1M0.02%-20,93713F-HRTimelineGroup
HBK INVESTMENTS L P226,705$10.8M0.19%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EagleClaw Capital Managment, LLC215,640$10.3M1.54%+6,08413F-HRTimeline
LPL Financial LLC192,985$9.22M<0.01%+6,23113F-HRTimeline
Reliant Wealth Planning168,775$8.06M3.15%+16,87013F-HRTimeline
Cresset Asset Management, LLC167,231$7.99M0.04%new13F-HR/ATimeline
Pasadena Private Wealth, LLC167,227$7.99M1.37%+89,02913F-HRTimeline
Moors & Cabot, Inc.141,279$6.75M0.31%+2,72413F-HRTimeline
Elequin Capital, LP135,924$6.49M0.9%+135,15613F-HRTimeline
HFG Wealth Management, LLC175,264$6.4M3.9%-4,16313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding123,209$5.88M+29,701Timeline
One Charles Private Wealth Services, LLC117,745$5.62M1.58%+4,43013F-HRTimeline
Beaumont Financial Advisors, LLC116,717$5.57M0.4%-4,51613F-HRTimeline
MML INVESTORS SERVICES, LLC114,689$5.48M0.02%+22,22113F-HRTimeline
Mariner, LLCin group Mariner, LLC114,603$5.47M0.01%+12,45913F-HRTimelineGroup
Metavasi Capital LP101,756$4.86M2.16%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.100,141$4.78M0.6%+50313F-HRTimeline
Cambridge Investment Research Advisors,…89,897$4.29M0.01%+6,00213F-HRTimeline
RIVERSEDGE ADVISORS, LLC88,934$4.25M0.83%+32,30213F-HRTimeline
SIMPLEX TRADING, LLC82,688$3.95M0.11%+50,56713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth79,077$3.78M0.01%+1,52913F-HRTimelineGroup
MAD RIVER INVESTORS78,286$3.74M1.67%013F-HRTimeline
ShoreHaven Wealth Partners, LLC76,203$3.64M1.49%-3,23313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC75,585$3.61M<0.01%+3,66713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO74,949$3.58M<0.01%-1,66713F-HRTimelineGroup
Merit Financial Group, LLC73,639$3.52M0.04%+21,84413F-HRTimeline
Wealthfront Advisers LLC67,885$3.24M0.01%-2,62413F-HRTimeline
Quadcap Wealth Management, LLC66,825$3.19M0.41%+18,84513F-HRTimeline
Spahn Wealth & Retirement LLC64,041$3.06M1.97%+1,97013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…62,511$3.03M0.01%-7,51413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC62,843$3M0.24%+1,51513F-HRTimeline
B. Riley Wealth Advisors, Inc.59,464$2.84M0.14%+2,00513F-HRTimeline
Fielder Capital Group LLC54,398$2.6M0.69%+4,44813F-HRTimeline
Financial Security Advisor, Inc.52,488$2.51M0.58%+22,71413F-HRTimeline
Apriem Advisors49,687$2.37M0.25%+33013F-HRTimeline
Claro Advisors Inc.49,562$2.37M0.39%+4,68013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC49,360$2.36M<0.01%+20,10013F-HRTimeline
Pettinga Financial Advisors LLC47,816$2.28M0.5%-1,27713F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD46,328$2.21M0.03%+18,45413F-HRTimelineGroup
RPO LLC45,900$2.19M5.11%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC45,289$2.16M0.05%+24,08713F-HRTimeline
Balboa Wealth Partners43,644$2.08M0.42%+82313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,134$1.92M<0.01%+8,58913F-HRTimelineGroup
Weil Company, Inc.39,877$1.9M0.5%+4,01913F-HRTimeline
Van Hulzen Asset Management, LLC36,407$1.74M0.15%-2,14613F-HRTimeline
Creative Planningin group Creative Planning36,334$1.73M<0.01%+5,58613F-HRTimelineGroup
SJS Investment Consulting Inc.36,241$1.73M0.27%+10,24013F-HRTimeline
Consolidated Portfolio Review Corp35,128$1.68M0.23%013F-HRTimeline
Aries Wealth Management34,668$1.66M0.43%+2,81913F-HRTimeline
THEORY FINANCIAL LLC31,916$1.65M0.63%new13F-HRTimeline
Foundations Investment Advisors, LLC34,528$1.65M0.03%+11,77913F-HRTimeline
SLT Holdings LLC33,334$1.59M1.19%+11,75513F-HRTimeline
Aristides Capital LLC32,984$1.57M0.5%013F-HRTimeline
Steward Partners Investment Advisory, L…32,389$1.55M0.01%+32,19013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC32,119$1.53M0.38%+3,45313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,423$1.5M0.02%-13613F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC31,337$1.5M1.02%+8,98613F-HRTimeline
Birch Hill Investment Advisors LLC30,761$1.47M0.07%013F-HRTimeline
RBF Capital, LLC30,000$1.43M0.07%013F-HRTimeline
Archer Investment Management, LLC29,126$1.39M1.01%+15,27913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC28,809$1.38M0.13%+85313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management27,891$1.33M0.05%+6,15613F-HRTimelineGroup
Bleakley Financial Group, LLC25,951$1.24M0.03%+2,37213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS25,844$1.23M<0.01%+1,92813F-HRTimeline
Proficio Capital Partners LLC25,815$1.23M0.08%013F-HRTimeline
Addison Capital Co25,313$1.21M0.42%-313F-HRTimeline
KIDS CAPITAL MANAGEMENT, L.P.25,000$1.19M1.01%new13F-HRTimeline
LAKEWOOD CAPITAL MANAGEMENT, LPin group LAKEWOOD CAPITAL MANAGEMENT, …24,700$1.18M0.09%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\24,043$1.15M<0.01%+2,46513F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC23,973$1.14M0.25%+88213F-HRTimeline
Joseph P. Lucia & Associates, LLC23,486$1.12M0.46%+1,98613F-HRTimeline
Berger Financial Group, Inc23,482$1.12M0.07%+10,35413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC23,395$1.12M0.01%+5113F-HRTimelineGroup
Farther Finance Advisors, LLC22,923$1.09M0.02%+10,69713F-HRTimeline
IEQ CAPITAL, LLC22,793$1.09M0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC22,073$1.05M0.01%+9,10813F-HRTimeline
Innovative Advisory Group, LLC21,952$1.05M0.9%-32813F-HRTimeline
Integrated Wealth Concepts LLC21,911$1.05M0.01%+1,86813F-HRTimeline
ONCE CAPITAL MANAGEMENT, LLC21,540$1.03M0.32%013F-HRTimeline
Gainplan LLC21,103$1.01M0.46%-13,58113F-HRTimeline
Red Door Wealth Management, LLC20,040$957K0.11%-3113F-HRTimeline
Upper Left Wealth Management, LLC19,524$932K0.62%+95113F-HRTimeline
Citrine Capital LLC19,312$922K0.49%-8313F-HRTimeline
McKinley Carter Wealth Services, Inc.19,176$916K0.05%+11,75713F-HRTimeline
Bristlecone Advisors, LLC18,872$901K0.08%new13F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC18,714$894K0.42%-51613F-HRTimeline
Johnson & White Wealth Management, LLC18,598$888K0.45%+9,17413F-HRTimeline
Larson Financial Group LLC18,240$871K0.03%-54913F-HRTimeline
Advisory Services Network, LLC16,764$867K0.01%+6,40213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources18,087$864K<0.01%+5,65813F-HRTimelineGroup
Legacy Wealth Asset Management, LLC17,771$849K0.22%-42513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,765$848K<0.01%+11,62513F-HR/ATimelineGroup
Strive Asset Management, LLC16,941$809K0.49%+8,89613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC16,354$781K0.08%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,184$773K<0.01%+4,08813F-HRTimelineGroup
Intellectus Partners, LLC15,954$762K0.16%-7013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…15,885$759K0.12%+83713F-HRTimeline
Geneos Wealth Management Inc.15,843$757K0.02%+4,66613F-HRTimeline
Sowell Financial Services LLC15,811$755K0.03%+3,89713F-HRTimeline
Haven Private, LLC15,776$753K0.33%+7813F-HRTimeline
Interchange Capital Partners, LLC15,700$750K0.17%+3,25913F-HR/ATimeline
Global Retirement Partners, LLC15,683$749K0.02%13F-HRTimeline
3EDGE Asset Management, LP15,642$747K0.05%-1513F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC15,586$744K0.01%013F-HRTimelineGroup
Midwest Trust Co15,244$728K0.01%13F-HRTimeline
SCS Capital Management LLC15,171$724K0.01%013F-HRTimeline
Almanack Investment Partners, LLC.14,906$712K0.11%+22013F-HRTimeline
FAGAN ASSOCIATES, INC.14,434$689K0.11%+1,17213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co14,430$689K0.01%-1,00013F-HRTimelineGroup
Cetera Investment Advisers14,338$685K<0.01%+8,12713F-HRTimeline
Guild Investment Management, Inc.14,292$682K0.59%+85813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,815$660K0.03%new13F-HRTimelineGroup
EP Wealth Advisors, LLC13,571$648K<0.01%+1,02613F-HRTimeline
Cyndeo Wealth Partners, LLC13,472$643K0.04%+90313F-HRTimeline
Carnegie Investment Counsel13,420$641K0.01%-6,86513F-HRTimeline
SELDON CAPITAL LP13,221$631K0.27%013F-HRTimeline
NewEdge Wealth, LLC12,110$631K0.01%-1,52013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,931$617K<0.01%+2,17913F-HRTimelineGroup
Fiduciary Alliance LLC12,894$616K0.05%-9813F-HRTimeline
Wealthspire Advisors, LLC12,431$594K<0.01%-1113F-HRTimeline
Diligent Investors, LLC12,269$586K0.14%-70013F-HRTimeline
Traynor Capital Management, Inc.12,388$578K0.04%+41613F-HRTimeline
EAGLE GLOBAL ADVISORS LLC11,900$568K0.02%013F-HRTimeline
NewEdge Advisors, LLC11,884$567K<0.01%+1,93213F-HRTimeline
Keystone Financial Group10,860$556K0.05%-2413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,623$555K<0.01%-18913F-HRTimelineGroup
UBS Group AGin group UBS Group AG11,316$540K<0.01%+1,23413F-HRTimelineGroup
Smithfield Trust Co11,239$536K0.03%013F-HRTimeline
CURA WEALTH ADVISORS, LLC11,178$534K0.25%-32013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC10,810$516K0.07%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,775$515K<0.01%-1,39613F-HRTimelineGroup
Ethos Financial Group, LLC10,663$509K0.04%013F-HRTimeline
Stewardship Advisors, LLC10,652$509K0.13%+1,94413F-HRTimeline
Orion Porfolio Solutions, LLC10,639$508K<0.01%+25513F-HR/ATimeline
CERTIOR FINANCIAL GROUP, LLC10,610$507K0.39%013F-HRTimeline
LMG Wealth Partners, LLC10,539$503K0.1%new13F-HRTimeline
AIRE ADVISORS, LLC10,485$501K0.1%+113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,411$497K0.02%new13F-HRTimelineGroup
Convergence Financial, LLC10,291$491K0.08%-69713F-HRTimeline
SAPIENT CAPITAL LLC10,277$491K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC10,265$490K<0.01%-1,00513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,205$487K<0.01%+1,27813F-HRTimelineGroup
EPIQ PARTNERS, LLC10,200$487K0.25%013F-HRTimeline
Pekin Hardy Strauss, Inc.10,156$485K0.06%-16013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,077$481K0.02%-14,80013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC10,053$480K0.01%-2,29713F-HRTimeline
MONTAG A & ASSOCIATES INC10,037$479K0.02%+2,23313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,802$468K0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC9,695$463K<0.01%013F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV9,418$450K0.02%new13F-HRTimeline
Meridian Wealth Management, LLC9,211$440K0.02%+3,62913F-HRTimeline
Visionary Wealth Advisors9,202$439K0.02%+95713F-HRTimeline
Soltis Investment Advisors LLC9,179$438K0.03%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,034$431K<0.01%-82613F-HRTimelineGroup
Joel Isaacson & Co., LLC8,921$426K0.02%013F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC8,918$426K0.09%013F-HRTimeline
Verde Capital Management8,840$422K0.1%-67213F-HRTimeline
Ellsworth Advisors, LLC8,806$420K0.1%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,774$419K<0.01%+26413F-HRTimeline
MAI Capital Management8,772$419K<0.01%+2,24913F-HRTimeline
Watts Gwilliam & Co., LLC8,000$416K0.07%013F-HRTimeline
LaSalle St. Investment Advisors, LLC8,730$416K0.11%new13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…8,705$416K0.18%013F-HRTimelineGroup
NTV Asset Management LLC8,697$415K0.05%013F-HRTimeline
Venture Visionary Partners LLC8,647$413K0.02%+41413F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp8,636$412K0.05%013F-HRTimelineGroup
Parallel Advisors, LLC8,625$412K0.01%+6,21413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,543$408K0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC8,535$408K0.01%+3413F-HRTimeline
Waverly Advisors, LLC8,508$406K<0.01%+2513F-HRTimeline
Secure Asset Management, LLC8,395$401K0.07%new13F-HRTimeline
CHOREO, LLC8,314$397K0.01%-14613F-HRTimeline
CENTAURUS FINANCIAL, INC.8,198$391K0.02%+2,70813F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …8,177$390K<0.01%+2,44013F-HR/ATimelineGroup
HBW ADVISORY SERVICES LLC8,135$388K0.05%+1,44013F-HRTimeline
Revisor Wealth Management LLC4,865$384K0.14%-6013F-HRTimeline
North Capital, Inc.7,878$376K0.32%new13F-HRTimeline
Ciovacco Capital Management LLC7,748$370K0.2%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,698$368K<0.01%new13F-HR/ATimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC7,688$367K0.01%013F-HRTimeline
Asset Planning,Inc7,650$365K0.28%013F-HRTimeline
LANARK FINANCIAL, INC.7,608$363K0.03%-15513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC7,544$360K0.03%013F-HRTimeline
MGO ONE SEVEN LLC7,336$350K0.01%-1113F-HRTimeline
CW Advisors, LLC7,315$349K<0.01%+28613F-HRTimeline
TigerOak Management, L.L.C.7,285$348K0.12%013F-HRTimeline
RMR Wealth Builders7,087$338K0.03%new13F-HRTimeline
FORTEM FINANCIAL GROUP, LLC7,001$334K0.11%+66113F-HRTimeline