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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
Bullish4,523,963$136M64.15%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC3,004,416$90.1M0.98%+7,35613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,078,938$62.3M0.01%+606,25413F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…1,361,254$40.8M0.21%+63,86113F-HRTimeline
EMORY UNIVERSITY1,354,148$40.6M15.19%+330,73113F-HRTimeline
Paragon Advisors, LLC1,073,430$32.2M8.68%+404,37213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC991,110$29.7M0.09%+858,70313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…928,819$27.9M0.04%+509,50413F-HRTimelineGroup
Sloy Dahl & Holst, LLC850,614$25.5M3.5%+43,31813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC832,601$25M0.02%-2,335,11713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY719,078$21.6M<0.01%+707,82213F-HRTimelineGroup
KALEIDOSCOPE CAPITAL LP611,747$18.3M7.06%+154,65613F-HRTimeline
SteelPeak Wealth, LLC599,531$18M0.56%+17513F-HRTimeline
Ovata Capital Management Ltdin group Ovata Capital Management Ltd567,872$17M2.38%new13F-HRTimelineGroup
ParaFi Capital LP520,000$15.6M4.9%013F-HRTimeline
NewEdge Wealth, LLC383,564$11.5M0.14%+371,39813F-HRTimeline
RIVERSEDGE ADVISORS, LLC370,049$11.1M1.8%+173,46913F-HRTimeline
HighTower Advisors, LLC360,099$10.8M0.01%+12,62513F-HRTimeline
EagleClaw Capital Managment, LLC313,677$9.41M1.32%+12,48713F-HRTimeline
Apriem Advisors286,259$8.58M0.82%+140,59213F-HRTimeline
LPL Financial LLC282,129$8.46M<0.01%+80,90813F-HRTimeline
Betterment LLC272,654$8.18M0.02%new13F-HRTimeline
Beacon Pointe Advisors, LLC267,561$8.02M0.04%+248,75113F-HRTimeline
Pasadena Private Wealth, LLC228,044$6.84M0.95%-82,42113F-HRTimeline
MML INVESTORS SERVICES, LLC227,896$6.83M0.02%+42,88513F-HRTimeline
Mariner, LLCin group Mariner, LLC222,404$6.67M0.01%+41,98213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC203,570$6.11M<0.01%+154,51813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC194,603$5.84M0.01%-1,228,97013F-HRTimelineGroup
HFG Wealth Management, LLC193,397$5.8M3.19%+34,17913F-HRTimeline
Reliant Wealth Planning180,843$5.42M1.64%+15,41013F-HRTimeline
Cresset Asset Management, LLC170,983$5.13M0.02%new13F-HRTimeline
Moors & Cabot, Inc.169,104$5.07M0.22%+17,04313F-HRTimeline
MATAURO, LLC164,877$4.94M0.71%+135,45413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC155,864$4.67M0.01%-32,64613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding152,026$4.56M+24,554Timeline
Stonebrook Private Inc.149,895$4.5M0.96%+40,44213F-HRTimeline
Beaumont Financial Advisors, LLC146,947$4.41M0.3%+47,94313F-HRTimeline
Gem Investment Advisors, LLC145,500$4.36M4.29%new13F-HRTimeline
Cambridge Investment Research Advisors,…138,788$4.16M0.01%+18,69513F-HRTimeline
Ascension Capital Advisors, Inc.137,147$4.11M1.29%new13F-HRTimeline
VVR Holdings LLC135,900$4.08M2.11%+20,34813F-HRTimeline
Exit Wealth Advisors, LLC.134,901$4.05M2.08%+14,01113F-HRTimeline
Financial Security Advisor, Inc.130,065$3.9M0.72%+32,23913F-HRTimeline
Heritage Family Offices, LLP129,188$3.87M1.72%new13F-HRTimeline
One Charles Private Wealth Services, LLC124,003$3.72M0.93%+1,45213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/110,931$3.33M<0.01%+61,38213F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD106,693$3.2M0.04%+32,94713F-HRTimelineGroup
Fielder Capital Group LLC103,657$3.11M0.68%+21,12113F-HRTimeline
MSRH, LLC103,200$3.09M2.74%013F-HRTimeline
Merit Financial Group, LLC102,403$3.07M0.02%+5,85713F-HRTimeline
Abacus Planning Group, Inc.99,230$2.98M0.4%+93,16313F-HRTimeline
Cushing Capital Partners, LLC94,661$2.84M2.18%+80,19413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth91,774$2.75M<0.01%+6,19813F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC88,527$2.65M0.95%-9,13713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO88,276$2.6M<0.01%-9,10413F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources85,812$2.57M<0.01%+6,19513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC82,612$2.48M<0.01%-40,65813F-HRTimelineGroup
R. W. Roge & Company, Inc.81,381$2.44M1.16%+3,94313F-HRTimeline
MAD RIVER INVESTORS81,217$2.44M0.88%+3,57013F-HRTimeline
Aptus Capital Advisors, LLC79,932$2.4M0.02%+45,45113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC79,847$2.39M<0.01%+61913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC76,867$2.31M0.11%+6,83613F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC76,607$2.3M0.53%+38,90413F-HRTimeline
Quadcap Wealth Management, LLC73,311$2.2M0.25%+2,00613F-HRTimeline
Ethos Financial Group, LLC53,631$2.08M0.15%013F-HRTimeline
Cetera Investment Advisers68,942$2.07M<0.01%-2,11013F-HRTimeline
Weil Company, Inc.65,207$1.96M0.44%+19,64913F-HRTimeline
Aries Wealth Management63,702$1.91M0.42%+13,24113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.60,197$1.81M0.04%new13F-HRTimelineGroup
Wealthfront Advisers LLC59,336$1.78M<0.01%-1,71213F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC58,263$1.75M1.17%+13,72013F-HRTimeline
Waterloo Capital, L.P.57,269$1.72M0.12%new13F-HRTimeline
Pettinga Financial Advisors LLC55,122$1.65M0.31%+4,53113F-HRTimeline
Van Hulzen Asset Management, LLC54,925$1.65M0.12%-2,35813F-HRTimeline
McKinley Carter Wealth Services, Inc.53,040$1.59M0.09%+90613F-HRTimeline
Summit Financial, LLC52,087$1.56M0.02%+8,29813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…51,982$1.56M<0.01%+22,80513F-HRTimelineGroup
Balboa Wealth Partners50,333$1.51M0.25%+9,09913F-HRTimeline
THEORY FINANCIAL LLC48,476$1.45M0.51%-11,06613F-HRTimeline
TigerOak Management, L.L.C.48,077$1.44M0.45%+2,40113F-HRTimeline
Farther Finance Advisors, LLC47,311$1.43M0.01%+24,87213F-HRTimeline
Addison Capital Co46,964$1.41M0.25%+21,99713F-HRTimeline
Creative Planningin group Creative Planning46,440$1.39M<0.01%+5,66313F-HRTimelineGroup
Gallacher Capital Management LLC45,222$1.36M0.52%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC44,929$1.35M0.01%+19,04113F-HRTimelineGroup
Red Door Wealth Management, LLC43,684$1.31M0.14%+14,34513F-HRTimeline
RFG Advisory, LLC43,556$1.31M0.02%+11,24613F-HRTimeline
ATX Financial Planning, LLC42,502$1.27M0.97%+4,35913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC41,743$1.25M0.1%+6,26613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,946$1.24M<0.01%-27,75913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC41,160$1.23M<0.01%-94,40013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC39,554$1.19M<0.01%-87013F-HRTimelineGroup
IMC-Chicago, LLC39,392$1.18M0.02%new13F-HRTimeline
Sequoia Financial Advisors, LLC39,148$1.17M0.01%+2,70013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC38,969$1.17M0.04%-27,51913F-HRTimeline
Advisory Services Network, LLC38,960$1.17M0.02%+4,21213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC38,768$1.16M<0.01%+7,44513F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC37,044$1.11M0.65%+2,11413F-HRTimeline
Pekin Hardy Strauss, Inc.36,661$1.1M0.11%+25,58813F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC35,656$1.07M0.31%+7,23913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,110$1.02M<0.01%+8,85813F-HRTimeline
Carnegie Investment Counsel33,340$1000K0.02%+19,12013F-HRTimeline
CENTAURUS FINANCIAL, INC.33,203$996K0.05%+4,42713F-HRTimeline
Diligent Investors, LLC32,731$982K0.24%+2,00813F-HRTimeline
Claro Advisors Inc.31,612$948K0.11%-16,44913F-HRTimeline
Upper Left Wealth Management, LLC30,097$903K0.53%+6,81013F-HRTimeline
RBF Capital, LLC30,000$900K0.04%013F-HR/ATimeline
RHS Financial, LLC29,348$880K0.42%+10,29113F-HRTimeline
Birch Hill Investment Advisors LLC28,761$863K0.04%013F-HRTimeline
Almanack Investment Partners, LLC.28,436$853K0.14%+1,73613F-HRTimeline
Waverly Advisors, LLC27,540$826K0.01%+12,71113F-HRTimeline
SIGNATUREFD, LLC27,447$823K0.01%+6,23913F-HRTimeline
Proficio Capital Partners LLC26,509$795K0.04%-44,26713F-HRTimeline
Foundation Wealth Management, LLC26,397$792K0.53%-7,11713F-HRTimeline
Foundations Investment Advisors, LLC26,320$789K0.01%-3,93413F-HRTimeline
LMG Wealth Partners, LLC26,197$786K0.14%+6,10013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC25,600$768K0.03%+13,70013F-HRTimeline
SLT Holdings LLC25,513$765K0.54%-4,18013F-HRTimeline
Cyndeo Wealth Partners, LLC25,440$763K0.04%+6,97413F-HRTimeline
Joseph P. Lucia & Associates, LLC25,112$753K0.27%-86313F-HRTimeline
Berger Financial Group, Inc24,775$743K0.04%-9513F-HRTimeline
LAKEWOOD CAPITAL MANAGEMENT, LPin group LAKEWOOD CAPITAL MANAGEMENT, …24,700$741K0.05%013F-HRTimelineGroup
Bleakley Financial Group, LLC24,586$737K0.01%+44113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV24,382$731K<0.01%+6,23813F-HRTimeline
VestGen Advisors, LLC20,432$730K0.02%+14,41913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …24,263$728K0.01%+9,20313F-HRTimelineGroup
IEQ CAPITAL, LLC23,753$712K<0.01%013F-HRTimeline
Kaizen Financial Strategies21,023$701K0.3%+9,88813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…23,291$698K0.1%+58913F-HRTimeline
Cooper Financial Group23,040$691K0.07%+8,66913F-HRTimeline
Savvy Advisors, Inc.22,740$682K0.02%+9,75113F-HRTimeline
BOKF, NAin group BOKF, NA22,635$679K0.01%+1,87513F-HRTimelineGroup
Johnson & White Wealth Management, LLC21,840$655K0.28%-55113F-HRTimeline
ONCE CAPITAL MANAGEMENT, LLC21,540$646K0.17%013F-HRTimeline
Benson Wealth Management INC21,440$643K0.88%-6,99813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,388$641K<0.01%+3,30113F-HRTimelineGroup
Intellectus Partners, LLC20,718$621K0.13%+64413F-HRTimeline
CONDOR CAPITAL MANAGEMENT20,661$620K0.05%+1,50813F-HRTimeline
Shay Capital LLC20,000$600K0.09%+13,75013F-HRTimeline
Landing Point Financial Group, LLC19,785$593K0.29%+2,20713F-HRTimeline
Coastal Bridge Advisors, LLC19,781$593K0.04%-1,82513F-HRTimeline
Citrine Capital LLC19,312$579K0.25%013F-HRTimeline
Midwest Trust Co18,949$568K0.01%-34513F-HRTimeline
Integrated Wealth Concepts LLC17,946$538K<0.01%-2,54913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,286$536K<0.01%-1,16813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,859$536K<0.01%-1,41613F-HRTimelineGroup
Soltis Investment Advisors LLC17,708$531K0.03%+7,46213F-HRTimeline
ENTREWEALTH, LLC17,388$521K0.23%013F-HRTimeline
Guild Investment Management, Inc.17,310$519K0.37%new13F-HRTimeline
Wealthspire Advisors, LLC17,141$514K<0.01%+3,55713F-HRTimeline
Quantinno Capital Management LP17,101$513K<0.01%+10,47513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,838$505K0.02%-2,84613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP16,786$503K<0.01%+3,87313F-HRTimelineGroup
Finer Wealth Management, Inc.16,736$502K0.25%+9,79013F-HRTimeline
Great Point Wealth Advisors, LLC16,712$501K0.09%new13F-HRTimeline
Timothy G. Youngquist 2020 Irrevocable …16,558$497K0.24%+8,87813F-HRTimeline
Tactive Advisors, LLC16,431$493K0.14%new13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC16,387$491K0.05%new13F-HRTimeline
MGO ONE SEVEN LLC16,380$491K0.01%+59413F-HRTimeline
Interchange Capital Partners, LLC13,871$489K0.15%-10,56713F-HRTimeline
Advyzon Investment Management, LLC16,023$481K0.04%+7,03113F-HRTimeline
Geneos Wealth Management Inc.15,661$470K0.01%-34613F-HRTimeline
Haven Private, LLC15,609$468K0.2%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC15,586$467K0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…15,333$460K<0.01%+15,20813F-HRTimelineGroup
IFP Advisors, Inc15,325$460K0.01%+74413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,318$459K<0.01%-2,57413F-HRTimelineGroup
SCS Capital Management LLC15,171$455K<0.01%013F-HRTimeline
Fiduciary Alliance LLC13,631$453K0.03%+92213F-HRTimeline
Greenspring Advisors, LLC15,075$452K0.03%new13F-HRTimeline
Legacy Wealth Asset Management, LLC15,010$450K0.11%-33613F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV14,984$449K0.29%new13F-HRTimeline
Elevate Capital Advisors, LLC14,698$441K0.29%+7,41313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC14,560$437K0.33%-68913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co14,430$433K0.01%013F-HRTimelineGroup
Larson Financial Group LLC14,334$430K0.01%-2,09413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …13,951$418K0.01%+7,09113F-HRTimelineGroup
AE Wealth Management LLC13,918$417K<0.01%+7,45013F-HRTimeline
Sowell Financial Services LLC13,749$412K0.02%-1,95513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding13,731$412K+8,022Timeline
Keystone Financial Group12,757$411K0.03%+37213F-HRTimeline
Meridian Wealth Management, LLC13,688$411K0.01%+39813F-HRTimeline
Chicago Partners Investment Group LLC11,470$400K0.01%-91813F-HRTimeline
SELDON CAPITAL LP13,221$396K0.15%013F-HRTimeline
FAGAN ASSOCIATES, INC.13,120$393K0.05%-1,15313F-HRTimeline
3EDGE Asset Management, LP13,023$391K0.02%-2,01613F-HRTimeline
HOLDERNESS INVESTMENTS CO12,959$389K0.08%+3,95113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,946$388K<0.01%+29913F-HRTimelineGroup
Innovative Advisory Group, LLC12,777$383K0.34%-12,41613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…12,533$376K<0.01%+3,84913F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC12,252$367K0.01%013F-HRTimelineGroup
CHOREO, LLC12,247$367K<0.01%+3,68213F-HRTimeline
LaSalle St. Investment Advisors, LLC12,131$364K0.05%013F-HRTimeline
Bison Wealth, LLC10,253$361K0.04%new13F-HRTimeline
Venture Visionary Partners LLC11,924$358K0.01%-18813F-HRTimeline
Compass Ion Advisors, LLC11,597$348K0.03%+58613F-HRTimeline
Independent Advisor Alliance11,470$344K<0.01%-5,99913F-HRTimeline
RED REEF ADVISORS LLC11,400$342K0.36%-11,08913F-HRTimeline
Smithfield Trust Co11,239$337K0.01%013F-HRTimeline
Sankala Group LLC11,410$335K0.27%+2,35813F-HRTimeline