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Disclosery

GBTC GRAYSCALE BITCOIN TRUST ETF

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SHS REP COM UT (fund), issuer CIK 1588489

751 managers (758 13F filers) reported a position in GBTC shares at 2024-12-31, 35,258,559 shares in all. 134 filers opened a position and 37 filers sold out during the quarter.

Managers
751
13F filers
758
New
134
Added
166
Reduced
227
Sold out
37
Shares held by filers
35,258,559

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Copia Wealth Management16,573$1.23M1.17%13F-HRTimeline
SeaCrest Wealth Management, LLC16,337$1.21M0.13%+12,12513F-HRTimeline
Clearstead Advisors, LLC16,228$1.2M0.02%+9013F-HRTimeline
Cynosure Group, LLC15,862$1.17M0.18%-6,21013F-HRTimeline
Spectrum Planning & Advisory Services I…15,789$1.17M1.01%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC15,614$1.16M0.32%013F-HRTimeline
Aries Wealth Management15,316$1.13M0.31%-70013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,257$1.13M0.03%-1,35113F-HRTimelineGroup
Curran Financial Partners, LLC15,158$1.12M0.29%-59813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC15,000$1.11M<0.01%new13F-HRTimeline
PINNACLE ASSOCIATES LTD14,983$1.11M0.02%+16713F-HRTimeline
PFG Investments, LLC14,852$1.1M0.07%+2,04613F-HRTimeline
OBSIDIAN CIO, LLC14,785$1.09M0.2%-1,27813F-HRTimeline
FINANCIAL COUNSELORS INC14,754$1.09M0.02%+6413F-HRTimeline
Rathbones Group PLC14,690$1.09M0.01%+2,66813F-HRTimeline
ROTHSCHILD INVESTMENT LLC14,490$1.07M0.07%+13013F-HRTimeline
MONTAG A & ASSOCIATES INC14,482$1.07M0.05%+4,28213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP14,417$1.07M0.01%013F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC14,214$1.05M0.01%+19113F-HRTimeline
&PARTNERS13,548$1.05M0.01%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…14,128$1.05M0.03%13F-HRTimelineGroup
Formidable Asset Management, LLC14,110$1.04M0.17%013F-HRTimeline
Compagnie Lombard Odier SCmA14,050$1.04M0.02%013F-HRTimeline
Dakota Wealth Management13,931$1.03M0.02%-54013F-HRTimeline
Malaga Cove Capital, LLC13,659$1.01M0.4%-1,25513F-HRTimeline
DELTEC ASSET MANAGEMENT LLC13,650$1.01M0.2%013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC13,531$1M0.39%013F-HRTimeline
Western Wealth Management, LLC13,448$995K0.06%+27413F-HR/ATimeline
Circle Wealth Management, LLC13,250$981K0.02%new13F-HRTimeline
Quadrant Private Wealth Management, LLC12,995$962K0.24%-813F-HRTimeline
BEAM WEALTH ADVISORS, INC.12,931$957K0.3%-3,86713F-HRTimeline
Prime Capital Investment Advisors, LLC12,874$953K0.01%+1,87513F-HRTimeline
Wealth Alliance Advisory Group, LLC12,744$943K0.2%-15013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC12,501$939K0.21%+12713F-HRTimeline
Aspen Grove Capital, LLC12,655$937K0.2%013F-HRTimeline
HB Wealth Management, LLC12,630$935K0.01%-20113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.12,595$932K0.45%-25013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,459$922K0.07%+28513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP51,916$922K<0.01%-3,71413F-HRTimelineGroup
National Philanthropic Trust12,389$917K0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,261$908K0.01%-5513F-HRTimelineGroup
Plancorp, LLC12,174$901K0.04%-7,02013F-HRTimeline
DOLIVER ADVISORS, LP12,171$901K0.25%-1,35513F-HRTimeline
Modern Wealth Management, LLC12,103$896K0.03%-11813F-HR/ATimeline
Runnymede Capital Advisors, Inc.12,087$895K0.78%13F-HRTimeline
Laidlaw Wealth Management LLC11,963$886K0.39%-17513F-HRTimeline
Belpointe Asset Management LLC18,870$882K0.05%-7,72013F-HRTimeline
IRIDIAN ASSET MANAGEMENT LLC/CT11,836$876K0.23%-8,46413F-HRTimeline
VISTA FINANCE, LLC11,793$873K0.9%-6813F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC11,785$872K0.5%+40013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,739$869K0.06%-13,79413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP11,682$864K0.01%+2213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC11,600$859K0.04%013F-HRTimeline
Traynor Capital Management, Inc.11,552$855K0.07%-24413F-HRTimeline
Embree Financial Group11,500$851K0.15%-1013F-HRTimeline
HBK Sorce Advisory LLC11,474$849K0.03%+313F-HRTimeline
NorthRock Partners, LLC11,318$838K0.03%+4,37613F-HR/ATimeline
Fortis Capital Management LLC11,298$836K0.16%-64113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,205$829K0.02%-7413F-HRTimeline
Schneider Downs Wealth Management Advis…11,185$828K0.16%+1,50013F-HRTimeline
EARNED WEALTH ADVISORS, LLC10,947$810K0.26%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,848$803K<0.01%+46013F-HRTimelineGroup
SMITH, MOORE & CO.10,808$800K0.07%-4,18713F-HRTimeline
Silicon Valley Capital Partners10,800$799K0.09%013F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP10,800$799K0.32%-44,10013F-HRTimeline
Beaird Harris Wealth Management, LLC10,779$798K0.07%013F-HRTimeline
CENTAURUS FINANCIAL, INC.10,571$782K0.05%-3,85313F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC10,476$775K0.72%+2,03813F-HRTimeline
Bison Wealth, LLC10,257$759K0.17%-52713F-HRTimeline
Kingsview Wealth Management, LLC10,239$758K0.01%+5,99613F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…10,186$754K<0.01%013F-HRTimelineGroup
New Republic Capital, LLC10,040$743K0.49%013F-HRTimeline
Oxbow Advisors, LLC10,000$740K0.09%013F-HRTimeline
Clearwater Capital Advisors, LLC9,960$737K0.07%-4913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,944$736K0.02%-3,07313F-HRTimeline
Verdence Capital Advisors LLC9,927$735K0.06%-12,47513F-HRTimeline
Leo Wealth, LLC9,820$727K0.07%-66813F-HRTimeline
Valeo Financial Advisors, LLC9,807$726K0.02%-1,57113F-HRTimeline
Montz Harcus Wealth Management LLC9,741$721K0.4%-21413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding9,596$710K+626Timeline
Bedell Frazier Investment Counselling, …9,577$709K0.18%-3513F-HRTimeline
EP Wealth Advisors, LLC9,452$700K0.01%-4,35513F-HRTimeline
Insight Advisors, LLC/ PA9,351$698K0.12%+11013F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,352$692K0.02%new13F-HRTimeline
Firestone Capital Management9,230$683K0.17%-3,61413F-HRTimeline
MADDEN SECURITIES Corp9,085$672K0.27%013F-HRTimeline
Trevian Wealth Management LLC9,065$671K0.49%-62313F-HRTimeline
BCS Wealth Management9,041$669K0.17%new13F-HRTimeline
Senator Investment Group LP9,000$666K0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Chicago Partners Investment Group LLC8,893$662K0.02%+65613F-HRTimeline
AssuredPartners Investment Advisors, LLC8,885$658K0.13%13F-HRTimeline
Pilgrim Partners Asia Pte Ltd8,850$655K0.57%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,845$655K<0.01%-56,28013F-HRTimelineGroup
Horrell Capital Management, Inc.8,658$641K0.19%-8513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,611$637K0.02%+35013F-HRTimelineGroup
Fisher Asset Management, LLC8,557$633K<0.01%new13F-HRTimeline
Prospera Financial Services Inc8,535$632K0.01%+70013F-HRTimeline
Catalina Capital Group, LLC8,525$631K0.21%-3,07013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…8,502$629K0.1%-1,76013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…8,406$622K0.23%+10613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,378$620K0.01%+1,20313F-HRTimelineGroup
PBMares Wealth Management LLC8,323$616K0.13%-6013F-HRTimeline
Williams Jones Wealth Management, LLC.8,255$611K0.01%-28,08713F-HRTimeline
ACAS, LLC7,915$610K0.45%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC8,225$609K0.02%+70013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC8,209$608K0.16%+2,98413F-HR/ATimeline
Kathmere Capital Management, LLC8,141$603K0.05%013F-HRTimeline
Westmount Partners, LLC8,107$600K0.18%013F-HRTimeline
Orion Porfolio Solutions, LLC8,088$599K0.01%+1,31613F-HRTimeline
Orion Portfolio Solutions, LLC8,088$599K0.01%+1,31613F-HRTimeline
Pettinga Financial Advisors LLC8,019$594K0.13%-5,07013F-HRTimeline
MRP Capital Investments, LLC7,955$589K0.54%013F-HRTimeline
N.E.W. Advisory Services LLC7,919$586K0.06%013F-HRTimeline
Cypress Wealth Services, LLC7,912$586K0.12%-15013F-HRTimeline
Mutual Advisors, LLC7,326$583K0.02%+14613F-HRTimeline
KELLEHER FINANCIAL ADVISORS7,861$582K0.22%+2,15013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,753$574K0.01%-1513F-HRTimeline
Revolve Wealth Partners, LLC7,715$571K0.08%+313F-HR/ATimeline
Safeguard Investment Advisory Group, LLC7,629$565K0.15%-1,07013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC7,607$563K0.01%new13F-HRTimelineGroup
Aveo Capital Partners, LLC7,594$562K0.06%-1213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,503$555K0.14%+3113F-HRTimelineGroup
Bulltick Wealth Management, LLC7,481$554K0.13%+81413F-HRTimeline
Strategies Wealth Advisors, LLC7,160$552K0.07%+1,02013F-HRTimeline
Giverny Capital Inc.7,442$551K0.02%new13F-HR/ATimeline
Quent Capital, LLC7,288$539K0.06%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,221$534K0.01%-16,94613F-HRTimelineGroup
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.7,150$529K0.02%new13F-HRTimelineGroup
Global Assets Advisory, LLC6,826$527K0.29%-22513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC8,210$524K0.04%+4,10513F-HRTimelineGroup
RVW Wealth, LLC7,059$523K0.05%+10013F-HRTimeline
Coppell Advisory Solutions LLC6,992$522K0.07%-3,36213F-HRTimeline
Main Street Financial Solutions, LLC7,026$520K0.05%+21313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,943$514K0.04%+10113F-HR/ATimeline
NCM Capital Management, LLC6,923$512K0.23%013F-HRTimeline
Arlington Capital Management, Inc.6,754$500K0.35%+92013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC6,750$500K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,725$498K0.02%+9813F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…6,698$496K0.02%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP6,666$493K0.13%-36413F-HRTimeline
Cornerstone Planning, LLC6,649$492K0.19%13F-HRTimeline
Foundation Wealth Management, LLC6,647$492K0.38%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,634$491K0.05%+19613F-HRTimeline
Secure Asset Management, LLC6,596$488K0.07%-2,26613F-HRTimeline
Meixler Investment Management, Ltd.6,566$486K0.36%-13613F-HRTimeline
Strategic Wealth Partners, Ltd.6,350$484K0.04%+1,20013F-HRTimeline
Executive Wealth Management, LLC6,521$483K0.04%-97613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,501$481K0.05%-21013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,458$478K0.03%-14813F-HRTimelineGroup
Equita Financial Network, Inc.6,422$475K0.17%new13F-HRTimeline
Samalin Investment Counsel, LLC6,411$475K0.2%-53313F-HRTimeline
Stephenson & Company, Inc.6,400$474K0.32%013F-HRTimeline
Riverview Capital Advisers, LLC6,373$472K0.14%013F-HRTimeline
Heritage Family Offices, LLP6,325$468K0.23%-55513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,324$468K0.01%+61413F-HRTimelineGroup
Arete Wealth Advisors, LLC6,308$468K0.03%+64313F-HRTimeline
Fort Point Capital Partners LLC6,321$468K0.05%new13F-HRTimeline
Johnson & White Wealth Management, LLC6,032$466K0.28%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC6,270$464K0.39%13F-HR/ATimeline
Evercore Wealth Management, LLC6,250$463K0.01%013F-HRTimeline
CMG Global Holdings, LLC5,592$462K0.26%013F-HRTimeline
American Capital Advisory, LLC6,179$457K0.25%-7313F-HRTimeline
CHANNEL WEALTH LLC6,150$455K0.15%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC6,138$454K0.28%13F-HRTimeline
Sandbox Financial Partners, LLC6,118$453K0.15%+1013F-HRTimeline
Cannell & Spears LLC6,065$449K0.01%013F-HRTimeline
SFMG, LLC6,063$449K0.04%013F-HRTimeline
Americana Partners, LLC6,035$447K0.02%-2,32513F-HRTimeline
Koshinski Asset Management, Inc.6,030$446K0.04%-6513F-HRTimeline
Garde Capital, Inc.6,013$445K0.03%013F-HRTimeline
Morling Financial Advisors, LLC6,001$444K0.15%013F-HRTimeline
Destiny Wealth Partners, LLC5,982$443K0.07%+62613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,879$435K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Csenge Advisory Group5,868$434K0.02%-40513F-HRTimeline
Dynamic Advisor Solutions LLC5,796$429K0.02%-1,04813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,741$429K0.04%+1,03413F-HRTimeline
Lifeworks Advisors, LLC5,781$428K0.08%+40013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,755$426K0.01%013F-HRTimeline
Moloney Securities Asset Management, LLC5,737$425K0.06%-10513F-HRTimeline
ARS Wealth Advisors Group, LLC5,682$421K0.06%013F-HRTimeline
Verity Asset Management, Inc.5,797$415K0.23%+43113F-HRTimeline
Priebe Wealth Holdings LLC5,580$413K0.28%-65013F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC5,540$410K0.13%new13F-HRTimeline
COMERICA BANK5,528$409K<0.01%-43913F-HR/ATimeline
Argent Trust Co5,520$409K0.02%013F-HRTimeline
SlateStone Wealth, LLC5,513$408K0.04%+1,40013F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,500$407K0.04%013F-HRTimeline
Edge Capital Group, LLC5,489$406K0.02%013F-HRTimeline
Trek Financial, LLC5,484$406K0.03%+25513F-HRTimeline
Allworth Financial LP4,907$406K<0.01%-12,61413F-HRTimeline
Portfolio Strategies, Inc.5,454$404K0.06%-65913F-HRTimeline
Magnus Financial Group LLC5,439$403K0.04%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,356$396K0.02%-65213F-HRTimeline
Affinity Capital Advisors, LLC5,140$393K0.07%+9013F-HRTimeline
ABOUND FINANCIAL, LLC5,304$393K0.2%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,080$392K0.03%-188,33513F-HRTimeline
HBW ADVISORY SERVICES LLC5,193$384K0.04%new13F-HRTimeline
Parallel Advisors, LLC5,173$383K0.01%-18113F-HRTimeline
Retirement Planning Co of New England, …5,455$379K0.18%-3,40213F-HRTimeline
Bluespring Wealth Management, LLC5,116$379K0.04%-26213F-HRTimeline