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Disclosery

GBTC GRAYSCALE BITCOIN TRUST ETF

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SHS REP COM UT (fund), issuer CIK 1588489

708 managers (715 13F filers) reported a position in GBTC shares at 2025-03-31, 35,495,318 shares in all. 42 filers opened a position and 79 filers sold out during the quarter.

Managers
708
13F filers
715
New
42
Added
177
Reduced
244
Sold out
79
Shares held by filers
35,495,318

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
Spectrum Planning & Advisory Services I…15,789$1.03M0.86%013F-HRTimeline
Rathbones Group PLC15,630$1.02M<0.01%+94013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC15,614$1.02M0.29%013F-HRTimeline
AE Wealth Management LLC15,444$1.01M0.01%-4,84013F-HRTimeline
Curran Financial Partners, LLC15,158$988K0.24%013F-HRTimeline
Empower Advisory Group, LLC15,141$987K<0.01%-2,65613F-HRTimeline
MONTAG A & ASSOCIATES INC14,983$976K0.05%+50113F-HRTimeline
Aries Wealth Management14,895$971K0.26%-42113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,839$967K0.03%-41813F-HRTimelineGroup
FINANCIAL COUNSELORS INC14,754$962K0.01%013F-HRTimeline
OBSIDIAN CIO, LLC14,663$956K0.16%-12213F-HRTimeline
PINNACLE ASSOCIATES LTD14,659$955K0.01%-32413F-HRTimeline
ROTHSCHILD INVESTMENT LLC14,490$944K0.06%013F-HRTimeline
PFG Investments, LLC14,452$942K0.06%-40013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP14,417$940K0.01%013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…14,364$936K0.03%+23613F-HRTimelineGroup
Mills Wealth Advisors LLC14,385$933K0.5%-14,24613F-HRTimeline
Formidable Asset Management, LLC14,060$916K0.15%-5013F-HRTimeline
&PARTNERS13,548$897K0.01%013F-HRTimeline
Malaga Cove Capital, LLC13,659$890K0.38%013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC13,531$882K0.35%013F-HRTimeline
DELTEC ASSET MANAGEMENT LLC13,350$870K0.19%-30013F-HRTimeline
Belpointe Asset Management LLC13,291$866K0.05%-5,57913F-HRTimeline
Circle Wealth Management, LLC13,250$864K0.02%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …12,714$854K0.06%-7,54613F-HRTimelineGroup
Quadrant Private Wealth Management, LLC12,995$847K0.21%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.12,995$847K0.42%+40013F-HRTimeline
VISTA FINANCE, LLC12,987$846K0.73%+1,19413F-HRTimeline
Wealth Alliance Advisory Group, LLC12,744$831K0.17%013F-HRTimeline
Chicago Partners Investment Group LLC10,934$830K0.03%+2,04113F-HRTimeline
Aspen Grove Capital, LLC12,655$825K0.16%013F-HRTimeline
National Philanthropic Trust12,389$807K0.01%013F-HRTimeline
SIGNATUREFD, LLC12,318$803K0.02%-8,03313F-HRTimeline
Modern Wealth Management, LLC12,313$802K0.03%+21013F-HR/ATimeline
FIDUCIARY FINANCIAL GROUP, LLC12,678$796K0.17%+17713F-HRTimeline
Plancorp, LLC12,174$793K0.03%013F-HRTimeline
DOLIVER ADVISORS, LP12,173$793K0.22%+213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC12,164$793K0.06%+42513F-HRTimeline
Pilgrim Partners Asia Pte Ltd12,130$791K0.75%+3,28013F-HRTimeline
Runnymede Capital Advisors, Inc.12,095$788K0.76%+813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.11,979$781K0.06%-48013F-HRTimelineGroup
Dakota Wealth Management11,931$778K0.02%-2,00013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP11,897$775K0.01%+21513F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC11,785$768K0.46%013F-HRTimeline
ACAS, LLC10,021$764K0.58%+2,10613F-HRTimeline
NorthRock Partners, LLC11,701$763K0.03%+38313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC11,600$756K0.03%013F-HRTimeline
Bison Wealth, LLC10,177$756K0.07%new13F-HRTimeline
Embree Financial Group11,440$746K0.12%-6013F-HRTimeline
HBK Sorce Advisory LLC11,433$745K0.02%-4113F-HRTimeline
BEAM WEALTH ADVISORS, INC.11,222$731K0.25%-1,70913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,193$729K0.02%-1213F-HRTimeline
Schneider Downs Wealth Management Advis…11,185$729K0.13%013F-HRTimeline
CW Advisors, LLC10,805$724K0.01%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC11,087$723K0.01%-8,06113F-HRTimeline
Fortis Capital Management LLC10,971$715K0.14%-32713F-HRTimeline
SMITH, MOORE & CO.10,955$714K0.07%+14713F-HRTimeline
EARNED WEALTH ADVISORS, LLC10,947$713K0.16%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,877$709K<0.01%+2913F-HRTimelineGroup
Western Wealth Management, LLC10,668$695K0.05%-2,78013F-HRTimeline
IRIDIAN ASSET MANAGEMENT LLC/CT10,559$688K0.22%-1,27713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding10,520$688K+924Timeline
STEPHEN J. GARRY & ASSOCIATES, LLC10,556$688K0.64%+8013F-HRTimeline
Advisor Resource Council11,570$685K0.06%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.10,409$678K0.04%-16213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…10,186$664K<0.01%013F-HRTimelineGroup
Keystone Global Partners, LLC10,147$661K0.46%13F-HRTimeline
Brookwood Investment Group LLC10,060$656K0.11%13F-HRTimeline
New Republic Capital, LLC10,040$654K0.28%013F-HRTimeline
Oxbow Advisors, LLC10,000$652K0.07%013F-HRTimeline
Clearwater Capital Advisors, LLC9,813$640K0.06%-14713F-HRTimeline
Valeo Financial Advisors, LLC9,775$637K0.02%-3213F-HRTimeline
Williams Jones Wealth Management, LLC.9,755$636K0.01%+1,50013F-HRTimeline
Montz Harcus Wealth Management LLC9,741$635K0.35%013F-HRTimeline
United Advisor Group, LLC9,516$620K0.13%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,506$620K0.01%-2,75513F-HR/ATimelineGroup
Insight Advisors, LLC/ PA9,431$615K0.11%+8013F-HRTimeline
Bedell Frazier Investment Counselling, …9,422$614K0.16%-15513F-HRTimeline
Edge Financial Advisors LLC9,421$614K0.39%new13F-HRTimeline
Mesirow Financial Investment Management…9,080$592K0.01%-8,85013F-HRTimeline
Compagnie Lombard Odier SCmA9,050$590K0.01%-5,00013F-HRTimeline
BCS Wealth Management9,041$589K0.15%013F-HRTimeline
AssuredPartners Investment Advisors, LLC8,885$579K0.11%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,829$575K0.01%-1,11513F-HRTimeline
EP Wealth Advisors, LLC8,822$575K<0.01%-63013F-HRTimeline
Prospera Financial Services Inc8,812$574K0.01%+27713F-HRTimeline
Silicon Valley Capital Partners8,500$563K0.07%-2,30013F-HRTimeline
Horrell Capital Management, Inc.8,593$560K0.23%-6513F-HRTimeline
MADDEN SECURITIES Corp8,585$559K0.22%-50013F-HRTimeline
Catalina Capital Group, LLC8,500$554K0.37%-2513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,487$553K0.01%+1,26613F-HRTimelineGroup
Mutual Advisors, LLC7,326$552K0.02%013F-HRTimeline
Aveo Capital Partners, LLC7,270$552K0.09%-32413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC8,409$548K0.15%+20013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…8,406$548K0.19%013F-HRTimeline
Galaxy Group Investments LLCin group Galaxy Group Investments LLC8,335$543K0.12%-20,78713F-HRTimelineGroup
Orion Porfolio Solutions, LLC8,243$537K0.01%+15513F-HRTimeline
Orion Portfolio Solutions, LLC8,243$537K0.01%+15513F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC8,225$536K0.02%013F-HRTimeline
Verdence Capital Advisors LLC8,224$536K0.04%-1,70313F-HRTimeline
Kathmere Capital Management, LLC8,141$531K0.05%013F-HRTimeline
Westmount Partners, LLC8,107$528K0.16%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,096$528K0.05%+1,59513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,055$525K0.01%-32313F-HRTimelineGroup
Csenge Advisory Group7,790$523K0.03%+1,92213F-HRTimeline
PBMares Wealth Management LLC7,980$520K0.1%-34313F-HRTimeline
Coppell Advisory Solutions LLC6,893$519K0.07%-9913F-HRTimeline
MRP Capital Investments, LLC7,955$518K0.48%013F-HRTimeline
Firestone Capital Management7,945$518K0.14%-1,28513F-HRTimeline
N.E.W. Advisory Services LLC7,919$516K0.04%013F-HRTimeline
Cypress Wealth Services, LLC7,912$516K0.1%013F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.7,900$515K0.02%+75013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.7,883$514K0.02%+1,15813F-HRTimeline
KELLEHER FINANCIAL ADVISORS7,861$512K0.2%013F-HRTimeline
Vanguard Capital Wealth Advisors7,850$512K0.63%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beaird Harris Wealth Management, LLC7,761$506K0.04%-3,01813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,753$505K0.01%013F-HRTimeline
Revolve Wealth Partners, LLC7,715$503K0.07%013F-HRTimeline
Bulltick Wealth Management, LLC7,659$499K0.13%+17813F-HRTimeline
LMG Wealth Partners, LLC7,611$496K0.11%new13F-HRTimeline
Able Wealth Management LLC7,548$492K0.29%+3,77413F-HRTimeline
Safeguard Investment Advisory Group, LLC7,482$488K0.13%-14713F-HRTimeline
Harvest Investment Services, LLC7,461$486K0.14%+2,45413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,260$473K0.01%+2,29313F-HRTimelineGroup
Pettinga Financial Advisors LLC7,178$468K0.11%-84113F-HRTimeline
HB Wealth Management, LLC7,171$467K<0.01%-5,45913F-HRTimeline
Strategies Wealth Advisors, LLC7,160$467K0.06%013F-HRTimeline
RVW Wealth, LLC7,059$460K0.04%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,781$455K0.04%-16213F-HRTimeline
NCM Capital Management, LLC6,923$451K0.2%013F-HRTimeline
TWO SIGMA SECURITIES, LLC6,895$449K0.07%new13F-HRTimeline
Verity Asset Management, Inc.6,797$443K0.18%+1,00013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC6,750$440K<0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,725$438K0.01%-1,88613F-HRTimelineGroup
Foundation Wealth Management, LLC6,647$433K0.34%013F-HRTimeline
LEIGH BALDWIN & CO., LLC6,620$431K0.35%+35013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,458$421K0.02%013F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…6,426$419K0.08%-2,07613F-HRTimeline
Equita Financial Network, Inc.6,420$418K0.15%-213F-HRTimeline
Stephenson & Company, Inc.6,400$417K0.27%013F-HRTimeline
Riverview Capital Advisers, LLC6,373$415K0.13%013F-HRTimeline
Schonfeld Strategic Advisors LLC6,348$414K<0.01%new13F-HRTimeline
CMG Global Holdings, LLC5,592$413K0.27%013F-HRTimeline
Kingsview Wealth Management, LLC6,328$412K0.01%-3,91113F-HRTimeline
Heritage Family Offices, LLP6,325$412K0.21%013F-HRTimeline
EQUITABLE TRUST CO6,324$412K0.02%+3,50013F-HRTimeline
Meixler Investment Management, Ltd.6,311$411K0.28%-25513F-HRTimeline
Evercore Wealth Management, LLC6,250$407K0.01%013F-HRTimeline
IPG Investment Advisors LLC6,211$405K0.09%+1,31213F-HRTimeline
American Capital Advisory, LLC6,179$403K0.22%013F-HRTimeline
Trevian Wealth Management LLC6,115$399K0.28%-2,95013F-HRTimeline
THEORY FINANCIAL LLC6,106$398K0.17%new13F-HRTimeline
CHANNEL WEALTH LLC6,100$398K0.12%-5013F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…6,073$396K0.02%-62513F-HRTimeline
Cannell & Spears LLC6,065$395K0.01%013F-HRTimeline
Coastal Bridge Advisors, LLC6,055$395K0.04%+2,32013F-HR/ATimeline
Americana Partners, LLC6,049$394K0.02%+1413F-HRTimeline
Leo Wealth, LLC6,038$393K0.06%-3,78213F-HRTimeline
Koshinski Asset Management, Inc.5,995$391K0.03%-3513F-HRTimeline
Destiny Wealth Partners, LLC5,982$390K0.06%013F-HRTimeline
Main Street Financial Solutions, LLC5,967$389K0.03%-1,05913F-HRTimeline
Garde Capital, Inc.5,937$387K0.02%-7613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC5,934$387K0.04%-70013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,879$383K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP5,175$383K<0.01%+26813F-HRTimeline
Sandbox Financial Partners, LLC5,868$382K0.14%-25013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,855$382K0.01%+10013F-HRTimeline
Secure Asset Management, LLC5,855$382K0.08%-74113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,817$379K0.01%-50713F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC5,800$378K0.04%+30013F-HRTimeline
Parallel Advisors, LLC5,701$372K0.01%+52813F-HRTimeline
HBW ADVISORY SERVICES LLC5,685$370K0.05%+49213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,630$367K0.09%-1,87313F-HRTimelineGroup
SteelPeak Wealth, LLC5,597$365K0.02%+52713F-HRTimeline
Priebe Wealth Holdings LLC5,580$364K0.23%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.5,579$364K0.19%+2,39513F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC5,540$361K0.13%013F-HRTimeline
Argent Trust Co5,520$360K0.01%013F-HRTimeline
SlateStone Wealth, LLC5,513$359K0.04%013F-HRTimeline
Johnson & White Wealth Management, LLC5,496$358K0.2%-53613F-HRTimeline
Dynamic Advisor Solutions LLC5,482$357K0.01%-31413F-HRTimeline
Arete Wealth Advisors, LLC5,481$357K0.03%-82713F-HRTimeline
Snowden Capital Advisors LLC5,459$356K0.01%+51413F-HRTimeline
Portfolio Strategies, Inc.5,454$355K0.06%013F-HRTimeline
COMERICA BANK5,453$355K<0.01%-7513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,355$354K0.03%-38613F-HR/ATimeline
Trek Financial, LLC5,430$354K0.03%-5413F-HRTimeline
Magnus Financial Group LLC5,419$353K0.03%-2013F-HRTimeline
RAHLFS CAPITAL, LLC5,844$353K0.35%+97413F-HRTimeline
Capital Investment Advisory Services, L…5,411$353K0.03%+1,82513F-HRTimeline
TD Waterhouse Canada Inc.5,245$352K<0.01%+2,53013F-HRTimeline
SFMG, LLC5,382$351K0.03%-68113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,309$346K0.02%-4713F-HRTimeline
ABOUND FINANCIAL, LLC5,304$346K0.17%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,263$343K0.01%+1,45513F-HRTimelineGroup
CENTRAL TRUST Co5,254$342K0.01%+3,82413F-HRTimeline
Affinity Capital Advisors, LLC5,163$342K0.07%+2313F-HRTimeline
Arkadios Wealth Advisors5,231$341K0.01%+1,91813F-HRTimeline
Fermata Advisors, LLC5,221$340K0.06%+1,90013F-HRTimeline
Lifeworks Advisors, LLC5,220$340K0.06%-56113F-HRTimeline