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Disclosery

GBTC GRAYSCALE BITCOIN TRUST ETF

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SHS REP COM UT (fund), issuer CIK 1588489

759 managers (767 13F filers) reported a position in GBTC shares at 2025-06-30, 35,167,976 shares in all. 91 filers opened a position and 48 filers sold out during the quarter.

Managers
759
13F filers
767
New
91
Added
140
Reduced
259
Sold out
48
Shares held by filers
35,167,976

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
Empower Advisory Group, LLC15,141$1.28M<0.01%013F-HRTimeline
Midwest Trust Co14,754$1.25M0.02%13F-HRTimeline
OBSIDIAN CIO, LLC14,663$1.24M0.18%013F-HRTimeline
FWG Holdings, LLC13,785$1.24M0.58%-57813F-HRTimeline
Aries Wealth Management14,545$1.23M0.32%-35013F-HRTimeline
ROTHSCHILD INVESTMENT LLC14,490$1.23M0.08%013F-HRTimeline
PINNACLE ASSOCIATES LTD14,424$1.22M0.02%-23513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,420$1.22M0.03%-41913F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP14,417$1.22M0.01%013F-HRTimelineGroup
Mills Wealth Advisors LLC14,358$1.21M0.56%-2713F-HRTimeline
Geneos Wealth Management Inc.14,147$1.2M0.03%-22,52513F-HRTimeline
Malaga Cove Capital, LLC13,659$1.16M0.46%013F-HRTimeline
&PARTNERS13,583$1.15M0.01%+3513F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC13,531$1.15M0.4%013F-HRTimeline
MONTAG A & ASSOCIATES INC13,481$1.14M0.06%-1,50213F-HRTimeline
Belpointe Asset Management LLC13,446$1.14M0.05%+15513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.13,420$1.14M<0.01%+13,22013F-HRTimelineGroup
Modern Wealth Management, LLC13,323$1.13M0.03%+1,01013F-HR/ATimeline
SteelPeak Wealth, LLC13,272$1.13M0.04%+7,67513F-HRTimeline
DELTEC ASSET MANAGEMENT LLC13,250$1.12M0.2%-10013F-HRTimeline
Chicago Partners Investment Group LLC11,865$1.11M0.03%+93113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.12,995$1.1M0.52%013F-HRTimeline
VISTA FINANCE, LLC12,986$1.1M0.95%-113F-HRTimeline
NVWM, LLC12,936$1.1M0.26%+12,70813F-HRTimeline
Advyzon Investment Management, LLC12,864$1.09M0.24%new13F-HRTimeline
Prime Capital Investment Advisors, LLC12,841$1.09M0.01%-3,58213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT12,792$1.09M0.02%+1,59913F-HRTimeline
Wealth Alliance Advisory Group, LLC12,744$1.08M0.21%013F-HRTimeline
Aspen Grove Capital, LLC12,655$1.07M0.18%013F-HRTimeline
Runnymede Capital Advisors, Inc.12,468$1.06M0.97%+37313F-HRTimeline
Quadrant Private Wealth Management, LLC12,460$1.06M0.22%-53513F-HRTimeline
National Philanthropic Trust12,389$1.05M0.01%013F-HRTimeline
SIGNATUREFD, LLC12,308$1.04M0.02%-1013F-HRTimeline
PFG Investments, LLC12,249$1.04M0.06%-2,20313F-HRTimeline
Plancorp, LLC12,126$1.03M0.04%-4813F-HRTimeline
DOLIVER ADVISORS, LP12,116$1.03M0.28%-5713F-HRTimeline
Stark Wealth Management LLC14,850$1.02M1.46%new13F-HRTimeline
Edge Financial Advisors LLC12,256$1.02M0.54%+2,83513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,029$1.02M0.07%+5013F-HRTimelineGroup
Dakota Wealth Management11,931$1.01M0.02%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP11,907$1.01M0.01%+1013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC11,600$984K0.04%013F-HRTimeline
Embree Financial Group11,597$984K0.15%+15713F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC11,555$980K0.58%-23013F-HRTimeline
ACAS, LLC10,006$967K0.65%-1513F-HRTimeline
HBK Sorce Advisory LLC11,261$955K0.03%-17213F-HRTimeline
Fortis Capital Management LLC11,248$954K0.15%+27713F-HRTimeline
CW Advisors, LLC11,225$952K0.01%+42013F-HRTimeline
Schneider Downs Wealth Management Advis…11,185$949K0.14%013F-HRTimeline
Clearstead Advisors, LLC11,175$948K0.01%-4,77813F-HRTimeline
BEAM WEALTH ADVISORS, INC.11,163$947K0.28%-5913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,163$947K0.08%+3,06713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,094$941K0.02%+4,36913F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC11,087$941K0.01%013F-HRTimeline
NorthRock Partners, LLC11,073$939K0.02%-62813F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC11,002$933K0.07%-1,16213F-HRTimeline
CENTAURUS FINANCIAL, INC.10,995$933K0.05%+58613F-HRTimeline
EARNED WEALTH ADVISORS, LLC10,947$929K0.18%013F-HRTimeline
VestGen Advisors, LLC10,829$919K0.04%+6,87313F-HRTimeline
Formidable Asset Management, LLC14,060$916K0.15%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,725$910K0.03%+2,50013F-HRTimeline
Western Wealth Management, LLC10,668$905K0.05%013F-HRTimeline
J.W. COLE ADVISORS, INC.10,657$904K0.02%+2,77413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,649$903K<0.01%-22813F-HRTimelineGroup
IRIDIAN ASSET MANAGEMENT LLC/CT10,559$896K0.31%013F-HRTimeline
Bison Wealth, LLC9,582$892K0.07%-59513F-HRTimeline
Summit Financial, LLC10,279$872K0.02%+6,41513F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…10,186$864K<0.01%013F-HRTimelineGroup
Keystone Global Partners, LLC10,147$861K0.47%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding10,145$859K-375Timeline
STEPHEN J. GARRY & ASSOCIATES, LLC10,116$858K0.74%-44013F-HRTimeline
New Republic Capital, LLC10,040$852K0.3%013F-HRTimeline
Oxbow Advisors, LLC10,000$848K0.09%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC10,212$847K0.15%-2,46613F-HRTimeline
Clearwater Capital Advisors, LLC9,798$831K0.08%-1513F-HRTimeline
Williams Jones Wealth Management, LLC.9,755$828K0.01%013F-HRTimeline
Montz Harcus Wealth Management LLC9,741$826K0.4%013F-HRTimeline
United Advisor Group, LLC9,516$807K0.14%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,492$805K0.01%-1413F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,422$799K0.02%+4,15913F-HRTimelineGroup
Insight Advisors, LLC/ PA9,419$799K0.13%-1213F-HRTimeline
CHANNEL WEALTH LLC9,368$795K0.22%+3,26813F-HRTimeline
Brookwood Investment Group LLC9,200$780K0.13%-86013F-HRTimeline
BCS Wealth Management9,151$776K0.17%+11013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,064$769K-11,166Timeline
Compagnie Lombard Odier SCmA9,050$768K0.01%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.8,975$761K0.03%+3,82513F-HRTimeline
EP Wealth Advisors, LLC8,952$759K<0.01%+13013F-HRTimeline
Bedell Frazier Investment Counselling, …8,822$748K0.19%-60013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,809$747K0.02%-2013F-HRTimeline
AssuredPartners Investment Advisors, LLC8,809$747K0.18%-7613F-HRTimeline
Valeo Financial Advisors, LLC8,763$743K0.02%-1,01213F-HR/ATimeline
Mesirow Financial Investment Management…8,715$739K0.01%-36513F-HRTimeline
MADDEN SECURITIES Corp8,585$728K0.24%013F-HRTimeline
Horrell Capital Management, Inc.8,573$727K0.3%-2013F-HRTimeline
SMITH, MOORE & CO.8,540$724K0.06%-2,41513F-HRTimeline
Silicon Valley Capital Partners8,500$721K0.08%013F-HRTimeline
Catalina Capital Group, LLC8,500$721K0.49%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,487$720K0.01%013F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…8,406$713K0.23%013F-HRTimeline
Galaxy Group Investments LLCin group Galaxy Group Investments LLC8,335$707K0.1%013F-HRTimelineGroup
Rathbones Group PLC8,330$707K<0.01%-7,30013F-HRTimeline
Orion Porfolio Solutions, LLC8,301$704K0.01%+5813F-HR/ATimeline
MAGNOLIA CAPITAL ADVISORS LLC8,284$703K0.18%-12513F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.8,232$698K0.02%+33213F-HRTimelineGroup
Kathmere Capital Management, LLC8,141$691K0.05%013F-HRTimeline
Verdence Capital Advisors LLC8,108$688K0.05%-11613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.8,104$687K0.33%+2,52513F-HRTimeline
Westmount Partners, LLC7,983$677K0.19%-12413F-HRTimeline
Secure Asset Management, LLC7,969$676K0.13%+2,11413F-HRTimeline
Cypress Wealth Services, LLC7,912$671K0.12%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,871$668K0.02%+11813F-HRTimeline
LEIGH BALDWIN & CO., LLC7,870$668K0.44%+1,25013F-HRTimeline
180 WEALTH ADVISORS, LLC7,862$667K0.09%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS7,861$667K0.23%013F-HRTimeline
Beaird Harris Wealth Management, LLC7,861$667K0.05%+10013F-HRTimeline
Clare Market Investments LLC7,854$666K0.15%+4,01013F-HRTimeline
Mutual Advisors, LLC7,200$661K0.02%-12613F-HRTimeline
Global Assets Advisory, LLC7,903$656K0.26%-12,77513F-HRTimeline
Bulltick Wealth Management, LLC7,659$650K0.16%013F-HRTimeline
MRP Capital Investments, LLC7,655$649K0.45%-30013F-HRTimeline
PBMares Wealth Management LLC7,649$649K0.12%-33113F-HRTimeline
Csenge Advisory Group7,780$642K0.03%-1013F-HRTimeline
Kingsview Wealth Management, LLC7,543$640K0.01%+1,21513F-HRTimeline
Firestone Capital Management7,468$634K0.15%-47713F-HRTimeline
Leo Wealth, LLC7,449$632K0.05%+1,41113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,260$616K0.01%013F-HRTimelineGroup
Composition Wealth, LLC7,259$616K0.01%+2,90613F-HRTimeline
Pettinga Financial Advisors LLC7,215$612K0.13%+3713F-HRTimeline
Strategies Wealth Advisors, LLC7,160$607K0.07%013F-HRTimeline
Safeguard Investment Advisory Group, LLC7,083$601K0.15%-39913F-HRTimeline
RVW Wealth, LLC7,059$599K0.05%013F-HRTimeline
International Private Wealth Advisors L…6,950$590K0.51%new13F-HRTimeline
NCM Capital Management, LLC6,923$587K0.24%013F-HRTimeline
Verity Asset Management, Inc.6,897$585K0.28%+10013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC6,810$578K<0.01%+6013F-HRTimeline
Coppell Advisory Solutions LLC6,838$575K0.07%-5513F-HR/ATimeline
C2P Capital Advisory Group, LLC d.b.a. …6,732$571K0.04%-4913F-HR/ATimeline
Strategic Wealth Partners, Ltd.6,710$569K0.04%13F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC6,677$566K0.17%+1,13713F-HRTimeline
Foundation Wealth Management, LLC6,647$564K0.39%013F-HRTimeline
Arax Advisory Partners6,087$561K0.03%+1,53813F-HRTimeline
HB Wealth Management, LLC6,595$559K<0.01%-57613F-HRTimeline
FMR LLCin group FMR LLC6,571$557K<0.01%+3,57613F-HRTimelineGroup
Cannell & Spears LLC6,565$557K0.01%+50013F-HRTimeline
Harvest Investment Services, LLC6,481$550K0.12%-98013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,426$545K0.09%013F-HRTimeline
Equita Financial Network, Inc.6,420$545K0.22%013F-HRTimeline
Stephenson & Company, Inc.6,400$543K0.33%013F-HRTimeline
Riverview Capital Advisers, LLC6,373$541K0.15%013F-HRTimeline
Schonfeld Strategic Advisors LLC6,348$538K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,341$538K0.02%-11713F-HRTimelineGroup
Evercore Wealth Management, LLC6,250$530K0.01%013F-HRTimeline
Meixler Investment Management, Ltd.6,199$526K0.36%-11213F-HRTimeline
American Capital Advisory, LLC6,160$523K0.26%-1913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,276$521K0.04%-6,43813F-HRTimelineGroup
Trevian Wealth Management LLC6,115$519K0.32%013F-HRTimeline
Koshinski Asset Management, Inc.6,077$516K0.04%+8213F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…6,073$515K0.02%013F-HRTimeline
Coastal Bridge Advisors, LLC6,055$514K0.04%013F-HRTimeline
Americana Partners, LLC6,049$513K0.02%013F-HRTimeline
Destiny Wealth Partners, LLC5,996$509K0.07%+1413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,979$507K0.01%+10013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HBW ADVISORY SERVICES LLC5,974$507K0.06%+28913F-HRTimeline
Sound Income Strategies, LLC5,959$506K0.03%+1,49613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,942$504K0.01%+12513F-HRTimelineGroup
Garde Capital, Inc.5,937$504K0.03%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC5,934$503K0.05%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,878$499K<0.01%-2,17713F-HRTimelineGroup
Capital Investment Advisory Services, L…5,871$498K0.04%+46013F-HRTimeline
Sandbox Financial Partners, LLC5,868$498K0.16%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,800$492K0.04%013F-HRTimeline
CWM, LLCin group CWM, LLC5,769$489K<0.01%+95713F-HRTimelineGroup
AlphaStar Capital Management, LLC5,747$488K0.03%new13F-HRTimeline
Parallel Advisors, LLC5,741$487K0.01%+4013F-HRTimeline
TWO SIGMA SECURITIES, LLC5,727$486K0.06%-1,16813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,679$482K0.01%-17613F-HRTimeline
HOWE & RUSLING INC5,611$476K0.04%+73813F-HRTimeline
Dynamic Advisor Solutions LLC5,581$473K0.01%+9913F-HRTimeline
Narus Financial Partners, LLC5,546$470K0.15%+49613F-HRTimeline
SlateStone Wealth, LLC5,513$468K0.04%013F-HRTimeline
Fort Point Capital Partners LLC5,503$467K0.05%+66913F-HRTimeline
Portfolio Strategies, Inc.5,454$463K0.06%013F-HRTimeline
Magnus Financial Group LLC5,419$460K0.04%013F-HRTimeline
SFMG, LLC5,382$457K0.03%013F-HRTimeline
HRC WEALTH MANAGEMENT, LLC5,375$456K0.24%+70613F-HRTimeline
ABOUND FINANCIAL, LLC5,304$450K0.2%013F-HRTimeline
N.E.W. Advisory Services LLC5,269$447K0.04%-2,65013F-HRTimeline
TD Waterhouse Canada Inc.5,356$444K<0.01%+11113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,220$443K0.04%+17013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,219$443K0.02%-9013F-HRTimeline
Lifeworks Advisors, LLC5,201$441K0.07%-1913F-HRTimeline
Affinity Capital Advisors, LLC5,163$438K0.08%013F-HRTimeline
Main Street Financial Solutions, LLC5,145$436K0.03%-82213F-HRTimeline
Bluespring Wealth Management, LLC5,116$434K0.04%013F-HRTimeline
Hobbs Group Advisors, LLC5,070$430K0.15%new13F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC5,050$428K0.29%+88013F-HRTimeline
Retirement Planning Co of New England, …5,388$428K0.19%+2013F-HRTimeline
Arkadios Wealth Advisors5,002$424K0.01%-22913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,001$424K0.12%-62913F-HRTimelineGroup