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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
MCDONALD PARTNERS LLC5,100$378K0.1%-1,18013F-HRTimeline
SteelPeak Wealth, LLC5,070$375K0.02%-7013F-HRTimeline
Harvest Investment Services, LLC5,007$371K0.09%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.4,991$369K<0.01%-2,61913F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC4,967$368K0.01%013F-HRTimelineGroup
Snowden Capital Advisors LLC4,945$366K0.01%-13113F-HRTimeline
IPG Investment Advisors LLC4,899$363K0.08%-1,91213F-HRTimeline
HOWE & RUSLING INC4,877$361K0.03%+413F-HRTimeline
Concorde Asset Management, LLC4,872$361K0.19%new13F-HRTimeline
RAHLFS CAPITAL, LLC4,870$360K0.36%13F-HR/ATimeline
UMB Bank, n.a.4,777$354K0.01%+2,43913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MONEY CONCEPTS CAPITAL CORP4,735$350K0.03%-25013F-HRTimeline
OneDigital Investment Advisors LLC4,729$350K<0.01%-90513F-HRTimeline
Onyx Bridge Wealth Group LLC4,729$350K0.05%013F-HRTimeline
Bosman Wealth Management, LLC4,724$350K0.34%13F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp4,703$348K0.05%013F-HRTimelineGroup
HRC WEALTH MANAGEMENT, LLC4,682$347K0.21%013F-HRTimeline
Sunbelt Securities, Inc.4,600$343K0.03%-9713F-HRTimeline
United Asset Strategies, Inc.4,618$342K0.03%013F-HRTimeline
Private Advisory Group LLC4,613$341K0.04%+7013F-HR/ATimeline
Joel Isaacson & Co., LLC4,608$341K0.02%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.4,600$341K0.14%new13F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT4,600$340K0.07%013F-HRTimeline
Edge Wealth Management LLC4,588$340K0.07%-1,40013F-HRTimeline
Ellsworth Advisors, LLC4,550$337K0.09%+5013F-HRTimeline
Impact Partnership Wealth, LLC4,550$337K0.07%-2513F-HRTimeline
Arax Advisory Partners4,549$337K0.02%+1,00413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,173$335K0.05%new13F-HRTimeline
GFG Capital, LLC4,500$333K0.09%new13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC4,464$330K0.07%+5013F-HRTimeline
Sound Income Strategies, LLC4,463$330K0.02%-18813F-HRTimeline
Mill Creek Capital Advisors, LLC4,435$328K0.01%013F-HRTimeline
Blackhawk Capital Partners, LLC4,424$327K0.17%013F-HRTimeline
KG Capital Management4,420$327K0.11%new13F-HRTimeline
Mountain Capital Investment Advisors In…3,921$326K0.07%-35313F-HRTimeline
DeDora Capital, Inc.4,378$324K0.09%-28513F-HRTimeline
Delta Financial Group, Inc.4,370$323K0.08%new13F-HRTimeline
SignalPoint Asset Management, LLC4,357$323K0.08%+10013F-HRTimeline
Composition Wealth, LLC4,353$322K0.01%-44513F-HRTimeline
Cornerstone Wealth Management, LLC4,324$320K0.02%+22413F-HRTimeline
HUB Investment Partners, LLC4,260$315K0.01%new13F-HRTimeline
SANDERS MORRIS HARRIS LLC4,202$315K0.05%new13F-HRTimeline
Atlas Private Wealth Advisors4,250$315K0.04%-3,67313F-HRTimeline
Clear Creek Financial Management, LLC4,248$314K0.03%+8613F-HRTimeline
Robertson Stephens Wealth Management, L…4,243$314K0.01%+12213F-HRTimeline
Windle Wealth, LLC4,225$313K0.17%-6,70113F-HRTimeline
NOVEM GROUP4,219$312K0.05%13F-HRTimeline
CWM, LLCin group CWM, LLC4,213$312K<0.01%+1,43113F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.4,215$312K0.02%new13F-HR/ATimelineGroup
Rossby Financial, LCC4,205$311K0.2%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,198$311K<0.01%-3,06413F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC4,170$309K0.26%new13F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC4,146$307K0.11%-13413F-HRTimeline
E&G Advisors, LLC4,050$300K0.08%013F-HRTimeline
Level Financial Advisors4,041$299K0.11%013F-HRTimeline
MARSHALL & SULLIVAN INC /WA/4,040$299K0.15%013F-HRTimeline
Investmark Advisory Group LLC4,038$299K0.15%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,027$298K0.19%-2013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,021$298K<0.01%-60013F-HRTimelineGroup
Old Mission Investment Co LLC4,020$298K0.09%-10913F-HRTimeline
Trilogy Capital Inc.4,000$296K0.02%-3713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,996$296K<0.01%-1,40513F-HR/ATimelineGroup
Genesee Capital Advisors, LLC3,995$296K0.14%new13F-HRTimeline
Balboa Wealth Partners3,990$295K0.07%new13F-HRTimeline
Narus Financial Partners, LLC3,950$292K0.1%new13F-HRTimeline
Opal Wealth Advisors, LLC3,945$292K0.09%new13F-HRTimeline
Procyon Advisors, LLC3,920$290K0.02%new13F-HRTimeline
Cutter & CO Brokerage, Inc.3,900$289K0.07%new13F-HRTimeline
Mainstream Capital Management LLC3,876$287K0.2%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.3,845$285K<0.01%new13F-HRTimeline
Cornerstone Wealth Group, LLC3,841$284K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC3,840$284K<0.01%+1,34213F-HRTimelineGroup
MA Private Wealth3,837$284K0.05%new13F-HRTimeline
Zhang Financial LLC3,819$283K0.02%new13F-HRTimeline
IAM Advisory, LLC3,813$282K0.07%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,808$282K0.01%-19013F-HRTimelineGroup
First Heartland Consultants, Inc.3,798$281K0.03%new13F-HRTimeline
Centric Wealth Management3,788$280K0.08%new13F-HRTimeline
Strategic Financial Concepts, LLC3,785$280K0.05%new13F-HR/ATimeline
Able Wealth Management LLC3,774$279K0.18%-1,83913F-HRTimeline
Smart Money Group LLC3,749$278K0.1%-14313F-HRTimeline
Coastal Bridge Advisors, LLC3,735$276K0.07%new13F-HRTimeline
WorthPointe, LLC3,722$276K0.11%new13F-HRTimeline
Good Life Advisors, LLC3,711$275K0.02%-6,86113F-HRTimeline
Enterprise Bank & Trust Co3,700$274K0.09%new13F-HRTimeline
Financial Security Advisor, Inc.3,686$273K0.07%new13F-HRTimeline
PATTEN & PATTEN INC/TN3,685$273K0.02%new13F-HRTimeline
Capital Advisors Wealth Management, LLC3,660$271K0.05%new13F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC3,647$270K0.14%new13F-HRTimeline
SP Asset Management LLC3,640$269K0.02%new13F-HRTimeline
SageView Advisory Group, LLC3,610$267K0.01%new13F-HRTimeline
Summit Financial, LLC3,606$267K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…3,586$265K0.03%-97013F-HRTimeline
Journey Advisory Group, LLC4,915$262K0.03%013F-HRTimeline
Parkside Financial Bank & Trust3,535$262K0.03%013F-HRTimeline
RFG Advisory, LLC3,533$262K0.01%new13F-HRTimeline
OARSMAN CAPITAL, INC.3,523$261K0.05%013F-HRTimeline
Sovereign Financial Group, Inc.3,495$259K0.06%new13F-HRTimeline
Three Magnolias Financial Advisors, LLC3,494$259K0.27%13F-HRTimeline
Miller Financial Services LLC3,464$256K0.22%13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC3,445$255K0.22%new13F-HRTimeline
Modus Advisors, LLC3,443$255K0.08%new13F-HRTimeline
LGL PARTNERS, LLC3,437$254K0.04%new13F-HRTimeline
Adalta Capital Management LLC3,420$253K0.13%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,400$252K0.01%new13F-HRTimeline
Objective Capital Management, LLC3,400$252K0.17%new13F-HRTimeline
North Star Investment Management Corp.3,397$251K0.02%+29713F-HRTimeline
Madison Wealth Partners, Inc3,392$251K0.07%new13F-HRTimeline
IFP Advisors, Inc3,372$250K0.01%+1,61213F-HRTimeline
Revisor Wealth Management LLC3,357$248K0.23%-2,76213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,324$246K0.01%new13F-HRTimelineGroup
Fermata Advisors, LLC3,321$246K0.05%-99113F-HRTimeline
Arkadios Wealth Advisors3,313$245K0.01%new13F-HRTimeline
MJP ASSOCIATES INC /ADV3,310$245K0.04%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,310$245K0.03%new13F-HRTimelineGroup
Thrive Wealth Management, LLC3,295$244K0.04%new13F-HRTimeline
Nadler Financial Group, Inc.3,267$242K0.03%new13F-HRTimeline
Icon Wealth Advisors, LLC3,246$240K0.02%013F-HRTimeline
Mayfair Advisory Group, LLC3,225$239K0.14%new13F-HRTimeline
Avantax Planning Partners, Inc.3,223$239K0.01%-1,80313F-HRTimeline
Summit X, LLC3,220$238K0.05%new13F-HRTimeline
Octavia Wealth Advisors, LLC3,216$238K0.03%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…3,210$238K0.01%new13F-HRTimeline
TrueWealth Advisors, LLC3,185$236K0.08%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,184$236K0.12%13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC3,182$236K0.11%-2,84413F-HRTimeline
BRAVE ASSET MANAGEMENT INC3,173$235K0.07%new13F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC3,165$234K0.19%13F-HRTimeline
BostonPremier Wealth LLC3,165$234K0.14%13F-HRTimeline
New World Advisors LLC3,161$234K0.06%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,152$233K<0.01%new13F-HRTimeline
Blue Fin Capital, Inc.3,107$230K0.04%new13F-HRTimeline
Bonfire Financial3,076$228K0.21%13F-HRTimeline
Advance Capital Management, Inc.3,064$227K0.01%new13F-HRTimeline
M1 Capital Management LLC3,044$225K0.12%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,033$225K0.02%new13F-HRTimelineGroup
Portfolio Design Labs, LLC3,033$225K0.05%new13F-HRTimeline
CFO4Life Group, LLC2,990$221K0.04%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC2,969$220K0.09%new13F-HRTimeline
Purkiss Capital Advisors LLC2,958$219K0.19%13F-HRTimeline
25 LLC2,950$218K0.09%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC2,949$218K0.02%new13F-HRTimeline
Clear Harbor Asset Management, LLC2,935$217K0.02%new13F-HRTimeline
Sandhill Capital Partners LLC2,935$217K0.02%new13F-HRTimeline
Horizon Wealth Management, LLC2,921$216K0.04%new13F-HRTimeline
Wealth Quarterback LLC2,911$215K0.1%new13F-HRTimeline
Walkner Condon Financial Advisors LLC2,908$215K0.04%new13F-HRTimeline
BRIGHTON JONES LLC2,900$215K0.01%-1,21713F-HR/ATimeline
ELEVATUS WELATH MANAGEMENT2,900$215K0.07%new13F-HRTimeline
Strategic Advocates LLC2,895$214K0.07%new13F-HRTimeline
SWP FINANCIAL LLC2,895$214K0.13%new13F-HRTimeline
Tyler-Stone Wealth Management2,868$212K0.04%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,825$209K0.02%new13F-HR/ATimeline
EQUITABLE TRUST CO2,824$209K0.01%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,796$207K<0.01%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS2,777$206K0.17%new13F-HRTimeline
Hutchens & Kramer Investment Management…2,771$205K0.11%new13F-HRTimeline
MWA Asset Management2,752$204K0.14%new13F-HRTimeline
Royal Fund Management, LLC2,750$204K0.02%-2,75013F-HRTimeline
Cornerstone Advisory, LLC2,643$204K0.02%new13F-HRTimeline
Oxinas Partners, LLC2,748$203K0.12%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,742$203K<0.01%-13713F-HR/ATimelineGroup
Summit Asset Management, LLC2,725$202K0.04%new13F-HRTimeline
Venture Visionary Partners LLC2,724$202K0.01%new13F-HR/ATimeline
SEAVIEW INVESTMENT MANAGERS LLC2,723$202K0.06%new13F-HRTimeline
SOA Wealth Advisors, LLC.2,718$201K0.04%013F-HR/ATimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,714$201K0.02%new13F-HRTimeline
TD Waterhouse Canada Inc.2,715$201K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc2,596$192K0.06%+613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HIGHLINE WEALTH PARTNERS LLC2,540$188K0.06%-37413F-HRTimeline
Bogart Wealth, LLC2,473$183K0.01%+27813F-HRTimeline
JNBA Financial Advisors2,250$167K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,246$166K<0.01%+113F-HRTimelineGroup
Kathleen S. Wright Associates Inc.2,227$163K0.07%-1,98213F-HRTimeline
Richardson Capital Management LLC2,184$162K0.1%013F-HRTimeline
WHITTIER TRUST CO2,184$162K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,161$160K<0.01%+2,04113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,071$153K<0.01%-8,03913F-HRTimelineGroup
Lindbrook Capital, LLC2,028$150K0.01%013F-HRTimeline
Fairscale Capital, LLC2,024$150K0.13%013F-HRTimeline
Legacy Investment Solutions, LLC1,955$148K0.1%+72013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,955$148K0.1%+72013F-HRTimelineGroup
MATHER GROUP, LLC.2,000$148K<0.01%-41113F-HRTimeline
Western Pacific Wealth Management, LP2,000$148K0.12%013F-HRTimeline
Ransom Advisory, Ltd1,900$141K0.06%-10013F-HRTimeline
Tidemark, LLC1,893$140K0.05%+74913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,840$136K0.01%-2,00013F-HRTimelineGroup
LFA - Lugano Financial Advisors SA1,835$136K0.09%-91513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,773$131K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Knuff & Co LLC1,750$130K0.04%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,723$128K0.04%+27113F-HRTimeline
Avior Wealth Management, LLC1,621$120K<0.01%+1,12313F-HRTimeline
Pathway Financial Advisers, LLC1,618$120K0.04%+113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,602$119K<0.01%+35013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC1,521$113K0.01%-14613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,500$111K0.05%013F-HRTimeline
AdvisorNet Financial, Inc1,500$111K0.01%-2,48413F-HRTimeline
Transce3nd, LLC1,500$111K0.04%13F-HRTimeline
Nova Wealth Management, Inc.1,450$107K0.09%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,456$107K0.02%+88313F-HRTimeline