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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
LEAVELL INVESTMENT MANAGEMENT, INC.5,150$336K0.02%+1,75013F-HRTimeline
Bluespring Wealth Management, LLC5,116$333K0.03%013F-HRTimeline
Narus Financial Partners, LLC5,050$329K0.11%+1,10013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,050$329K0.03%-3013F-HRTimeline
Retirement Planning Co of New England, …5,368$328K0.16%-8713F-HR/ATimeline
GRAYBILL WEALTH MANAGEMENT, LTD.5,000$326K0.11%13F-HRTimeline
MCDONALD PARTNERS LLC5,000$326K0.08%-10013F-HRTimeline
Sunbelt Securities, Inc.4,930$321K0.03%+33013F-HRTimeline
Journey Advisory Group, LLC4,878$318K0.03%-3713F-HRTimeline
HOWE & RUSLING INC4,873$318K0.03%-413F-HRTimeline
Rossby Financial, LCC4,205$317K0.14%013F-HRTimeline
Fort Point Capital Partners LLC4,834$315K0.04%-1,48713F-HRTimeline
CWM, LLCin group CWM, LLC4,812$314K<0.01%+59913F-HRTimelineGroup
UMB Bank, n.a.4,777$311K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MONEY CONCEPTS CAPITAL CORP4,735$309K0.02%013F-HRTimeline
Arlington Capital Management, Inc.4,733$308K0.23%-2,02113F-HRTimeline
Onyx Bridge Wealth Group LLC4,729$308K0.04%013F-HRTimeline
Inscription Capital, LLC4,866$307K0.05%13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,675$305K0.04%new13F-HRTimelineGroup
HRC WEALTH MANAGEMENT, LLC4,669$304K0.19%-1313F-HRTimeline
Sterling Investment Counsel, LLC4,665$304K0.1%new13F-HRTimeline
Private Advisory Group LLC4,613$301K0.03%013F-HRTimeline
Joel Isaacson & Co., LLC4,608$300K0.01%013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT4,600$300K0.06%013F-HRTimeline
Impact Partnership Wealth, LLC4,590$299K0.06%+4013F-HRTimeline
Cornerstone Wealth Management, LLC4,559$297K0.02%+23513F-HRTimeline
Ellsworth Advisors, LLC4,550$297K0.08%013F-HRTimeline
Arax Advisory Partners4,549$296K0.02%013F-HRTimeline
Delta Financial Group, Inc.4,245$296K0.07%-12513F-HRTimeline
Edge Wealth Management LLC4,538$296K0.06%-5013F-HRTimeline
GFG Capital, LLC4,500$293K0.09%013F-HRTimeline
Sound Income Strategies, LLC4,463$291K0.02%013F-HRTimeline
Mountain Capital Investment Advisors In…3,920$290K0.06%-113F-HRTimeline
Mill Creek Capital Advisors, LLC4,445$290K0.01%+1013F-HRTimeline
Blackhawk Capital Partners, LLC4,424$288K0.15%013F-HRTimeline
Composition Wealth, LLC4,353$284K0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,316$281K0.02%+10113F-HR/ATimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT LLC4,285$279K0.06%-17913F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.4,419$278K0.11%-18113F-HRTimeline
DeDora Capital, Inc.4,256$277K0.08%-12213F-HRTimeline
Atlas Private Wealth Advisors4,250$277K0.04%013F-HRTimeline
Robertson Stephens Wealth Management, L…4,243$277K0.01%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.4,224$275K<0.01%-76713F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC4,202$274K0.04%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,173$272K0.04%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC4,170$272K0.2%013F-HRTimeline
PATTEN & PATTEN INC/TN4,137$270K0.02%+45213F-HRTimeline
Adalta Capital Management LLC4,135$269K0.14%+71513F-HRTimeline
Centric Wealth Management4,119$268K0.07%+33113F-HRTimeline
United Asset Strategies, Inc.4,118$268K0.02%-50013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4,095$267K0.03%-4,11513F-HRTimelineGroup
JEPPSON WEALTH MANAGEMENT, LLC4,080$266K0.1%-6613F-HRTimeline
E&G Advisors, LLC4,050$264K0.07%013F-HRTimeline
Icon Wealth Advisors, LLC4,046$264K0.02%+80013F-HRTimeline
Level Financial Advisors4,041$263K0.09%013F-HRTimeline
MARSHALL & SULLIVAN INC /WA/4,040$263K0.13%013F-HRTimeline
Investmark Advisory Group LLC4,038$263K0.13%013F-HRTimeline
Old Mission Investment Co LLC4,037$263K0.08%+1713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,027$262K0.18%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,021$262K<0.01%013F-HRTimelineGroup
Roundview Capital LLC4,000$261K0.02%new13F-HRTimeline
Trilogy Capital Inc.4,000$261K0.01%013F-HRTimeline
Procyon Advisors, LLC3,960$258K0.02%+4013F-HRTimeline
VestGen Advisors, LLC3,956$258K0.01%13F-HRTimeline
Clear Harbor Asset Management, LLC3,950$257K0.02%+1,01513F-HRTimeline
NOVEM GROUP3,888$253K0.04%-33113F-HRTimeline
Cornerstone Wealth Group, LLC3,886$253K0.02%+4513F-HRTimeline
Summit Financial, LLC3,864$252K0.01%+25813F-HRTimeline
Mainstream Capital Management LLC3,857$251K0.2%-1913F-HRTimeline
Moloney Securities Asset Management, LLC3,856$251K0.03%-1,88113F-HRTimeline
Bordeaux Wealth Advisors LLC3,856$251K0.05%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.3,845$251K<0.01%013F-HRTimeline
Clare Market Investments LLC3,844$251K0.07%new13F-HRTimeline
MA Private Wealth3,837$250K0.05%013F-HRTimeline
Zhang Financial LLC3,819$249K0.01%013F-HRTimeline
L.M. KOHN & COMPANY3,775$246K0.06%new13F-HRTimeline
Good Life Advisors, LLC3,771$246K0.02%+6013F-HRTimeline
Tyler-Stone Wealth Management3,768$246K0.04%+90013F-HRTimeline
Genesee Capital Advisors, LLC3,755$245K0.12%-24013F-HRTimeline
Capital Advisors Wealth Management, LLC3,740$244K0.04%+8013F-HRTimeline
WorthPointe, LLC3,722$243K0.11%013F-HRTimeline
Virtue Capital Management, LLC3,711$242K0.03%new13F-HRTimeline
Ausdal Financial Partners, Inc.3,701$241K0.02%new13F-HRTimeline
Enterprise Bank & Trust Co3,700$241K0.09%013F-HRTimeline
Royal Fund Management, LLC3,700$241K0.03%+95013F-HRTimeline
Clear Creek Financial Management, LLC3,691$241K0.02%-55713F-HRTimeline
RFG Advisory, LLC3,683$240K0.01%+15013F-HRTimeline
IAM Advisory, LLC3,682$240K0.06%-13113F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC3,647$238K0.13%013F-HRTimeline
SP Asset Management LLC3,640$237K0.02%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,611$235K<0.01%-38513F-HRTimelineGroup
SageView Advisory Group, LLC3,610$235K0.01%013F-HRTimeline
Bosman Wealth Management, LLC3,605$235K0.24%-1,11913F-HRTimeline
Strategic Financial Concepts, LLC3,597$234K0.04%-18813F-HRTimeline
Parkside Financial Bank & Trust3,535$230K0.03%013F-HRTimeline
Sentry LLC3,531$230K0.04%new13F-HRTimeline
OARSMAN CAPITAL, INC.3,523$230K0.04%013F-HRTimeline
Sovereign Financial Group, Inc.3,495$228K0.05%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC3,490$227K0.17%+4513F-HRTimeline
Bonfire Financial3,473$226K0.21%+39713F-HRTimeline
OneDigital Investment Advisors LLC3,467$226K<0.01%-1,26213F-HRTimeline
Modus Advisors, LLC3,449$225K0.07%+613F-HRTimeline
IFP Advisors, Inc3,448$225K0.01%+7613F-HRTimeline
Objective Capital Management, LLC3,400$222K0.28%013F-HRTimeline
North Star Investment Management Corp.3,397$221K0.02%013F-HRTimeline
Madison Wealth Partners, Inc3,392$221K0.05%013F-HRTimeline
Samalin Investment Counsel, LLC3,361$219K0.09%-3,05013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,351$218K0.01%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,320$216K0.01%new13F-HRTimeline
MJP ASSOCIATES INC /ADV3,310$216K0.04%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,310$216K0.02%013F-HRTimelineGroup
Cutter & CO Brokerage, Inc.3,300$215K0.05%-60013F-HRTimeline
Ransom Advisory, Ltd3,300$215K0.11%+1,40013F-HRTimeline
Thrive Wealth Management, LLC3,295$215K0.04%013F-HRTimeline
Three Magnolias Financial Advisors, LLC3,286$214K0.18%-20813F-HRTimeline
Opal Wealth Advisors, LLC3,285$214K0.07%-66013F-HRTimeline
Mayfair Advisory Group, LLC3,260$212K0.12%+3513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,254$212K0.01%-7013F-HRTimelineGroup
Summit X, LLC3,240$211K0.04%+2013F-HRTimeline
Avantax Planning Partners, Inc.3,223$210K0.01%013F-HRTimeline
TrueWealth Advisors, LLC3,185$208K0.07%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC3,182$207K0.1%013F-HRTimeline
BRAVE ASSET MANAGEMENT INC3,173$207K0.07%013F-HRTimeline
Nadler Financial Group, Inc.3,167$206K0.02%-10013F-HRTimeline
BostonPremier Wealth LLC3,165$206K0.13%013F-HRTimeline
Advance Capital Management, Inc.3,164$206K0.01%+10013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,152$205K<0.01%013F-HRTimeline
Traynor Capital Management, Inc.3,151$205K0.02%-8,40113F-HRTimeline
Blue Fin Capital, Inc.3,107$202K0.04%013F-HRTimeline
FMR LLCin group FMR LLC2,995$195K<0.01%-84513F-HRTimelineGroup
Glass Jacobson Investment Advisors llc2,596$192K0.06%013F-HRTimeline
Bogart Wealth, LLC2,749$179K0.01%+27613F-HRTimeline
SOA Wealth Advisors, LLC.2,718$177K0.04%013F-HRTimeline
Cooksen Wealth, LLC2,785$176K0.18%new13F-HRTimeline
Federation des caisses Desjardins du Qu…2,617$171K<0.01%+2,23513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,540$166K0.06%013F-HRTimeline
Western Pacific Wealth Management, LP2,500$163K0.15%+50013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,454$160K<0.01%-28813F-HRTimelineGroup
Pandora Wealth, Inc.2,450$160K0.11%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,421$158K<0.01%+35013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,261$147K<0.01%+10013F-HRTimelineGroup
JNBA Financial Advisors2,250$147K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,247$146K<0.01%+113F-HRTimelineGroup
Lindbrook Capital, LLC2,228$145K0.01%+20013F-HRTimeline
HHM Wealth Advisors, LLC2,200$143K0.02%+1,70013F-HRTimeline
Richardson Capital Management LLC2,184$142K0.09%013F-HRTimeline
WHITTIER TRUST CO2,184$142K<0.01%013F-HRTimeline
Fairscale Capital, LLC2,024$132K0.12%013F-HRTimeline
MATHER GROUP, LLC.2,000$130K<0.01%013F-HRTimeline
Tidemark, LLC1,896$124K0.05%+313F-HRTimeline
LFA - Lugano Financial Advisors SA1,835$120K0.08%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,814$118K0.09%-14113F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,773$116K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,770$115K+350Timeline
Kiker Wealth Management, LLC1,682$110K0.07%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,602$104K<0.01%013F-HRTimelineGroup
Transce3nd, LLC1,561$102K0.05%+6113F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,500$97.8K0.05%013F-HRTimeline
Glen Eagle Advisors, LLC1,477$96.3K0.02%+55013F-HRTimeline
Plante Moran Financial Advisors, LLC1,471$95.9K0.01%-5013F-HRTimeline
Nova Wealth Management, Inc.1,450$94.5K0.08%013F-HR/ATimeline
VALLEY NATIONAL ADVISERS INC1,456$94K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…1,430$93.2K0.06%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,387$90.4K0.03%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,374$89.5K<0.01%+88213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,318$85.9K<0.01%+34113F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,300$84.7K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC1,248$81.3K0.01%+6513F-HRTimeline
Quent Capital, LLC1,228$80K0.01%-6,06013F-HRTimeline
JDM Financial Group LLC1,183$77.1K0.04%013F-HRTimeline
Golden State Wealth Management, LLC1,180$76.9K0.01%-6013F-HR/ATimeline
Steward Partners Investment Advisory, L…1,175$76.6K<0.01%+55613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,141$74.4K0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC1,138$74.2K0.02%013F-HRTimeline
Headlands Technologies LLC1,128$73.5K0.01%+78313F-HRTimeline
Safe Harbor Fiduciary, LLC1,114$72.6K0.08%013F-HRTimeline
Guardian Wealth Management, Inc.1,013$66K0.04%013F-HRTimeline
Dunhill Financial, LLC1,006$65.6K0.03%013F-HRTimeline
Cornerstone Planning Group LLC875$64.6K0.02%+75013F-HRTimeline
ATWOOD & PALMER INC986$64.3K<0.01%013F-HRTimeline
Manchester Capital Management LLC980$63.9K0.01%-7513F-HRTimeline
AdvisorNet Financial, Inc950$61.9K<0.01%-55013F-HRTimeline
Sandy Spring Bank936$61K<0.01%+5713F-HRTimeline
BFSG, LLC910$59.3K0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.840$54.7K0.05%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC833$54.3K<0.01%013F-HRTimelineGroup
PFS Partners, LLC788$51.4K0.03%013F-HRTimeline
Roble, Belko & Company, Inc733$48K0.01%-28813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT725$47.2K<0.01%-14513F-HRTimeline
WOLFF WIESE MAGANA LLC723$47.1K0.03%013F-HRTimeline
Redwood Park Advisors LLC710$46.3K0.04%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC698$45.5K0.01%-1,02513F-HRTimeline
Trust Co689$44.9K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA675$44K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV662$43.1K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates658$42.9K0.01%013F-HRTimeline
Bear Mountain Capital, Inc.525$39.5K0.02%013F-HRTimeline
Flaharty Asset Management, LLC599$39K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC591$38.5K<0.01%+1513F-HRTimeline
Bullock Wealth Management Group522$35.1K0.02%+34813F-HRTimeline