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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
CENTRAL TRUST Co1,430$106K<0.01%-7013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,420$105K0Timeline
Jackson, Grant Investment Advisers, Inc.1,387$103K0.04%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,300$96.2K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC1,240$91.8K0.01%13F-HRTimeline
McIlrath & Eck, LLC1,183$87.6K0.01%013F-HRTimeline
JDM Financial Group LLC1,183$87.6K0.05%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,141$84.5K0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC1,138$84.2K0.02%+1913F-HRTimeline
Safe Harbor Fiduciary, LLC1,114$82.5K0.08%013F-HRTimeline
Manchester Capital Management LLC1,055$78.1K0.01%-2513F-HRTimeline
Roble, Belko & Company, Inc1,021$76K0.01%-213F-HRTimeline
Richard W. Paul & Associates, LLC1,015$75.1K0.03%-25813F-HRTimeline
Guardian Wealth Management, Inc.1,013$75K0.05%-7413F-HRTimeline
Dunhill Financial, LLC1,006$74.5K0.03%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,000$74K0.01%-10013F-HRTimelineGroup
ATWOOD & PALMER INC986$73K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…977$72.3K<0.01%+1013F-HRTimelineGroup
Glen Eagle Advisors, LLC927$68.6K0.01%-7513F-HRTimeline
BFSG, LLC910$67.4K0.01%013F-HRTimeline
Sandy Spring Bank879$65.1K<0.01%-1,14013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT870$64.4K<0.01%-32513F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.840$62.2K0.05%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC833$61.7K<0.01%013F-HRTimelineGroup
Financial Life Planners824$61K0.05%13F-HRTimeline
WR Wealth Planners, LLC823$60.9K0.02%-26713F-HRTimeline
PFS Partners, LLC788$58.3K0.03%013F-HRTimeline
WOLFF WIESE MAGANA LLC723$53.5K0.04%-68813F-HRTimeline
Redwood Park Advisors LLC710$52.6K0.04%13F-HRTimeline
Trust Co689$51K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA675$50.7K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV662$49K<0.01%-4713F-HRTimeline
Global Wealth Strategies & Associates658$48.7K0.02%013F-HRTimeline
ORG Partners LLC635$47K0.01%+7113F-HRTimeline
Avondale Wealth Management625$46.3K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…619$45.8K<0.01%-13313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST585$43.3K<0.01%new13F-HRTimeline
Bear Mountain Capital, Inc.525$43K0.02%+32513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC576$42.6K<0.01%013F-HRTimeline
Castleview Partners, LLC548$42.3K0.02%-1,76213F-HR/ATimeline
HHM Wealth Advisors, LLC500$37K0.01%-3,24013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…500$37K0.01%013F-HRTimeline
Ulland Investment Advisors, LLC500$37K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO492$36.4K<0.01%-28313F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.491$36.3K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.490$36.3K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc485$35.9K0.01%013F-HRTimeline
Capital A Wealth Management, LLC475$35.2K0.06%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP440$32.6K<0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.430$31.8K0.04%13F-HRTimeline
Dixon Mitchell Investment Counsel Inc.425$31.5K<0.01%013F-HRTimeline
Pacific Center for Financial Services420$31.1K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC415$30.7K<0.01%013F-HRTimeline
SWAN Capital LLC411$30.4K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC410$30.3K<0.01%+31013F-HRTimeline
Activest Wealth Management404$29.9K0.01%+14013F-HRTimeline
Addison Advisors LLC400$29.6K0.01%013F-HRTimeline
Synergy Investment Management, LLC400$29.6K0.01%13F-HRTimeline
Holos Integrated Wealth LLC400$29.6K0.02%13F-HRTimeline
Federation des caisses Desjardins du Qu…382$28.3K<0.01%+22013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN380$28.1K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC353$26.1K<0.01%013F-HRTimeline
Headlands Technologies LLC345$25.5K<0.01%-2,84213F-HRTimeline
High Note Wealth, LLC327$24.2K0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC327$24.2K0.01%13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH326$24.1K0.01%+14413F-HRTimeline
Wood Tarver Financial Group, LLC321$23K0.01%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC302$22.4K<0.01%new13F-HRTimeline
Rise Advisors, LLC298$22.1K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC284$21K<0.01%+2813F-HRTimeline
Financially Speaking Inc275$20.4K0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.270$20K0.01%-3013F-HRTimeline
Tradewinds Capital Management, LLC269$19.9K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.259$19.2K<0.01%013F-HRTimeline
First PREMIER Bank250$19K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC250$18.5K<0.01%-33313F-HRTimeline
Signature Resources Capital Management,…236$17.5K0.02%013F-HRTimeline
Carolina Wealth Advisors, LLC235$17.4K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC230$17K<0.01%+6413F-HRTimeline
NVWM, LLC228$16.9K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB227$16.8K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.220$16.3K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.210$15.5K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL209$15.5K0.01%013F-HRTimeline
Investment Research & Advisory Group, I…368$15.4K0.01%-1,48013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/200$14.8K<0.01%-24113F-HRTimelineGroup
Kozak & Associates, Inc.182$14.2K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.186$13.8K<0.01%013F-HRTimeline
WFA Asset Management Corp182$13.5K0.01%013F-HRTimeline
Bullock Wealth Management Group174$12.9K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…160$11.8K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC158$11.7K0.01%13F-HRTimeline
Legend Financial Advisors, Inc.156$11.5K0.01%new13F-HRTimeline
Versant Capital Management, Inc151$11.2K<0.01%013F-HRTimeline
Independence Bank of Kentucky150$11.1K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC150$11.1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC125$10K<0.01%-1,14513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC130$10K<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…129$9.55K0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.126$9.33K<0.01%013F-HRTimeline
Global Financial Private Client, LLC111$8.22K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC110$8.14K0.01%13F-HRTimeline
Davis Capital Management105$7.77K0.01%013F-HRTimeline
Davidson Capital Management Inc.104$7.7K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.100$7.4K<0.01%013F-HRTimeline
CITY HOLDING CO100$7.4K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.100$7.4K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.100$7.4K<0.01%013F-HRTimeline
Ridgewood Investments LLC100$7.4K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners100$7.4K<0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co100$7.4K<0.01%013F-HRTimeline
Graney & King, LLC100$7.4K0.01%13F-HRTimeline
CVA Family Office, LLC96$7.11K<0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC95$7.03K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.90$6.66K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC76$5.63K<0.01%new13F-HR/ATimeline
Westside Investment Management, Inc.75$5.55K<0.01%-2513F-HRTimeline
Laurel Wealth Advisors LLC74$5.48K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC74$5.48K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC72$5.33K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC66$4.88K<0.01%+513F-HRTimelineGroup
Game Plan Financial Advisors, LLC60$4.46K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.60$4.44K<0.01%013F-HRTimeline
FSA Wealth Management LLC56$3.86K<0.01%-3813F-HRTimeline
Tortoise Investment Management, LLC50$3.7K<0.01%013F-HR/ATimeline
Front Row Advisors LLC50$3.7K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc50$3.7K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC46$3.4K<0.01%013F-HRTimeline
Briaud Financial Planning Inc50$3K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.40$2.96K<0.01%+2013F-HRTimeline
LANARK FINANCIAL, INC.37$2.81K0.26%-38,37713F-HRTimeline
Beacon Capital Management, LLC35$2.59K<0.01%013F-HRTimeline
Friedenthal Financial33$2.44K<0.01%013F-HRTimeline
S&T Bank/PA30$2.22K<0.01%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.29$2.15K<0.01%013F-HRTimeline
POM Investment Strategies, LLC27$2K<0.01%new13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…27$2K<0.01%13F-HRTimeline
PITTENGER & ANDERSON INC24$1.78K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC20$1.48K<0.01%013F-HR/ATimeline
Coastline Trust Co20$1.48K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BELLEVUE ASSET MANAGEMENT, LLC29$1.21K<0.01%-11613F-HRTimeline
PrairieView Partners, LLC22$1K<0.01%+713F-HRTimeline
Householder Group Estate & Retirement S…14$1K<0.01%-15013F-HRTimeline
Kentucky Trust Co11$814<0.01%13F-HRTimeline
Cranbrook Wealth Management, LLC10$741<0.01%013F-HRTimeline
West Oak Capital, LLC384$2640.01%-25613F-HR/ATimeline
Nemes Rush Group LLC2$148<0.01%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1$75<0.01%013F-HRTimeline
Atala Financial Inc1$74<0.01%13F-HRTimeline
Evolution Advisers, Inc.5$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.