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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
ORG Partners LLC511$34.3K0.01%-12413F-HRTimeline
Hurley Capital, LLC517$33.7K0.03%new13F-HRTimeline
Ulland Investment Advisors, LLC500$33K0.03%013F-HRTimeline
Activest Wealth Management504$32.8K0.01%+10013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…500$32.6K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.491$32K0.01%013F-HRTimeline
Capital A Wealth Management, LLC475$31K0.03%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC410$30.3K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP440$28.7K<0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.425$27.7K<0.01%013F-HRTimeline
Pacific Center for Financial Services420$27.4K0.01%013F-HRTimeline
First Horizon Advisors, Inc.420$27.4K<0.01%+20013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC415$27K<0.01%013F-HRTimeline
SWAN Capital LLC411$26.8K0.01%013F-HRTimeline
Addison Advisors LLC400$26.1K0.01%013F-HRTimeline
Synergy Investment Management, LLC400$26.1K0.01%013F-HRTimeline
Holos Integrated Wealth LLC400$26.1K0.02%013F-HRTimeline
Financial Perspectives, Inc385$25.1K0.01%-10013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN380$24.8K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC360$23.5K<0.01%+713F-HRTimeline
JFS WEALTH ADVISORS, LLC359$23.4K<0.01%+7513F-HRTimeline
HARBOUR INVESTMENTS, INC.356$23.2K<0.01%+23013F-HRTimeline
High Note Wealth, LLC327$21.3K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC327$21.3K0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH326$21.2K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC321$20.9K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.300$19.6K<0.01%+4113F-HRTimeline
Financially Speaking Inc275$17.9K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.270$17.6K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC269$17.5K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC250$16.3K<0.01%013F-HRTimeline
Davidson Capital Management Inc.247$16.1K<0.01%+14313F-HRTimeline
First PREMIER Bank250$16K<0.01%013F-HRTimeline
Signature Resources Capital Management,…236$15.4K0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC235$15.3K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC230$15K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP225$14.9K<0.01%new13F-HR/ATimelineGroup
NVWM, LLC228$14.9K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB227$14.8K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.210$13.7K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL209$13.6K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…368$13.4K0.01%013F-HRTimeline
Westside Investment Management, Inc.205$13.4K<0.01%+13013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC200$13K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.200$13K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/200$13K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC192$13K<0.01%+6213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…190$12.4K<0.01%-1,65013F-HRTimelineGroup
Kozak & Associates, Inc.182$12.2K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.186$12.1K<0.01%013F-HRTimeline
WFA Asset Management Corp182$11.5K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC158$10.6K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…160$10.4K<0.01%013F-HRTimeline
Versant Capital Management, Inc151$9.84K<0.01%013F-HRTimeline
Independence Bank of Kentucky150$9.78K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC150$9.78K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC145$9.45K0.01%+11613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST140$9.12K<0.01%-44513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …140$9.12K<0.01%13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…129$8.41K0.01%013F-HRTimeline
Global Financial Private Client, LLC111$7.23K<0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.110$7.17K<0.01%-2,11713F-HRTimeline
WealthTrak Capital Management LLC110$7.17K0.01%013F-HRTimeline
Davis Capital Management105$6.84K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.100$6.52K<0.01%013F-HRTimeline
CITY HOLDING CO100$6.52K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.100$6.52K<0.01%013F-HRTimeline
Ridgewood Investments LLC100$6.52K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners100$6.52K<0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co100$6.52K<0.01%013F-HRTimeline
Graney & King, LLC100$6.52K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.95$6.19K<0.01%+513F-HRTimeline
Cheviot Value Management, LLC83$6.18K<0.01%new13F-HRTimeline
CVA Family Office, LLC92$6K<0.01%-413F-HRTimeline
Cherry Tree Wealth Management, LLC91$5.93K<0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC89$5.8K<0.01%+6513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC66$4.3K<0.01%013F-HRTimelineGroup
Laurel Wealth Advisors LLC65$4.24K<0.01%-913F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.60$3.91K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC60$3.91K<0.01%013F-HRTimeline
FSA Wealth Management LLC56$3.39K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC50$3.26K<0.01%013F-HR/ATimeline
Riggs Asset Managment Co. Inc.50$3.26K<0.01%new13F-HRTimeline
Front Row Advisors LLC50$3.26K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.50$3.26K<0.01%+1013F-HRTimeline
Gen-Wealth Partners Inc50$3.26K<0.01%013F-HRTimeline
Briaud Financial Planning Inc50$3K<0.01%013F-HRTimeline
Friedenthal Financial33$2.15K<0.01%013F-HRTimeline
S&T Bank/PA30$1.96K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.29$1.89K<0.01%013F-HRTimeline
POM Investment Strategies, LLC27$1.76K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…27$1.76K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC20$1.3K<0.01%013F-HR/ATimeline
Coastline Trust Co20$1.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ARK Investment Management LLCin group ARK Investment Management LLC20$1.3K<0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC18$1.17K<0.01%new13F-HRTimeline
PrairieView Partners, LLC22$1K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC11$717<0.01%new13F-HRTimeline
Kentucky Trust Co11$717<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT10$652<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC10$652<0.01%013F-HRTimeline
West Oak Capital, LLC384$2320.01%013F-HRTimeline
Nemes Rush Group LLC2$130<0.01%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1$66<0.01%013F-HRTimeline
Atala Financial Inc1$65<0.01%013F-HRTimeline
Palacios Wealth Management, LLC1,000,000$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Avion Wealth10$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.