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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
UMB Bank, n.a.2,145$182K<0.01%-2,63213F-HR/ATimeline
Legacy Investment Solutions, LLC2,129$181K0.1%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,129$181K0.1%+31513F-HRTimelineGroup
Pandora Wealth, Inc.2,000$170K0.1%-45013F-HRTimeline
Tidemark, LLC1,896$161K0.05%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,835$156K0.09%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,773$150K<0.01%013F-HR/ATimeline
Colonial Trust Advisorsgroup of 2 filers holding1,770$150K0Timeline
TOTAL INVESTMENT MANAGEMENT INC1,756$149K0.02%new13F-HRTimeline
Kiker Wealth Management, LLC1,682$143K0.08%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,602$136K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC1,579$134K0.01%+10813F-HRTimeline
Transce3nd, LLC1,561$132K0.06%013F-HRTimeline
Nova Wealth Management, Inc.1,450$123K0.09%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,456$123K0.02%013F-HRTimeline
Belvedere Trading LLC1,446$123K0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…1,430$121K0.07%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,387$118K0.04%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,300$110K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC1,248$106K0.01%013F-HRTimeline
POM Investment Strategies, LLC1,239$105K0.08%+1,21213F-HRTimeline
JDM Financial Group LLC1,183$100K0.05%013F-HRTimeline
Golden State Wealth Management, LLC1,180$100K0.01%013F-HRTimeline
Creekmur Asset Management LLC1,178$99.9K0.02%+4013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,141$96.8K0.01%013F-HRTimelineGroup
Safe Harbor Fiduciary, LLC1,114$94.5K0.09%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,098$93.1K0.03%+40013F-HRTimeline
MTM Investment Management, LLC1,049$89K0.03%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,025$87K<0.01%+30013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,010$85.7K<0.01%+82013F-HRTimelineGroup
Dunhill Financial, LLC1,006$85.3K0.02%013F-HRTimeline
ATWOOD & PALMER INC986$83.6K0.01%013F-HRTimeline
Manchester Capital Management LLC980$83.1K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO971$82.4K<0.01%-1,45013F-HRTimelineGroup
AdvisorNet Financial, Inc950$80.6K0.01%013F-HRTimeline
Cornerstone Planning Group LLC878$78.5K0.02%+313F-HRTimeline
BFSG, LLC910$77.2K0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.840$71.3K0.06%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC833$70.7K<0.01%013F-HRTimelineGroup
Essential Partners LLC750$63.6K0.03%13F-HRTimeline
Roble, Belko & Company, Inc735$62K0.01%+213F-HRTimeline
WOLFF WIESE MAGANA LLC723$61.3K0.04%013F-HRTimeline
Redwood Park Advisors LLC710$60.2K0.05%013F-HRTimeline
Trust Co689$58.4K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO685$58.1K<0.01%-68913F-HRTimelineGroup
Glen Eagle Advisors, LLC677$57.4K0.01%-80013F-HRTimeline
BOKF, NAin group BOKF, NA675$57.3K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV662$56.2K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC626$53.1K<0.01%+3513F-HRTimeline
First Horizon Advisors, Inc.575$48.8K<0.01%+15513F-HRTimeline
Bear Mountain Capital, Inc.526$48.5K0.02%+113F-HRTimeline
Hurley Capital, LLC517$43.9K0.03%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…500$42.4K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp496$42.1K<0.01%new13F-HRTimelineGroup
Ulland Investment Advisors, LLC500$42K0.03%013F-HRTimeline
DHJJ Financial Advisors, Ltd.491$41.7K0.02%013F-HRTimeline
Bullock Wealth Management Group472$39.2K0.02%-5013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP440$37.3K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC400$36.6K0.02%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.425$36.1K<0.01%013F-HRTimeline
Pacific Center for Financial Services420$35.6K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC415$35.2K<0.01%013F-HRTimeline
SWAN Capital LLC411$34.9K0.02%013F-HRTimeline
Addison Advisors LLC400$33.9K0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC388$32.9K<0.01%new13F-HR/ATimeline
Financial Perspectives, Inc385$32.7K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN380$32.2K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC360$30.5K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC359$30.5K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates358$30.4K0.01%-30013F-HRTimeline
HARBOUR INVESTMENTS, INC.355$30.1K<0.01%-113F-HRTimeline
MassMutual Private Wealth & Trust, FSB327$27.7K<0.01%+10013F-HRTimeline
High Note Wealth, LLC327$27.7K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC327$27.7K0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH326$27.7K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC321$27K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.300$25.4K<0.01%013F-HRTimeline
ORG Partners LLC285$23.6K0.01%-22613F-HRTimeline
Financially Speaking Inc275$23.3K0.02%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.270$22.9K0.01%013F-HRTimeline
Activest Wealth Management270$22.9K0.01%-23413F-HRTimeline
Tradewinds Capital Management, LLC269$22.8K0.01%013F-HRTimeline
Kilter Group LLC251$21.3K0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC250$21.2K<0.01%013F-HRTimeline
First PREMIER Bank250$21K0.01%013F-HRTimeline
Davidson Capital Management Inc.238$20.2K<0.01%-913F-HRTimeline
Signature Resources Capital Management,…236$20K0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC235$19.9K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC230$19.5K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.210$17.8K<0.01%013F-HRTimeline
PFS Partners, LLC210$17.8K0.01%-57813F-HRTimeline
Strategic Investment Solutions, Inc. /IL209$17.7K0.01%013F-HRTimeline
Westside Investment Management, Inc.205$17.4K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC200$17K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/200$17K<0.01%013F-HR/ATimelineGroup
Kozak & Associates, Inc.182$16K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC192$16K<0.01%013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.186$15.8K<0.01%013F-HRTimeline
Premier Financial Group149$14K<0.01%13F-HRTimeline
Atlantic Edge Private Wealth Management…160$13.6K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC158$13.1K0.01%013F-HRTimeline
Versant Capital Management, Inc151$12.8K<0.01%013F-HRTimeline
Independence Bank of Kentucky150$12.7K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC150$12.7K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC149$12.6K<0.01%+5813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC145$12.3K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST140$11.9K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …140$11.9K<0.01%13F-HRTimelineGroup
Avion Wealth141$11K<0.01%+13113F-HR/ATimeline
Comprehensive Financial Planning, Inc./…129$10.9K0.01%013F-HRTimeline
Tortoise Investment Management, LLC123$10.4K<0.01%+7313F-HRTimeline
Investment Research & Advisory Group, I…212$10.1K<0.01%-15613F-HRTimeline
WFA Asset Management Corp182$9.69K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.110$9.33K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…107$9.08K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC104$8.82K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.100$8.48K<0.01%013F-HRTimeline
CITY HOLDING CO100$8.48K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.100$8.48K<0.01%013F-HRTimeline
Ridgewood Investments LLC100$8.48K<0.01%013F-HRTimeline
Brooklyn Investment Group100$8.48K<0.01%new13F-HR/ATimeline
Concord Wealth Partnersin group Concord Wealth Partners100$8.48K<0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co100$8.48K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC100$8.48K<0.01%-31013F-HRTimeline
Graney & King, LLC100$8.48K0.01%013F-HRTimeline
CVA Family Office, LLC92$7.8K<0.01%013F-HRTimeline
Cheviot Value Management, LLC83$7.6K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.85$7.21K<0.01%-1013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC81$6.87K<0.01%+1513F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC62$5.83K<0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC65$5.51K<0.01%-2413F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.60$5.09K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC60$5.09K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC55$4.67K<0.01%-5513F-HRTimeline
FSA Wealth Management LLC56$4.42K<0.01%013F-HRTimeline
WFA of San Diego, LLC52$4.41K<0.01%13F-HRTimeline
Riggs Asset Managment Co. Inc.50$4.24K<0.01%013F-HRTimeline
Front Row Advisors LLC50$4.24K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.50$4.24K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc50$4.24K<0.01%013F-HRTimeline
Briaud Financial Planning Inc50$4K<0.01%013F-HRTimeline
PrairieView Partners, LLC42$3K<0.01%+2013F-HRTimeline
Friedenthal Financial33$2.8K<0.01%013F-HRTimeline
S&T Bank/PA30$2.54K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.29$2.46K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…27$2.29K<0.01%013F-HRTimeline
Coastline Trust Co22$1.87K<0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prestige Wealth Management Group LLC20$1.7K<0.01%013F-HR/ATimeline
Smartleaf Asset Management LLC16$1.35K<0.01%new13F-HRTimeline
Kentucky Trust Co11$933<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT10$849<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC10$849<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC10$848<0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10$842<0.01%-21513F-HRTimelineGroup
West Oak Capital, LLC384$3020.01%013F-HRTimeline
Nemes Rush Group LLC2$170<0.01%013F-HRTimeline
Avondale Wealth Management1$85<0.01%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1$85<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.