DaveManuel.com · Institutional Ownership · Who Owns It
GRAYSCALE BITCOIN MINI TR ET (BTC)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
473
Reporting holders
$941.2M
Reported value
26.4%
Of shares outstanding
2.0%
Calls
0.9%
Puts
-23
Holder change
Institutions report 35,196,374 shares against 133,199,963 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | $157.5M | 6,067,993 | 1.79% | 7q | +102.0%+$79.5M |
| Bullish | $117.4M | 4,523,963 | 65.87% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $66.6M | 2,564,896 | 0.01% | 7q | +23.4%+$12.6M |
| EMORY UNIVERSITY | $35.1M | 1,354,148 | 21.95% | 7q | HELD |
| Paragon Advisors, LLC | $33.9M | 1,306,342 | 7.12% | 3q | +21.7%+$6.0M |
| Tidal Investments LLC | $28.4M | 1,093,783 | 0.05% | 6q | +10.4%+$2.7M |
| Sloy Dahl & Holst, LLC | $24.8M | 954,568 | 3.06% | 7q | +12.2%+$2.7M |
| MORGAN STANLEY | $22.3M | 859,068 | 0.00% | 7q | +19.5%+$3.6M |
| KALEIDOSCOPE CAPITAL LP | $16.5M | 637,727 | 6.12% | 7q | +4.2%+$674.2K |
| SteelPeak Wealth, LLC | $15.2M | 585,796 | 0.39% | 4q | -2.3%-$356.4K |
| Ovata Capital Management Ltd | $14.3M | 551,872 | 1.08% | 2q | -2.8%-$415.5K |
| ParaFi Capital LP | $13.5M | 520,000 | 3.74% | 7q | HELD |
| Steward Partners Investment Advisory, LLC | $13.4M | 517,836 | 0.07% | 7q | -62.0%-$21.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.0M incl. $8.6M options CALL+PUT | 90,419 | 0.00% | 7q | -90.3%-$101.9M |
| Betterment LLC | $10.0M | 385,238 | 0.02% | 2q | +41.3%+$2.9M |
| NewEdge Wealth, LLC | $9.9M | 381,271 | 0.10% | 7q | -0.6%-$59.5K |
| LPL Financial LLC | $9.4M | 360,740 | 0.00% | 7q | +27.9%+$2.0M |
| HighTower Advisors, LLC | $9.3M | 359,999 | 0.01% | 7q | HELD |
| CITADEL ADVISORS LLC | $9.3M incl. $7.6M options CALL+PUT | 66,567 | 0.00% | 7q | -19.4%-$2.2M |
| Pasadena Private Wealth, LLC | $9.1M | 351,755 | 1.16% | 7q | +54.2%+$3.2M |
| Apriem Advisors | $8.6M | 330,202 | 0.74% | 7q | +15.4%+$1.1M |
| EagleClaw Capital Managment, LLC | $8.3M | 320,872 | 1.12% | 7q | +2.3%+$186.7K |
| Verde Capital Management | $8.3M | 320,526 | 1.54% | 6q | +3612.8%+$8.1M |
| IMC-Chicago, LLC | $7.5M CALL+PUT | options only | 0.00% | 3q | OPTIONS |
| Cambridge Investment Research Advisors, Inc. | $7.4M | 286,790 | 0.01% | 7q | +106.6%+$3.8M |
| MML INVESTORS SERVICES, LLC | $7.4M | 286,710 | 0.02% | 7q | +25.8%+$1.5M |
| ENVESTNET ASSET MANAGEMENT INC | $7.1M | 273,410 | 0.00% | 7q | +34.3%+$1.8M |
| MILLENNIUM MANAGEMENT LLC | $6.7M | 256,832 | 0.00% | 7q | -69.2%-$14.9M |
| Mariner, LLC | $6.6M | 252,904 | 0.01% | 7q | +13.7%+$791.5K |
| Heritage Family Offices, LLP | $5.3M | 205,477 | 2.06% | 2q | +59.1%+$2.0M |
| Pacific Excel Wealth Advisors, Inc. | $5.3M | 205,477 | 2.06% | new | NEW |
| Reliant Wealth Planning | $4.8M | 186,312 | 1.33% | 6q | +3.0%+$141.9K |
| ASSETMARK, INC | $4.5M | 173,925 | 0.01% | 7q | +11.6%+$468.7K |
| MATAURO, LLC | $4.4M | 170,767 | 0.59% | 5q | +3.6%+$152.8K |
| VVR Holdings LLC | $4.4M | 168,908 | 1.90% | 3q | +24.3%+$856.6K |
| Cresset Asset Management, LLC | $4.4M | 168,492 | 0.02% | 2q | -1.5%-$64.6K |
| Virtu Financial LLC | $4.3M | 165,079 | 0.13% | new | NEW |
| Exit Wealth Advisors, LLC. | $4.2M | 161,725 | 1.91% | 3q | +19.9%+$696.1K |
| Kestra Advisory Services, LLC | $4.2M | 161,416 | 0.01% | 7q | +19.5%+$682.2K |
| Moors & Cabot, Inc. | $4.2M | 161,265 | 0.16% | 7q | -4.6%-$203.4K |
| Stonebrook Private Inc. | $4.0M | 154,323 | 0.73% | 3q | +3.0%+$114.9K |
| JPMORGAN CHASE & CO | $3.9M | 145,717 | 0.00% | 7q | +65.1%+$1.5M |
| ShoreHaven Wealth Partners, LLC | $3.8M | 145,908 | 1.19% | 6q | +64.8%+$1.5M |
| Beaumont Financial Advisors, LLC | $3.8M | 145,081 | 0.24% | 7q | -1.3%-$48.4K |
| Ascension Capital Advisors, Inc. | $3.8M | 144,683 | 1.05% | 2q | +5.5%+$195.6K |
| Financial Security Advisor, Inc. | $3.7M | 142,916 | 0.60% | 6q | +9.9%+$333.5K |
| RIVERSEDGE ADVISORS, LLC | $3.7M | 141,650 | 0.48% | 6q | -61.7%-$5.9M |
| MEITAV INVESTMENT HOUSE LTD | $3.7M | 141,129 | 0.02% | 6q | +32.3%+$893.6K |
| FRANKLIN RESOURCES INC | $3.3M | 127,533 | 0.00% | 7q | +48.6%+$1.1M |
| One Charles Private Wealth Services, LLC | $3.2M | 123,284 | 0.74% | 7q | -0.6%-$18.7K |
| RENAISSANCE TECHNOLOGIES LLC | $3.2M | 122,160 | 0.00% | 7q | +196.8%+$2.1M |
| HFG Wealth Management, LLC | $3.1M | 118,551 | 3.09% | 6q | -38.7%-$1.9M |
| Qube Research & Technologies Ltd | $2.8M | 109,411 | 0.00% | new | NEW |
| Cushing Capital Partners, LLC | $2.8M | 106,264 | 1.90% | 3q | +12.3%+$301.1K |
| Merit Financial Group, LLC | $2.6M | 99,464 | 0.02% | 7q | -2.9%-$76.3K |
| Abacus Planning Group, Inc. | $2.6M | 99,249 | 0.32% | 7q | HELD |
| Centurion Wealth Management LLC | $2.4M | 92,440 | 0.57% | 2q | +1056.5%+$2.2M |
| Focus Partners Wealth | $2.4M | 90,831 | 0.00% | 7q | -1.0%-$24.5K |
| Weil Company, Inc. | $2.3M | 89,011 | 0.41% | 6q | +36.5%+$617.7K |
| R. W. Roge & Company, Inc. | $2.3M | 87,238 | 0.95% | 4q | +7.2%+$151.9K |
| BANK OF AMERICA CORP /DE/ | $2.2M | 86,440 | 0.00% | 7q | -22.1%-$635.5K |
| Elevate Capital Advisors, LLC | $2.2M | 84,447 | 1.20% | 3q | +474.5%+$1.8M |
| Aptus Capital Advisors, LLC | $2.2M | 83,504 | 0.01% | 4q | +4.5%+$92.7K |
| MAD RIVER INVESTORS | $2.1M | 81,517 | 0.79% | 7q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $2.0M | 77,221 | 0.08% | 7q | HELD |
| Quadcap Wealth Management, LLC | $1.9M | 73,612 | 0.19% | 6q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.8M | 69,462 | 0.00% | 7q | +33.6%+$453.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 69,336 | 0.00% | 7q | -13.2%-$272.8K |
| Aries Wealth Management | $1.7M | 64,542 | 0.33% | 7q | +1.3%+$21.8K |
| JANE STREET GROUP, LLC | $1.7M CALL+PUT | options only | 0.00% | 7q | OPTIONS |
| FFG Partners, LLC | $1.6M | 63,232 | 0.47% | new | NEW |
| SIMPLEX TRADING, LLC | $1.6M CALL+PUT | options only | 0.00% | 2q | OPTIONS |
| THRYVE WEALTH MANAGEMENT LLC | $1.6M | 60,314 | 0.87% | 3q | +3.5%+$53.2K |
| Balboa Wealth Partners | $1.5M | 58,318 | 0.21% | 7q | +15.9%+$207.2K |
| Wealthfront Advisers LLC | $1.5M | 57,410 | 0.00% | 7q | -3.2%-$50.0K |
| Pettinga Financial Advisors LLC | $1.5M | 57,053 | 0.24% | 7q | +3.5%+$50.1K |
| Fielder Capital Group LLC | $1.5M | 56,638 | 0.32% | 7q | -45.4%-$1.2M |
| Cetera Investment Advisers | $1.4M | 54,057 | 0.00% | 7q | -21.6%-$386.3K |
| McKinley Carter Wealth Services, Inc. | $1.4M | 53,040 | 0.07% | 6q | HELD |
| Cerity Partners LLC | $1.3M | 50,245 | 0.00% | 7q | +27.0%+$277.4K |
| THEORY FINANCIAL LLC | $1.3M | 48,919 | 0.40% | 5q | +0.9%+$11.5K |
| Farther Finance Advisors, LLC | $1.3M | 48,748 | 0.01% | 7q | +3.0%+$37.3K |
| Savant Capital, LLC | $1.2M | 46,541 | 0.00% | 4q | +3.6%+$41.9K |
| Addison Capital Co | $1.2M | 46,584 | 0.20% | 7q | -0.8%-$9.9K |
| Werba Rubin Papier Wealth Management | $1.2M | 45,151 | 0.14% | 2q | +318.6%+$891.8K |
| Creative Planning | $1.2M | 44,819 | 0.00% | 7q | -3.5%-$42.1K |
| Lido Advisors, LLC | $1.2M | 44,504 | 0.00% | 7q | +14.8%+$148.9K |
| Van Hulzen Asset Management, LLC | $1.2M | 44,368 | 0.08% | 7q | -19.2%-$274.0K |
| Summit Financial, LLC | $1.1M | 44,298 | 0.01% | 4q | -15.0%-$202.1K |
| Red Door Wealth Management, LLC | $1.1M | 44,233 | 0.10% | 7q | +1.3%+$14.2K |
| Waterloo Capital, L.P. | $1.1M | 44,114 | 0.06% | 2q | -23.0%-$341.4K |
| Pekin Hardy Strauss, Inc. | $1.1M | 43,786 | 0.10% | 7q | +19.4%+$184.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 39,780 | 0.00% | 7q | -5.2%-$61.2K |
| Upper Left Wealth Management, LLC | $1.1M | 43,315 | 0.62% | 6q | +43.9%+$343.0K |
| ATX Financial Planning, LLC | $1.1M | 42,839 | 0.74% | 3q | +0.8%+$8.7K |
| TigerOak Management, L.L.C. | $1.1M | 42,643 | 0.31% | 7q | -11.3%-$141.0K |
| TRAPHAGEN INVESTMENT ADVISORS LLC | $1.1M | 42,245 | 0.08% | 7q | +1.2%+$13.0K |
| Gem Investment Advisors, LLC | $1.1M | 41,617 | 0.66% | 2q | -71.4%-$2.7M |
| Foundation Wealth Management, LLC | $1.0M | 38,858 | 0.60% | 3q | +47.2%+$323.4K |
| SIGNATUREFD, LLC | $994.4K | 38,318 | 0.01% | 7q | +39.6%+$282.1K |
Showing the largest 100 of 474 reported holders. The count of 473 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 209 | $352.4M | 9,571,721 | 47 | 37 | 34 | 0.0% |
| Q2 2026 | 473 | $941.2M | 35,196,374 | 41 | 136 | 115 | 2.9% |
| Q1 2026 | 496 | $1.0B | 32,315,829 | 62 | 165 | 99 | 3.5% |
| Q4 2025 | 521 | $1.2B | 29,285,860 | 55 | 164 | 106 | 3.4% |
| Q3 2025 | 502 | $1.1B | 20,340,800 | 86 | 158 | 75 | 3.8% |
| Q2 2025 | 462 | $816.2M | 16,308,776 | 79 | 127 | 61 | 4.8% |
| Q1 2025 | 409 | $503.6M | 13,155,231 | 85 | 106 | 65 | 4.4% |
| Q4 2024 | 381 | $600.2M | 13,941,624 | 337 | 1 | 12 | 2.9% |
| Q3 2024 | 414 | $351.2M | 62,311,362 | 411 | 0 | 0 | 0.0% |