Filing Research | GRAYSCALE ETHEREUM MINI TR E Institutional Holdings

Snapshot holdings

50 / 70 loaded

#		Instrument	quantity
1	MATAURO, LLC	Shares	205.6KSH	$3.1M
2	Aries Wealth Management	Shares	100.4KSH	$1.5M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	51.0KSH	$870.3K
4	BENJAMIN EDWARDS INC	Shares	56.4KSH	$848.0K
5	MEITAV INVESTMENT HOUSE LTD	Shares	44.5KSH	$668.6K
6	Cooper Financial Group	Shares	44.4KSH	$667.8K
7	Formidable Asset Management, LLC	Shares	29.6KSH	$588.5K
8	Miller Global Investments, LLC	Shares	38.0KSH	$570.7K
9	Gainplan LLC	Shares	34.9KSH	$524.0K
10	Keystone Financial Services, LLC	Shares	34.7KSH	$520.8K
11	AdvisorNet Financial, Inc	Shares	32.7KSH	$491.5K
12	Prospera Financial Services Inc	Shares	28.9KSH	$434.2K
13	Interchange Capital Partners, LLC	Shares	24.0KSH	$361.2K
14	INSTRUMENTAL WEALTH, LLC	Shares	22.1KSH	$331.9K
15	RED REEF ADVISORS LLC	Shares	21.0KSH	$315.5K
16	Pachira Investments Inc.	Shares	20.1KSH	$301.5K
17	Runnymede Capital Advisors, Inc.	Shares	16.4KSH	$245.8K
18	Amicus Financial Advisors, LLC	Shares	15.2KSH	$228.5K
19	SIGNATUREFD, LLC	Shares	15.2KSH	$227.9K
20	Johnson & White Wealth Management, LLC	Shares	14.3KSH	$215.5K
21	Cyndeo Wealth Partners, LLC	Shares	13.0KSH	$195.2K
22	Great Point Wealth Advisors, LLC	Shares	12.8KSH	$192.5K
23	IFP Advisors, Inc	Shares	12.3KSH	$185.5K
24	CHIRON CAPITAL MANAGEMENT, LLC	Shares	10.9KSH	$163.9K
25	DOLIVER ADVISORS, LP	Shares	10.8KSH	$162.4K
26	Farther Finance Advisors, LLC	Shares	6.5KSH	$97.9K
27	Beaird Harris Wealth Management, LLC	Shares	5.5KSH	$81.9K
28	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	3.6KSH	$53.7K
29	LANARK FINANCIAL, INC.	Shares	2.6KSH	$39.7K
30	ELEVATION WEALTH PARTNERS, LLC	Shares	2.0KSH	$29.6K
31	VSM Wealth Advisory, LLC	Shares	2.0KSH	$29.5K
32	WOLFF WIESE MAGANA LLC	Shares	1.6KSH	$24.3K
33	VIMA LLC	Shares	1.5KSH	$22.5K
34	Spire Wealth Management	Shares	1.3KSH	$19.1K
35	Lodestone Wealth Management LLC	Shares	1.2KSH	$18.5K
36	Horrell Capital Management, Inc.	Shares	1.0KSH	$15.7K
37	Cornerstone National Bank & Trust Co	Shares	1.0KSH	$15.4K
38	Noble Wealth Management PBC	Shares	912SH	$13.7K
39	EverSource Wealth Advisors, LLC	Shares	744SH	$11.2K
40	Richardson Capital Management LLC	Shares	712SH	$10.7K
41	ALBION FINANCIAL GROUP /UT	Shares	673SH	$10.1K
42	1620 INVESTMENT ADVISORS, INC.	Shares	775SH	$9.9K
43	HM PAYSON & CO	Shares	427SH	$6.4K
44	Cedar Mountain Advisors, LLC	Shares	400SH	$6.0K
45	Cape Investment Advisory, Inc.	Shares	365SH	$5.5K
46	Blue Trust, Inc.	Shares	265SH	$4.0K
47	Ares Financial Consulting, LLC	Shares	245SH	$3.7K
48	Strategic Investment Solutions, Inc. /IL	Shares	210SH	$3.2K
49	Rye Brook Capital LLC	Shares	200.3KSH	$3.0K
50	Bogart Wealth, LLC	Shares	153SH	$2.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 79 loaded

#		Instrument
1	Miller Global Investments, LLC added	Shares	+28.1K	+$374.8K	$570.7K
2	Interchange Capital Partners, LLC new	Shares	+24.0K	+$361.2K	$361.2K
3	Keystone Financial Services, LLC added	Shares	+10.1K	+$32.9K	$520.8K
4	INSTRUMENTAL WEALTH, LLC added	Shares	+7.0K	+$31.6K	$331.9K
5	IFP Advisors, Inc added	Shares	+3.5K	+$10.4K	$185.5K
6	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+1.3K	+$8.8K	$53.7K
7	Cape Investment Advisory, Inc. new	Shares	+365	+$5.5K	$5.5K
8	Farther Finance Advisors, LLC added	Shares	+1.9K	+$3.7K	$97.9K
9	EverSource Wealth Advisors, LLC added	Shares	+318	+$2.7K	$11.2K
10	Signature Resources Capital Management, LLC new	Shares	+141	+$2.1K	$2.1K
11	CoreCap Advisors, LLC added	Shares	+37	+$551	$571
12	Roble, Belko & Company, Inc unchanged	Shares	0	-$1	$2
13	SOA Wealth Advisors, LLC. unchanged	Shares	0	-$5	$15
14	HAGER INVESTMENT MANAGEMENT SERVICES, LLC unchanged	Shares	0	-$29	$90
15	Tradewinds Capital Management, LLC unchanged	Shares	0	-$48	$151
16	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$53	$166
17	GHP Investment Advisors, Inc. unchanged	Shares	0	-$92	$286
18	Versant Capital Management, Inc unchanged	Shares	0	-$96	$301
19	Triumph Capital Management unchanged	Shares	0	-$101	$316
20	Longview Financial Advisors, Inc. exited	Shares	-10	-$199	$0
21	Trust Co unchanged	Shares	0	-$218	$676
22	Main Street Group, LTD unchanged	Shares	0	-$241	$752
23	Financial Perspectives, Inc unchanged	Shares	0	-$251	$782
24	Richardson Capital Management LLC added	Shares	+158	-$301	$10.7K
25	Essential Investment Partners LLC unchanged	Shares	0	-$338	$1.1K
26	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$363	$1.1K
27	MBM WEALTH CONSULTANTS, LLC exited	Shares	-20	-$397	$0
28	Wilkerson Advisory Group LLC unchanged	Shares	0	-$522	$1.6K
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$617	$1.9K
30	High Note Wealth, LLC unchanged	Shares	0	-$691	$2.1K
31	Bogart Wealth, LLC unchanged	Shares	0	-$739	$2.3K
32	Rye Brook Capital LLC added	Shares	+8.2K	-$804	$3.0K
33	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$1.0K	$3.2K
34	Ares Financial Consulting, LLC unchanged	Shares	0	-$1.3K	$3.7K
35	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$1.9K	$6.0K
36	HM PAYSON & CO unchanged	Shares	0	-$2.1K	$6.4K
37	ALBION FINANCIAL GROUP /UT added	Shares	+15	-$3.0K	$10.1K
38	Nova Wealth Management, Inc. trimmed	Shares	-163	-$3.2K	$30
39	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	-$3.3K	$9.9K
40	Sound Income Strategies, LLC exited	Shares	-192	-$3.9K	$0
41	Ameliora Wealth Management Ltd. exited	Shares	-200	-$4.0K	$0
42	Activest Wealth Management exited	Shares	-244	-$4.8K	$0
43	Cornerstone National Bank & Trust Co unchanged	Shares	0	-$4.9K	$15.4K
44	Horrell Capital Management, Inc. unchanged	Shares	0	-$5.0K	$15.7K
45	BEACON INVESTMENT ADVISORY SERVICES, INC. exited	Shares	-278	-$5.5K	$0
46	Spire Wealth Management unchanged	Shares	0	-$6.1K	$19.1K
47	ELEVATION WEALTH PARTNERS, LLC added	Shares	+103	-$7.5K	$29.6K
48	Beaird Harris Wealth Management, LLC added	Shares	+929	-$7.9K	$81.9K
49	Lodestone Wealth Management LLC trimmed	Shares	-129	-$8.5K	$18.5K
50	VSM Wealth Advisory, LLC unchanged	Shares	0	-$9.5K	$29.5K

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