Filing Research | GRAYSCALE ETHEREUM STAKING E Institutional Holdings

Snapshot holdings

50 / 74 loaded

#		Instrument	quantity
1	TITLEIST ASSET MANAGEMENT, LLC	Shares	211.3KSH	$2.7M
2	Private Capital Advisors, Inc.	Shares	45.6KSH	$582.0K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	40.0KSH	$578.9K
4	Formidable Asset Management, LLC	Shares	25.5KSH	$436.1K
5	Interchange Capital Partners, LLC	Shares	34.0KSH	$433.3K
6	Cyndeo Wealth Partners, LLC	Shares	30.6KSH	$390.5K
7	Plancorp, LLC	Shares	26.6KSH	$380.5K
8	Aries Wealth Management	Shares	29.0KSH	$370.6K
9	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	28.7KSH	$366.4K
10	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	27.4KSH	$350.2K
11	SLT Holdings LLC	Shares	27.3KSH	$348.3K
12	Brookstone Capital Management	Shares	22.5KSH	$287.1K
13	NEW WAVE WEALTH ADVISORS LLC	Shares	21.8KSH	$278.5K
14	LANARK FINANCIAL, INC.	Shares	18.6KSH	$237.8K
15	Avior Wealth Management, LLC	Shares	18.3KSH	$234.0K
16	DOLIVER ADVISORS, LP	Shares	18.2KSH	$232.7K
17	Mountain Capital Investment Advisors Inc.	Shares	18.0KSH	$229.1K
18	Prospera Financial Services Inc	Shares	17.6KSH	$224.8K
19	VIMA LLC	Shares	17.0KSH	$217.5K
20	Montz Harcus Wealth Management LLC	Shares	16.3KSH	$208.0K
21	Valeo Financial Advisors, LLC	Shares	16.2KSH	$207.0K
22	INDEPENDENT FINANCIAL GROUP, LLC	Shares	13.4KSH	$170.6K
23	Park Edge Advisors, LLC	Shares	12.6KSH	$161.3K
24	Red Door Wealth Management, LLC	Shares	12.3KSH	$157.2K
25	CRA Financial Services, LLC	Shares	12.3KSH	$157.0K
26	Wealth Analytics Partners, LLC	Shares	10.0KSH	$151.6K
27	HOWARD FINANCIAL SERVICES, LTD.	Shares	11.8KSH	$151.2K
28	Sequoia Financial Advisors, LLC	Shares	11.7KSH	$149.9K
29	TRUE Private Wealth Advisors	Shares	11.1KSH	$141.8K
30	Blackhawk Capital Partners, LLC	Shares	10.7KSH	$135.9K
31	LexAurum Advisors, LLC	Shares	10.4KSH	$133.2K
32	J.W. COLE ADVISORS, INC.	Shares	10.3KSH	$131.4K
33	Farther Finance Advisors, LLC	Shares	9.2KSH	$117.4K
34	SIGNATUREFD, LLC	Shares	7.6KSH	$96.8K
35	Horrell Capital Management, Inc.	Shares	6.8KSH	$86.5K
36	Blue Trust, Inc.	Shares	6.6KSH	$83.7K
37	Spire Wealth Management	Shares	5.0KSH	$63.8K
38	HM PAYSON & CO	Shares	4.3KSH	$54.5K
39	Union Bancaire Privee, UBP SA	Shares	3.0KSH	$31.8K
40	IFP Advisors, Inc	Shares	1.9KSH	$23.7K
41	Beaird Harris Wealth Management, LLC	Shares	1.8KSH	$23.5K
42	Nova Wealth Management, Inc.	Shares	1.7KSH	$22.2K
43	Allied Private Wealth LLC	Shares	1.5KSH	$21.1K
44	Bogart Wealth, LLC	Shares	1.5KSH	$19.7K
45	Financial Management Professionals, Inc.	Shares	1.4KSH	$18.2K
46	Fairway Wealth LLC	Shares	1.1KSH	$14.7K
47	Wilkerson Advisory Group LLC	Shares	1.1KSH	$13.8K
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	950SH	$12.4K
49	HARBOR INVESTMENT ADVISORY, LLC	Shares	751SH	$9.6K
50	AdvisorNet Financial, Inc	Shares	745SH	$9.5K

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

50 / 77 loaded

#		Instrument
1	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+27.4K	+$350.2K	$350.2K
2	J.W. COLE ADVISORS, INC. new	Shares	+10.3K	+$131.4K	$131.4K
3	NEW WAVE WEALTH ADVISORS LLC added	Shares	+11.4K	+$100.7K	$278.5K
4	Farther Finance Advisors, LLC added	Shares	+3.3K	+$14.9K	$117.4K
5	CoreCap Advisors, LLC added	Shares	+362	+$4.6K	$4.8K
6	EverSource Wealth Advisors, LLC added	Shares	+316	+$2.6K	$8.3K
7	Signature Resources Capital Management, LLC new	Shares	+19	+$242	$242
8	VSM Wealth Advisory, LLC added	Shares	+60	+$205	$2.4K
9	Trust Co added	Shares	+165	+$165	$7.8K
10	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	-$5	$13
11	HAGER INVESTMENT MANAGEMENT SERVICES, LLC unchanged	Shares	0	-$263	$778
12	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	-$299	$932
13	Aurora Private Wealth, Inc. trimmed	Shares	-230	-$412	$447
14	SJS Investment Consulting Inc. unchanged	Shares	0	-$431	$1.3K
15	Tradewinds Capital Management, LLC unchanged	Shares	0	-$440	$1.3K
16	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$474	$1.4K
17	Activest Wealth Management unchanged	Shares	0	-$514	$1.5K
18	Center for Financial Planning, Inc. unchanged	Shares	0	-$707	$2.1K
19	SOA Wealth Advisors, LLC. unchanged	Shares	0	-$729	$2.2K
20	GHP Investment Advisors, Inc. unchanged	Shares	0	-$819	$2.4K
21	Versant Capital Management, Inc unchanged	Shares	0	-$862	$2.6K
22	Triumph Capital Management unchanged	Shares	0	-$970	$2.9K
23	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$1.6K	$4.6K
24	Financial Perspectives, Inc unchanged	Shares	0	-$1.8K	$5.2K
25	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$2.2K	$6.4K
26	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$2.3K	$6.8K
27	Financial Life Planners added	Shares	+3	-$3.1K	$9.2K
28	AdvisorNet Financial, Inc unchanged	Shares	0	-$3.2K	$9.5K
29	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$3.2K	$9.6K
30	MBM WEALTH CONSULTANTS, LLC exited	Shares	-205	-$3.5K	$0
31	IFP Advisors, Inc added	Shares	+256	-$3.6K	$23.7K
32	Fairway Wealth LLC unchanged	Shares	0	-$3.7K	$14.7K
33	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$4.2K	$12.4K
34	Wilkerson Advisory Group LLC unchanged	Shares	0	-$4.7K	$13.8K
35	Financial Management Professionals, Inc. unchanged	Shares	0	-$6.2K	$18.2K
36	Bogart Wealth, LLC unchanged	Shares	0	-$6.7K	$19.7K
37	Union Bancaire Privee, UBP SA unchanged	Shares	0	-$7.6K	$31.8K
38	Beaird Harris Wealth Management, LLC unchanged	Shares	0	-$7.9K	$23.5K
39	Nova Wealth Management, Inc. trimmed	Shares	-167	-$10.3K	$22.2K
40	Spire Wealth Management added	Shares	+566	-$11.9K	$63.8K
41	HM PAYSON & CO unchanged	Shares	0	-$18.4K	$54.5K
42	Wealth Analytics Partners, LLC unchanged	Shares	0	-$19.2K	$151.6K
43	Red Door Wealth Management, LLC added	Shares	+1.6K	-$25.3K	$157.2K
44	Horrell Capital Management, Inc. unchanged	Shares	0	-$29.2K	$86.5K
45	SIGNATUREFD, LLC unchanged	Shares	0	-$32.7K	$96.8K
46	Sound Income Strategies, LLC exited	Shares	-2.1K	-$36.0K	$0
47	Blue Trust, Inc. trimmed	Shares	-537	-$37.4K	$83.7K
48	LexAurum Advisors, LLC unchanged	Shares	0	-$45.0K	$133.2K
49	Blackhawk Capital Partners, LLC unchanged	Shares	0	-$45.9K	$135.9K
50	BEACON INVESTMENT ADVISORY SERVICES, INC. exited	Shares	-2.8K	-$47.5K	$0

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