Filing Research | GRAYSCALE BITCOIN MINI TR ET Institutional Holdings

Snapshot holdings

50 / 146 loaded

#		Instrument	quantity
1	SteelPeak Wealth, LLC	Shares	585.8KSH	$15.2M
2	Pacific Excel Wealth Advisors, Inc.	Shares	205.5KSH	$5.3M
3	MATAURO, LLC	Shares	170.8KSH	$4.4M
4	VVR Holdings LLC	Shares	168.9KSH	$4.4M
5	ShoreHaven Wealth Partners, LLC	Shares	145.9KSH	$3.8M
6	RIVERSEDGE ADVISORS, LLC	Shares	141.7KSH	$3.7M
7	MEITAV INVESTMENT HOUSE LTD	Shares	141.1KSH	$3.7M
8	One Charles Private Wealth Services, LLC	Shares	123.3KSH	$3.2M
9	Merit Financial Group, LLC	Shares	99.5KSH	$2.6M
10	Abacus Planning Group, Inc.	Shares	99.2KSH	$2.6M
11	Centurion Wealth Management LLC	Shares	92.4KSH	$2.4M
12	Aries Wealth Management	Shares	64.5KSH	$1.7M
13	FFG Partners, LLC	Shares	63.2KSH	$1.6M
14	Pettinga Financial Advisors LLC	Shares	57.1KSH	$1.5M
15	Farther Finance Advisors, LLC	Shares	48.7KSH	$1.3M
16	Red Door Wealth Management, LLC	Shares	44.2KSH	$1.1M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	39.8KSH	$1.1M
18	Upper Left Wealth Management, LLC	Shares	43.3KSH	$1.1M
19	TRAPHAGEN INVESTMENT ADVISORS LLC	Shares	42.2KSH	$1.1M
20	SIGNATUREFD, LLC	Shares	38.3KSH	$994.4K
21	Cooper Financial Group	Shares	37.7KSH	$978.0K
22	EQ WEALTH ADVISORS, LLC	Shares	37.3KSH	$968.7K
23	Interchange Capital Partners, LLC	Shares	36.9KSH	$957.7K
24	Diligent Investors, LLC	Shares	33.7KSH	$874.9K
25	Gallacher Capital Management LLC	Shares	32.2KSH	$834.5K
26	Birch Hill Investment Advisors LLC	Shares	27.8KSH	$720.4K
27	Sequoia Financial Advisors, LLC	Shares	26.0KSH	$673.4K
28	SLT Holdings LLC	Shares	24.2KSH	$627.5K
29	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	24.1KSH	$625.8K
30	Cyndeo Wealth Partners, LLC	Shares	23.6KSH	$612.2K
31	IFP Advisors, Inc	Shares	23.5KSH	$610.7K
32	Johnson & White Wealth Management, LLC	Shares	22.4KSH	$582.4K
33	Once Capital Management, LLC	Shares	21.5KSH	$559.0K
34	Valeo Financial Advisors, LLC	Shares	21.4KSH	$554.0K
35	Bison Wealth, LLC	Shares	17.7KSH	$498.6K
36	180 WEALTH ADVISORS, LLC	Shares	18.0KSH	$466.6K
37	Great Point Wealth Advisors, LLC	Shares	16.7KSH	$433.7K
38	Spire Wealth Management	Shares	16.5KSH	$428.3K
39	RED REEF ADVISORS LLC	Shares	15.4KSH	$398.5K
40	Citrine Capital LLC	Shares	14.9KSH	$386.7K
41	Legacy Wealth Asset Management, LLC	Shares	14.9KSH	$386.2K
42	ALTERNA WEALTH MANAGEMENT, INC	Shares	14.6KSH	$377.8K
43	J. M. Brown & Associates Inc.	Shares	13.9KSH	$360.0K
44	Sowell Financial Services LLC	Shares	13.3KSH	$344.5K
45	Brookstone Capital Management	Shares	13.1KSH	$341.2K
46	Wealthcare Advisory Partners LLC	Shares	12.6KSH	$326.3K
47	Richardson Capital Management LLC	Shares	12.5KSH	$323.5K
48	CERTIOR FINANCIAL GROUP, LLC	Shares	10.6KSH	$275.3K
49	INDEPENDENT FINANCIAL GROUP, LLC	Shares	10.5KSH	$273.2K
50	Blackhawk Capital Partners, LLC	Shares	10.5KSH	$272.3K

Scroll to load more

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

50 / 164 loaded

#		Instrument
1	Pacific Excel Wealth Advisors, Inc. new	Shares	+205.5K	+$5.3M	$5.3M
2	Centurion Wealth Management LLC added	Shares	+84.4K	+$2.2M	$2.4M
3	FFG Partners, LLC new	Shares	+63.2K	+$1.6M	$1.6M
4	ShoreHaven Wealth Partners, LLC added	Shares	+57.4K	+$1.1M	$3.8M
5	Valeo Financial Advisors, LLC new	Shares	+21.4K	+$554.0K	$554.0K
6	Interchange Capital Partners, LLC added	Shares	+23.0K	+$468.6K	$957.7K
7	180 WEALTH ADVISORS, LLC new	Shares	+18.0K	+$466.6K	$466.6K
8	MEITAV INVESTMENT HOUSE LTD added	Shares	+34.4K	+$462.6K	$3.7M
9	VVR Holdings LLC added	Shares	+33.0K	+$307.5K	$4.4M
10	Cooper Financial Group added	Shares	+14.6K	+$287.0K	$978.0K
11	Avondale Wealth Management new	Shares	+9.6K	+$248.7K	$248.7K
12	TME FINANCIAL, INC. new	Shares	+9.5K	+$246.0K	$246.0K
13	GK Wealth Management LLC new	Shares	+8.8K	+$227.8K	$227.8K
14	Dynamic Advisor Solutions LLC new	Shares	+8.7K	+$224.8K	$224.8K
15	Upper Left Wealth Management, LLC added	Shares	+13.2K	+$221.4K	$1.1M
16	SIGNATUREFD, LLC added	Shares	+10.9K	+$171.2K	$994.4K
17	IFP Advisors, Inc added	Shares	+8.2K	+$151.1K	$610.7K
18	Bison Wealth, LLC added	Shares	+7.4K	+$137.7K	$498.6K
19	Richardson Capital Management LLC added	Shares	+5.6K	+$117.7K	$323.5K
20	HIGHLINE WEALTH PARTNERS LLC added	Shares	+2.9K	+$72.1K	$91.5K
21	RED REEF ADVISORS LLC added	Shares	+4.0K	+$56.6K	$398.5K
22	Provenance Wealth Advisors, LLC added	Shares	+2.1K	+$49.4K	$91.9K
23	Keystone Financial Services, LLC added	Shares	+2.6K	+$39.4K	$251.7K
24	Ares Financial Consulting, LLC added	Shares	+1.7K	+$37.2K	$86.3K
25	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+1.2K	+$19.3K	$106.6K
26	Smallwood Wealth Investment Management, LLC added	Shares	+570	+$14.0K	$20.1K
27	Signature Resources Capital Management, LLC added	Shares	+290	+$7.4K	$8.0K
28	YANKCOM Partnership new	Shares	+280	+$7.3K	$7.3K
29	Aventura Private Wealth, LLC added	Shares	+202	+$4.5K	$10.2K
30	WEST PACES ADVISORS INC. new	Shares	+80	+$2.1K	$2.1K
31	Lodestone Wealth Management LLC added	Shares	+246	+$2.0K	$34.3K
32	MassMutual Private Wealth & Trust, FSB added	Shares	+50	+$1.1K	$2.5K
33	SENTINEL TRUST CO LBA new	Shares	+26.3K	+$682	$682
34	LifeSteps Financial, Inc. new	Shares	+24	+$623	$623
35	FIRST UNITED BANK & TRUST new	Shares	+14	+$363	$363
36	Wilkerson Advisory Group LLC added	Shares	+32	+$201	$4.9K
37	EverSource Wealth Advisors, LLC added	Shares	+12	+$158	$1.3K
38	PARK AVENUE SECURITIES LLC added	Shares	+3.1K	+$43	$314
39	Roble, Belko & Company, Inc added	Shares	+30	$0	$7
40	Ulland Investment Advisors, LLC exited	Shares	-100	-$3	$0
41	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	-$8	$52
42	BFSG, LLC unchanged	Shares	0	-$12	$78
43	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$16	$104
44	HAGER INVESTMENT MANAGEMENT SERVICES, LLC unchanged	Shares	0	-$20	$130
45	TSFG, LLC unchanged	Shares	0	-$20	$127
46	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$32	$208
47	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	-$49	$311
48	Kentucky Trust Co exited	Shares	-2	-$60	$0
49	CITY HOLDING CO unchanged	Shares	0	-$80	$519
50	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$81	$519

Scroll to load more