HolderBook

GRAYSCALE BITCOIN MINI TR ET (BTC)

Institutional ownership reported to the SEC as of Q3 2026, across 9 quarters.

25
Reporting holders
$13.9M
Reported value
0.0%
Calls
0.0%
Puts
-446
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
RIVERSEDGE ADVISORS, LLC$5.2M140,9320.64%7q-0.5%-$26.5K
Farther Finance Advisors, LLC$2.2M59,0570.02%8q+21.1%+$380.9K
THRYVE WEALTH MANAGEMENT LLC$2.0M53,5791.10%4q-11.2%-$248.9K
Cooper Financial Group$1.4M37,4910.11%5q-0.5%-$7.2K
Kaizen Financial Strategies$712.8K19,2900.28%4q-1.4%-$9.9K
Legacy Wealth Asset Management, LLC$492.6K13,3320.11%8q-10.4%-$57.3K
EPIQ PARTNERS, LLC$358.4K9,7000.15%8q-4.9%-$18.5K
Mirador Capital Partners LP$340.9K9,2270.04%newNEW
TITLEIST ASSET MANAGEMENT, LLC$294.9K7,9820.02%8qHELD
Gainplan LLC$290.9K7,8730.11%newNEW
SAPIENT CAPITAL LLC$214.3K5,7990.00%newNEW
GK Wealth Management LLC$143.8K3,8920.08%2q-55.7%-$180.6K
GILPIN WEALTH MANAGEMENT, LLC$131.2K3,5500.09%4qHELD
Horrell Capital Management, Inc.$77.9K2,1090.04%8qHELD
Planning Strategies Inc.$29.0K7850.02%2qHELD
TOMPKINS FINANCIAL CORP$8.4K2280.00%7qHELD
ATWOOD & PALMER INC$7.3K1970.00%8qHELD
Trust Co$5.7K1550.00%4qHELD
TOTH FINANCIAL ADVISORY CORP$3.3K880.00%8qHELD
Bullock Wealth Management Group$2.0K540.00%9qHELD
MassMutual Private Wealth & Trust, FSB$1.7K450.00%8q-52.6%-$1.8K
Versant Capital Management, Inc$1.1K300.00%8qHELD
FIRST COMMUNITY TRUST NA$850230.00%newNEW
VALLEY WEALTH MANAGERS, INC.$813220.00%8qHELD
ARMSTRONG ADVISORY GROUP, INC$739200.00%8qHELD
WoodTrust Financial Corp$3629,7890.04%7qHELD
Polaris Financial Partners$172760.01%newFIRST

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202625$13.9M375,4604180.0%
Q2 2026471$962.4M35,721,198421371123.6%
Q1 2026494$1.1B34,373,33163164983.3%
Q4 2025519$1.2B29,310,831551631063.4%
Q3 2025499$1.1B20,325,65583158753.8%
Q2 2025460$815.5M16,295,76979127614.8%
Q1 2025406$503.1M13,141,78885106644.4%
Q4 2024364$596.6M13,850,436332022.9%
Q3 20243$741.2K131,6563000.0%