GRAYSCALE BITCOIN MINI TR ET (BTC)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
448
Reporting holders
$916.3M
Reported value
25.7%
Of shares outstanding
3.0%
Held as options
-24
Holder change
Institutions report 34,238,563 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 | -38.3%-$41.3M |
| 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 | 90,419 | 0.00% | 7q | -90.3%-$101.9M |
| 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 | 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 | options only | 0.00% | 3q | OPTIONS |
| 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 |
| Merit Financial Group, LLC | $5.2M | 198,928 | 0.02% | 7q | +94.3%+$2.5M |
| 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 |
| 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 |
| 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 |
| 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 | options only | 0.00% | 7q | OPTIONS |
| FFG Partners, LLC | $1.6M | 63,232 | 0.47% | new | NEW |
| SIMPLEX TRADING, LLC | $1.6M | options only | 0.00% | 2q | OPTIONS |
| THRYVE WEALTH MANAGEMENT LLC | $1.6M | 60,314 | 0.87% | 3q | +3.5%+$53.2K |
| Arete Wealth Advisors, LLC | $1.5M | 58,838 | 0.03% | 4q | +450.9%+$1.2M |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $1.3M | 52,008 | 0.00% | 7q | +113.3%+$716.9K |
| 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 |
| Corient Private Wealth LP | $982.9K | 37,897 | 0.00% | 5q | +62.7%+$378.9K |
| Advisory Services Network, LLC | $981.8K | 37,833 | 0.01% | 7q | -2.9%-$29.2K |
Showing the largest 100 of 469 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 448 | $916.3M | 34,238,563 | 38 | 130 | 109 | 3.0% |
| Q1 2026 | 472 | $1.0B | 33,761,243 | 59 | 158 | 97 | 3.4% |
| Q4 2025 | 497 | $1.2B | 28,913,011 | 53 | 152 | 104 | 3.4% |
| Q3 2025 | 476 | $1.0B | 19,819,380 | 78 | 151 | 71 | 3.7% |
| Q2 2025 | 435 | $790.2M | 15,802,677 | 75 | 118 | 58 | 4.7% |
| Q1 2025 | 385 | $483.6M | 12,695,936 | 82 | 95 | 62 | 4.0% |
| Q4 2024 | 344 | $584.7M | 13,598,118 | 314 | 0 | 1 | 2.7% |
| Q3 2024 | 2 | $740.2K | 131,482 | 2 | 0 | 0 | 0.0% |