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BTC Institutional Ownership

Grayscale Bitcoin Mini Trust ETF
1W: -2.3% 1M: -5.0% 3M: +25.1% YTD: -11.2% 1Y: -27.7%
$35.66
+0.37 (+1.05%)
After Hours: $35.71 (+0.05, +0.14%)
Weekly Expected Move ±3.3%
$33 $35 $36 $37 $38
ETF AMEX · AUM $5.0B

Institutional Ownership — BTC

533
Institutional Holders
-41 vs prior quarter
0.0%
Ownership
+0.00pp
900M
Total Invested
48
New Positions
141
Increased
186
Reduced
66
Closed
0.75
Put/Call Ratio

Ownership Trends

Top Institutional Holders (613 total)

# Holder Shares Value Change Change % Holding Period Filing
1 HORIZON KINETICS ASSET MANAGEMENT LLC 6,067,993 214M +3,063,577 +102.0% 7Q SEC ↗
2 Bullish 4,523,963 160M — +0.0% 3Q SEC ↗
3 WELLS FARGO & COMPANY/MN 2,564,896 91M +485,958 +23.4% 7Q SEC ↗
4 EMORY UNIVERSITY 1,354,148 48M — +0.0% 7Q SEC ↗
5 Paragon Advisors, LLC 1,306,342 46M +232,912 +21.7% 3Q SEC ↗
6 Tidal Investments LLC 1,093,783 39M +102,673 +10.4% 6Q SEC ↗
7 Sloy Dahl & Holst, LLC 954,568 34M +103,954 +12.2% 7Q SEC ↗
8 MORGAN STANLEY 859,068 30M +139,990 +19.5% 7Q SEC ↗
9 KALEIDOSCOPE CAPITAL LP 637,727 23M +25,980 +4.2% 7Q SEC ↗
10 SteelPeak Wealth, LLC 585,796 21M -13,735 -2.3% 4Q SEC ↗
11 Ovata Capital Management Ltd 551,872 19M -16,000 -2.8% 2Q SEC ↗
12 ParaFi Capital LP 520,000 18M — +0.0% 7Q SEC ↗
13 Steward Partners Investment Advisory, 517,836 18M -843,418 -62.0% 7Q SEC ↗
14 GFS Advisors, LLC NEW 421,760 15M — +0.0% 1Q SEC ↗
15 Betterment LLC 385,238 14M +112,584 +41.3% 2Q SEC ↗
16 NewEdge Wealth, LLC 381,271 13M -2,293 -0.6% 7Q SEC ↗
17 LPL Financial LLC 360,740 13M +78,611 +27.9% 7Q SEC ↗
18 HighTower Advisors, LLC 359,999 13M -100 -0.0% 7Q SEC ↗
19 Pasadena Private Wealth, LLC 351,755 12M +123,711 +54.2% 7Q SEC ↗
20 Apriem Advisors 330,202 12M +43,943 +15.4% 7Q SEC ↗
21 EagleClaw Capital Managment, LLC 320,872 11M +7,195 +2.3% 7Q SEC ↗
22 Verde Capital Management 320,526 11M +311,893 +3612.8% 6Q SEC ↗
23 MML INVESTORS SERVICES, LLC 286,710 10M +58,814 +25.8% 7Q SEC ↗
24 ENVESTNET ASSET MANAGEMENT INC 273,410 10M +69,840 +34.3% 7Q SEC ↗
25 MILLENNIUM MANAGEMENT LLC 256,832 9M -575,769 -69.2% 7Q SEC ↗
26 Mariner, LLC 252,904 9M +30,500 +13.7% 7Q SEC ↗
27 Pacific Excel Wealth Advisors, Inc. NEW 205,477 7M — +0.0% 1Q SEC ↗
28 Heritage Family Offices, LLP 205,477 7M +76,289 +59.1% 2Q SEC ↗
29 Reliant Wealth Planning 186,312 7M +5,469 +3.0% 6Q SEC ↗
30 ASSETMARK, INC 173,925 6M +18,061 +11.6% 7Q SEC ↗
31 MATAURO, LLC 170,767 6M +5,890 +3.6% 5Q SEC ↗
32 VVR Holdings LLC 168,908 6M +33,008 +24.3% 3Q SEC ↗
33 Cresset Asset Management, LLC 168,492 6M -2,491 -1.5% 2Q SEC ↗
34 Virtu Financial LLC NEW 165,079 6M — +0.0% 1Q SEC ↗
35 Exit Wealth Advisors, LLC. 161,725 6M +26,824 +19.9% 3Q SEC ↗
36 Kestra Advisory Services, LLC 161,416 6M +26,289 +19.5% 7Q SEC ↗
37 Moors & Cabot, Inc. 161,265 6M -7,839 -4.6% 7Q SEC ↗
38 Stonebrook Private Inc. 154,323 5M +4,428 +3.0% 3Q SEC ↗
39 ShoreHaven Wealth Partners, LLC 145,908 5M +57,381 +64.8% 6Q SEC ↗
40 JPMORGAN CHASE & CO 145,717 5M +57,441 +65.1% 7Q SEC ↗
41 Beaumont Financial Advisors, LLC 145,081 5M -1,866 -1.3% 7Q SEC ↗
42 Ascension Capital Advisors, Inc. 144,683 5M +7,536 +5.5% 2Q SEC ↗
43 Cambridge Investment Research Advisors 143,395 5M +4,607 +3.3% 7Q SEC ↗
44 Financial Security Advisor, Inc. 142,916 5M +12,851 +9.9% 6Q SEC ↗
45 RIVERSEDGE ADVISORS, LLC 141,650 5M -228,399 -61.7% 6Q SEC ↗
46 MEITAV INVESTMENT HOUSE LTD 141,129 5M +34,436 +32.3% 6Q SEC ↗
47 FRANKLIN RESOURCES INC 127,533 5M +41,721 +48.6% 7Q SEC ↗
48 One Charles Private Wealth Services, L 123,284 4M -719 -0.6% 7Q SEC ↗
49 RENAISSANCE TECHNOLOGIES LLC 122,160 4M +81,000 +196.8% 7Q SEC ↗
50 HFG Wealth Management, LLC 118,551 4M -74,846 -38.7% 6Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
HORIZON KINETICS ASSET MANAGEMENT L +3,063,577 +102.0% 6,067,993
WELLS FARGO & COMPANY/MN +485,958 +23.4% 2,564,896
Verde Capital Management +311,893 +3612.8% 320,526
Paragon Advisors, LLC +232,912 +21.7% 1,306,342
MORGAN STANLEY +139,990 +19.5% 859,068
Pasadena Private Wealth, LLC +123,711 +54.2% 351,755
Betterment LLC +112,584 +41.3% 385,238
Sloy Dahl & Holst, LLC +103,954 +12.2% 954,568
Tidal Investments LLC +102,673 +10.4% 1,093,783
Centurion Wealth Management LLC +84,447 +1056.5% 92,440
RENAISSANCE TECHNOLOGIES LLC +81,000 +196.8% 122,160
LPL Financial LLC +78,611 +27.9% 360,740
Heritage Family Offices, LLP +76,289 +59.1% 205,477
ENVESTNET ASSET MANAGEMENT INC +69,840 +34.3% 273,410
Elevate Capital Advisors, LLC +69,749 +474.5% 84,447
MML INVESTORS SERVICES, LLC +58,814 +25.8% 286,710
JPMORGAN CHASE & CO +57,441 +65.1% 145,717
ShoreHaven Wealth Partners, LLC +57,381 +64.8% 145,908
Apriem Advisors +43,943 +15.4% 330,202
FRANKLIN RESOURCES INC +41,721 +48.6% 127,533
Biggest Decreases (20)
HolderReducedChange %Total Shares
Steward Partners Investment Advisor -843,418 -62.0% 517,836
SUSQUEHANNA INTERNATIONAL GROUP, LL -838,400 -90.3% 90,419
MILLENNIUM MANAGEMENT LLC -575,769 -69.2% 256,832
Beacon Pointe Advisors, LLC -249,782 -93.4% 17,779
RIVERSEDGE ADVISORS, LLC -228,399 -61.7% 141,650
Gem Investment Advisors, LLC -103,883 -71.4% 41,617
HFG Wealth Management, LLC -74,846 -38.7% 118,551
Fielder Capital Group LLC -47,019 -45.4% 56,638
AXXCESS WEALTH MANAGEMENT, LLC -29,512 -75.7% 9,457
BANK OF AMERICA CORP /DE -24,491 -22.1% 86,440
Carnegie Investment Counsel -18,745 -56.2% 14,595
CITADEL ADVISORS LLC -16,045 -19.4% 66,567
Ovata Capital Management Ltd -16,000 -2.8% 551,872
Cetera Investment Advisers -14,885 -21.6% 54,057
SteelPeak Wealth, LLC -13,735 -2.3% 585,796
Sequoia Financial Advisors, LLC -13,197 -33.7% 25,951
Waterloo Capital, L.P. -13,155 -23.0% 44,114
Gallacher Capital Management LLC -13,065 -28.9% 32,157
Van Hulzen Asset Management, LLC -10,557 -19.2% 44,368
COMMONWEALTH EQUITY SERVICES, LLC -10,511 -13.2% 69,336

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms