— Know what they know.
Not Investment Advice

GBTC Institutional Ownership

Grayscale Bitcoin Trust ETF
1W: -2.4% 1M: -5.0% 3M: +24.7% YTD: -12.1% 1Y: -28.7% 3Y: +174.6% 5Y: +35.0%
$62.32
+0.69 (+1.12%)
 
Weekly Expected Move ±3.3%
$58 $61 $63 $65 $67
ETF AMEX · AUM $42.7B

Institutional Ownership — GBTC

691
Institutional Holders
-98 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
39
New Positions
91
Increased
297
Reduced
80
Closed
0.55
Put/Call Ratio

Ownership Trends

Top Institutional Holders (813 total)

# Holder Shares Value Change Change % Holding Period Filing
1 HORIZON KINETICS ASSET MANAGEMENT LLC 12,139,990 748M -1,864,892 -13.3% 15Q SEC ↗
2 LPL Financial LLC 876,469 54M -31,871 -3.5% 10Q SEC ↗
3 HighTower Advisors, LLC 602,864 37M -11,209 -1.8% 10Q SEC ↗
4 MSRH, LLC 419,620 26M -2,458 -0.6% 2Q SEC ↗
5 Virtu Financial LLC 360,930 22M +78,099 +27.6% 7Q SEC ↗
6 MAD RIVER INVESTORS 360,139 22M — +0.0% 10Q SEC ↗
7 EagleClaw Capital Managment, LLC 358,216 22M +2,425 +0.7% 10Q SEC ↗
8 JANE STREET GROUP, LLC 340,363 21M +76,391 +28.9% 10Q SEC ↗
9 CITADEL ADVISORS LLC NEW 314,985 19M — +0.0% 1Q SEC ↗
10 Moors & Cabot, Inc. 303,753 19M -7,640 -2.5% 10Q SEC ↗
11 Mariner, LLC 278,538 17M +91,599 +49.0% 10Q SEC ↗
12 KINGSWOOD WEALTH ADVISORS, LLC 278,391 17M -1,569 -0.6% 13Q SEC ↗
13 Wealthfront Advisers LLC 265,593 16M -75,540 -22.1% 9Q SEC ↗
14 One Charles Private Wealth Services, L 259,750 16M -17,242 -6.2% 10Q SEC ↗
15 Beaumont Financial Advisors, LLC 249,612 15M -9,122 -3.5% 9Q SEC ↗
16 Cambridge Investment Research Advisors 244,528 15M -8,741 -3.5% 10Q SEC ↗
17 Cresset Asset Management, LLC 231,216 14M -12,496 -5.1% 10Q SEC ↗
18 Quadrature Capital Ltd 193,414 12M +184,609 +2096.6% 2Q SEC ↗
19 Focus Partners Wealth 190,971 12M -25,531 -11.8% 10Q SEC ↗
20 COMMONWEALTH EQUITY SERVICES, LLC 168,831 10M -9,972 -5.6% 10Q SEC ↗
21 Cetera Investment Advisers 164,245 10M -10,232 -5.9% 4Q SEC ↗
22 RBF Capital, LLC 150,000 9M — +0.0% 10Q SEC ↗
23 Atlas Wealth Partners, LLC 139,612 9M -700 -0.5% 8Q SEC ↗
24 Lido Advisors, LLC 138,522 9M -26,947 -16.3% 10Q SEC ↗
25 Sloy Dahl & Holst, LLC 131,538 8M -1,900 -1.4% 10Q SEC ↗
26 Creative Planning 131,082 8M -709 -0.5% 10Q SEC ↗
27 LAKEWOOD CAPITAL MANAGEMENT, LP 123,500 8M — +0.0% 10Q SEC ↗
28 Foundations Investment Advisors, LLC 121,134 7M -7,893 -6.1% 10Q SEC ↗
29 Pasadena Private Wealth, LLC 117,609 7M -14 -0.0% 9Q SEC ↗
30 SLT Holdings LLC 116,930 7M -7,107 -5.7% 7Q SEC ↗
31 WEALTH ENHANCEMENT ADVISORY SERVICES, 113,584 7M -1,716 -1.5% 10Q SEC ↗
32 Fielder Capital Group LLC 111,292 7M — +0.0% 10Q SEC ↗
33 ONCE CAPITAL MANAGEMENT, LLC 107,700 7M — +0.0% 10Q SEC ↗
34 Larson Financial Group LLC 107,435 7M +16,453 +18.1% 10Q SEC ↗
35 BLAIR WILLIAM & CO/IL 106,864 7M -215 -0.2% 10Q SEC ↗
36 Birch Hill Investment Advisors LLC 102,850 6M — +0.0% 10Q SEC ↗
37 Convergence Financial, LLC 102,534 6M +51,267 +100.0% 10Q SEC ↗
38 ICONIQ Capital, LLC 101,575 6M — +0.0% 8Q SEC ↗
39 MILLENNIUM MANAGEMENT LLC 100,000 6M — +0.0% 10Q SEC ↗
40 Sequoia Financial Advisors, LLC 96,213 6M -30,963 -24.3% 10Q SEC ↗
41 WealthCare Asset Management, LLC NEW 95,422 6M — +0.0% 1Q SEC ↗
42 Red Door Wealth Management, LLC 94,987 6M -623 -0.7% 9Q SEC ↗
43 Kestra Advisory Services, LLC 94,966 6M -10,876 -10.3% 10Q SEC ↗
44 OSAIC HOLDINGS, INC. 89,673 6M +8,485 +10.5% 10Q SEC ↗
45 TRAPHAGEN INVESTMENT ADVISORS LLC 83,314 5M -1,242 -1.5% 10Q SEC ↗
46 Claro Advisors Inc. 82,836 5M -9 -0.0% 10Q SEC ↗
47 MORGAN STANLEY 78,170 5M -8,326 -9.6% 10Q SEC ↗
48 Intellectus Partners, LLC 76,426 5M -44 -0.1% 10Q SEC ↗
49 MERCER GLOBAL ADVISORS INC /ADV 76,284 5M +2,552 +3.5% 10Q SEC ↗
50 Advisory Services Network, LLC 76,121 5M -2,051 -2.6% 10Q SEC ↗

Recent Activity

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Quadrature Capital Ltd +184,609 +2096.6% 193,414
Mariner, LLC +91,599 +49.0% 278,538
Virtu Financial LLC +78,099 +27.6% 360,930
JANE STREET GROUP, LLC +76,391 +28.9% 340,363
Arax Advisory Partners +61,301 +885.5% 68,224
Convergence Financial, LLC +51,267 +100.0% 102,534
Bluespring Wealth Management, LLC +23,798 +456.8% 29,008
Quantinno Capital Management LP +23,250 +253.6% 32,418
Brookstone Capital Management +16,707 +43.5% 55,085
Larson Financial Group LLC +16,453 +18.1% 107,435
KELLEHER FINANCIAL ADVISORS +13,901 +564.9% 16,362
HUB Investment Partners, LLC +10,076 +116.5% 18,728
GROUP ONE TRADING LLC +9,166 +328.5% 11,956
OSAIC HOLDINGS, INC. +8,485 +10.5% 89,673
EP Wealth Advisors, LLC +8,133 +71.2% 19,550
QTR Family Wealth, LLC +7,540 +30.1% 32,600
INSIGNEO ADVISORY SERVICES, LLC +7,510 +136.1% 13,028
Clearstead Advisors, LLC +5,513 +45.3% 17,688
Pathstone Holdings, LLC +4,588 +15.6% 34,027
Belpointe Asset Management LLC +4,454 +48.7% 13,597
Biggest Decreases (20)
HolderReducedChange %Total Shares
HORIZON KINETICS ASSET MANAGEMENT L -1,864,892 -13.3% 12,139,990
Greenwich Wealth Management LLC -615,989 -97.2% 18,004
SUSQUEHANNA INTERNATIONAL GROUP, LL -331,126 -81.4% 75,774
Vident Advisory, LLC -301,348 -99.4% 1,752
IEQ CAPITAL, LLC -96,271 -82.2% 20,835
Wealthfront Advisers LLC -75,540 -22.1% 265,593
Qube Research & Technologies Ltd -54,834 -51.5% 51,618
Ridgepath Capital Management LLC -45,300 -90.0% 5,024
FIFTH THIRD BANCORP -36,000 -92.1% 3,072
MONECO ADVISORS, LLC -33,857 -53.5% 29,485
LPL Financial LLC -31,871 -3.5% 876,469
Sequoia Financial Advisors, LLC -30,963 -24.3% 96,213
Smithfield Trust Co -30,650 -54.5% 25,545
HFG Wealth Management, LLC -30,332 -72.8% 11,320
Illumine Investment Management, LLC -26,951 -100.0% 0
Lido Advisors, LLC -26,947 -16.3% 138,522
Citrine Capital LLC -25,859 -25.4% 75,952
Focus Partners Wealth -25,531 -11.8% 190,971
BECK CAPITAL MANAGEMENT, LLC -22,975 -50.4% 22,643
One Charles Private Wealth Services -17,242 -6.2% 259,750

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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