GBTC Institutional Ownership
Grayscale Bitcoin Trust ETF
1W: -2.2%
1M: -3.2%
3M: +26.6%
YTD: -11.2%
1Y: -28.1%
3Y: +163.6%
5Y: +27.6%
$62.32
+0.69 (+1.12%)
Weekly Expected Move ±3.3%
$58
$61
$63
$65
$67
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
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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 (301 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MAD RIVER INVESTORS NEW | 355,444 | 22M | +355,444 | — | 1Q | SEC ↗ |
| 2 | CITADEL ADVISORS LLC NEW | 314,985 | 20M | +314,985 | — | 1Q | SEC ↗ |
| 3 | Mariner, LLC | 278,538 | 17M | -51,836 | -15.7% | 2Q | SEC ↗ |
| 4 | KINGSWOOD WEALTH ADVISORS, LLC NEW | 275,448 | 17M | +275,448 | — | 1Q | SEC ↗ |
| 5 | Wealthfront Advisers LLC | 265,593 | 17M | -75,540 | -22.1% | 2Q | SEC ↗ |
| 6 | One Charles Private Wealth Services, L NEW | 259,750 | 16M | +259,750 | — | 1Q | SEC ↗ |
| 7 | Beaumont Financial Advisors, LLC NEW | 242,947 | 15M | +242,947 | — | 1Q | SEC ↗ |
| 8 | Atlas Wealth Partners, LLC NEW | 139,612 | 9M | +139,612 | — | 1Q | SEC ↗ |
| 9 | Jump Financial, LLC NEW | 129,212 | 8M | +129,212 | — | 1Q | SEC ↗ |
| 10 | Sloy Dahl & Holst, LLC NEW | 127,073 | 8M | +127,073 | — | 1Q | SEC ↗ |
| 11 | SLT Holdings LLC | 116,930 | 7M | — | +0.0% | 2Q | SEC ↗ |
| 12 | Fielder Capital Group LLC NEW | 111,292 | 7M | +111,292 | — | 1Q | SEC ↗ |
| 13 | Sequoia Financial Advisors, LLC NEW | 96,213 | 6M | +96,213 | — | 1Q | SEC ↗ |
| 14 | Birch Hill Investment Advisors LLC NEW | 96,150 | 6M | +96,150 | — | 1Q | SEC ↗ |
| 15 | WealthCare Asset Management, LLC NEW | 95,422 | 6M | +95,422 | — | 1Q | SEC ↗ |
| 16 | Red Door Wealth Management, LLC | 94,987 | 6M | -623 | -0.7% | 2Q | SEC ↗ |
| 17 | Claro Advisors Inc. NEW | 82,836 | 5M | +82,836 | — | 1Q | SEC ↗ |
| 18 | MERCER GLOBAL ADVISORS INC /ADV NEW | 76,284 | 5M | +76,284 | — | 1Q | SEC ↗ |
| 19 | Farther Finance Advisors, LLC | 75,047 | 5M | +1,465 | +2.0% | 3Q | SEC ↗ |
| 20 | Haven Private, LLC NEW | 71,936 | 4M | +71,936 | — | 1Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC NEW | 69,663 | 4M | +69,663 | — | 1Q | SEC ↗ |
| 22 | NewEdge Wealth, LLC NEW | 60,452 | 4M | +60,452 | — | 1Q | SEC ↗ |
| 23 | Pekin Hardy Strauss, Inc. NEW | 56,924 | 4M | +56,924 | — | 1Q | SEC ↗ |
| 24 | Legacy Wealth Asset Management, LLC | 55,149 | 3M | -311 | -0.6% | 2Q | SEC ↗ |
| 25 | Innovative Advisory Group, LLC NEW | 53,842 | 3M | +53,842 | — | 1Q | SEC ↗ |
| 26 | Convergence Financial, LLC | 51,267 | 3M | -51,267 | -50.0% | 2Q | SEC ↗ |
| 27 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 48,253 | 3M | +48,253 | — | 1Q | SEC ↗ |
| 28 | Verde Capital Management | 44,951 | 3M | -5,783 | -11.4% | 2Q | SEC ↗ |
| 29 | Merit Financial Group, LLC | 44,855 | 3M | -2,451 | -5.2% | 2Q | SEC ↗ |
| 30 | EFG International AG NEW | 43,550 | 3M | +43,550 | — | 1Q | SEC ↗ |
| 31 | FAGAN ASSOCIATES, INC. | 40,806 | 3M | -1,016 | -2.4% | 2Q | SEC ↗ |
| 32 | Brookstone Capital Management NEW | 40,611 | 3M | +40,611 | — | 1Q | SEC ↗ |
| 33 | Beacon Pointe Advisors, LLC NEW | 38,462 | 2M | +38,462 | — | 1Q | SEC ↗ |
| 34 | Global Retirement Partners, LLC NEW | 38,151 | 2M | +38,151 | — | 1Q | SEC ↗ |
| 35 | STATE OF MICHIGAN RETIREMENT SYSTEM NEW | 37,418 | 2M | +37,418 | — | 1Q | SEC ↗ |
| 36 | TigerOak Management, L.L.C. | 36,131 | 2M | -1 | -0.0% | 2Q | SEC ↗ |
| 37 | Sowell Financial Services LLC NEW | 35,613 | 2M | +35,613 | — | 1Q | SEC ↗ |
| 38 | Corient Private Wealth LP NEW | 35,291 | 2M | +35,291 | — | 1Q | SEC ↗ |
| 39 | Pathstone Holdings, LLC NEW | 34,027 | 2M | +34,027 | — | 1Q | SEC ↗ |
| 40 | MGO ONE SEVEN LLC NEW | 33,764 | 2M | +33,764 | — | 1Q | SEC ↗ |
| 41 | Compass Ion Advisors, LLC NEW | 33,188 | 2M | +33,188 | — | 1Q | SEC ↗ |
| 42 | Integrated Wealth Concepts LLC NEW | 32,673 | 2M | +32,673 | — | 1Q | SEC ↗ |
| 43 | QTR Family Wealth, LLC NEW | 32,600 | 2M | +32,600 | — | 1Q | SEC ↗ |
| 44 | McKinley Carter Wealth Services, Inc. | 31,864 | 2M | -243 | -0.8% | 2Q | SEC ↗ |
| 45 | Visionary Wealth Advisors NEW | 31,691 | 2M | +31,691 | — | 1Q | SEC ↗ |
| 46 | MCRAE CAPITAL MANAGEMENT INC | 30,940 | 2M | — | +0.0% | 2Q | SEC ↗ |
| 47 | Ascentis Wealth Management, LLC NEW | 30,862 | 2M | +30,862 | — | 1Q | SEC ↗ |
| 48 | Interchange Capital Partners, LLC NEW | 29,930 | 2M | +29,930 | — | 1Q | SEC ↗ |
| 49 | LANARK FINANCIAL, INC. NEW | 29,270 | 2M | +29,270 | — | 1Q | SEC ↗ |
| 50 | SPROTT INC. NEW | 28,974 | 2M | +28,974 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| MAD RIVER INVESTORS | 355,444 | 22M |
| CITADEL ADVISORS LLC | 314,985 | 20M |
| KINGSWOOD WEALTH ADVISORS, LLC | 275,448 | 17M |
| One Charles Private Wealth Services | 259,750 | 16M |
| Beaumont Financial Advisors, LLC | 242,947 | 15M |
| Atlas Wealth Partners, LLC | 139,612 | 9M |
| Jump Financial, LLC | 129,212 | 8M |
| Sloy Dahl & Holst, LLC | 127,073 | 8M |
| Fielder Capital Group LLC | 111,292 | 7M |
| Sequoia Financial Advisors, LLC | 96,213 | 6M |
| Birch Hill Investment Advisors LLC | 96,150 | 6M |
| WealthCare Asset Management, LLC | 95,422 | 6M |
| Claro Advisors Inc. | 82,836 | 5M |
| MERCER GLOBAL ADVISORS INC /ADV | 76,284 | 5M |
| Haven Private, LLC | 71,936 | 4M |
| ENVESTNET ASSET MANAGEMENT INC | 69,663 | 4M |
| NewEdge Wealth, LLC | 60,452 | 4M |
| Pekin Hardy Strauss, Inc. | 56,924 | 4M |
| Innovative Advisory Group, LLC | 53,842 | 3M |
| INDEPENDENT FINANCIAL GROUP, LLC | 48,253 | 3M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | +107,791 | +65.3% | 272,978 |
| ROMAN BUTLER FULLERTON & CO | +3,194 | +55.0% | 8,996 |
| Professional Financial Advisors, LL | +3,004 | +11.8% | 28,390 |
| Farther Finance Advisors, LLC | +1,465 | +2.0% | 75,047 |
| IFP Advisors, Inc | +1,295 | +20.6% | 7,581 |
| CENTAURUS FINANCIAL, INC. | +1,071 | +11.3% | 10,556 |
| PUREfi Wealth, LLC | +1,001 | +16.8% | 6,945 |
| Pine Valley Investments Ltd Liabili | +614 | +3.4% | 18,518 |
| CITIZENS FINANCIAL GROUP INC/RI | +500 | +3.6% | 14,227 |
| Bogart Wealth, LLC | +364 | +8.7% | 4,569 |
| BARRETT & COMPANY, INC. | +143 | +143.0% | 243 |
| Pettinga Financial Advisors LLC | +115 | +1.6% | 7,189 |
| Wealthcare Advisory Partners LLC | +105 | +0.8% | 13,349 |
| Apella Capital, LLC | +75 | +0.9% | 8,756 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | -159,627 | -96.6% | 5,560 |
| Wealthfront Advisers LLC | -75,540 | -22.1% | 265,593 |
| Convergence Financial, LLC | -51,267 | -50.0% | 51,267 |
| B. Riley Wealth Advisors, Inc. | -16,491 | -46.0% | 19,341 |
| Verde Capital Management | -5,783 | -11.4% | 44,951 |
| Secure Asset Management, LLC | -3,307 | -51.4% | 3,130 |
| Dynamic Advisor Solutions LLC | -3,188 | -32.7% | 6,570 |
| Merit Financial Group, LLC | -2,451 | -5.2% | 44,855 |
| EPIQ PARTNERS, LLC | -2,400 | -15.9% | 12,723 |
| AXXCESS WEALTH MANAGEMENT, LLC | -2,132 | -16.9% | 10,465 |
| DOLIVER ADVISORS, LP | -1,805 | -20.2% | 7,139 |
| RITHOLTZ WEALTH MANAGEMENT | -1,800 | -18.4% | 7,984 |
| MISSION WEALTH MANAGEMENT, LP | -1,500 | -15.3% | 8,293 |
| Financial Management Professionals, | -1,355 | -6.2% | 20,562 |
| PFG Investments, LLC | -1,145 | -13.1% | 7,585 |
| FAGAN ASSOCIATES, INC. | -1,016 | -2.4% | 40,806 |
| Narus Financial Partners, LLC | -968 | -17.2% | 4,662 |
| Soltis Investment Advisors LLC | -933 | -4.9% | 18,266 |
| RED REEF ADVISORS LLC | -713 | -13.0% | 4,777 |
| Finer Wealth Management, Inc. | -694 | -3.2% | 21,077 |