BTC institutional holders

Grayscale Bitcoin Mini Trust (BTC) · 485 reporting institutions · $890.7M reported value

Funds that can replace BTC · BTC return decomposition

Institutional holdings

Institutions reporting BTC, largest first
InstitutionReported positionAdvisors at firmReport period
Horizon Kinetics Asset Management LLC$157.5M12026-06-30
Bullish$117.4M02026-06-30
Wells Fargo & Company/mn$66.6M02026-06-30
Emory University$35.1M02026-06-30
Paragon Advisors, LLC$33.9M132026-06-30
Tidal Investments LLC$28.4M02026-06-30
Sloy Dahl & Holst, LLC$24.8M62026-06-30
Morgan Stanley$22.3M23,1852026-06-30
Kaleidoscope Capital$16.5M02026-06-30
Steelpeak Wealth, LLC$15.2M422026-06-30
Ovata Capital Management Ltd$14.3M02026-06-30
Parafi Capital LP$13.5M02026-06-30
Steward Partners Investment Advisory, LLC$13.4M4812026-06-30
New Edge Wealth$9.9M1512026-06-30
Lpl Financial LLC$9.4M23,4582026-06-30
Hightower Advisors, LLC$9.3M1,0462026-06-30
Pasadena Private Wealth, LLC$9.1M02026-06-30
Apriem Advisors$8.6M132026-06-30
Eagleclaw Capital Managment, LLC$8.3M52026-06-30
Verde Capital Management$8.3M122026-06-30
MML Investors Services, LLC$7.4M5,1202026-06-30
Envestnet Pmc$7.1M602026-06-30
Millennium Management LLC$6.7M02026-06-30
Mariner, LLC$6.6M02026-06-30
Heritage Family Offices, LLP$5.3M42026-06-30
Pacific Excel Wealth Advisors, Inc.$5.3M32026-06-30
Reliant Wealth Planning, LLC$4.8M62026-06-30
Assetmark, Inc$4.5M2202026-06-30
Matauro, LLC$4.4M102026-06-30
Vvr Holdings LLC$4.4M22026-06-30
Cresset Asset Management, LLC$4.4M2122026-06-30
Exit Wealth Advisors, Llc.$4.2M22026-06-30
Kestra Advisory Services, LLC$4.2M1,4792026-06-30
Moors & Cabot, Inc.$4.2M822026-06-30
Stonebrook Private Inc.$4M32026-06-30
Jpmorgan Chase & Co$3.9M02026-06-30
Shorehaven Wealth Partners, LLC$3.8M42026-06-30
Beaumont Financial Advisors, LLC$3.8M162026-06-30
Ascension Capital Advisors, Inc.$3.8M92026-06-30
Financial Security Advisor, Inc.$3.7M302026-06-30
Riversedge Advisors, LLC$3.7M112026-06-30
Meitav Investment House Ltd$3.7M02026-06-30
Franklin Resources Inc$3.3M02026-06-30
One Charles Private Wealth Services, LLC$3.2M02026-06-30
Renaissance Technologies LLC$3.2M02026-06-30
Msrh, LLC$3.1M02026-03-31
Hfg Wealth Management, LLC$3.1M32026-06-30
Qube Research & Technologies Ltd$2.8M02026-06-30
Cushing Capital Partners, LLC$2.8M32026-06-30
Merit Financial Group, LLC$2.6M2952026-06-30
Abacus Planning Group, Inc.$2.6M152026-06-30
Centurion Wealth Management LLC$2.4M62026-06-30
Focus Partners Wealth$2.4M1,0482026-06-30
Susquehanna International Group, LLP$2.3M02026-06-30
Weil Company, Inc.$2.3M132026-06-30
Bank of America Corp /de$2.2M02026-06-30
Elevate Capital Advisors, LLC$2.2M52026-06-30
Aptus Capital Advisors, LLC$2.2M212026-06-30
Mad River Investors$2.1M42026-06-30
Kingswood Wealth Advisors, LLC$2M1232026-06-30
Quadcap Wealth Management, LLC$1.9M132026-06-30
Northwestern Mutual Wealth Management Co$1.8M02026-06-30
Commonwealth Equity Services, LLC$1.8M2,8632026-06-30
Citadel Advisors LLC$1.7M02026-06-30
Aries Wealth Management$1.7M42026-06-30
Ffg Partners, LLC$1.6M52026-06-30
Thryve Wealth Management$1.6M42026-06-30
Balboa Wealth Partners, Inc.$1.5M262026-06-30
Wealthfront Advisers LLC$1.5M402026-06-30
Pettinga Financial Advisors LLC$1.5M82026-06-30
Fielder Capital Group LLC$1.5M82026-06-30
Cetera Investment Advisers$1.4M10,3702026-06-30
McKinley Carter Wealth Services, Inc.$1.4M252026-06-30
Cerity Partners LLC$1.3M7772026-06-30
Theory Financial LLC$1.3M32026-06-30
Farther Finance Advisors, LLC$1.3M3342026-06-30
Savant Wealth Management$1.2M4052026-06-30
Addison Capital Co$1.2M32026-06-30
Werba Rubin Papier Wealth Management, LLC$1.2M72026-06-30
Creative Planning$1.2M1,1712026-06-30
Lido Advisors, LLC$1.2M3202026-06-30
Van Hulzen Asset Management, LLC$1.2M192026-06-30
Summit Financial, LLC$1.1M2292026-06-30
Red Door Wealth Management, LLC$1.1M102026-06-30
Waterloo Capital, LP$1.1M572026-06-30
Pekin Hardy Strauss, Inc.$1.1M82026-06-30
Wealth Enhancement Advisory Services, LLC$1.1M1,0262026-06-30
Upper Left Wealth Management, LLC$1.1M22026-06-30
Atx Financial Planning, LLC$1.1M32026-06-30
Hs Wealth Partners$1.1M62026-06-30
Traphagen Investment Advisors LLC$1.1M162026-06-30
Gem Investment Advisors, LLC$1.1M02026-06-30
Foundation Wealth Management, LLC$1M42026-06-30
Signaturefd, LLC$994.4K492026-06-30
Advisory Services Network$981.8K2532026-06-30
Cooper McManus$978K632026-06-30
Eq Wealth Advisors, LLC$968.7K32026-06-30
Retirement Financial Solutions, LLC$963.1K152026-06-30
Interchange Capital Partners, LLC$957.7K82026-06-30
Sankala Group LLC$929.7K42026-06-30
Claro Advisors Inc.$881.2K202026-06-30
Captrust Financial Advisors$879.1K9622026-06-30
Diligent Investors, LLC$874.9K32026-06-30
Gallacher Capital Management LLC$834.5K62026-06-30
Bristlecone Advisors, LLC$812.4K02025-09-30
Rbf Capital, LLC$778.5K02026-06-30
Waverly Advisors, LLC$732.4K2312026-06-30
Migdal Insurance & Financial Holdings Ltd.$727.6K02026-06-30
Arete Wealth Advisors, LLC$721.9K1462026-06-30
Birch Hill Investment Advisors LLC$720.4K02026-06-30
Savvy Advisors, Inc.$700.5K2142026-06-30
Proficio Capital Partners LLC$687.9K22026-06-30
Lees Monsour Group$681.5K32026-06-30
Mercer Global Advisors Inc /adv$678.3K02026-06-30
Sequoia Financial Group, LLC$673.4K2582026-06-30
Integrated Wealth Concepts LLC$667.7K4802026-06-30
Eagle Global Advisors LLC$664.3K82026-06-30
Berger Financial Group, Inc$661K512026-06-30
Foundations Investment Advisors, LLC$644.3K3022026-06-30
Lakewood Capital Management, LP$641K02026-06-30
Almanack Investment Partners, Llc.$636.3K142026-06-30
Rhs Financial, LLC$631.8K22026-06-30
Slt Holdings LLC$627.5K42026-06-30
Bleakley Financial Group, LLC$627.4K1242026-06-30
Acorn Financial Advisory Services Inc /adv$625.8K172026-06-30
Cyndeo Wealth Partners$612.2K202026-06-30
Joseph P. Lucia & Associates, LLC$612.1K32026-06-30
Ifp Advisors, Inc$610.7K3182026-06-30
Bank of New York Mellon Corp$595.9K02026-06-30
Goldman Sachs Group Inc$594.4K02026-06-30
Bokf, NA$587.4K02026-06-30
Johnson & White Wealth Management LLC$582.4K72026-06-30
Once Capital Management, LLC$559K02026-06-30
Condor Capital Management$556.4K172026-06-30
United Capital Financial Advisors, LLC$555.4K1662026-06-30
Valeo Financial Advisors, LLC$554K1082026-06-30
&partners$550.9K5552026-06-30
Intellectus Partners, LLC$536.7K62026-06-30
Convergence Financial, LLC$530.2K292026-06-30
Arax Advisory Partners$522.3K2322026-06-30
Broadhurst Jeffrey B$519K02026-06-30
Kaizen Financial Strategies, LLC$518.5K52026-06-30
Global Retirement Partners LLC$510.3K4912026-06-30
Bison Wealth, LLC$498.6K612026-06-30
Ae Wealth Management LLC$498.4K4712026-06-30
Benson Wealth Management, Inc.$496K22026-06-30
Midwest Trust Co$493K02026-06-30
Wealthspire Advisors, LLC$492.9K2372026-06-30
Corient Private Wealth LP$492.4K6742026-06-30
Coastal Bridge Advisors, LLC$490.6K392026-06-30
Concurrent Investment Advisors, LLC$480.8K3492026-06-30
Guild Investment Management, Inc.$478.5K22026-06-30
Awm Capital, LLC$476K292026-06-30
180 Wealth Advisors, LLC$466.6K62026-06-30
Raymond James Financial Inc$466.2K02026-06-30
Advyzon Investment Management, LLC$463.4K22026-06-30
Beacon Pointe Advisors, LLC$461.4K4662026-06-30
Independent Advisor Alliance, LLC$454.1K3022026-06-30
Soltis Investment Advisors LLC$443.8K782026-06-30
Quantinno Capital Management LP$436K02026-06-30
Northern Trust Corp$435.6K02026-06-30
Great Point Wealth Advisors, LLC$433.7K32026-06-30
Spire Wealth Management$428.3K32026-06-30
Geneos Wealth Management, Inc.$411.3K1932026-06-30
Mgo One Seven LLC$407.3K1182026-06-30
Watts Gwilliam & Company, LLC$405K92025-09-30
Iconiq Capital, LLC$404.5K792026-06-30
Osaic Holdings, Inc.$400K02026-06-30
Red Reef Advisors LLC$398.5K32026-06-30
Haven Private, LLC$397.3K62026-06-30
Meridian Wealth Management, LLC$393.9K582026-06-30
Scs Capital Management LLC$393.7K802026-06-30
Citrine Capital$386.7K52026-06-30
Legacy Wealth$386.2K52026-06-30
Stratos Wealth Advisors, LLC$385.4K712026-06-30
Carnegie Investment Counsel$378.7K372026-06-30
Alterna Wealth Management, Inc$377.8K292026-06-30
Fifth Third Bancorp$374.5K02026-06-30
Fiduciary Trust Co$374.3K02026-06-30
Choreo, LLC$372.9K1482026-06-30
Westco Advisory Services Inc /adv$372K02026-06-30
Kestra Private Wealth Services, LLC$360.4K2062026-06-30
J. M. Brown & Associates Inc.$360K62026-06-30
Larson Financial Group LLC$357.8K672026-06-30
Holderness Investments Co$355.6K62026-06-30
Sage Mountain Advisors LLC$346.1K212026-06-30
Sowell Financial Services LLC$344.5K1082026-06-30
Brookstone Capital Management$341.2K3372026-06-30
Chicago Partners Investment Group LLC$333.9K572026-06-30
Keystone Financial Group$330.9K342026-06-30
Three Magnolias Financial Advisors$330.1K52026-06-30
Wealthcare Advisory Partners LLC$326.3K1702026-06-30
Richardson Capital Management LLC$323.5K72026-06-30
Ancora Advisors LLC$313.3K102026-06-30
CIBC Private Wealth Group LLC$310.6K02025-12-31
Manhattan West Asset Management, LLC$310.6K102026-06-30
Fagan Associates Inc$308.1K32026-06-30
Lasalle St. Investment Advisors, LLC$301.5K1612026-06-30
CIBC Bancorp USA Inc.$300.8K02026-06-30
Freestone Capital Holdings, LLC$300.7K662026-06-30
Vanderpol Investments LLC$300.7K32025-12-31
Compass Ion Advisors, LLC$299.6K172026-06-30
Firestone Capital Management$299.1K62026-06-30
Venture Visionary Partners LLC$296.7K312026-06-30
Pathstone Holdings, LLC$295.4K02026-06-30
Ep Wealth Advisors, LLC$293K3382026-06-30
US Bancorp$290.1K02026-06-30
Stifel Financial Corp$289.2K02026-06-30
Mosaic Family Wealth Partners, LLC$287.1K192026-06-30
Smith, Moore & Co.$280.5K452026-06-30
U.S. Capital Wealth Advisors, LLC$276.8K02026-03-31
Certior Financial Group, LLC$275.3K82026-06-30
Atria Investments, Inc$274.3K62026-06-30
Independent Financial Group, LLC$273.2K4812026-06-30
Blackhawk Capital Partners, LLC$272.3K102026-06-30
Runnymede Capital Advisors, Inc.$266.6K12026-06-30
Family Office Research LLC$266K32026-06-30
Epiq Partners, LLC$264.7K52026-06-30
Benjamin Edwards Inc$255.9K02026-06-30
Ellsworth Advisors, LLC$254.1K142026-06-30
Bank of Montreal /can$253.4K02026-06-30
Joel Isaacson & Co., LLC$253.3K152026-06-30
Keystone Financial Services, LLC$251.7K02026-06-30
Stewardship Advisors, LLC$249.7K92026-06-30
Avondale Wealth Management LLC$248.7K42026-06-30
Tme Financial, Inc.$246K22026-06-30
Axxcess Wealth Management, LLC$245.4K382026-06-30
Brown Advisory Inc$245.4K02026-06-30
Bernardo Wealth Planning LLC$236.8K112026-06-30
Ausdal Financial Partners, Inc.$236.2K1892026-06-30
3edge Asset Management, LP$233.9K152026-06-30
Visionary Wealth Advisors$233.7K462026-06-30
McRae Capital Management Inc$231.4K32026-06-30
Curran Financial Partners, LLC$230.1K162026-06-30
Concord Wealth Partners$227.8K112026-06-30
Gk Wealth Management LLC$227.8K62026-06-30
Sunbelt Securities, Inc.$227.5K632026-03-31
Creativeone Wealth, LLC$225.8K2212026-06-30
Dynamic$224.8K752026-06-30
Asset Planning, Inc$224.5K52026-06-30
Burford Brothers, Inc.$221.4K72026-06-30
Advisornet Wealth Partners$218.6K582026-06-30
Leo Wealth, LLC$216K152026-03-31
Ntv Asset Management LLC$212.1K52026-06-30
Titleist Asset Management, LLC$207.1K432026-06-30
Prime Capital Financial$203.9K2652026-06-30
Glass Jacobson Investment Advisors LLC$199.4K102026-06-30
PNC Financial Services Group, Inc.$190.9K02026-06-30
Montag$175.9K92026-06-30
Lanark Financial, Inc.$168.6K692026-06-30

The 250 largest of 485 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30