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GBTC · Institutional ETF holdings

Browse managers’ reported crypto ETF shares in SEC Form 13F archives. Compare disclosure dates, reporting quarters and position types.

SEC Form 13F datasets · Snapshot checked 2026-10-14 20:36 UTC · Archive period: 2026-06-01 to 2026-08-31 · Bundled source snapshot

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731 matching records · Page 12 of 30

Filings in the source archive: 2026-06-01 through 2026-08-31. Late reports and amendments can describe earlier quarters.

Reported positions from this SEC filing archive only. Filing windows differ from holdings quarter ends. Late filings, later amendments, confidential positions and managers without a 13F report may be absent. Shared discretion can duplicate exposure across managers. Put and call positions are separate from direct shares. Values are as filed, not current market values.

1 filing could not be classified reliably; 3 matching positions were excluded.

Some as-filed summary totals differ from their information tables. Valid position rows remain included and show a source discrepancy note.

Reported institutional crypto ETF positions
FundReporting managerQuarterReported quantityReported value USDPosition / discretionSEC filing
GBTCDOLIVER ADVISORS, LPCIK 00009380772026-Q22026-06-308,944.00$407,131SharesSOLE2026-07-10
GBTCModern Wealth Management, LLCCIK 00020019002026-Q22026-06-308,831.00$401,987SharesSOLE2026-08-14
GBTCAssuredPartners Investment Advisors, LLCCIK 00020554922026-Q22026-06-308,665.00$394,431SharesSOLE2026-08-10
GBTCHorrell Capital Management, Inc.CIK 00013859252026-Q22026-06-308,567.00$389,970SharesSOLE2026-07-16
GBTCKathmere Capital Management, LLCCIK 00017945432026-Q22026-06-308,539.00$388,695SharesSOLE2026-07-29
GBTCAtria Investments, IncCIK 00015358652026-Q22026-06-308,492.00$386,556SharesSOLE2026-07-28
GBTCEquitable Holdings, Inc.CIK 0001333986 · Discretion may be shared with another manager2026-Q22026-06-308,467.00$385,418SharesDFND · Shared discretion2026-08-17
GBTCBison Wealth, LLCCIK 00018452512026-Q22026-06-307,740.00$382,356SharesSOLE2026-07-07
GBTCMADDEN SECURITIES CorpCIK 00018035662026-Q22026-06-308,385.00$381,685SharesSOLE2026-07-24
GBTCSavant Capital, LLCCIK 00014828802026-Q22026-06-308,281.00$379,773SharesSOLE2026-08-10
GBTCRathbones Group PLCCIK 00013519912026-Q22026-06-308,330.00$379,181SharesSOLE2026-07-23
GBTCTaylor & Morgan Wealth Management, LLCCIK 00018442662026-Q22026-06-308,274.00$376,632SharesSOLE2026-07-10
GBTCGlobal Assets Advisory, LLCCIK 00019429322026-Q22026-06-308,065.00$376,031SharesSOLE2026-07-27
GBTCEVERGREEN CAPITAL MANAGEMENT LLCCIK 00012608242026-Q22026-06-308,225.00$374,402SharesSOLE2026-07-23
GBTCKovack Advisors, Inc.CIK 00017283212026-Q22026-06-308,167.00$372,697SharesSOLE2026-07-29
GBTCHBK Sorce Advisory LLCCIK 00013799952026-Q22026-06-307,387.00$370,743SharesSOLE2026-08-06
GBTCMAGNOLIA CAPITAL ADVISORS LLCCIK 00018036622026-Q22026-06-308,097.00$368,575SharesSOLE2026-08-14
GBTCRevolve Wealth Partners, LLCCIK 00018089922026-Q22026-06-307,993.00$363,841SharesSOLE2026-07-09
GBTCRITHOLTZ WEALTH MANAGEMENTCIK 00016982182026-Q22026-06-307,984.00$363,432SharesSOLE2026-08-11
GBTCBANK OF MONTREAL /CAN/CIK 0000927971 · Discretion may be shared with another manager2026-Q22026-06-307,930.00$360,974SharesDFND · Shared discretion2026-08-12
GBTCCuri Capital, LLCCIK 0001332905 · Discretion may be shared with another manager2026-Q22026-06-307,831.00$356,468SharesOTR · Shared discretion2026-08-14
GBTCCannell & Spears LLCCIK 00014263192026-Q22026-06-307,765.00$353,463SharesSOLE2026-08-11
GBTCWestmount Partners, LLCCIK 00020514912026-Q22026-06-307,764.00$353,417SharesSOLE2026-07-07
GBTCCypress Wealth Services, LLCCIK 00017215272026-Q22026-06-307,762.00$353,326SharesSOLE2026-07-13
GBTCWilliams Jones Wealth Management, LLC.CIK 00017885872026-Q22026-06-307,705.00$350,732SharesSOLE2026-08-05