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
731 matching records · Page 23 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.
| Fund | Reporting manager | Quarter | Reported quantity | Reported value USD | Position / discretion | SEC filing |
|---|---|---|---|---|---|---|
| GBTC | AE Wealth Management LLCCIK 0001697723 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 344.00 | $15,659 | SharesOTR · Shared discretion | 2026-08-03 |
| GBTC | Strive Financial Group ,LLCCIK 0002090040 | 2026-Q22026-06-30 | 329.00 | $14,976 | SharesSOLE | 2026-08-17 |
| GBTC | High Note Wealth, LLCCIK 0001807283 · As-filed summary totals differ from the information table | 2026-Q22026-06-30 | 327.00 | $14,885 | SharesSOLE | 2026-07-23 |
| GBTC | VSM Wealth Advisory, LLCCIK 0002050660 | 2026-Q22026-06-30 | 327.00 | $14,885 | SharesSOLE | 2026-07-23 |
| GBTC | Financially Speaking IncCIK 0002040901 | 2026-Q22026-06-30 | 275.00 | $14,509 | SharesSOLE | 2026-07-27 |
| GBTC | EVOLUTION WEALTH MANAGEMENT INC.CIK 0002010029 | 2026-Q22026-06-30 | 314.00 | $14,293 | SharesSOLE | 2026-07-21 |
| GBTC | Lodestone Wealth Management LLCCIK 0001950158 | 2026-Q22026-06-30 | 308.00 | $14,020 | SharesSOLE | 2026-07-24 |
| GBTC | OAKWORTH CAPITAL, INC.CIK 0001588871 · As-filed summary totals differ from the information table | 2026-Q22026-06-30 | 300.00 | $13,950 | SharesSOLE | 2026-07-22 |
| GBTC | LifeSteps Financial, Inc.CIK 0001801373 | 2026-Q22026-06-30 | 296.00 | $13,474 | SharesSOLE | 2026-07-17 |
| GBTC | MCF Advisors LLCCIK 0001602905 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 292.00 | $13,292 | SharesSOLE · Shared discretion | 2026-08-12 |
| GBTC | PFS Partners, LLCCIK 0002002654 | 2026-Q22026-06-30 | 292.00 | $13,292 | SharesSOLE | 2026-07-20 |
| GBTC | Pacific Center for Financial ServicesCIK 0001698222 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 280.00 | $12,746 | SharesSOLE · Shared discretion | 2026-08-05 |
| GBTC | Activest Wealth ManagementCIK 0001883134 · As-filed summary totals differ from the information table | 2026-Q22026-06-30 | 270.00 | $12,290 | SharesSOLE | 2026-07-16 |
| GBTC | Tradewinds Capital Management, LLCCIK 0001616026 | 2026-Q22026-06-30 | 269.00 | $12,245 | SharesSOLE | 2026-07-24 |
| GBTC | Atlantic Union Bankshares CorpCIK 0000883948 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 266.00 | $12,109 | SharesSOLE · Shared discretion | 2026-08-11 |
| GBTC | Crewe Advisors LLCCIK 0001730033 | 2026-Q22026-06-30 | 262.00 | $11,927 | SharesSOLE | 2026-07-24 |
| GBTC | AE Wealth Management LLCCIK 0001697723 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 259.00 | $11,790 | SharesOTR · Shared discretion | 2026-08-03 |
| GBTC | Kilter Group LLCCIK 0002058915 · As-filed summary totals differ from the information table | 2026-Q22026-06-30 | 251.00 | $11,426 | SharesSOLE | 2026-08-11 |
| GBTC | Signature Resources Capital Management, LLCCIK 0001940917 | 2026-Q22026-06-30 | 250.00 | $11,380 | SharesSOLE | 2026-07-14 |
| GBTC | Cambridge Investment Research Advisors, Inc.CIK 0001419186 | 2026-Q22026-06-30 | 244,528.00 | $11,131 | SharesSOLE | 2026-07-27 |
| GBTC | SWAN Capital LLCCIK 0001952722 | 2026-Q22026-06-30 | 237.00 | $10,788 | SharesSOLE | 2026-08-13 |
| GBTC | Carolina Wealth Advisors, LLCCIK 0001786411 | 2026-Q22026-06-30 | 235.00 | $10,697 | SharesSOLE | 2026-07-09 |
| GBTC | Quest 10 Wealth Builders, Inc.CIK 0002035215 | 2026-Q22026-06-30 | 229.00 | $10,424 | SharesSOLE | 2026-07-24 |
| GBTC | NVWM, LLCCIK 0001697274 | 2026-Q22026-06-30 | 228.00 | $10,379 | SharesSOLE | 2026-07-29 |
| GBTC | Concurrent Investment Advisors, LLCCIK 0002001015 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 226.00 | $10,288 | SharesSOLE · Shared discretion | 2026-07-27 |