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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 29 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
GBTCDakota Wealth ManagementCIK 00016313532025-Q42025-12-3111,922.00$814,988SharesSOLE2026-08-26
GBTCRathbones Group PLCCIK 0001351991 · Earlier base filing is outside this archive2025-Q42025-12-318,330.00$569,438SharesSOLE2026-06-09
GBTCKERR FINANCIAL PLANNING CorpCIK 00020959472025-Q42025-12-311,890.00$96,494SharesSOLE2026-07-01
GBTCGo Invest LLCCIK 00021396922025-Q42025-12-31507.00$34,639SharesSOLE2026-08-05
GBTCPENSION & WEALTH MANAGEMENT ADVISORS, INC.CIK 00021457822025-Q42025-12-31500.00$34,180SharesSOLE2026-08-07
GBTCJump Financial, LLCCIK 0001831577 · Discretion may be shared with another manager2025-Q32025-09-30129,212.00$11,599,361SharesDFND · Shared discretion2026-08-13
GBTCDakota Wealth ManagementCIK 00016313532025-Q32025-09-3011,931.00$1,071,046SharesSOLE2026-08-26
GBTCUnique Wealth Strategies, LLCCIK 00020098092025-Q32025-09-302,620.00$235,197SharesSOLE2026-07-14
GBTCKERR FINANCIAL PLANNING CorpCIK 0002095947 · As-filed summary totals differ from the information table2025-Q32025-09-301,490.00$109,575SharesSOLE2026-07-01
GBTCPENSION & WEALTH MANAGEMENT ADVISORS, INC.CIK 00021457822025-Q32025-09-30500.00$44,885SharesSOLE2026-08-07
GBTCRedwood Investment Management, LLCCIK 0001717479 · Discretion may be shared with another manager2025-Q32025-09-302,568.00$231SharesDFND · Shared discretion2026-08-26
GBTCUnique Wealth Strategies, LLCCIK 00020098092025-Q22025-06-302,648.00$224,630SharesSOLE2026-07-14
GBTCPENSION & WEALTH MANAGEMENT ADVISORS, INC.CIK 00021457822025-Q22025-06-30500.00$42,415SharesSOLE2026-08-07
GBTCRedwood Investment Management, LLCCIK 0001717479 · Discretion may be shared with another manager2025-Q22025-06-302,568.00$218SharesDFND · Shared discretion2026-08-26
GBTCB. Riley Wealth Advisors, Inc.CIK 00014648112025-Q12025-03-3135,832.00$2,335,166SharesSOLE2026-08-28
GBTCPENSION & WEALTH MANAGEMENT ADVISORS, INC.CIK 00021457822025-Q12025-03-31500.00$32,585SharesSOLE2026-08-07
GBTCINDEPENDENT FINANCIAL GROUP, LLCCIK 00002754842024-Q42024-12-31115,077.00$8,517,999SharesSOLE2026-06-12
GBTCVERUS CAPITAL PARTNERS, LLCCIK 00017968742024-Q42024-12-312,825.00$209,106SharesSOLE2026-07-09
GBTCPENSION & WEALTH MANAGEMENT ADVISORS, INC.CIK 00021457822024-Q42024-12-31500.00$37,010SharesSOLE2026-08-07
GBTCINDEPENDENT FINANCIAL GROUP, LLCCIK 00002754842024-Q32024-09-30112,142.00$5,663,171SharesSOLE2026-06-12
GBTCPENSION & WEALTH MANAGEMENT ADVISORS, INC.CIK 00021457822024-Q32024-09-30500.00$25,250SharesSOLE2026-08-07
GBTCINDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 · As-filed summary totals differ from the information table2024-Q22024-06-30116,006.00$6,176,159SharesSOLE2026-06-12
GBTCVERUS CAPITAL PARTNERS, LLCCIK 00017968742024-Q22024-06-304,057.00$215,993SharesSOLE2026-07-09
GBTCPENSION & WEALTH MANAGEMENT ADVISORS, INC.CIK 00021457822024-Q22024-06-30500.00$26,620SharesSOLE2026-08-07
GBTCINDEPENDENT FINANCIAL GROUP, LLCCIK 00002754842024-Q12024-03-31115,345.00$7,286,344SharesSOLE2026-06-12