Grayscale Bitcoin Trust ETF (GBTC) — Institutional Holders, Q2 2026 (page 3)
609 institutional investment managers reported a GBTC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
GBTC 13F holders ranked 201–300 of 609
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Mills Wealth Advisors#201 · 14,018 sh | 14,018 | $638.1K | — | -0.8% |
| 202 | Private Capital Advisors#202 · 13,998 sh | 13,998 | $637.2K | — | 0.0% |
| 203 | BlackRock#203 · 13,738 sh | 13,738 | $625.4K | 0.00% | +3.9% |
| 204 | Aries Wealth Management#204 · 13,720 sh | 13,720 | $624.5K | — | 0.0% |
| 205 | Belpointe Asset Management#205 · 13,597 sh | 13,597 | $618.9K | 0.02% | +48.7% |
| 206 | CHERRYDALE WEALTH MANAGEMENT#206 · 13,531 sh | 13,531 | $615.9K | — | 0.0% |
| 207 | AE Wealth Management#207 · 13,504 sh | 13,504 | $614.7K | <0.01% | -4.0% |
| 208 | Todd Wealth Management#208 · 13,462 sh | 13,462 | $612.8K | — | +0.2% |
| 209 | Malaga Cove Capital#209 · 13,385 sh | 13,385 | $609.3K | — | -2.0% |
| 210 | Wealthcare Advisory Partners#210 · 13,244 sh | 13,244 | $602.9K | — | 0.0% |
| 211 | Geneos Wealth Management#211 · 13,227 sh | 13,227 | $602.1K | 0.01% | +0.9% |
| 212 | NavPoint Financial#212 · 13,200 sh | 13,200 | $600.9K | — | 0.0% |
| 213 | Optiver Holding B.V.#213 · 13,143 sh | 13,143 | $598.3K | <0.01% | -46.3% |
| 214 | Curran Financial Partners#214 · 13,069 sh | 13,069 | $594.9K | 0.09% | -7.1% |
| 215 | REYL & Cie S.A.#215 · 11,220 sh | 11,220 | $593.6K | 0.68% | — |
| 216 | INSIGNEO ADVISORY SERVICES#216 · 13,028 sh | 13,028 | $593.0K | 0.02% | +136.1% |
| 217 | Sanctuary Advisors#217 · 12,986 sh | 12,986 | $591.1K | <0.01% | -11.9% |
| 218 | Embree Financial Group#218 · 12,957 sh | 12,957 | $589.8K | — | -7.6% |
| 219 | Hartmann Taylor Wealth Management#219 · 11,155 sh | 11,155 | $588.5K | — | 0.0% |
| 220 | Concurrent Investment Advisors#220 · 12,820 sh | 12,820 | $583.6K | — | +8.5% |
| 221 | Wealth Alliance Advisory Group#221 · 12,744 sh | 12,744 | $580.1K | — | 0.0% |
| 222 | Aspen Grove Capital#222 · 12,655 sh | 12,655 | $576.1K | 0.08% | 0.0% |
| 223 | Stratos Wealth Partners, LTD.#223 · 12,609 sh | 12,609 | $574.0K | <0.01% | -6.4% |
| 224 | AXXCESS WEALTH MANAGEMENT#224 · 12,597 sh | 12,597 | $573.4K | — | -28.1% |
| 225 | Maridea Wealth Management#225 · 12,595 sh | 12,595 | $573.3K | 0.06% | -2.7% |
| 226 | National Philanthropic#226 · 12,389 sh | 12,389 | $563.9K | <0.01% | 0.0% |
| 227 | Plancorp#227 · 11,629 sh | 11,629 | $560.8K | 0.01% | -0.8% |
| 228 | Formidable Asset Management#228 · 10,500 sh | 10,500 | $554.0K | 0.09% | -2.5% |
| 229 | Fortis Capital Management#229 · 12,161 sh | 12,161 | $553.6K | 0.06% | -8.2% |
| 230 | INTEGRITY ALLIANCE#230 · 12,159 sh | 12,159 | $553.5K | 0.02% | -1.7% |
| 231 | Empower Advisory Group#231 · 12,125 sh | 12,125 | $551.9K | <0.01% | -17.4% |
| 232 | Runnymede Capital Advisors#232 · 12,120 sh | 12,120 | $551.7K | 0.33% | 0.0% |
| 233 | GROUP ONE TRADING, L.P.#233 · 11,956 sh | 11,956 | $544.2K | <0.01% | +328.5% |
| 234 | DELTEC ASSET MANAGEMENT#234 · 11,750 sh | 11,750 | $534.9K | — | 0.0% |
| 235 | PHILADELPHIA#235 · 11,620 sh | 11,620 | $529.0K | 0.03% | -46.3% |
| 236 | HOWLAND CAPITAL MANAGEMENT#236 · 11,600 sh | 11,600 | $528.0K | — | 0.0% |
| 237 | Fund Advisors of America#237 · 11,580 sh | 11,580 | $527.1K | 0.48% | -1.9% |
| 238 | PKS Advisory Services#238 · 11,488 sh | 11,488 | $522.9K | — | New |
| 239 | FRANKLIN RESOURCES#239 · 11,460 sh | 11,460 | $521.7K | <0.01% | -59.9% |
| 240 | Berger Financial Group#240 · 11,439 sh | 11,439 | $520.7K | 0.03% | -1.2% |
| 241 | HFG Wealth Management#241 · 11,320 sh | 11,320 | $515.3K | — | -72.8% |
| 242 | Evolution Wealth Advisors#242 · 11,252 sh | 11,252 | $512.2K | 0.06% | -43.4% |
| 243 | Essex Financial Services#243 · 11,223 sh | 11,223 | $510.9K | 0.03% | -0.8% |
| 244 | Smartleaf Asset Management#244 · 10,910 sh | 10,910 | $510.3K | 0.02% | 0.0% |
| 245 | Summit Financial#245 · 10,997 sh | 10,997 | $500.6K | <0.01% | +34.2% |
| 246 | Western Wealth Management#246 · 10,993 sh | 10,993 | $500.4K | 0.02% | -0.9% |
| 247 | Mesirow Financial Investment Management#247 · 10,934 sh | 10,934 | $497.7K | <0.01% | +13.1% |
| 248 | PINNACLE ASSOCIATES LTD#248 · 10,926 sh | 10,926 | $497.4K | — | +1.2% |
| 249 | EARNED WEALTH ADVISORS#249 · 10,894 sh | 10,894 | $495.9K | 0.03% | 0.0% |
| 250 | BANK OF MONTREAL#250 · 10,807 sh | 10,807 | $491.9K | <0.01% | +1.0% |
| 251 | CENTAURUS FINANCIAL#251 · 10,556 sh | 10,556 | $481.0K | 0.02% | +11.3% |
| 252 | PEAPACK GLADSTONE FINANCIAL#252 · 10,410 sh | 10,410 | $474.0K | <0.01% | 0.0% |
| 253 | Spectrum Planning & Advisory Services#253 · 10,249 sh | 10,249 | $466.5K | 0.21% | 0.0% |
| 254 | Prime Capital Investment Advisors#254 · 10,229 sh | 10,229 | $465.6K | — | +5.3% |
| 255 | Chevy Chase#255 · 10,182 sh | 10,182 | $463.5K | <0.01% | 0.0% |
| 256 | Keystone Global Partners#256 · 10,147 sh | 10,147 | $461.9K | — | 0.0% |
| 257 | STEPHEN J. GARRY & ASSOCIATES#257 · 10,116 sh | 10,116 | $460.5K | 0.34% | 0.0% |
| 258 | GABLES CAPITAL MANAGEMENT#258 · 10,085 sh | 10,085 | $459.1K | 0.17% | -4.7% |
| 259 | New Republic Capital#259 · 10,040 sh | 10,040 | $457.0K | 0.11% | 0.0% |
| 260 | Oxbow Advisors#260 · 10,000 sh | 10,000 | $455.2K | 0.04% | 0.0% |
| 261 | National Wealth Management Group#261 · 9,992 sh | 9,992 | $454.8K | — | +34.0% |
| 262 | SJS Investment Consulting#262 · 9,946 sh | 9,946 | $452.7K | — | 0.0% |
| 263 | SIGNATUREFD#263 · 9,922 sh | 9,922 | $451.6K | — | 0.0% |
| 264 | EverSource Wealth Advisors#264 · 9,911 sh | 9,911 | $451.1K | 0.02% | +5563.4% |
| 265 | Sage Investment Advisers#265 · 9,900 sh | 9,900 | $450.6K | — | 0.0% |
| 266 | J.W. COLE ADVISORS#266 · 9,802 sh | 9,802 | $446.2K | <0.01% | New |
| 267 | MISSION WEALTH MANAGEMENT#267 · 9,793 sh | 9,793 | $445.8K | — | +11.6% |
| 268 | Wilmington Savings Fund Society, FSB#268 · 9,750 sh | 9,750 | $443.8K | — | 0.0% |
| 269 | Montz Harcus Wealth Management#269 · 9,741 sh | 9,741 | $443.4K | — | 0.0% |
| 270 | FMR#270 · 9,642 sh | 9,642 | $438.9K | 0.00% | +60.6% |
| 271 | Toroso Investments#271 · 9,569 sh | 9,569 | $435.6K | <0.01% | -6.8% |
| 272 | Spartan Wealth Advisory Services#272 · 9,531 sh | 9,531 | $433.9K | 0.04% | +3.1% |
| 273 | United Advisor Group#273 · 9,530 sh | 9,530 | $433.8K | 0.05% | 0.0% |
| 274 | ROMAN BUTLER FULLERTON#274 · 8,996 sh | 8,996 | $433.8K | — | +55.0% |
| 275 | Apella Capital#275 · 8,681 sh | 8,681 | $429.4K | — | 0.0% |
| 276 | FIDUCIARY FINANCIAL GROUP#276 · 9,421 sh | 9,421 | $428.8K | — | 0.0% |
| 277 | Insight Advisors, / PA#277 · 9,397 sh | 9,397 | $427.8K | — | -0.1% |
| 278 | FLOW TRADERS U.S.#278 · 9,344 sh | 9,344 | $425.0K | 0.02% | New |
| 279 | TRANSCEND WEALTH COLLECTIVE#279 · 9,178 sh | 9,178 | $417.8K | 0.03% | -16.9% |
| 280 | DOLIVER ADVISORS#280 · 8,944 sh | 8,944 | $407.1K | — | 0.0% |
| 281 | Modern Wealth Management#281 · 8,831 sh | 8,831 | $402.0K | <0.01% | -19.6% |
| 282 | AssuredPartners Investment Advisors#282 · 8,665 sh | 8,665 | $394.4K | 0.04% | 0.0% |
| 283 | Horrell Capital Management#283 · 8,567 sh | 8,567 | $390.0K | — | 0.0% |
| 284 | Kathmere Capital Management#284 · 8,539 sh | 8,539 | $388.7K | — | 0.0% |
| 285 | Atria Investments#285 · 8,492 sh | 8,492 | $386.6K | — | +24.0% |
| 286 | Bison Wealth#286 · 7,740 sh | 7,740 | $382.4K | — | 0.0% |
| 287 | MADDEN SECURITIES#287 · 8,385 sh | 8,385 | $381.7K | — | 0.0% |
| 288 | Savant Capital#288 · 8,281 sh | 8,281 | $379.8K | <0.01% | +3.0% |
| 289 | Rathbones Group PLC#289 · 8,330 sh | 8,330 | $379.2K | <0.01% | 0.0% |
| 290 | Taylor & Morgan Wealth Management#290 · 8,274 sh | 8,274 | $376.6K | — | 0.0% |
| 291 | Global Assets Advisory#291 · 8,065 sh | 8,065 | $376.0K | 0.08% | -13.9% |
| 292 | EVERGREEN CAPITAL MANAGEMENT#292 · 8,225 sh | 8,225 | $374.4K | — | 0.0% |
| 293 | Kovack Advisors#293 · 8,167 sh | 8,167 | $372.7K | 0.02% | -0.7% |
| 294 | HBK Sorce Advisory#294 · 7,387 sh | 7,387 | $370.7K | <0.01% | -6.4% |
| 295 | MAGNOLIA CAPITAL ADVISORS#295 · 8,097 sh | 8,097 | $368.6K | 0.06% | -2.4% |
| 296 | Revolve Wealth Partners#296 · 7,993 sh | 7,993 | $363.8K | — | 0.0% |
| 297 | RITHOLTZ WEALTH MANAGEMENT#297 · 7,984 sh | 7,984 | $363.4K | <0.01% | -18.4% |
| 298 | Spears Abacus Advisors#298 · 7,765 sh | 7,765 | $353.5K | <0.01% | 0.0% |
| 299 | Westmount Partners#299 · 7,764 sh | 7,764 | $353.4K | 0.08% | -0.7% |
| 300 | Cypress Wealth Services#300 · 7,762 sh | 7,762 | $353.3K | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.