Grayscale Bitcoin Trust ETF (GBTC) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 609
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Williams Jones Wealth Management#301 · 7,705 sh | 7,705 | $350.7K | <0.01% | 0.0% |
| 302 | VISTA FINANCE#302 · 7,632 sh | 7,632 | $347.4K | — | 0.0% |
| 303 | MRP Capital Investments#303 · 7,590 sh | 7,590 | $345.5K | 0.25% | 0.0% |
| 304 | PFG Investments#304 · 7,585 sh | 7,585 | $345.3K | 0.01% | -13.1% |
| 305 | Integrated Advisors Network#305 · 7,543 sh | 7,543 | $343.4K | — | -62.9% |
| 306 | CreativeOne Wealth#306 · 7,461 sh | 7,461 | $339.6K | <0.01% | -31.1% |
| 307 | Quent Capital#307 · 7,151 sh | 7,151 | $332.8K | 0.02% | 0.0% |
| 308 | Verity Asset Management#308 · 7,266 sh | 7,266 | $330.7K | 0.13% | 0.0% |
| 309 | SeaCrest Wealth Management#309 · 7,255 sh | 7,255 | $330.2K | — | -20.5% |
| 310 | Mutual Advisors#310 · 7,190 sh | 7,190 | $327.3K | <0.01% | -0.2% |
| 311 | Pettinga Financial Advisors#311 · 7,189 sh | 7,189 | $327.2K | — | +1.6% |
| 312 | Fort Point Capital Partners#312 · 7,156 sh | 7,156 | $325.7K | 0.02% | 0.0% |
| 313 | Dakota Wealth Management#313 · 6,972 sh | 6,972 | $317.4K | <0.01% | -11.3% |
| 314 | International Private Wealth Advisors#314 · 6,950 sh | 6,950 | $316.3K | 0.16% | 0.0% |
| 315 | BRIGHTON JONES#315 · 6,949 sh | 6,949 | $316.3K | <0.01% | 0.0% |
| 316 | PUREfi Wealth#316 · 6,945 sh | 6,945 | $316.1K | — | +16.8% |
| 317 | Ancora Advisors#317 · 6,880 sh | 6,880 | $313.2K | <0.01% | -1.3% |
| 318 | RVW Wealth#318 · 6,872 sh | 6,872 | $312.8K | — | 0.0% |
| 319 | JOHNSON INVESTMENT COUNSEL#319 · 6,823 sh | 6,823 | $310.6K | <0.01% | 0.0% |
| 320 | Strategic Wealth Partners, Ltd.#320 · 6,710 sh | 6,710 | $305.4K | 0.02% | 0.0% |
| 321 | Valeo Financial Advisors#321 · 6,700 sh | 6,700 | $305.0K | — | +0.5% |
| 322 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#322 · 6,671 sh | 6,671 | $303.7K | — | -1.1% |
| 323 | CHANNEL WEALTH#323 · 6,648 sh | 6,648 | $302.6K | 0.07% | 0.0% |
| 324 | Foundation Wealth Management#324 · 6,647 sh | 6,647 | $302.6K | — | 0.0% |
| 325 | Dynamic Advisor Solutions#325 · 6,570 sh | 6,570 | $299.1K | — | -32.7% |
| 326 | RICHARDS, MERRILL & PETERSON#326 · 6,570 sh | 6,570 | $299.1K | — | -8.2% |
| 327 | Parkside Financial Bank#327 · 6,568 sh | 6,568 | $299.0K | — | +100.0% |
| 328 | World Investment Advisors#328 · 5,662 sh | 5,662 | $298.0K | <0.01% | -24.3% |
| 329 | NCM Capital Management#329 · 6,523 sh | 6,523 | $296.9K | 0.09% | 0.0% |
| 330 | MONEY CONCEPTS CAPITAL#330 · 6,485 sh | 6,485 | $295.2K | 0.01% | 0.0% |
| 331 | Nelson, Van Denburg & Campbell Wealth Management Group#331 · 6,476 sh | 6,476 | $294.8K | — | -3.0% |
| 332 | Secure Asset Management#332 · 6,437 sh | 6,437 | $293.0K | — | -31.0% |
| 333 | Stephenson & Company#333 · 6,400 sh | 6,400 | $291.3K | 0.14% | 0.0% |
| 334 | Riverview Capital Advisers#334 · 6,373 sh | 6,373 | $290.1K | 0.08% | 0.0% |
| 335 | Schonfeld Strategic Advisors#335 · 6,348 sh | 6,348 | $289.0K | <0.01% | 0.0% |
| 336 | B. Riley Wealth Advisors#336 · 6,165 sh | 6,165 | $288.3K | — | 0.0% |
| 337 | Sharper & Granite#337 · 6,330 sh | 6,330 | $288.1K | 0.09% | 0.0% |
| 338 | Heritage Family Offices, LLP#338 · 6,325 sh | 6,325 | $287.9K | 0.11% | 0.0% |
| 339 | Pacific Excel Wealth Advisors#339 · 6,325 sh | 6,325 | $287.9K | 0.11% | New |
| 340 | Csenge Advisory Group#340 · 6,308 sh | 6,308 | $287.1K | 0.01% | -9.0% |
| 341 | IFP Advisors#341 · 6,286 sh | 6,286 | $286.1K | — | -2.6% |
| 342 | Evercore Wealth Management#342 · 6,250 sh | 6,250 | $284.5K | <0.01% | 0.0% |
| 343 | Northern Lights Advisors#343 · 6,240 sh | 6,240 | $284.0K | — | 0.0% |
| 344 | Parallel Advisors#344 · 6,226 sh | 6,226 | $283.4K | <0.01% | -1.7% |
| 345 | Strategies Wealth Advisors#345 · 6,205 sh | 6,205 | $282.5K | 0.03% | 0.0% |
| 346 | American Capital Advisory#346 · 6,170 sh | 6,170 | $280.9K | 0.10% | 0.0% |
| 347 | COFG Advisors#347 · 6,162 sh | 6,162 | $280.5K | 0.05% | +35.6% |
| 348 | Equita Financial Network#348 · 6,157 sh | 6,157 | $280.3K | — | New |
| 349 | SAPIENT CAPITAL#349 · 6,143 sh | 6,143 | $279.6K | — | -1.7% |
| 350 | Trevian Wealth Management#350 · 6,115 sh | 6,115 | $278.4K | 0.12% | 0.0% |
| 351 | Americana Partners#351 · 6,110 sh | 6,110 | $278.1K | <0.01% | -0.2% |
| 352 | Greenline Wealth Management#352 · 6,083 sh | 6,083 | $276.9K | 0.23% | -0.5% |
| 353 | Koshinski Asset Management#353 · 6,070 sh | 6,070 | $276.3K | 0.01% | -2.6% |
| 354 | Miracle Mile Advisors#354 · 6,064 sh | 6,064 | $276.0K | <0.01% | +2.5% |
| 355 | OF VERMONT#355 · 5,985 sh | 5,985 | $272.4K | — | — |
| 356 | BESSEMER GROUP#356 · 5,986 sh | 5,986 | $272.0K | <0.01% | 0.0% |
| 357 | Focus Partners Advisor Solutions#357 · 5,959 sh | 5,959 | $271.3K | <0.01% | +36.8% |
| 358 | Garde Capital#358 · 5,912 sh | 5,912 | $269.1K | 0.01% | 0.0% |
| 359 | Compagnie Lombard Odier SCmA#359 · 5,800 sh | 5,800 | $264.0K | <0.01% | 0.0% |
| 360 | SouthState Bank#360 · 5,765 sh | 5,765 | $262.4K | 0.01% | -3.0% |
| 361 | Bulltick Wealth Management#361 · 5,741 sh | 5,741 | $261.3K | 0.05% | -1.5% |
| 362 | Steward Partners Investment Advisory#362 · 5,736 sh | 5,736 | $261.1K | <0.01% | -14.9% |
| 363 | Destiny Wealth Partners#363 · 5,356 sh | 5,356 | $261.0K | 0.04% | 0.0% |
| 364 | IPG Investment Advisors#364 · 5,720 sh | 5,720 | $260.4K | 0.04% | 0.0% |
| 365 | AlphaCore Capital#365 · 5,716 sh | 5,716 | $260.2K | <0.01% | 0.0% |
| 366 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#366 · 5,560 sh | 5,560 | $258.5K | 0.02% | +1.8% |
| 367 | Magnus Financial Group#367 · 5,638 sh | 5,638 | $256.6K | — | -2.3% |
| 368 | GRANVILLE CAPITAL#368 · 5,612 sh | 5,612 | $255.5K | 0.11% | 0.0% |
| 369 | CIBC WORLD MARKET#369 · 5,565 sh | 5,565 | $253.3K | <0.01% | +2.2% |
| 370 | RMR Wealth Builders#370 · 5,545 sh | 5,545 | $252.4K | — | New |
| 371 | BANK OF AMERICA#371 · 5,543 sh | 5,543 | $252.3K | 0.00% | +33.2% |
| 372 | Beaird Harris Wealth Management#372 · 5,523 sh | 5,523 | $251.4K | 0.02% | 0.0% |
| 373 | Traynor Capital Management#373 · 5,489 sh | 5,489 | $249.9K | 0.01% | -42.1% |
| 374 | Clear Creek Financial Management#374 · 5,460 sh | 5,460 | $248.5K | 0.02% | -0.1% |
| 375 | CARRET ASSET MANAGEMENT#375 · 5,451 sh | 5,451 | $248.1K | 0.02% | 0.0% |
| 376 | Second Half Financial Partners#376 · 5,390 sh | 5,390 | $245.4K | 0.10% | +21.9% |
| 377 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#377 · 5,370 sh | 5,370 | $244.4K | 0.03% | -6.0% |
| 378 | Brookwood Investment Group#378 · 5,370 sh | 5,370 | $244.4K | 0.03% | -4.2% |
| 379 | LEIGH BALDWIN#379 · 5,350 sh | 5,350 | $243.5K | 0.13% | -22.1% |
| 380 | Gladstone Institutional Advisory#380 · 5,337 sh | 5,337 | $242.9K | <0.01% | 0.0% |
| 381 | HRC WEALTH MANAGEMENT#381 · 5,293 sh | 5,293 | $240.9K | — | 0.0% |
| 382 | OneAscent Financial Services#382 · 5,278 sh | 5,278 | $240.3K | 0.01% | -5.2% |
| 383 | Kingsview Wealth Management#383 · 5,255 sh | 5,255 | $239.2K | <0.01% | -21.9% |
| 384 | Capital Investment Advisory Services#384 · 5,216 sh | 5,216 | $237.4K | 0.01% | -22.5% |
| 385 | Wealth Analytics Partners#385 · 4,710 sh | 4,710 | $235.6K | — | 0.0% |
| 386 | HOWE & RUSLING#386 · 5,176 sh | 5,176 | $235.6K | 0.01% | 0.0% |
| 387 | Ausdal Financial Partners#387 · 5,124 sh | 5,124 | $233.2K | <0.01% | +2.3% |
| 388 | GREAT VALLEY ADVISOR GROUP#388 · 5,095 sh | 5,095 | $232.2K | <0.01% | -7.0% |
| 389 | TD Waterhouse Canada#389 · 4,962 sh | 4,962 | $230.8K | — | 0.0% |
| 390 | MONTAG A & ASSOCIATES#390 · 5,065 sh | 5,065 | $230.6K | <0.01% | -20.2% |
| 391 | Arkadios Wealth Advisors#391 · 5,058 sh | 5,058 | $230.3K | <0.01% | +0.6% |
| 392 | Safeguard Investment Advisory Group#392 · 5,057 sh | 5,057 | $230.2K | 0.05% | -2.3% |
| 393 | Silicon Valley Capital Partners#393 · 5,050 sh | 5,050 | $229.9K | 0.02% | 0.0% |
| 394 | TRU INDEPENDENCE ASSET MANAGEMENT 2#394 · 5,050 sh | 5,050 | $229.9K | 0.12% | 0.0% |
| 395 | Ridgepath Capital Management#395 · 5,024 sh | 5,024 | $228.7K | 0.10% | -90.0% |
| 396 | GRAYBILL WEALTH MANAGEMENT, LTD.#396 · 5,000 sh | 5,000 | $227.6K | 0.06% | 0.0% |
| 397 | ZEGA Investments#397 · 5,000 sh | 5,000 | $227.6K | 0.02% | 0.0% |
| 398 | NORTHBRIDGE FINANCIAL GROUP#398 · 4,994 sh | 4,994 | $227.3K | 0.09% | -17.9% |
| 399 | CMG Global#399 · 4,950 sh | 4,950 | $225.3K | — | -77.2% |
| 400 | MCGUIRE CAPITAL ADVISORS#400 · 4,940 sh | 4,940 | $224.9K | 0.12% | -19.5% |
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.