Grayscale Bitcoin Trust ETF (GBTC) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 609
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Avion Wealth#501 · 676 sh | 676 | $30.0K | <0.01% | 0.0% |
| 502 | CREATIVE FINANCIAL DESIGNS#502 · 657 sh | 657 | $29.9K | <0.01% | 0.0% |
| 503 | HOLLENCREST SECURITIES#503 · 539 sh | 539 | $24.5K | <0.01% | -25.8% |
| 504 | Hurley Capital#504 · 517 sh | 517 | $23.5K | 0.01% | 0.0% |
| 505 | Noble Wealth Management PBC#505 · 503 sh | 503 | $22.9K | — | 0.0% |
| 506 | DHJJ Financial Advisors, Ltd.#506 · 502 sh | 502 | $22.9K | — | 0.0% |
| 507 | JNBA Financial Advisors#507 · 500 sh | 500 | $22.8K | <0.01% | 0.0% |
| 508 | PENSION & WEALTH MANAGEMENT ADVISORS#508 · 500 sh | 500 | $22.8K | — | 0.0% |
| 509 | DELTA ASSET MANAGEMENT#509 · 480 sh | 480 | $21.9K | <0.01% | 0.0% |
| 510 | MassMutual Private Wealth & , FSB#510 · 477 sh | 477 | $21.7K | — | +110.1% |
| 511 | RHL GROUP#511 · 468 sh | 468 | $21.5K | 0.02% | 0.0% |
| 512 | JPMORGAN CHASE#512 · 448 sh | 448 | $21.0K | 0.00% | -18.1% |
| 513 | TOTH FINANCIAL ADVISORY#513 · 450 sh | 450 | $20.5K | — | +1.1% |
| 514 | Union Bankshares#514 · 438 sh | 438 | $19.9K | <0.01% | -11.7% |
| 515 | Holos Integrated Wealth#515 · 400 sh | 400 | $19.8K | — | 0.0% |
| 516 | Dixon Mitchell Investment Counsel#516 · 425 sh | 425 | $19.3K | <0.01% | 0.0% |
| 517 | BARTLETT & WEALTH MANAGEMENT#517 · 415 sh | 415 | $18.9K | <0.01% | 0.0% |
| 518 | Osbon Capital Management#518 · 385 sh | 385 | $17.5K | 0.01% | 0.0% |
| 519 | Strengthening Families & Communities#519 · 361 sh | 361 | $16.4K | — | 0.0% |
| 520 | Westfuller Advisors#520 · 361 sh | 361 | $16.4K | <0.01% | -15.5% |
| 521 | JFS WEALTH ADVISORS#521 · 359 sh | 359 | $16.3K | <0.01% | 0.0% |
| 522 | HARBOR INVESTMENT ADVISORY#522 · 353 sh | 353 | $16.1K | — | -37.9% |
| 523 | Financial Perspectives#523 · 353 sh | 353 | $16.1K | <0.01% | 0.0% |
| 524 | Forum Finance Group S.A.#524 · 440 sh | 440 | $16.0K | <0.01% | 0.0% |
| 525 | Strive Financial Group#525 · 329 sh | 329 | $15.0K | <0.01% | New |
| 526 | High Note Wealth#526 · 327 sh | 327 | $14.9K | <0.01% | 0.0% |
| 527 | VSM Wealth Advisory#527 · 327 sh | 327 | $14.9K | <0.01% | 0.0% |
| 528 | Financially Speaking#528 · 275 sh | 275 | $14.5K | 0.07% | 0.0% |
| 529 | EVOLUTION WEALTH MANAGEMENT#529 · 314 sh | 314 | $14.3K | <0.01% | 0.0% |
| 530 | Lodestone Wealth Management#530 · 308 sh | 308 | $14.0K | — | 0.0% |
| 531 | Oakworth Capital#531 · 300 sh | 300 | $13.9K | — | 0.0% |
| 532 | LifeSteps Financial#532 · 296 sh | 296 | $13.5K | — | New |
| 533 | MCF Advisors#533 · 292 sh | 292 | $13.3K | <0.01% | 0.0% |
| 534 | PFS Partners#534 · 292 sh | 292 | $13.3K | — | 0.0% |
| 535 | Pacific Center for Financial Services#535 · 280 sh | 280 | $12.7K | — | 0.0% |
| 536 | Activest Wealth Management#536 · 270 sh | 270 | $12.3K | — | 0.0% |
| 537 | Tradewinds Capital Management#537 · 269 sh | 269 | $12.2K | — | 0.0% |
| 538 | Crewe Advisors#538 · 262 sh | 262 | $11.9K | <0.01% | -0.8% |
| 539 | Kilter Group#539 · 251 sh | 251 | $11.4K | <0.01% | 0.0% |
| 540 | Signature Resources Capital Management#540 · 250 sh | 250 | $11.4K | — | +5.9% |
| 541 | SWAN Capital#541 · 237 sh | 237 | $10.8K | <0.01% | -53.6% |
| 542 | Carolina Wealth Advisors#542 · 235 sh | 235 | $10.7K | — | 0.0% |
| 543 | Quest 10 Wealth Builders#543 · 229 sh | 229 | $10.4K | <0.01% | 0.0% |
| 544 | NVWM#544 · 228 sh | 228 | $10.4K | — | 0.0% |
| 545 | Financial Life Planners#545 · 224 sh | 224 | $10.2K | <0.01% | 0.0% |
| 546 | UBS Group AG#546 · 221 sh | 221 | $10.1K | 0.00% | New |
| 547 | CARY STREET PARTNERS INVESTMENT ADVISORY#547 · 220 sh | 220 | $10.0K | <0.01% | -49.1% |
| 548 | Key Capital Management#548 · 212 sh | 212 | $9.7K | <0.01% | +30.9% |
| 549 | GHP Investment Advisors#549 · 210 sh | 210 | $9.6K | — | 0.0% |
| 550 | Strategic Investment Solutions#550 · 209 sh | 209 | $9.5K | <0.01% | 0.0% |
| 551 | Cherry Tree Wealth Management#551 · 206 sh | 206 | $9.4K | — | 0.0% |
| 552 | Westside Investment Management#552 · 205 sh | 205 | $9.3K | <0.01% | 0.0% |
| 553 | Burnham#553 · 200 sh | 200 | $9.1K | <0.01% | — |
| 554 | Capital Analysts#554 · 192 sh | 192 | $9.0K | <0.01% | 0.0% |
| 555 | Cape Investment Advisory#555 · 192 sh | 192 | $8.7K | — | New |
| 556 | Ameritas Investment Partners#556 · 190 sh | 190 | $8.6K | <0.01% | 0.0% |
| 557 | Kozak & Associates#557 · 182 sh | 182 | $8.5K | <0.01% | 0.0% |
| 558 | Fountainhead AM#558 · 175 sh | 175 | $8.0K | <0.01% | 0.0% |
| 559 | Axiom Investment Management#559 · 170 sh | 170 | $7.7K | <0.01% | 0.0% |
| 560 | Atlantic Edge Private Wealth Management#560 · 160 sh | 160 | $7.3K | — | 0.0% |
| 561 | Godfrey Financial Associates#561 · 160 sh | 160 | $7.3K | <0.01% | 0.0% |
| 562 | Versant Capital Management#562 · 151 sh | 151 | $6.9K | — | 0.0% |
| 563 | NATIONAL BANK OF CANADA#563 · 150 sh | 150 | $6.8K | 0.00% | 0.0% |
| 564 | Quaker Wealth Management#564 · 149 sh | 149 | $6.8K | — | 0.0% |
| 565 | Premier Financial Group#565 · 149 sh | 149 | $6.8K | <0.01% | New |
| 566 | BELLEVUE ASSET MANAGEMENT#566 · 145 sh | 145 | $6.6K | <0.01% | 0.0% |
| 567 | BOYD WATTERSON ASSET MANAGEMENT#567 · 144 sh | 144 | $6.6K | <0.01% | 0.0% |
| 568 | Financial Gravity Companies, (FGCO)#568 · 140 sh | 140 | $6.4K | <0.01% | — |
| 569 | Comprehensive Financial Planning#569 · 129 sh | 129 | $5.9K | <0.01% | 0.0% |
| 570 | Abound Wealth Management#570 · 122 sh | 122 | $5.6K | — | -21.8% |
| 571 | VALLEY NATIONAL ADVISERS#571 · 121 sh | 121 | $5.5K | — | -93.4% |
| 572 | N.E.W. Advisory Services#572 · 120 sh | 120 | $5.5K | <0.01% | +20.0% |
| 573 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#573 · 107 sh | 107 | $4.9K | 0.00% | 0.0% |
| 574 | JONES FINANCIAL COMPANIES LLLP#574 · 100 sh | 100 | $4.6K | 0.00% | -20.0% |
| 575 | Rockefeller Capital Management L.P.#575 · 100 sh | 100 | $4.6K | 0.00% | New |
| 576 | HOEY INVESTMENTS#576 · 100 sh | 100 | $4.6K | <0.01% | 0.0% |
| 577 | ARMSTRONG ADVISORY GROUP#577 · 100 sh | 100 | $4.6K | — | 0.0% |
| 578 | Colonial / SC#578 · 100 sh | 100 | $4.6K | <0.01% | 0.0% |
| 579 | Graney & King#579 · 100 sh | 100 | $4.6K | <0.01% | 0.0% |
| 580 | Boreal Capital Management#580 · 100 sh | 100 | $4.6K | <0.01% | -62.1% |
| 581 | CALDWELL SUTTER CAPITAL#581 · 100 sh | 100 | $4.6K | <0.01% | 0.0% |
| 582 | CITY HOLDING#582 · 100 sh | 100 | $4.6K | — | 0.0% |
| 583 | BARRETT & COMPANY#583 · 100 sh | 100 | $4.6K | — | 0.0% |
| 584 | Private Wealth Asset Management#584 · 91 sh | 91 | $4.1K | <0.01% | New |
| 585 | Caitlin John#585 · 87 sh | 87 | $4.0K | <0.01% | 0.0% |
| 586 | AMERICAN NATIONAL BANK#586 · 86 sh | 86 | $3.9K | — | 0.0% |
| 587 | Cheviot Value Management#587 · 83 sh | 83 | $3.8K | <0.01% | 0.0% |
| 588 | WELLINGTON-ALTUS USA#588 · 66 sh | 66 | $3.5K | <0.01% | 0.0% |
| 589 | FIRST UNITED BANK#589 · 70 sh | 70 | $3.2K | — | New |
| 590 | PITTENGER & ANDERSON#590 · 65 sh | 65 | $3.0K | <0.01% | 0.0% |
| 591 | THOMPSON INVESTMENT MANAGEMENT#591 · 60 sh | 60 | $2.7K | — | 0.0% |
| 592 | Gen-Wealth Partners#592 · 60 sh | 60 | $2.7K | <0.01% | 0.0% |
| 593 | Front Row Advisors#593 · 50 sh | 50 | $2.5K | <0.01% | 0.0% |
| 594 | Nemes Rush Group#594 · 52 sh | 52 | $2.4K | <0.01% | 0.0% |
| 595 | Game Plan Financial Advisors#595 · 50 sh | 50 | $2.3K | <0.01% | -81.1% |
| 596 | DiNuzzo Private Wealth#596 · 50 sh | 50 | $2.3K | — | 0.0% |
| 597 | FINANCIAL CONSULATE#597 · 40 sh | 40 | $1.8K | — | 0.0% |
| 598 | Friedenthal Financial#598 · 33 sh | 33 | $1.5K | <0.01% | 0.0% |
| 599 | HAGER INVESTMENT MANAGEMENT SERVICES#599 · 27 sh | 27 | $1.2K | <0.01% | 0.0% |
| 600 | CVA Family Office#600 · 26 sh | 26 | $1.2K | <0.01% | 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.