GRAYSCALE BITCOIN TR BTC SHS shareholder history

Current and past GRAYSCALE BITCOIN TR BTC SHS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Front Row Advisors LLC 20200.00%0.02%0.11%Q4 2018Q3 202320
SVB WEALTH LLC 20200.00%0.01%0.06%Q4 2018Q3 202320
ARK Investment Management 20200.33%0.62%0.88%Q4 2018Q3 202320
Horrell Capital Management, Inc. 19190.00%0.03%0.07%Q1 2019Q3 202319
FNY Investment Advisers, LLC 1410.00%0.03%0.20%Q4 2018Q3 202318
ROTHSCHILD INVESTMENT LLC /IL 18180.01%0.13%0.62%Q2 2019Q3 202318
NVWM, LLC 930.00%0.22%1.35%Q1 2019Q3 202317
Heritage Wealth Advisors 16160.00%0.00%0.00%Q1 2019Q4 202216
Formidable Asset Management, LLC 950.04%0.12%0.46%Q1 2020Q3 202314
IFP Advisors, Inc 1110.00%0.07%0.27%Q1 2016Q1 202213
Ancora Advisors LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Williams Jones Wealth Management, LLC. 12120.00%0.02%0.13%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.02%0.06%0.12%Q4 2020Q3 202312
CAPTRUST FINANCIAL ADVISORS 930.00%0.00%0.01%Q1 2019Q2 202212
SlateStone Wealth, LLC 12120.04%0.31%0.74%Q4 2019Q3 202212
Sargent Bickham Lagudis LLC 12120.00%0.02%0.05%Q1 2017Q4 201912
Winch Advisory Services, LLC 11110.01%0.02%0.04%Q1 2021Q3 202311
Next Capital Management LLC 11110.09%0.22%0.45%Q1 2021Q3 202311
Laffer Tengler Investments, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
ATLAS CAPITAL ADVISORS LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Edge Wealth Management LLC 650.00%0.12%0.40%Q1 2019Q4 202111
Canton Hathaway, LLC 11110.01%0.11%0.36%Q1 2021Q3 202311
HBC Financial Services, PLLC 11110.00%0.00%0.00%Q1 2021Q3 202311
West Oak Capital, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
MASSMUTUAL TRUST CO FSB/ADV 11110.00%0.00%0.00%Q2 2021Q4 202311
First Horizon Advisors, Inc. 640.01%0.01%0.02%Q1 2021Q3 202310
Garde Capital, Inc. 730.01%0.04%0.08%Q4 2020Q3 202310
tru Independence LLC 810.05%1.42%7.10%Q2 2020Q3 20229
Kingfisher Capital LLC 880.03%0.36%0.91%Q4 2020Q3 20228
Almanack Investment Partners, LLC. 880.05%0.12%0.24%Q3 2020Q2 20228
Bartlett & Co. LLC 880.00%0.00%0.00%Q1 2022Q4 20238
Main Management LLC 880.00%0.07%0.54%Q4 2021Q3 20238
Accel Wealth Management 620.01%0.03%0.06%Q4 2020Q1 20238
EMERALD MUTUAL FUND ADVISERS TRUST 430.09%0.11%0.16%Q4 2020Q3 20227
Sterling Investment Advisors, Ltd. 520.00%0.11%0.27%Q1 2020Q4 20217
S.A. Mason LLC 770.03%0.05%0.08%Q1 2021Q3 20227
FIRST NATIONAL TRUST CO 510.01%0.01%0.02%Q1 2022Q3 20236
Parkwood LLC 330.33%0.56%0.82%Q1 2021Q4 20226
KELLEHER FINANCIAL ADVISORS 660.15%0.20%0.36%Q4 2020Q1 20226
Morse Asset Management, Inc 660.15%0.32%0.81%Q4 2020Q1 20226
Summit Financial, LLC 550.02%0.03%0.04%Q3 2021Q3 20225
Private Ocean, LLC 320.00%0.00%0.00%Q4 2021Q1 20235
SCHOLTZ & COMPANY, LLC 410.11%0.26%0.53%Q3 2020Q4 20215
Stonebridge Financial Planning Group, LLC 320.00%0.00%0.01%Q3 2020Q4 20215
ROBINSON CAPITAL MANAGEMENT, LLC 410.00%0.00%0.00%Q2 2022Q3 20235
ENCOMPASS WEALTH ADVISORS, LLC 550.05%0.06%0.08%Q1 2021Q1 20225
SCOPUS ASSET MANAGEMENT, L.P. 550.03%0.09%0.20%Q4 2020Q4 20215
Private Capital Group, LLC 550.01%0.02%0.02%Q1 2021Q1 20225
EQUITABLE TRUST CO 550.01%0.02%0.02%Q3 2021Q3 20225
Benedetti & Gucer, Inc. 550.36%0.59%0.79%Q2 2022Q2 20235
Trek Financial, LLC 550.03%0.15%0.32%Q1 2020Q1 20215
OLD NATIONAL BANCORP /IN/ 550.00%0.01%0.01%Q2 2022Q2 20235
Adams Asset Advisors, LLC 550.21%0.27%0.38%Q4 2020Q4 20215
Strengthening Families & Communities, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Financial Management Professionals, Inc. 550.01%0.04%0.12%Q3 2022Q3 20235
Lenox Wealth Advisors, LLC 550.00%0.03%0.04%Q1 2021Q1 20225
Aristides Capital LLC 442.73%4.64%6.44%Q4 2022Q3 20234
FIRST MIDWEST BANK TRUST DIVISION 440.05%0.11%0.15%Q1 2021Q4 20214
HORIZON KINETICS ASSET MANAGEMENT LLC 442.16%4.92%6.53%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.19%0.28%0.38%Q4 2021Q3 20224
Cassady Schiller Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
PNC FINANCIAL SERVICES GROUP, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Summit Global Investments 310.06%0.08%0.11%Q4 2020Q4 20214
Clear Perspective Advisors, LLC 440.08%0.11%0.14%Q1 2021Q4 20214
Kovack Advisors, Inc. 440.03%0.05%0.10%Q1 2021Q4 20214
Crescent Capital Consulting, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
RVW Wealth, LLC 310.00%0.03%0.07%Q3 2021Q3 20224
Castleview Partners, LLC 310.00%0.09%0.20%Q2 2021Q2 20224
McGowan Group Asset Management, Inc. 330.05%0.23%0.33%Q3 2020Q1 20213
Sandhill Capital Partners LLC 210.01%0.02%0.03%Q4 2020Q4 20223
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Lake Point Wealth Management 330.00%0.00%0.01%Q4 2018Q2 20193
Resolute Advisors LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Broderick Brian C 330.05%0.07%0.10%Q1 2021Q3 20213
MARKSTON INTERNATIONAL LLC 330.02%0.08%0.12%Q2 2021Q4 20213
Arkadios Wealth Advisors 330.00%0.00%0.01%Q1 2020Q3 20203
Tevis Investment Management 330.00%0.01%0.01%Q4 2021Q2 20223
First Heartland Consultants, Inc. 330.01%0.03%0.06%Q1 2022Q3 20223
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q3 2022Q4 20222
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Eudaimonia Partners, LLC 220.00%0.06%0.12%Q4 2020Q1 20212
Axel Capital Management, LLC 226.21%9.25%12.28%Q2 2021Q3 20212
Syntal Capital Partners, LLC 220.08%0.12%0.15%Q1 2021Q2 20212
MAI Capital Management 220.01%0.01%0.01%Q1 2021Q2 20212
ORG Partners LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Filbrandt Wealth Management, LLC 220.00%0.01%0.03%Q1 2020Q2 20202
KINGSWOOD WEALTH ADVISORS, LLC 221.63%2.38%3.13%Q2 2023Q3 20232
Sciencast Management LP 220.06%0.30%0.54%Q1 2021Q2 20212
Spectrum Planning & Advisory Services Inc. 110.18%0.49%0.81%Q1 2021Q3 20222
Vectors Research Management, LLC 220.00%0.01%0.01%Q4 2021Q1 20222
Main Management ETF Advisors, LLC 220.12%0.17%0.21%Q4 2021Q1 20222
NORTHSTAR INVESTMENT ADVISORS LLC 220.04%0.04%0.04%Q1 2021Q2 20212
CHURCHILL MANAGEMENT Corp 220.06%0.12%0.17%Q3 2020Q4 20202
MOODY LYNN & LIEBERSON, LLC 220.14%0.25%0.36%Q4 2020Q1 20212
Moloney Securities Asset Management, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Truvestments Capital LLC 220.01%0.01%0.02%Q4 2020Q1 20212
Coston, McIsaac & Partners 220.00%0.00%0.00%Q2 2022Q3 20222
IRONWOOD INVESTMENT MANAGEMENT LLC 220.11%0.11%0.12%Q4 2021Q1 20222
Laird Norton Wetherby Trust Company, LLC 220.05%0.09%0.14%Q4 2020Q1 20212
CAMPBELL CAPITAL MANAGEMENT INC 110.11%0.20%0.29%Q2 2021Q4 20212
Violich Capital Management, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
ESSEX INVESTMENT MANAGEMENT CO LLC 110.28%0.28%0.28%Q1 2021Q1 20211
HANCOCK WHITNEY CORP 110.02%0.02%0.02%Q1 2022Q1 20221
BRYN MAWR TRUST Co 110.01%0.01%0.01%Q1 2021Q1 20211
WFA of San Diego, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Byrne Asset Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Crabel Capital Management, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
Addison Capital Co 111.17%1.17%1.17%Q2 2020Q2 20201
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.02%0.02%0.02%Q3 2020Q3 20201
CSat Investment Advisory, L.P. 110.14%0.14%0.14%Q3 2020Q3 20201
PRW Wealth Management LLC 111.98%1.98%1.98%Q1 2021Q1 20211
Strategic Wealth Partners, Ltd. 110.08%0.08%0.08%Q1 2021Q1 20211
Curran Financial Partners, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Intellectus Partners, LLC 111.09%1.09%1.09%Q4 2021Q4 20211
AFT, FORSYTH & COMPANY, INC. 110.18%0.18%0.18%Q1 2021Q1 20211
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
INVERNESS COUNSEL LLC /NY/ 110.01%0.01%0.01%Q1 2021Q1 20211
CAPITAL MANAGEMENT ASSOCIATES /NY/ 110.93%0.93%0.93%Q1 2021Q1 20211
VitalStone Financial, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
SEAVIEW INVESTMENT MANAGERS LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
MOTCO 110.00%0.00%0.00%Q2 2021Q2 20211
Cutter & CO Brokerage, Inc. 110.17%0.17%0.17%Q3 2021Q3 20211
Peregrine Asset Advisers, Inc. 110.22%0.22%0.22%Q4 2020Q4 20201
Kathleen S. Wright Associates Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Waldron Private Wealth LLC 110.02%0.02%0.02%Q1 2021Q1 20211
SUMMIT FINANCIAL GROUP, INC. 110.08%0.08%0.08%Q1 2021Q1 20211
OARSMAN CAPITAL, INC. 110.10%0.10%0.10%Q1 2021Q1 20211
Henrickson Nauta Wealth Advisors, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Virtue Capital Management, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Corriente Advisors, LLC 114.54%4.54%4.54%Q1 2020Q1 20201
SHIKIAR ASSET MANAGEMENT INC 110.08%0.08%0.08%Q1 2021Q1 20211
Private Capital Advisors, Inc. 110.04%0.04%0.04%Q3 2020Q3 20201

This page lists all the filers that currently own GRAYSCALE BITCOIN TR BTC SHS or have owned GRAYSCALE BITCOIN TR BTC SHS in the past.