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Grayscale Bitcoin Trust ETF (GBTC) Institutional Ownership

Grayscale Bitcoin Trust ETF logo
$65.03 -1.60 (-2.40%)
As of 01:42 PM Eastern
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Institutional Ownership Changes (13F Filings) for Grayscale Bitcoin Trust ETF (NYSEARCA:GBTC)

Number of
Institutional Buyers
(last 12 months)
281
Total
Institutional Inflows
(last 12 months)
$161.31M
Number of
Institutional Sellers
(last 12 months)
287
Total
Institutional Outflows
(last 12 months)
$335.74M
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GBTC Institutional Buying and Selling by Quarter

Grayscale Bitcoin Trust ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/22/2026Innovative Advisory Group LLC42,627$1.94M1.5%-8.7%0.022%
9/9/2026 Sequoia Financial Advisors LLC96,213$4.38M0.0%-24.3%0.050%
9/9/2026 Tidal Investments LLC9,569$436K0.0%-6.8%0.005%
9/9/2026 Van Hulzen Asset Management LLC72,892$3.32M0.2%-6.1%0.038%
9/9/2026 Integrated Wealth Concepts LLC32,673$1.49M0.0%-3.3%0.017%
9/9/2026 NewEdge Advisors LLC32,107$1.46M0.0%-9.3%0.017%
9/9/2026 IFP Advisors Inc6,286$286K0.0%-2.6%0.003%
9/9/2026 One Charles Private Wealth Services LLC259,750$11.82M2.7%-6.2%0.134%
9/8/2026 Allworth Financial LP4,414$201K0.0%-3.6%0.002%
9/8/2026 Waverly Advisors LLC25,318$1.15M0.0%-25.2%0.013%
8/27/2026 Corient Private Wealth LP35,291$1.61M0.0%-16.7%0.018%
8/26/2026 HighTower Advisors LLC602,864$27.44M0.0%-1.8%0.311%
8/23/2026 Ameritas Advisory Services LLC18,227$830K0.0%+30.9%0.009%
8/22/2026 Compass Financial Management LLC2,290$114K0.0%N/A0.001%
8/22/2026 Concurrent Investment Advisors LLC12,820$584K0.0%+8.5%0.007%
8/21/2026 Smallwood Wealth Investment Management LLC3,854$175K0.1%+284.6%0.002%
8/21/2026 Secure Asset Management LLC6,437$293K0.0%-31.0%0.003%
8/20/2026 Two Sigma Securities LLC4,830$220K0.0%N/A0.002%
8/20/2026 Northwestern Mutual Wealth Management Co.2,007$91K0.0%-61.1%0.001%
8/20/2026 Wedbush Securities Inc.24,594$1.12M0.0%+5.6%0.013%
8/19/2026 Kingsview Wealth Management LLC5,255$239K0.0%-21.9%0.003%
8/18/2026 Equitable Holdings Inc.8,467$385K0.0%-10.4%0.004%
8/13/2026 Leigh Baldwin & CO. LLC5,350$244K0.1%-22.1%0.003%
8/13/2026 Sanctuary Advisors LLC12,986$591K0.0%-11.9%0.007%
8/12/2026 Ieq Capital LLC20,835$948K0.0%-82.2%0.011%
8/12/2026 Fund Advisors of America Inc FL11,580$527K0.5%-1.9%0.006%
8/11/2026 OneAscent Financial Services LLC5,278$240K0.0%-5.2%0.003%
8/10/2026 Csenge Advisory Group6,308$287K0.0%-9.0%0.003%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,370$244K0.0%-6.0%0.003%
7/9/2026 Professional Financial Advisors LLC28,390$1.29M0.2%+11.8%0.015%
7/9/2026 Legacy Wealth Asset Management LLC55,149$2.51M0.6%-0.6%0.028%
7/9/2026 Affinity Capital Advisors LLC4,305$213K0.0%-16.0%0.002%
7/7/2026 Dynamic Advisor Solutions LLC6,570$299K0.0%-32.7%0.003%
7/7/2026 Pacific Excel Wealth Advisors Inc.6,325$288K0.1%N/A0.003%
6/30/2026VectorGlobal IAG Inc.3,879$205K0.1%N/A0.002%
6/22/2026 Sapient Capital LLC6,250$330K0.0%-74.5%0.003%
6/18/2026 Western Wealth Management LLC11,093$585K0.0%-10.0%0.005%
6/8/2026 Pine Valley Investments Ltd Liability Co17,904$945K0.0%-5.6%0.007%
6/3/2026 Parallel Advisors LLC6,331$334K0.0%-3.1%0.003%
6/3/2026 NewEdge Advisors LLC35,412$1.87M0.0%-17.0%0.015%
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6/1/2026 Foguth Wealth Management LLC.6,783$387K0.0%N/A0.003%
5/20/2026 Leigh Baldwin & CO. LLC6,869$362K0.2%+10.1%0.003%
5/19/2026 Western Wealth Management LLC11,093$585K0.0%-10.0%0.005%
5/19/2026 Silicon Valley Capital Partners5,050$266K0.0%-40.6%0.002%
5/19/2026 Bank of America Corp DE4,161$220K0.0%+53.9%0.002%
5/19/2026 Centaurus Financial Inc.9,485$500K0.0%+3.9%0.004%
5/19/2026 Arkadios Wealth Advisors5,026$265K0.0%-6.2%0.002%
5/18/2026Sunbelt Securities Inc.4,201$222K0.0%-22.6%0.002%
5/18/2026 EverSource Wealth Advisors LLC7,224$381K0.0%+592.0%0.003%
5/18/2026 Royal Bank of Canada16,420$865K0.0%-11.0%0.007%
5/16/2026 Quantinno Capital Management LP9,168$484K0.0%+7.2%0.004%
5/15/2026 Gateway Wealth Partners LLC6,680$352K0.0%+100.0%0.003%
5/15/2026 Quadcap Wealth Management LLC21,653$1.14M0.1%-5.7%0.009%
5/15/2026 Waverly Advisors LLC33,832$1.79M0.0%+3.1%0.014%
5/14/2026Galaxy Digital Inc.8,335$440K0.0%N/A0.003%
5/14/2026 Renaissance Technologies LLC60,950$3.22M0.0%-49.3%0.025%
5/14/2026 Modern Wealth Management LLC10,986$583K0.0%-2.1%0.005%
5/14/2026 Lido Advisors LLC165,469$8.73M0.0%+3.6%0.069%
5/13/2026 Cetera Investment Advisers174,477$9.21M0.0%-5.7%0.072%
5/13/2026 Clearwater Capital Advisors LLC17,210$908K0.1%+76.1%0.007%
5/13/2026 NewEdge Wealth LLC60,452$3.19M0.0%-0.7%0.025%
5/12/2026 Fortis Capital Management LLC13,249$699K0.1%-3.4%0.006%
5/8/2026 PNC Financial Services Group Inc.43,723$2.31M0.0%-6.7%0.018%
5/8/2026 One Charles Private Wealth Services LLC276,992$14.61M3.7%-0.6%0.115%
5/8/2026 Ridgepath Capital Management LLC50,324$2.66M1.3%N/A0.021%
5/7/2026 Hollencrest Capital Management726$38K0.0%+480.8%0.000%
5/7/2026 Parallel Advisors LLC6,331$334K0.0%-3.1%0.003%
5/7/2026 Spartan Wealth Advisory Services LLC9,243$488K0.0%N/A0.004%
5/6/2026 Quadrant Private Wealth Management LLC14,847$783K0.1%+2.0%0.006%
5/6/2026 Bessemer Group Inc.5,986$316K0.0%+23.8%0.002%
5/6/2026 Avalon Trust Co2,670$141K0.0%-19.3%0.001%
5/6/2026 SteelPeak Wealth LLC19,856$1.05M0.0%+9.9%0.008%
5/6/2026 Independent Financial Group LLC50,998$2.69M0.1%N/A0.021%
5/5/2026 Wealthfront Advisers LLC341,133$18.00M0.0%-3.8%0.142%
5/5/2026 Beaumont Financial Advisors LLC258,734$13.65M0.9%-4.7%0.107%
5/5/2026 Geneos Wealth Management Inc.13,107$692K0.0%-4.5%0.005%
5/5/2026 NFSG Corp4,082$215K0.0%-21.2%0.002%
5/5/2026 Sanctuary Advisors LLC14,739$778K0.0%-30.2%0.006%
5/4/2026 Bleakley Financial Group LLC47,819$2.52M0.0%-13.6%0.020%
5/4/2026 HBW Advisory Services LLC4,717$249K0.0%-17.7%0.002%
5/4/2026 Lifeworks Advisors LLC4,546$240K0.0%-18.1%0.002%
5/2/2026 Global Assets Advisory LLC9,371$494K0.1%-3.0%0.004%
5/2/2026 Gables Capital Management Inc.10,585$558K0.2%-31.7%0.004%
5/2/2026 Carnegie Investment Counsel19,451$1.03M0.0%-22.4%0.008%
5/1/2026 Citizens Financial Group Inc. RI13,727$724K0.0%+1.3%0.006%
5/1/2026 Midwest Trust Co13,957$736K0.0%-5.4%0.006%
5/1/2026 Fifth Third Bancorp39,072$2.06M0.0%+38,972.0%0.016%
5/1/2026 Triton Wealth Management PLLC4,396$236K0.1%+5.2%0.002%
5/1/2026 Sequoia Financial Advisors LLC127,176$6.71M0.0%+6.9%0.053%
4/30/2026 Roman Butler Fullerton & Co.5,802$322K0.1%+6.4%0.002%
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4/30/2026 Kestra Advisory Services LLC105,842$5.58M0.0%+5.1%0.044%
4/30/2026 Money Concepts Capital Corp6,485$342K0.0%+13.1%0.003%
4/30/2026 Atlas Wealth Partners LLC140,312$7.40M7.6%-1.7%0.058%
4/29/2026 Axxcess Wealth Management LLC17,520$924K0.0%+59.2%0.007%
4/29/2026 Montag A & Associates Inc.6,350$335K0.0%-16.1%0.003%
4/29/2026 Advance Capital Management Inc.3,833$202K0.0%+21.1%0.002%
4/29/2026 Integrated Advisors Network LLC20,322$1.07M0.1%-7.6%0.008%
4/28/2026 PUREfi Wealth LLC5,944$314K0.2%+95.3%0.002%
4/28/2026 Bogart Wealth LLC4,205$222K0.0%+18.3%0.002%
4/28/2026 Ascentis Independent Advisors18,887$996K0.1%+136.4%0.008%


GBTC Institutional Ownership - Frequently Asked Questions

During the previous two years, 779 institutional investors and hedge funds held shares of Grayscale Bitcoin Trust ETF. The most heavily invested institutionals were Horizon Kinetics Asset Management LLC ($964.81M), LPL Financial LLC ($66.80M), Palacios Wealth Management LLC ($65.17M), Greenwich Wealth Management LLC ($40.27M), HighTower Advisors LLC ($27.44M), Cresset Asset Management LLC ($26.27M), and EagleClaw Capital Managment LLC ($22.75M).Learn more on Grayscale Bitcoin Trust ETF's institutional investors.

Of the 612 institutional investors that purchased Grayscale Bitcoin Trust ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Proficio Capital Partners LLC ($2.06M), Palacios Wealth Management LLC ($1M), DRW Securities LLC ($585.53K), Greenwich Wealth Management LLC ($538.26K), Leigh Baldwin & CO. LLC ($471.36K), TB Alternative Assets Ltd. ($290.20K), and Strategic Financial Concepts LLC ($265.33K).

Institutional investors have bought a total of 2,238,793 shares in the last 24 months. This purchase volume represents approximately $161.31M in transactions.

Of the 287 institutional investors that sold Grayscale Bitcoin Trust ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Horizon Kinetics Asset Management LLC ($1.56M), Multicoin Capital Management LLC ($1.02M), IMC Chicago LLC ($336.10K), TB Alternative Assets Ltd. ($149.02K), Virtu Financial LLC ($134.70K), Ieq Capital LLC ($96.27K), and Brookstone Capital Management ($85.84K).

Institutional investors have sold a total of 4,697,372 shares in the last 24 months. This volume of shares sold represents approximately $335.74M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:GBTC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/22/2026. New 13F filings are added each quarter as they're published.
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