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Institutional Ownership · SEC Form 13F

Who owns BTC (BTC)


Which tracked institutional funds hold BTC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BTC company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

486
Institutional holders
27,722,823
Shares held (tracked funds)

How the tape is positioned

46 tracked funds added or opened BTC while 76 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BTC’s largest tracked holder by dollar value, HORIZON KINETICS ASSET MANAGEMENT LLC, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BTC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 486 tracked filers holding BTC, 231 increased or opened the position and 190 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BTC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 12

  • Ovata Capital Management Ltd$17M
  • Betterment LLC$8M
  • Cresset Asset Management, LLC$5M
  • Gem Investment Advisors, LLC$4M
  • Ascension Capital Advisors, Inc.$4M
  • Heritage Family Offices, LLP$4M

Full exits 11

  • Multicoin Capital Management, LLC$10M
  • DRW Securities, LLC$4M
  • PEAK FINANCIAL ADVISORS LLC$2M
  • Spahn Wealth & Retirement LLC$2M
  • B. Riley Wealth Advisors, Inc.$2M
  • Virtu Financial LLC$1M

Largest adds

  • Tidal Investments LLC$25M
  • MORGAN STANLEY$21M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$12M
  • NewEdge Wealth, LLC$11M
  • Beacon Pointe Advisors, LLC$7M
  • Paragon Advisors, LLC$6M

Largest trims

  • MILLENNIUM MANAGEMENT LLC$98M
  • JANE STREET GROUP, LLC$49M
  • HORIZON KINETICS ASSET MANAGEMENT LLC$26M
  • Steward Partners Investment Advisory, LLC$9M
  • Sloy Dahl & Holst, LLC$6M
  • SteelPeak Wealth, LLC$5M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
HORIZON KINETICS ASSET MANAGEMENT LLC added3,004,416$90M10.8%2026-Q1
WELLS FARGO & COMPANY/MN added2,078,938$62M7.5%2026-Q1
Steward Partners Investment Advisory, LLC added1,361,254$41M4.9%2026-Q1
EMORY UNIVERSITY added1,354,148$41M4.9%2026-Q1
Paragon Advisors, LLC added1,073,430$32M3.9%2026-Q1
Tidal Investments LLC added991,110$30M3.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added928,819$28M3.3%2026-Q1
Sloy Dahl & Holst, LLC added850,614$26M3.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed832,601$25M3.0%2026-Q1
MORGAN STANLEY added719,078$22M2.6%2026-Q1
KALEIDOSCOPE CAPITAL LP added611,747$18M2.2%2026-Q1
SteelPeak Wealth, LLC added599,531$18M2.2%2026-Q1
Ovata Capital Management Ltd567,872$17M2.0%2026-Q1
ParaFi Capital LP520,000$16M1.9%2026-Q1
NewEdge Wealth, LLC added383,564$12M1.4%2026-Q1
RIVERSEDGE ADVISORS, LLC added370,049$11M1.3%2026-Q1
HighTower Advisors, LLC added360,099$11M1.3%2026-Q1
EagleClaw Capital Managment, LLC added313,677$9M1.1%2026-Q1
Apriem Advisors added286,259$9M1.0%2026-Q1
LPL Financial LLC added282,129$8M1.0%2026-Q1
Betterment LLC new272,654$8M1.0%2026-Q1
Beacon Pointe Advisors, LLC added267,561$8M1.0%2026-Q1
Pasadena Private Wealth, LLC trimmed228,044$7M0.8%2026-Q1
MML INVESTORS SERVICES, LLC added227,896$7M0.8%2026-Q1
Mariner, LLC added222,404$7M0.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added203,570$6M0.7%2026-Q1
JANE STREET GROUP, LLC trimmed194,603$6M0.7%2026-Q1
HFG Wealth Management, LLC added193,397$6M0.7%2026-Q1
Reliant Wealth Planning added180,843$5M0.7%2026-Q1
Cresset Asset Management, LLC added170,983$5M0.6%2026-Q1
Moors & Cabot, Inc. added169,104$5M0.6%2026-Q1
MATAURO, LLC added164,877$5M0.6%2026-Q1
ASSETMARK, INC trimmed155,864$5M0.6%2026-Q1
Stonebrook Private Inc. added149,895$4M0.5%2026-Q1
Beaumont Financial Advisors, LLC added146,947$4M0.5%2026-Q1
Gem Investment Advisors, LLC new145,500$4M0.5%2026-Q1
Cambridge Investment Research Advisors, Inc. added138,788$4M0.5%2026-Q1
Ascension Capital Advisors, Inc. new137,147$4M0.5%2026-Q1
VVR Holdings LLC added135,900$4M0.5%2026-Q1
Kestra Advisory Services, LLC added135,127$4M0.5%2026-Q1
Exit Wealth Advisors, LLC. added134,901$4M0.5%2026-Q1
Financial Security Advisor, Inc. added130,065$4M0.5%2026-Q1
Heritage Family Offices, LLP new129,188$4M0.5%2026-Q1
One Charles Private Wealth Services, LLC added124,003$4M0.4%2026-Q1
BANK OF AMERICA CORP /DE/ added110,931$3M0.4%2026-Q1
MEITAV INVESTMENT HOUSE LTD added106,693$3M0.4%2026-Q1
Fielder Capital Group LLC added103,657$3M0.4%2026-Q1
MSRH, LLC103,200$3M0.4%2026-Q1
Merit Financial Group, LLC added102,403$3M0.4%2026-Q1
Abacus Planning Group, Inc. added99,230$3M0.4%2026-Q1
Cushing Capital Partners, LLC added94,661$3M0.3%2026-Q1
Focus Partners Wealth added91,774$3M0.3%2026-Q1
ShoreHaven Wealth Partners, LLC trimmed88,527$3M0.3%2026-Q1
JPMORGAN CHASE & CO trimmed88,276$3M0.3%2026-Q1
FRANKLIN RESOURCES INC added85,812$3M0.3%2026-Q1
CITADEL ADVISORS LLC trimmed82,612$2M0.3%2026-Q1
R. W. Roge & Company, Inc. added81,381$2M0.3%2026-Q1
MAD RIVER INVESTORS added81,217$2M0.3%2026-Q1
Aptus Capital Advisors, LLC added79,932$2M0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added79,847$2M0.3%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC added76,867$2M0.3%2026-Q1
BECK CAPITAL MANAGEMENT, LLC added76,607$2M0.3%2026-Q1
Quadcap Wealth Management, LLC added73,311$2M0.3%2026-Q1
Ethos Financial Group, LLC53,631$2M0.2%2026-Q1
Cetera Investment Advisers trimmed68,942$2M0.2%2026-Q1
Weil Company, Inc. added65,207$2M0.2%2026-Q1
Aries Wealth Management added63,702$2M0.2%2026-Q1
AlTi Global, Inc. new60,197$2M0.2%2026-Q1
Wealthfront Advisers LLC trimmed59,336$2M0.2%2026-Q1
THRYVE WEALTH MANAGEMENT LLC added58,263$2M0.2%2026-Q1
Waterloo Capital, L.P. new57,269$2M0.2%2026-Q1
Pettinga Financial Advisors LLC added55,122$2M0.2%2026-Q1
Van Hulzen Asset Management, LLC trimmed54,925$2M0.2%2026-Q1
McKinley Carter Wealth Services, Inc. added53,040$2M0.2%2026-Q1
Summit Financial, LLC added52,087$2M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added51,982$2M0.2%2026-Q1
Balboa Wealth Partners added50,333$2M0.2%2026-Q1
THEORY FINANCIAL LLC trimmed48,476$1M0.2%2026-Q1
TigerOak Management, L.L.C. added48,077$1M0.2%2026-Q1
Farther Finance Advisors, LLC added47,311$1M0.2%2026-Q1
Addison Capital Co added46,964$1M0.2%2026-Q1
Creative Planning added46,440$1M0.2%2026-Q1
Elequin Capital, LP added361,194$18M2.2%2025-Q3 stale
Beacon Harbor Wealth Advisors, Inc. added239,537$12M1.5%2025-Q3 stale
HBK INVESTMENTS L P226,705$11M1.4%2025-Q3 stale
Multicoin Capital Management, LLC264,361$10M1.2%2025-Q4 stale
OLD MISSION CAPITAL LLC new201,705$10M1.2%2025-Q3 stale
Redhawk Wealth Advisors, Inc. added151,358$8M0.9%2025-Q3 stale
Metavasi Capital LP new101,756$5M0.6%2025-Q2 stale
SIMPLEX TRADING, LLC added95,512$5M0.6%2025-Q3 stale
DRW Securities, LLC added97,499$4M0.5%2025-Q4 stale
PEAK FINANCIAL ADVISORS LLC added60,929$2M0.3%2025-Q4 stale
RPO LLC45,900$2M0.3%2025-Q3 stale
Strive Asset Management, LLC added43,152$2M0.3%2025-Q3 stale
Spahn Wealth & Retirement LLC trimmed53,398$2M0.2%2025-Q4 stale
B. Riley Wealth Advisors, Inc. trimmed48,845$2M0.2%2025-Q4 stale
Consolidated Portfolio Review Corp added35,203$2M0.2%2025-Q3 stale
Aristides Capital LLC32,984$2M0.2%2025-Q2 stale
Virtu Financial LLC added38,697$1M0.2%2025-Q4 stale
Global Endowment Management, LP39,593$1M0.2%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership