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Institutional Ownership · SEC Form 13F

Who owns GBTC (GBTC)


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

650
Institutional holders
32,013,498
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on GBTC is one-sided between 2025-Q4 and 2026-Q1: 21 added or opened and 225 trimmed or exited — on balance reducing.

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

GBTC’s largest tracked holder by dollar value, HORIZON KINETICS ASSET MANAGEMENT LLC, sizes it at 8.0% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 7.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in GBTC 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 650 tracked filers holding GBTC, 171 increased or opened the position and 394 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 GBTC 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 10

  • Qube Research & Technologies Ltd$6M
  • Ridgepath Capital Management LLC$3M
  • FRANKLIN RESOURCES INC$2M
  • QTR Family Wealth, LLC$1M
  • Professional Financial Advisors, LLC$1M
  • Jump Financial, LLC$1M

Full exits 27

  • Multicoin Capital Management, LLC$21M
  • DRW Securities, LLC$16M
  • OLD MISSION CAPITAL LLC$15M
  • Palumbo Wealth Management LLC$5M
  • Ascension Capital Advisors, Inc.$5M
  • Global Retirement Partners, LLC$4M

Largest adds

  • CITADEL ADVISORS LLC$19M
  • Vident Advisory, LLC$16M
  • JANE STREET GROUP, LLC$12M
  • Virtu Financial LLC$11M
  • FIFTH THIRD BANCORP$2M
  • SMITH, MOORE & CO.$2M

Largest trims

  • HORIZON KINETICS ASSET MANAGEMENT LLC$226M
  • LPL Financial LLC$19M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$14M
  • HighTower Advisors, LLC$10M
  • Greenwich Wealth Management LLC$9M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7M

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 trimmed14,004,882$739M47.3%2026-Q1
LPL Financial LLC trimmed908,340$48M3.1%2026-Q1
HighTower Advisors, LLC trimmed614,073$32M2.1%2026-Q1
Greenwich Wealth Management LLC trimmed633,993$31M2.0%2026-Q1
CITADEL ADVISORS LLC added472,100$25M1.6%2026-Q1
MSRH, LLC trimmed419,620$22M1.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed406,900$21M1.4%2026-Q1
MAD RIVER INVESTORS trimmed360,139$19M1.2%2026-Q1
EagleClaw Capital Managment, LLC added355,791$19M1.2%2026-Q1
Wealthfront Advisers LLC trimmed341,133$18M1.2%2026-Q1
Moors & Cabot, Inc. trimmed311,393$16M1.1%2026-Q1
Vident Advisory, LLC added303,100$16M1.0%2026-Q1
Virtu Financial LLC added282,831$15M1.0%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC trimmed279,960$15M0.9%2026-Q1
One Charles Private Wealth Services, LLC trimmed276,992$15M0.9%2026-Q1
JANE STREET GROUP, LLC added263,972$14M0.9%2026-Q1
Beaumont Financial Advisors, LLC trimmed258,734$14M0.9%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed253,269$13M0.9%2026-Q1
Cresset Asset Management, LLC trimmed243,712$13M0.8%2026-Q1
Focus Partners Wealth trimmed216,502$11M0.7%2026-Q1
Mariner, LLC added186,939$10M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed178,803$9M0.6%2026-Q1
Cetera Investment Advisers trimmed174,477$9M0.6%2026-Q1
Lido Advisors, LLC added165,469$9M0.6%2026-Q1
Fiduciary Alliance LLC added146,098$9M0.5%2026-Q1
RBF Capital, LLC150,000$8M0.5%2026-Q1
Atlas Wealth Partners, LLC trimmed140,312$7M0.5%2026-Q1
Sloy Dahl & Holst, LLC trimmed133,438$7M0.5%2026-Q1
Creative Planning trimmed131,791$7M0.4%2026-Q1
Foundations Investment Advisors, LLC added129,027$7M0.4%2026-Q1
Sequoia Financial Advisors, LLC added127,176$7M0.4%2026-Q1
SLT Holdings LLC added124,037$7M0.4%2026-Q1
LAKEWOOD CAPITAL MANAGEMENT, LP123,500$7M0.4%2026-Q1
Pasadena Private Wealth, LLC trimmed117,623$6M0.4%2026-Q1
IEQ CAPITAL, LLC117,106$6M0.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed115,300$6M0.4%2026-Q1
Fielder Capital Group LLC trimmed111,292$6M0.4%2026-Q1
ONCE CAPITAL MANAGEMENT, LLC107,700$6M0.4%2026-Q1
BLAIR WILLIAM & CO/IL trimmed107,079$6M0.4%2026-Q1
Qube Research & Technologies Ltd added106,452$6M0.4%2026-Q1
Kestra Advisory Services, LLC added105,842$6M0.4%2026-Q1
Birch Hill Investment Advisors LLC102,850$5M0.3%2026-Q1
Citrine Capital LLC101,811$5M0.3%2026-Q1
ICONIQ Capital, LLC101,575$5M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC100,000$5M0.3%2026-Q1
Red Door Wealth Management, LLC trimmed95,610$5M0.3%2026-Q1
Larson Financial Group LLC trimmed90,982$5M0.3%2026-Q1
MORGAN STANLEY trimmed86,496$5M0.3%2026-Q1
TRAPHAGEN INVESTMENT ADVISORS LLC trimmed84,556$4M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed83,310$4M0.3%2026-Q1
Claro Advisors Inc. trimmed82,845$4M0.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed81,188$4M0.3%2026-Q1
Advisory Services Network, LLC added78,172$4M0.3%2026-Q1
Van Hulzen Asset Management, LLC trimmed77,634$4M0.3%2026-Q1
Intellectus Partners, LLC added76,470$4M0.3%2026-Q1
SCS Capital Management LLC trimmed75,857$4M0.3%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added73,732$4M0.2%2026-Q1
Haven Private, LLC trimmed73,162$4M0.2%2026-Q1
Farther Finance Advisors, LLC added72,634$4M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added72,383$4M0.2%2026-Q1
Variant Private Wealth, LLC trimmed71,640$4M0.2%2026-Q1
Guild Investment Management, Inc. added67,640$4M0.2%2026-Q1
SANTA MONICA PARTNERS LP64,932$3M0.2%2026-Q1
NorthCoast Asset Management LLC added64,322$3M0.2%2026-Q1
Keystone Financial Group added57,942$3M0.2%2026-Q1
MONECO ADVISORS, LLC trimmed63,342$3M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed60,950$3M0.2%2026-Q1
NewEdge Wealth, LLC trimmed60,452$3M0.2%2026-Q1
Pekin Hardy Strauss, Inc. trimmed56,924$3M0.2%2026-Q1
Smithfield Trust Co56,195$3M0.2%2026-Q1
SELDON CAPITAL LP trimmed56,100$3M0.2%2026-Q1
Legacy Wealth Asset Management, LLC trimmed55,460$3M0.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed52,298$3M0.2%2026-Q1
NTV Asset Management LLC trimmed51,294$3M0.2%2026-Q1
Convergence Financial, LLC trimmed51,267$3M0.2%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed50,998$3M0.2%2026-Q1
Verde Capital Management trimmed50,734$3M0.2%2026-Q1
BROWN ADVISORY INC trimmed50,416$3M0.2%2026-Q1
Ridgepath Capital Management LLC new50,324$3M0.2%2026-Q1
Interchange Capital Partners, LLC added40,493$3M0.2%2026-Q1
SMITH, MOORE & CO. added48,061$3M0.2%2026-Q1
Bleakley Financial Group, LLC trimmed47,819$3M0.2%2026-Q1
Merit Financial Group, LLC trimmed47,306$2M0.2%2026-Q1
Cerity Partners LLC trimmed46,244$2M0.2%2026-Q1
IMC-Chicago, LLC added362,801$31M2.0%2025-Q2 stale
Multicoin Capital Management, LLC trimmed302,251$21M1.3%2025-Q4 stale
DRW Securities, LLC added232,691$16M1.0%2025-Q4 stale
OLD MISSION CAPITAL LLC trimmed221,544$15M1.0%2025-Q4 stale
Aristides Capital LLC164,931$14M0.9%2025-Q2 stale
TB Alternative Assets Ltd. trimmed85,657$8M0.5%2025-Q3 stale
Consolidated Portfolio Review Corp trimmed72,812$7M0.4%2025-Q3 stale
J. Safra Sarasin Holding AG added73,100$5M0.3%2025-Q1 stale
Palumbo Wealth Management LLC new67,259$5M0.3%2025-Q4 stale
Ascension Capital Advisors, Inc. trimmed65,907$5M0.3%2025-Q4 stale
Global Retirement Partners, LLC added64,428$4M0.3%2025-Q4 stale
Watts Gwilliam & Co., LLC40,000$4M0.2%2025-Q3 stale
NewEdge Advisors, LLC trimmed42,652$3M0.2%2025-Q4 stale
Ribbit Management Company, LLC29,309$3M0.2%2025-Q3 stale
Gallacher Capital Management LLC trimmed39,451$3M0.2%2025-Q1 stale
Prosperity Wealth Management, Inc. added35,492$2M0.2%2025-Q4 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