Vault-13

GRAYSCALE BITCOIN MINI TR BT BTC

SHS · ETP · CUSIP 389930108

16 institutional holders -400 vs Q3 2024
133,496133.5k shares reported held*
$7.5mreported value*
4 new 5 added 4 reduced 393 sold out net sold ≈ $514.6m (-12.3m shares)

Q3 2024 share counts are adjusted for a 1-for-5 stock split, so holders aren't shown as buying or selling because of it.

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $56.45.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 24: 416Q4 24: 1616Q3 24Q4 24
Numbers
QuarterHolders
Q3 2024416
Q4 202416

Biggest buyers

SANTA MONICA PARTNERS LP New +77,918+77.9k
Brookstone Capital Management Added +4,732+4.7k
Synergy Asset Management, LLC New +4,205+4.2k
Concord Wealth Partners Added +3,150+3.1k
MATHER GROUP, LLC. Added +1,092+1.1k
IFP Advisors, Inc Added +953+953
FORTEM FINANCIAL GROUP, LLC Added +610+610
Legend Financial Advisors, Inc. New +31+31
Ridgewood Investments LLC New +20+20

Biggest sellers

JANE STREET GROUP, LLC Sold out -3,975,688-4.0m
HORIZON KINETICS ASSET MANAGEMENT LLC Sold out -3,056,559-3.1m
Sloy Dahl & Holst, LLC Sold out -582,814-582.8k
EMORY UNIVERSITY Sold out -535,781-535.8k
HighTower Advisors, LLC Sold out -266,288-266.3k
Multicoin Capital Management, LLC Sold out -264,362-264.4k
MILLENNIUM MANAGEMENT LLC Sold out -227,810-227.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -208,701-208.7k
LPL Financial LLC Sold out -207,222-207.2k
EagleClaw Capital Managment, LLC Sold out -203,165-203.2k

Insider purchases and sales in Q4 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q4 2024.

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SANTA MONICA PARTNERS LP 2.89% of their portfolio PALM BEACH GARDENS, FL 77,91877.9k $5.3m $5.3m 2.89% New
2 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 29,21429.2k $1.2m $1.2m 0.02% Added +4.7k +4,732
3 Watts Gwilliam & Co., LLC 0.08% of their portfolio GILBERT, AZ 8,3538.4k $357.0k $357.0k 0.08% Reduced -0 -0
4 FORTEM FINANCIAL GROUP, LLC 0.10% of their portfolio PALM DESERT, CA 6,2106.2k $260.0k $260.0k 0.10% Added +610 +610
5 Synergy Asset Management, LLC 0.00% of their portfolio VANCOUVER, WA 4,2054.2k $23.7k $23.7k 0.00% New
6 Concord Wealth Partners 0.02% of their portfolio ABINGDON, VA 3,1703.2k $132.7k $132.7k 0.02% Added +3.1k +3,150
7 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 1,9171.9k $80.3k $80.3k 0.00% Added +1.1k +1,092
8 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,7601.8k $77.5k $77.5k 0.00% Added +953 +953
9 Richardson Capital Management LLC 0.01% of their portfolio MENOMONEE FALLS, WI 436436 $18.3k $18.3k 0.01% Reduced -1 -1
10 Hurley Capital, LLC 0.00% of their portfolio NEW YORK, NY 103103 $4.5k $4.5k 0.00% First filing
11 AlphaMark Advisors, LLC 0.00% of their portfolio FT. WRIGHT, KY 100100 $4.0k $4.0k 0.00% Unchanged
12 Hanson & Doremus Investment Management 0.00% of their portfolio BURLINGTON, VT 3131 $1.0k $1.0k 0.00% Unchanged
13 Legend Financial Advisors, Inc. 0.00% of their portfolio PITTSBURGH, PA 3131 $1.3k $1.3k 0.00% New
14 Ridgewood Investments LLC 0.00% of their portfolio SPRINGFIELD, NJ 2020 $837 $837 0.00% New
15 CVA Family Office, LLC 0.00% of their portfolio DENVER, CO 1919 $796 $796 0.00% Reduced -0 -0
16 Cassady Schiller Wealth Management, LLC 0.00% of their portfolio CINCINNATI, OH 99 $377 $377 0.00% Reduced -0 -0