Who Owns Grayscale Bitcoin Mini Trust ETF (BTC)? -- Institutional Holders (2026-06-30)
22 institutions reported holding $8.8M of Grayscale Bitcoin Mini Trust ETF (BTC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Pacific Excel Wealth Advisors, Inc. ($5.3M), Cooper Financial Group ($977,952), Valeo Financial Advisors, LLC ($554,033), Bison Wealth, LLC ($498,561), 180 WEALTH ADVISORS, LLC ($466,615). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Pacific Excel Wealth Advisors, Inc. | $5.3M | 205,477 | New |
| 2 | Cooper Financial Group | $977,952 | 37,686 | Added |
| 3 | Valeo Financial Advisors, LLC | $554,033 | 21,350 | New |
| 4 | Bison Wealth, LLC | $498,561 | 17,692 | Added |
| 5 | 180 WEALTH ADVISORS, LLC | $466,615 | 17,981 | New |
| 6 | EPIQ PARTNERS, LLC | $264,690 | 10,200 | Hold |
| 7 | GK Wealth Management LLC | $227,840 | 8,780 | New |
| 8 | Dynamic Advisor Solutions LLC | $224,805 | 8,663 | New |
| 9 | HARBOR INVESTMENT ADVISORY, LLC | $106,577 | 4,107 | Added |
| 10 | KERR FINANCIAL PLANNING Corp | $51,615 | 1,989 | Trimmed |
| 11 | Beaird Harris Wealth Management, LLC | $42,662 | 1,644 | Hold |
| 12 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $12,325 | 475 | Added |
| 13 | Strategic Investment Solutions, Inc. /IL | $9,627 | 371 | Hold |
| 14 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $5,336 | 206 | Trimmed |
| 15 | ATWOOD & PALMER INC | $5,113 | 197 | Hold |
| 16 | Arlington Trust Co LLC | $4,671 | 180 | Hold |
| 17 | MassMutual Private Wealth & Trust, FSB | $2,465 | 95 | Added |
| 18 | Kozak & Associates, Inc. | $954 | 36 | Hold |
| 19 | CoreCap Advisors, LLC | $830 | 32 | Trimmed |
| 20 | Versant Capital Management, Inc | $779 | 30 | Hold |
| 21 | Global Wealth Strategies & Associates | $0 | 0 | Exited |
| 22 | Longview Financial Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30