Who Owns GRAYSCALE BITCOIN TRUST ETF (GBTC)? -- Institutional Holders (2026-06-30)
25 institutions reported holding $4.8M of GRAYSCALE BITCOIN TRUST ETF (GBTC) in SEC 13F filings for 2026-06-30. Largest institutional holders: EPIQ PARTNERS, LLC ($706,619), Mills Wealth Advisors LLC ($638,099), Apella Capital, LLC ($429,362), Bison Wealth, LLC ($382,356), Westmount Partners, LLC ($353,417). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | EPIQ PARTNERS, LLC | $706,619 | 15,523 | Trimmed |
| 2 | Mills Wealth Advisors LLC | $638,099 | 14,018 | Trimmed |
| 3 | Apella Capital, LLC | $429,362 | 8,681 | Hold |
| 4 | Bison Wealth, LLC | $382,356 | 7,740 | Hold |
| 5 | Westmount Partners, LLC | $353,417 | 7,764 | Trimmed |
| 6 | RVW Wealth, LLC | $312,813 | 6,872 | Hold |
| 7 | Valeo Financial Advisors, LLC | $304,984 | 6,700 | Added |
| 8 | Dynamic Advisor Solutions LLC | $299,066 | 6,570 | Trimmed |
| 9 | Avior Wealth Management, LLC | $294,788 | 6,476 | Trimmed |
| 10 | Pacific Excel Wealth Advisors, Inc. | $287,914 | 6,325 | New |
| 11 | Beaird Harris Wealth Management, LLC | $251,407 | 5,523 | Hold |
| 12 | Affinity Capital Advisors, LLC | $212,667 | 4,305 | Trimmed |
| 13 | KERR FINANCIAL PLANNING Corp | $80,343 | 1,765 | Hold |
| 14 | CoreCap Advisors, LLC | $54,351 | 1,194 | Trimmed |
| 15 | ATWOOD & PALMER INC | $44,883 | 986 | Hold |
| 16 | Arlington Trust Co LLC | $41,150 | 904 | Hold |
| 17 | Noble Wealth Management PBC | $22,897 | 503 | Hold |
| 18 | MassMutual Private Wealth & Trust, FSB | $21,713 | 477 | Added |
| 19 | HARBOR INVESTMENT ADVISORY, LLC | $16,069 | 353 | Trimmed |
| 20 | Strategic Investment Solutions, Inc. /IL | $9,513 | 209 | Hold |
| 21 | Kozak & Associates, Inc. | $8,463 | 182 | Hold |
| 22 | Versant Capital Management, Inc | $6,874 | 151 | Hold |
| 23 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $0 | 0 | Exited |
| 24 | BRAVE ASSET MANAGEMENT INC | $0 | 0 | Exited |
| 25 | Global Wealth Strategies & Associates | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30