New Positions
13 managers initiated
Top five by reported value
Invesco Galaxy Bitcoin ETF BTS:BTCO
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
13 new23 added30 reduced10 exited
Total Institutional Holders
66
as of 2025-12-31
Top Holder
Galaxy Group Investments LLC
$63.2M
Largest QoQ Increase
Galaxy Group Investments LLC
+725,000 sh
Largest QoQ Decrease
Cresset Asset Management, LLC
-400,000 sh
New Positions(13)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Galaxy Group Investments LLC | 725,000 | +725,000 | $63.2M | +$63.2M | — |
| Gradient Investments LLC | 415,168 | +415,168 | $36.2M | +$36.2M | — |
| Brown Financial Advisors | 22,132 | +22,132 | $1.9M | +$1.9M | — |
| Paladin Wealth, LLC | 14,143 | +14,143 | $1.2M | +$1.2M | — |
| Mattson Financial Services, LLC | 10,437 | +10,437 | $909.8K | +$909.8K | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,897 | +7,897 | $727.2K | +$727.2K | — |
| RM Financial Services, LLC | 7,782 | +7,782 | $678.4K | +$678.4K | — |
| Vise Technologies, Inc. | 6,768 | +6,768 | $590.0K | +$590.0K | — |
| GREAT VALLEY ADVISOR GROUP, INC. | 6,000 | +6,000 | $523.0K | +$523.0K | — |
| A4 Wealth Advisors LLC | 4,419 | +4,419 | $385.2K | +$385.2K | — |
| SIMPLEX TRADING, LLC | 1,064 | +1,064 | $92.7K | +$92.7K | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 498 | +498 | $43.4K | +$43.4K | — |
| IFP Advisors, Inc | 2 | +2 | $201 | +$201 | — |
Added To(23)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| LPL Financial LLC | 82,311 | +5,865 | $7.2M | -$1.5M | 7.7% |
| Key Client Fiduciary Advisors, LLC | 21,419 | +18,407 | $1.9M | +$1.5M | 611.1% |
| FIRST TRUST ADVISORS LP | 62,439 | +4,456 | $5.4M | -$1.2M | 7.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 100,146 | +30,896 | $8.7M | +$834.5K | 44.6% |
| Farringdon Capital, Ltd. | 57,259 | +16,746 | $5.0M | +$372.4K | 41.3% |
| Watchman Group, Inc. | 6,210 | +3,091 | $541.3K | +$185.7K | 99.1% |
| MORGAN STANLEY | 2,128 | +2,127 | $185.5K | +$185.4K | 212700.0% |
| ENVESTNET ASSET MANAGEMENT INC | 29,387 | +8,506 | $2.6M | +$181.0K | 40.7% |
| Brookstone Capital Management | 11,843 | +1,345 | $1.0M | -$164.5K | 12.8% |
| MEITAV DASH INVESTMENTS LTD | 32,647 | +6,245 | $2.8M | -$164.3K | 23.6% |
| OLD MISSION CAPITAL LLC | 11,808 | +3,962 | $1.0M | +$134.8K | 50.5% |
| Cetera Investment Advisers | 54,050 | +11,945 | $4.7M | -$88.9K | 28.4% |
| NewEdge Advisors, LLC | 1,040 | +704 | $90.7K | +$52.4K | 209.5% |
| Fortis Group Advisors, LLC | 15,470 | +3,215 | $1.3M | -$49.9K | 26.2% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 1,140 | +570 | $99.4K | +$34.4K | 100.0% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 358 | +216 | $31.2K | +$15.0K | 152.1% |
| CreativeOne Wealth, LLC | 2,534 | +686 | $220.9K | +$10.2K | 37.1% |
| Mariner, LLC | 2,674 | +600 | $233.1K | -$3.4K | 28.9% |
| Arete Wealth Advisors, LLC | 30,647 | +15,014 | $2.7K | +$889 | 96.0% |
| FLOW TRADERS U.S. LLC | 13,030 | +5,025 | $1.1K | +$223 | 62.8% |
| HARBOUR INVESTMENTS, INC. | 50 | +10 | $4.4K | -$201 | 25.0% |
| Harel Insurance Investments & Financial Services Ltd. | 3,857 | +2,444 | $336 | +$175 | 173.0% |
| HANTZ FINANCIAL SERVICES, INC. | 114 | +11 | $10 | -$2 | 10.7% |
Reduced(30)
Sold Out(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 0 | -289,594 | $0 | -$33.0M | — |
| JANE STREET GROUP, LLC | 0 | -6,281 | $0 | -$716.1K | — |
| Gerber Kawasaki Wealth & Investment Management | 0 | -6,000 | $0 | -$684.1K | — |
| Fermata Advisors, LLC | 0 | -3,168 | $0 | -$361.2K | — |
| Buckingham Strategic Partners | 0 | -2,882 | $0 | -$304.5K | — |
| Kercheville Advisors, LLC | 0 | -2,600 | $0 | -$296.4K | — |
| Wealthspire Advisors, LLC | 0 | -100 | $0 | -$11.4K | — |
| GPS Wealth Strategies Group, LLC | 0 | -64 | $0 | -$7.3K | — |
| Ameritas Advisory Services, LLC | 0 | -33 | $0 | -$3.8K | — |
| Cloud Capital Management, LLC | 0 | -4 | $0 | $0 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Galaxy Group Investments LLC | 725,000 | $63.2M | +725,000 | — |
| Gradient Investments LLC | 415,168 | $36.2M | +415,168 | — |
| WELLS FARGO & COMPANY/MN | 308,708 | $26.9M | -89,722 | -22.5% |
| Cresset Asset Management, LLC | 172,095 | $15.0M | -400,000 | -69.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 100,146 | $8.7M | +30,896 | 44.6% |
| LPL Financial LLC | 82,311 | $7.2M | +5,865 | 7.7% |
| FIRST TRUST ADVISORS LP | 62,439 | $5.4M | +4,456 | 7.7% |
| Farringdon Capital, Ltd. | 57,259 | $5.0M | +16,746 | 41.3% |
| Cetera Investment Advisers | 54,050 | $4.7M | +11,945 | 28.4% |
| MEITAV DASH INVESTMENTS LTD | 32,647 | $2.8M | +6,245 | 23.6% |
| ENVESTNET ASSET MANAGEMENT INC | 29,387 | $2.6M | +8,506 | 40.7% |
| Private Advisor Group, LLC | 24,875 | $2.2M | -155 | -0.6% |
| Brown Financial Advisors | 22,132 | $1.9M | +22,132 | — |
| Key Client Fiduciary Advisors, LLC | 21,419 | $1.9M | +18,407 | 611.1% |
| RPO LLC | 20,300 | $1.8M | 0 | 0.0% |
| Fortis Group Advisors, LLC | 15,470 | $1.3M | +3,215 | 26.2% |
| Paladin Wealth, LLC | 14,143 | $1.2M | +14,143 | — |
| Tolleson Wealth Management, Inc. | 13,030 | $1.1M | 0 | 0.0% |
| RENAISSANCE TECHNOLOGIES LLC | 11,900 | $1.0M | -11,700 | -49.6% |
| Brookstone Capital Management | 11,843 | $1.0M | +1,345 | 12.8% |
New & Closed Positions this quarter
Closed Positions
10 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for BTCO against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.