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Who Owns BTC

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in BTC.

Who crossed 5% of BTC →
Managers holding
24
as of 2026-09-30
Reported value
$14.2M
summed across filings
Shares held
384.4K
Added vs trimmed
2 / 9
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
RIVERSEDGE ADVISORS, LLCSHS NEW140.9K shtrimmed$5.2M
Farther Finance Advisors, LLCETF59.1K shadded$2.2M
THRYVE WEALTH MANAGEMENT LLCSHS NEW53.6K shtrimmed$2M
Cooper Financial GroupSHS NEW37.5K shtrimmed$1.4M
Kaizen Financial StrategiesSHS NEW19.3K shtrimmed$712.8K
Legacy Wealth Asset Management, LLCSHS NEW13.3K shtrimmed$492.6K
WoodTrust Financial CorpOTHER9.8K shheld$362K
EPIQ PARTNERS, LLCSHS NEW9.7K shtrimmed$358.4K
Mirador Capital Partners LPSHS NEW9.2K sh—$340.9K
TITLEIST ASSET MANAGEMENT, LLCSHS NEW8K shheld$294.9K
Gainplan LLCSHS NEW7.9K shadded$290.9K
SAPIENT CAPITAL LLCSHS NEW5.8K shtrimmed$214.3K
GK Wealth Management LLCSHS NEW3.9K shtrimmed$143.8K
GILPIN WEALTH MANAGEMENT, LLCSHS NEW3.6K shheld$131.2K
Horrell Capital Management, Inc.ETF2.1K shheld$77.9K
TOMPKINS FINANCIAL CORPSHS NEW228 shheld$8.4K
ATWOOD & PALMER INCCOM197 shheld$7.3K
Trust CoETF155 shheld$5.7K
TOTH FINANCIAL ADVISORY CORPSHS NEW88 shheld$3.3K
Bullock Wealth Management GroupETF54 shheld$2K
MassMutual Private Wealth & Trust, FSBExchange Traded Fund45 shtrimmed$1.7K
FIRST COMMUNITY TRUST NASHS NEW23 sh—$850
VALLEY WEALTH MANAGERS, INC.ETF22 shheld$813
ARMSTRONG ADVISORY GROUP, INCSHS NEW20 shheld$739

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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