Cambridge Investment Research Advisors
BTC

Cambridge Investment Research Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Cambridge Investment Research Advisors’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.72M Buy
143,395
+4,607
+3% +$146K 0.01% 1219
2026
Q1 		$4.16M Buy
138,788
+18,695
+16% +$632K 0.01% 1075
2025
Q4 		$4.65M Buy
120,093
+17,281
+17% +$766K 0.01% 976
2025
Q3 		$5.21M Buy
102,812
+12,915
+14% +$655K 0.01% 882
2025
Q2 		$4.29M Buy
89,897
+6,002
+7% +$262K 0.01% 940
2025
Q1 		$3.06M Buy
83,895
+18,065
+27% +$745K 0.01% 1079
2024
Q4 		$2.76M Buy
65,830
+4,707
+8% +$173K 0.01% 1139
2024
Q3 		$1.72M Buy
+61,123
New +$1.63M 0.01% 1468

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Cambridge Investment Research Advisors's BTC Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 3.3% in Q2 2026, buying an estimated $146K and bringing the position to 143,395 shares worth $3.72M. The position accounts for 0.01% of the portfolio, ranked #1219.

Cambridge Investment Research Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.21M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Cambridge Investment Research Advisors held 143,395 shares of Grayscale Bitcoin Mini Trust ETF worth $3.72M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 4,607 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $146K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1219 holding.
  • Cambridge Investment Research Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Cambridge Investment Research Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $5.21M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.