Cambridge Investment Research Advisors

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 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

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return