CAL
BTC

Capital Analysts LLC’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Capital Analysts LLC’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 		$1K Hold
26
– – ﹤0.01% 1531
2026
Q1 		$1K Hold
26
– – ﹤0.01% 1534
2025
Q4 		$1K Hold
26
– – ﹤0.01% 1465
2025
Q3 		$1K Hold
26
– – ﹤0.01% 1425
2025
Q2 		$1K Hold
26
– – ﹤0.01% 1379
2025
Q1 		$1K Hold
26
– – ﹤0.01% 1356
2024
Q4 		$1K Hold
26
– – ﹤0.01% 1288
2024
Q3 		$1K Buy
+26
New +$693 ﹤0.01% 1308

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

Capital Analysts LLC's BTC Position: Q2 2026 in Review

Capital Analysts LLC held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 26 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Capital Analysts LLC first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Capital Analysts LLC held 26 shares of Grayscale Bitcoin Mini Trust ETF worth $1K as of Q2 2026.
  • Capital Analysts LLC left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1531 holding.
  • Capital Analysts LLC first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.