CWM
BTC

Congress Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Congress Wealth Management’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
2025
Q2 		$349K Buy
7,315
+286
+4% +$12.5K ﹤0.01% 1019
2025
Q1 		$259K Buy
+7,029
New +$290K ﹤0.01% 972

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Congress Wealth Management's BTC Position: Q2 2025 in Review

Congress Wealth Management increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 4.1% in Q2 2025, buying an estimated $12.5K and bringing the position to 7,315 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Congress Wealth Management first reported a position in BTC in Q1 2025 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold BTC as of Q2 2025.

  • Congress Wealth Management held 7,315 shares of Grayscale Bitcoin Mini Trust ETF worth $349K as of Q2 2025.
  • Congress Wealth Management bought 286 Grayscale Bitcoin Mini Trust ETF shares in Q2 2025, an estimated $12.5K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1019 holding.
  • Congress Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and has held it in 2 quarters since.
  • 458 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.