Envestnet Asset Management
BTC

Envestnet Asset Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Envestnet Asset 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
2026
Q2 		$7.09M Buy
273,410
+69,840
+34% +$2.22M ﹤0.01% 2196
2026
Q1 		$6.11M Buy
203,570
+154,518
+315% +$5.22M ﹤0.01% 2180
2025
Q4 		$1.9M Sell
49,052
-8,749
-15% -$388K ﹤0.01% 2870
2025
Q3 		$2.93M Buy
57,801
+17,667
+44% +$896K ﹤0.01% 2623
2025
Q2 		$1.92M Buy
40,134
+8,589
+27% +$375K ﹤0.01% 2857
2025
Q1 		$1.15M Buy
31,545
+3,427
+12% +$141K ﹤0.01% 3115
2024
Q4 		$1.18M Buy
28,118
+4,730
+20% +$174K ﹤0.01% 3059
2024
Q3 		$658K Buy
+23,388
New +$623K ﹤0.01% 3370

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

Envestnet Asset Management's BTC Position: Q2 2026 in Review

Envestnet Asset Management increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 34% in Q2 2026, buying an estimated $2.22M and bringing the position to 273,410 shares worth $7.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

Envestnet Asset Management 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.

  • Envestnet Asset Management held 273,410 shares of Grayscale Bitcoin Mini Trust ETF worth $7.09M as of Q2 2026.
  • Envestnet Asset Management bought 69,840 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $2.22M.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2196 holding.
  • Envestnet Asset Management 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.