FOR
BTC

Family Office Research’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Family Office Research’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 		$266K Buy
+10,250
New +$325K 0.1% 71

Other funds holding BTC

PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Family Office Research's BTC Position: Q2 2026 in Review

Family Office Research opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026: 10,250 shares worth $266K. The stake represents 0.1% of the portfolio and ranks #71 among its holdings.

296 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Family Office Research held 10,250 shares of Grayscale Bitcoin Mini Trust ETF worth $266K as of Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF was a new Family Office Research position in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.1% of Family Office Research's portfolio in Q2 2026, its #71 holding.
  • 296 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.