LIS
BTC

Legacy Investment Solutions’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Legacy Investment Solutions’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 		$1.19K Buy
+25
New +$1.09K ﹤0.01% 581
2024
Q4 		$213 Hold
5
– – ﹤0.01% 712
2024
Q3 		$216 Buy
+5
New +$133 ﹤0.01% 665

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $715M AUM 19.57% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Legacy Investment Solutions's BTC Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2025: 25 shares worth $1.19K. The stake represents ﹤0.01% of the portfolio and ranks #581 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BTC as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BTC in Q3 2024 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold BTC as of Q2 2025.

  • Legacy Investment Solutions held 25 shares of Grayscale Bitcoin Mini Trust ETF worth $1.19K as of Q2 2025.
  • Grayscale Bitcoin Mini Trust ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #581 holding.
  • Legacy Investment Solutions first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 3 quarters since.
  • 457 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.