LPL Financial
BTC

LPL Financial’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

LPL Financial’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 		$9.36M Buy
360,740
+78,611
+28% +$2.5M ﹤0.01% 2206
2026
Q1 		$8.46M Buy
282,129
+80,908
+40% +$2.73M ﹤0.01% 2136
2025
Q4 		$7.79M Buy
201,221
+9,644
+5% +$427K ﹤0.01% 2145
2025
Q3 		$9.7M Sell
191,577
-1,408
-0.7% -$71.4K ﹤0.01% 1891
2025
Q2 		$9.22M Buy
192,985
+6,231
+3% +$272K ﹤0.01% 1800
2025
Q1 		$6.81M Sell
186,754
-5,537
-3% -$228K ﹤0.01% 1892
2024
Q4 		$8.05M Sell
192,291
-14,931
-7% -$550K ﹤0.01% 1704
2024
Q3 		$5.83M Buy
+207,222
New +$5.52M ﹤0.01% 1865

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

LPL Financial's BTC Position: Q2 2026 in Review

LPL Financial increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 28% in Q2 2026, buying an estimated $2.5M and bringing the position to 360,740 shares worth $9.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

LPL Financial first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.7M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • LPL Financial held 360,740 shares of Grayscale Bitcoin Mini Trust ETF worth $9.36M as of Q2 2026.
  • LPL Financial bought 78,611 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $2.5M.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2206 holding.
  • LPL Financial first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • LPL Financial's Grayscale Bitcoin Mini Trust ETF position peaked at $9.7M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.