OCM
BTC

Ovata Capital Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Ovata Capital 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
Q1 		$17M Buy
+567,872
New +$19.2M 2.38% 13
2025
Q3 		– Sell
-567,872
Closed -$27.1M – 53
2025
Q2 		$27.1M Buy
+567,872
New +$24.8M 5.87% 6
2025
Q1 		– Sell
-60,460
Closed -$2.5M – 50
2024
Q4 		$2.5M Hold
60,460
– – 0.96% 23
2024
Q3 		$1.7M Buy
+60,460
New +$1.61M 0.72% 21

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ovata Capital Management's BTC Position: Q1 2026 in Review

Ovata Capital Management opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026: 567,872 shares worth $17M. The stake represents 2.38% of the portfolio and ranks #13 among its holdings. This is a return to the name: Ovata Capital Management previously reported a position in BTC as recently as Q2 2025.

Ovata Capital Management first reported a position in BTC in Q3 2024 and has held it in 4 quarters since. The position peaked at $27.1M in Q2 2025. 487 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Ovata Capital Management held 567,872 shares of Grayscale Bitcoin Mini Trust ETF worth $17M as of Q1 2026.
  • Grayscale Bitcoin Mini Trust ETF was a new Ovata Capital Management position in Q1 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 2.38% of Ovata Capital Management's portfolio in Q1 2026, its #13 holding.
  • Ovata Capital Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 4 quarters since.
  • Ovata Capital Management's Grayscale Bitcoin Mini Trust ETF position peaked at $27.1M in Q2 2025.
  • 487 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Ovata Capital Management's 13F filing for Q1 2026, filed 13 May 2026.