PA
BTC

Paragon Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Paragon Advisors’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 		$32.2M Buy
1,073,430
+404,372
+60% +$13.7M 8.68% 2
2025
Q4 		$25.9M Buy
+669,058
New +$29.6M 7.04% 2

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
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
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return

Paragon Advisors's BTC Position: Q1 2026 in Review

Paragon Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 60% in Q1 2026, buying an estimated $13.7M and bringing the position to 1,073,430 shares worth $32.2M. The position accounts for 8.68% of the portfolio, ranked #2.

Paragon Advisors first reported a position in BTC in Q4 2025 and has held it in 2 quarters since. 487 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Paragon Advisors held 1,073,430 shares of Grayscale Bitcoin Mini Trust ETF worth $32.2M as of Q1 2026.
  • Paragon Advisors bought 404,372 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $13.7M.
  • Grayscale Bitcoin Mini Trust ETF made up 8.68% of Paragon Advisors's portfolio in Q1 2026, its #2 holding.
  • Paragon Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and has held it in 2 quarters since.
  • 487 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Paragon Advisors's 13F filing for Q1 2026, filed 4 May 2026.