SMP
BTC

Santa Monica Partners’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Santa Monica Partners’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 		$337K Hold
12,986
– – 0.18% 12
2026
Q1 		$389K Hold
12,986
– – 0.22% 12
2025
Q4 		$503K Hold
12,986
– – 0.31% 12
2025
Q3 		$657K Hold
12,986
– – 0.39% 11
2025
Q2 		$620K Hold
12,986
– – 0.36% 11
2025
Q1 		$474K Hold
12,986
– – 0.26% 11
2024
Q4 		$544K Buy
+12,986
New +$478K 0.29% 14

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

Santa Monica Partners's BTC Position: Q2 2026 in Review

Santa Monica Partners held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 12,986 shares worth $337K. The position accounts for 0.18% of the portfolio, ranked #12.

Santa Monica Partners first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $657K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Santa Monica Partners held 12,986 shares of Grayscale Bitcoin Mini Trust ETF worth $337K as of Q2 2026.
  • Santa Monica Partners left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.18% of Santa Monica Partners's portfolio in Q2 2026, its #12 holding.
  • Santa Monica Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • Santa Monica Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $657K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Santa Monica Partners's 13F filing for Q2 2026, filed 13 Aug 2026.