Steward Partners Investment Advisory’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Steward Partners Investment Advisory’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	$40.8M	Buy	1,361,254 +63,861	+5%	+$2.16M	0.21%	88
2025 Q4	$50.2M	Buy	1,297,393 +220,174	+20%	+$9.76M	0.28%	70
2025 Q3	$54.5M	Buy	1,077,219 +1,044,830	+3,226%	+$53M	0.31%	60
2025 Q2	$1.55M	Buy	32,389 +32,190	+16,176%	+$1.41M	0.01%	813
2025 Q1	$7.26K	Buy	199 +70	+54%	+$2.89K	﹤0.01%	3248
2024 Q4	$5.4K	Sell	129 -21	-14%	-$773	﹤0.01%	3335
2024 Q3	$4.23K	Buy	+150	New	+$4K	﹤0.01%	3239

Other funds holding BTC

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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