UCFA
BTC

United Capital Financial Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

United Capital Financial 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
Q2 		$555K Hold
21,388
– – ﹤0.01% 1055
2026
Q1 		$641K Buy
21,388
+3,301
+18% +$112K ﹤0.01% 948
2025
Q4 		$701K Buy
18,087
+10,879
+151% +$482K ﹤0.01% 845
2025
Q3 		$365K Buy
+7,208
New +$366K ﹤0.01% 960

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

United Capital Financial Advisors's BTC Position: Q2 2026 in Review

United Capital Financial Advisors held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 21,388 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

United Capital Financial Advisors first reported a position in BTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $701K in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • United Capital Financial Advisors held 21,388 shares of Grayscale Bitcoin Mini Trust ETF worth $555K as of Q2 2026.
  • United Capital Financial Advisors left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1055 holding.
  • United Capital Financial Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • United Capital Financial Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $701K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.