Grayscale Bitcoin Adopters ETF Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 02/13/2023 | 7.57 M | $193.25 M | 0.97% | 15.39% |
| VANGUARD GROUP INC | 02/10/2023 | 5.29 M | $135.12 M | 1.46% | 10.76% |
| VAN BERKOM & ASSOCIATES INC. | 02/13/2023 | 2.41 M | $61.40 M | -6.97% | 4.89% |
| ENGINE CAPITAL MANAGEMENT, LP | 02/15/2023 | 2.37 M | $60.52 M | 32.69% | 4.82% |
| HILL PATH CAPITAL LP | 02/14/2023 | 2.31 M | $59.04 M | 0.00% | 4.70% |
| P2 CAPITAL PARTNERS, LLC | 02/23/2023 | 2.30 M | $58.72 M | 0.00% | 4.68% |
| INVESCO LTD. | 02/13/2023 | 1.83 M | $46.81 M | 43.77% | 3.73% |
| DIMENSIONAL FUND ADVISORS LP | 02/09/2023 | 1.79 M | $45.70 M | -13.77% | 3.64% |
| SIMCOE CAPITAL MANAGEMENT, LLC | 02/14/2023 | 1.71 M | $43.70 M | 10.34% | 3.48% |
| STATE STREET CORP | 05/15/2023 | 1.59 M | $40.59 M | -3.86% | 3.23% |
| NEWTYN MANAGEMENT, LLC | 02/14/2023 | 1.30 M | $33.19 M | -17.53% | 2.64% |
| NO STREET GP LP | 02/14/2023 | 1.20 M | $30.64 M | 9.09% | 2.44% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2023 | 937.00 K | $23.92 M | 3.07% | 1.91% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/13/2023 | 876.91 K | $22.39 M | 3.74% | 1.78% |
| JPMORGAN CHASE & CO | 02/13/2023 | 804.45 K | $20.54 M | 3.54% | 1.64% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/08/2023 | 632.05 K | $16.14 M | 30.88% | 1.29% |
| BOSTON PARTNERS | 02/08/2023 | 581.90 K | $15.20 M | 474.91% | 1.18% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/14/2023 | 538.00 K | $13.74 M | -1.96% | 1.09% |
| NORTHERN TRUST CORP | 02/13/2023 | 516.65 K | $13.19 M | -4.13% | 1.05% |
| BANK OF NEW YORK MELLON CORP | 02/14/2023 | 428.97 K | $10.95 M | -1.66% | 0.87% |
| NORGES BANK | 02/14/2023 | 404.94 K | $10.34 M | 0.00% | 0.82% |
| D. E. SHAW & CO., INC. | 02/14/2023 | 387.50 K | $9.89 M | -24.94% | 0.79% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 02/13/2023 | 376.12 K | $9.60 M | -5.89% | 0.76% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2023 | 360.49 K | $9.20 M | 2.87% | 0.73% |
| MORGAN STANLEY | 02/14/2023 | 340.86 K | $8.70 M | 8.65% | 0.69% |
| PRINCIPAL FINANCIAL GROUP INC | 02/09/2023 | 295.28 K | $7.54 M | -0.40% | 0.60% |
| ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 02/14/2023 | 294.99 K | $7.53 M | -0.24% | 0.60% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2023 | 289.46 K | $7.39 M | 86.43% | 0.59% |
| JUPITER ASSET MANAGEMENT LTD | 02/10/2023 | 281.02 K | $7.17 M | 0.00% | 0.57% |
| DEUTSCHE BANK AG\ | 02/13/2023 | 274.98 K | $7.02 M | 1.28% | 0.56% |
| CAPTION MANAGEMENT, LLC | 02/14/2023 | 235.20 K | $6.00 M | 100.00% | 0.48% |
| AMERIPRISE FINANCIAL INC | 02/14/2023 | 209.06 K | $5.34 M | -3.31% | 0.43% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 02/13/2023 | 206.10 K | $5.26 M | -18.18% | 0.42% |
| TWO SIGMA ADVISERS, LP | 02/14/2023 | 205.25 K | $5.24 M | -6.98% | 0.42% |
| KESTREL INVESTMENT MANAGEMENT CORP | 02/01/2023 | 184.75 K | $4.72 M | -3.09% | 0.38% |
| ADVISORY RESEARCH INC | 02/13/2023 | 177.11 K | $4.52 M | -4.79% | 0.36% |
| LEGAL & GENERAL GROUP PLC | 02/14/2023 | 140.96 K | $3.60 M | 3.57% | 0.29% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2023 | 137.80 K | $3.52 M | -4.54% | 0.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2023 | 137.20 K | $3.50 M | 48.16% | 0.28% |
| RHUMBLINE ADVISERS | 02/14/2023 | 136.14 K | $3.48 M | -0.62% | 0.28% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 02/09/2023 | 119.56 K | $3.05 M | -10.18% | 0.24% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 01/27/2023 | 110.20 K | $2.81 M | -0.36% | 0.22% |
| SWISS NATIONAL BANK | 02/08/2023 | 103.70 K | $2.65 M | 2.88% | 0.21% |
| FEDERATED HERMES, INC. | 02/13/2023 | 97.13 K | $2.48 M | -29.73% | 0.20% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/14/2023 | 87.46 K | $2.23 M | -0.04% | 0.18% |
| GOLDMAN SACHS GROUP INC | 05/14/2024 | 84.47 K | $2.16 M | -57.38% | 0.17% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2023 | 82.35 K | $2.10 M | 210.62% | 0.17% |
| EAM GLOBAL INVESTORS LLC | 02/14/2023 | 82.13 K | $2.10 M | -21.50% | 0.17% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/13/2023 | 80.60 K | $2.06 M | 100.00% | 0.16% |
| AVANTAX ADVISORY SERVICES, INC. | 02/13/2023 | 72.06 K | $1.84 M | -0.35% | 0.15% |
Grayscale Bitcoin Adopters ETF institutional Ownership - FAQ's
During the previous two years, 59 institutional investors and hedge funds held shares of Grayscale Bitcoin Adopters ETF. The most heavily invested institutionals were:
ROTHSCHILD & CO ASSET MANAGEMENT US INC.: 294,993
WIPFLI FINANCIAL ADVISORS LLC,: 28
PARAMETRIC PORTFOLIO ASSOCIATES LLC: 134,712
Amalgamated Financial Corp.: 22,440
IndexIQ Advisors LLC: 20,569
Aperio Group, LLC: 12,282
90.94% of Grayscale Bitcoin Adopters ETF stock is owned by institutional investors.
Institutional investors have bought a total of 9.51 M shares in the last 24 months. This purchase volume represents approximately $271.00 M in transactions.