BTC close: $461 on 2024-06-26 to $34 on 2026-08-28.
Split-adj closes · 240 of 604 · price returnⓘ
At a glance
Days to cover1.0d
SI 2026-08-14ⓘ
Key fundamentals
BTC joins the screener universe with the next build.
Trailing returns
YTD−11.4%
1Y−30.8%
Since incept. (ann.)−69.8%
Total return · from 2024-06-26ⓘ
Risk
Ann. volatility (1Y)45.4%
Ann. volatility (3Y)79.4%
Sharpe (1Y)−0.61
Sharpe (3Y)−0.31
Max drawdown (1Y)−53.3%
Max drawdown (3Y)−94.9%
Beta (3Y vs SPY)1.73
Daily returns, ann.ⓘ
Top institutional holders13F 2026-Q1
Manager
Shares
Value
% sh out
QoQ
HORIZON KINETICS ASSET MANAGEMENT LLC
3.0M
$90M
—
+0.2%
WELLS FARGO & COMPANY/MN
2.1M
$62M
—
+41.2%
Steward Partners Investment Advisory, LLC
1.4M
$41M
—
+4.9%
EMORY UNIVERSITY
1.4M
$41M
—
+32.3%
Paragon Advisors, LLC
1.1M
$32M
—
+60.4%
Tidal Investments LLC
991,110
$30M
—
+648.5%
SUSQUEHANNA INTERNATIONAL GROUP, LLP
928,819
$28M
—
+121.5%
Sloy Dahl & Holst, LLC
850,614
$26M
—
+5.4%
Δ vs 2025-Q4 · % of shares outstanding is not shown for BTC: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.ⓘ
Latest reported quarters
No reported quarters on file for BTC.
Basis & disclosures
EOD closes · nothing imputed or averaged · absent “—”
As-of differs by block · 13F = US long, 45+d lag, LOWER bound
Not investment advice · no recommendation, price target or solicitation
EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
