Stock ownership · SEC 13F · Q4 2025

GRAYSCALE ETHEREUM MINI TR E

A breakdown of GRAYSCALE ETHEREUM MINI TR E's institutional base (CUSIP 38964R203): the holders, the concentration among them, and what changed last quarter.

$331K
Reported value
2
Institutions
100%
Top-5 share

The verdict

$331K of GRAYSCALE ETHEREUM MINI TR E is reported by 2 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

2
institutions hold it
$331K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 38964R203 · Q4 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $0.3M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-MID 5Q history

Read with: Ownership concentration guide - GRAYSCALE ETHEREUM MINI TR E's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a GRAYSCALE ETHEREUM MINI TR E position has fallen from 3 to 2 over the last 5 quarters of 13F filings.

012345 Q4'24Q1'25Q2'25Q3'25Q4'25 2
Distinct 13F filers holding GRAYSCALE ETHEREUM MINI TR E, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 INSTRUMENTAL WEALTH, LLC 12,050 $231K 69.8%
2 Strategic Investment Solutions, Inc. /IL 3,563 $100K 30.2%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among GRAYSCALE ETHEREUM MINI TR E's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

INSTRUMENTAL WEALTH, LLC $231K
Strategic Investment Solutions, Inc. /IL $100K

Complete exits (4)

Strategic Advocates LLC exited
CIBC Private Wealth Group LLC exited
Asset Dedication, LLC exited
Cherry Tree Wealth Management, LLC exited

Frequently Asked Questions

How many institutions hold GRAYSCALE ETHEREUM MINI TR E?▼
GRAYSCALE ETHEREUM MINI TR E is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of GRAYSCALE ETHEREUM MINI TR E?▼
Institutions report $331K of GRAYSCALE ETHEREUM MINI TR E as of Q4 2025.
How concentrated is ownership of GRAYSCALE ETHEREUM MINI TR E?▼
The top five institutional holders account for 100% of the reported institutional value in GRAYSCALE ETHEREUM MINI TR E, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of GRAYSCALE ETHEREUM MINI TR E?▼
INSTRUMENTAL WEALTH, LLC is the largest reported holder of GRAYSCALE ETHEREUM MINI TR E with $231K across 12,050 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.