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Net flow Fri 30 Oct:−$815.8MCumulative:+$73.7BNAV:$116.6BCEFI:25 · FearBTC holders vs entry Fri 30 Oct:−3.3%Funds:58Assets:16
data for Fri 30 Oct · published Sat 31 Oct 05:48 UTC · T+1
Net flow Fri 30 Oct−$815.8MCumulative+$73.7BCEFI25Fear
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Berger Financial

Wealth adviser our classification

Generated from SEC records

Investment manager in Plymouth, filing as Berger Financial Group, Inc. Its 13F lists 486 positions; crypto ETFs make up 0.8% of the reported value.

Legal name (SEC)
Berger Financial Group, Inc
Headquarters
1695 State Highway 169, Plymouth, MN 55441
Incorporated
Minnesota
SEC filer ID (CIK)
1826136

Sources: SEC EDGAR (company record and the Q2 2026 13F). No Wikidata entry.

Crypto ETF holdings

Only US spot crypto ETFs from this 13F, not the whole portfolio.

13F filings for the quarter ended Jun 30, 2026 · next update after Nov 14, 2026 · What is a 13F?

Crypto ETF value$14.9MJun 30, 2026
Funds held3BTC
Change in shares, q/q−$500K−29K · −3% · ≈ at Jun 30 prices
Holding sinceQ1 2410 quarters in a row

Value across crypto ETFs by quarter

US$, at each quarter-end price; it moves with the coin, shares tell the buying.

Q1 24: $1.8MQ1 24Q2 24: $1.5MQ2 24Q3 24: $9.3MQ3 24Q4 24: $13.6MQ4 24Q1 25: $16.1MQ1 25Q2 25: $21.7MQ2 25Q3 25: $23.6M$23.6MQ3 25Q4 25: $18.6MQ4 25Q1 26: $17.8MQ1 26Q2 26: $14.9M$14.9MQ2 26
Q1 24: $1.8MQ1 24Q2 24: $1.5MQ3 24: $9.3MQ4 24: $13.6MQ4 24Q1 25: $16.1MQ2 25: $21.7MQ3 25: $23.6M$23.6MQ3 25Q4 25: $18.6MQ1 26: $17.8MQ2 26: $14.9M$14.9MQ2 26

Positions on Jun 30, 2026

3 funds · “largest holder” = biggest position among all 13F filers in that fund

FundAssetValueOf its crypto ETFsOf the fund's 13F valueChange in shares, q/q
HODLBitcoin$13.8M92.6%2.7%−30K −4%
BTCBitcoin$700K4.7%0.1%+1K +3%
GBTCBitcoin$500K3.4%0.0%unchanged

Timeline

  1. Q1 24First crypto ETF position on record: $1.8M, GBTC, FBTC.
  2. Q3 24Entered HODL, BTC, ETH, ETHE.
  3. Q4 24Entered IBIT. Exited BTC, ETH.
  4. Q1 25Entered BTC. Exited IBIT.
  5. Q2 25Exited FBTC.
  6. Q3 25Peak value: $23.6M across crypto ETFs.
  7. Q4 25Exited ETHE.
  8. Q2 26Holds 3 funds worth $14.9M.

This page shows only crypto ETFs from this manager's 13F, not its whole portfolio. Open this 13F filing on sec.gov