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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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Clearstead Advisors

Wealth adviser our classification, preliminary

Generated from SEC records

Investment manager in Cleveland, filing as Clearstead Advisors, LLC. Its 13F lists 3,662 positions; crypto ETFs make up 0.06% of the reported value.

Legal name (SEC)
Clearstead Advisors, LLC
SEC filer ID (CIK)
842775

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$6.4MJun 30, 2026
Funds held14BTC · ETH · HYPE · XRP · SOL
Change in shares, q/q−$100K−3K · −1% · ≈ 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: $600KQ1 24Q2 24: $1.3MQ2 24Q3 24: $2.1MQ3 24Q4 24: $4.3MQ4 24Q1 25: $3.9MQ1 25Q2 25: $5.2MQ2 25Q3 25: $6.7MQ3 25Q4 25: $6.4MQ4 25Q1 26: $7.6M$7.6MQ1 26Q2 26: $6.4M$6.4MQ2 26
Q1 24: $600KQ1 24Q2 24: $1.3MQ3 24: $2.1MQ4 24: $4.3MQ4 24Q1 25: $3.9MQ2 25: $5.2MQ3 25: $6.7MQ3 25Q4 25: $6.4MQ1 26: $7.6M$7.6MQ2 26: $6.4M$6.4MQ2 26

Positions on Jun 30, 2026

14 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
IBITBitcoin$3.5M54.7%0.0%−12K −11%
FBTCBitcoin$1.2M18.7%0.1%−1K −2%
GBTCBitcoin$800K12.5%0.1%+6K +45%
ETHAEthereum$300K4.7%0.0%+9K +46%
BHYPHyperliquid$100K1.6%0.2%new
BTCBitcoin$100K1.6%0.0%+1K +39%
BTCOBitcoin$100K1.6%0.1%unchanged
ETHEthereum$100K1.6%0.0%+2K +113%
XRPXRP$100K1.6%0.2%unchanged
SOEZSolana$100K1.6%2.6%+3K +148%
ETHEEthereum$00.0%0.0%−12K −79%
FETHEthereum$00.0%0.0%unchanged
XRPZXRP$00.0%0.0%new
EZBCBitcoin$00.0%0.0%unchanged

Timeline

  1. Q1 24First crypto ETF position on record: $600K, GBTC, IBIT.
  2. Q2 24Entered FBTC.
  3. Q3 24Entered BTC, ETH, ETHE, ETHA.
  4. Q4 24Entered FETH.
  5. Q2 25Entered BITB, BTCO.
  6. Q1 26Entered EZBC, XRP, SOEZ. Exited BITB. Peak value: $7.6M across crypto ETFs.
  7. Q2 26Entered XRPZ, BHYP. Holds 14 funds worth $6.4M.

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