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Net flow Fri 30 Oct:−$815.8MCumulative:+$73.7BNAV:$116.6BCEFI:25 · FearBTC holders vs entry Sun 1 Nov:−2.9%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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EverSource Wealth Advisors

Wealth adviser our classification

Generated from SEC records

Investment manager in Birmingham, filing as EverSource Wealth Advisors, LLC. Its 13F lists 21,449 positions; crypto ETFs make up 1.0% of the reported value.

Legal name (SEC)
EverSource Wealth Advisors, LLC
Headquarters
3500 Colonnade Pkwy, Suite 150, Birmingham, AL 35243
Incorporated
Delaware
13F covers
2 affiliated managers
SEC filer ID (CIK)
1710537

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$29.1MJun 30, 2026
Funds held14BTC · ETH · XRP
Change in shares, q/q+$1.1M+30K · +5% · ≈ 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: $14.8MQ1 24Q2 24: $18.6MQ2 24Q3 24: $18.4MQ3 24Q4 24: $28.3MQ4 24Q1 25: $27.8MQ1 25Q2 25: $38.8MQ2 25Q3 25: $44.7M$44.7MQ3 25Q4 25: $38.4MQ4 25Q1 26: $32.4MQ1 26Q2 26: $29.1M$29.1MQ2 26
Q1 24: $14.8MQ1 24Q2 24: $18.6MQ3 24: $18.4MQ4 24: $28.3MQ4 24Q1 25: $27.8MQ2 25: $38.8MQ3 25: $44.7M$44.7MQ3 25Q4 25: $38.4MQ1 26: $32.4MQ2 26: $29.1M$29.1MQ2 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
FBTCBitcoin$23.4M80.4%1.3%+7K +1%
IBITBitcoin$3.3M11.3%0.0%+17K +21%
ARKBBitcoin$1.7M5.8%0.3%+8K +10%
GBTCBitcoin$500K1.7%0.0%+3K +37%
ETHAEthereum$100K0.3%0.0%−3K −18%
BITBBitcoin$00.0%0.0%−1K −64%
BTCBitcoin$00.0%0.0%unchanged
ETHEthereum$00.0%0.0%unchanged
ETHEEthereum$00.0%0.0%unchanged
HODLBitcoin$00.0%0.0%unchanged
XRPZXRP$00.0%0.0%unchanged
EZBCBitcoin$00.0%0.0%unchanged
EZETEthereum$00.0%0.1%unchanged
ETHWEthereum$00.0%0.0%−2K −89%

Timeline

  1. Q1 24First crypto ETF position on record: $14.8M, GBTC, HODL, IBIT, FBTC, ARKB.
  2. Q3 24Entered BTC, ETH, ETHE.
  3. Q4 24Entered EZBC, ETHA, EZET.
  4. Q1 25Entered BITB, FETH.
  5. Q3 25Entered ETHW. Peak value: $44.7M across crypto ETFs.
  6. Q4 25Entered XRPZ.
  7. Q1 26Exited FETH.
  8. Q2 26Holds 14 funds worth $29.1M.

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