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Net flow Fri 30 Oct:−$815.8MCumulative:+$73.7BNAV:$116.6BCEFI:25 · FearBTC holders vs entry Fri 30 Oct:−3.4%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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Steward Partners Investment Advisory

Wealth adviser our classification

Generated from SEC records

Investment manager in Stamford, filing as Steward Partners Investment Advisory, LLC. Its 13F lists 4,656 positions; crypto ETFs make up 0.1% of the reported value.

Legal name (SEC)
Steward Partners Investment Advisory, LLC
Headquarters
400 Atlantic Street, 10th Floor, Stamford, CT 06901-3512
SEC filer ID (CIK)
1723397

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$26.3MJun 30, 2026
Funds held15BTC · ETH
Change in shares, q/q−$22.4M−0.83M · −43% · ≈ at Jun 30 prices
Holding sinceQ3 248 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: $0Q1 24Q2 24: $0Q2 24Q3 24: $100KQ3 24Q4 24: $200KQ4 24Q1 25: $400KQ1 25Q2 25: $7.7MQ2 25Q3 25: $72.1M$72.1MQ3 25Q4 25: $64.2MQ4 25Q1 26: $56.6MQ1 26Q2 26: $26.3M$26.3MQ2 26
Q1 24: $0Q1 24Q2 24: $0Q3 24: $100KQ4 24: $200KQ4 24Q1 25: $400KQ2 25: $7.7MQ3 25: $72.1M$72.1MQ3 25Q4 25: $64.2MQ1 26: $56.6MQ2 26: $26.3M$26.3MQ2 26

Positions on Jun 30, 2026

15 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
BTCBitcoin$13.4M51.0%1.5%−0.84M −62%
HODLBitcoin$4.1M15.6%0.8%+49K +25%
IBITBitcoin$3.3M12.5%0.0%−49K −33%
FBTCBitcoin$1.4M5.3%0.1%+5K +23%
ARKBBitcoin$1.3M4.9%0.2%+18K +36%
BITBBitcoin$1.1M4.2%0.2%unchanged
ETHWEthereum$500K1.9%1.4%−2K −5%
ETHAEthereum$300K1.1%0.0%unchanged
GBTCBitcoin$300K1.1%0.0%−1K −15%
EZBCBitcoin$300K1.1%0.5%−6K −36%
ETHVEthereum$300K1.1%4.1%−2K −15%
FETHEthereum$100K0.4%0.1%−1K −15%
ETHEthereum$00.0%0.0%unchanged
MSBTBitcoin$00.0%0.0%new
BTCWBitcoin$00.0%0.0%unchanged

Timeline

  1. Q1 24Entered GBTC, HODL.
  2. Q3 24First crypto ETF position on record: $100K, BITB, BTC.
  3. Q4 24Entered FBTC.
  4. Q1 25Entered IBIT, ARKB, BTCW, ETH.
  5. Q2 25Entered EZBC, ETHW, ETHA. Exited ARKB.
  6. Q3 25Entered ARKB, ETHV, FETH. Peak value: $72.1M across crypto ETFs.
  7. Q2 26Entered MSBT. Holds 15 funds worth $26.3M.

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