Author: Giuseppe Ciccomascolo, CCN
Compiled by: Heilsman, ChainCatcher
The approval of a spot Bitcoin (BTC) exchange-traded fund (ETF) is a watershed moment for the cryptocurrency industry. The development paves the way for institutional investors to increase their investments in the cryptocurrency space.
Following the launch of the BTC ETF, the fund also decided to promote an ETF based on Ethereum (ETH, the second largest cryptocurrency by market value).
A review of 13F filings disclosing long positions in publicly traded securities further demonstrates institutional interest in Ethereum.
The reports reveal large amounts of cryptocurrencies held by various investment firms, including hedge funds, family offices and other financial institutions.
Which institutional funds hold Ethereum?
13F filings are quarterly reports required by the U.S. Securities and Exchange Commission (SEC) from institutional investment managers, and they provide valuable insights into institutional holdings.
These documents provide a unique perspective on how institutions are engaging with Ethereum compared to traditional assets.
As of January 31, 2025, ETH ETF inflows totaled $2.73 billion, with Grayscale's outflows creating downward pressure. It is worth noting that several ETF holders have not yet made their 13F filings public.
Here is the full list of institutional holders of the Ethereum ETF (filings as of January 31, 2025):
Ethereum ETF Investor Full List
| Holder's Name | Reported Value (In USD) |
|---|---|
| Addison Capital Co | 255,000 |
| AdvisorNet Financial, Inc | 124,000 |
| Albion Financial Group /ut | 1,000 |
| Asset Dedication, LLC | 27,000 |
| Atticus Wealth Management, LLC | 0 |
| Bfsg, Llc | 51,000 |
| Brookstone Capital Management | 270,000 |
| Centerpoint Advisors, LLC | 0 |
| Claro Advisors LLC | 527,000 |
| Company Lombard Odier SCmA | 0 |
| Creative Planning | 160,000 |
| CRA Financial Services, LLC | 47,000 |
| Cwm, Llc | 11,000 |
| Dynamic Advisor Solutions LLC | 47,000 |
| Enzi Wealth | 37,000 |
| Fiduciary Alliance LLC | 550,000 |
| FinTrust Capital Advisors, LLC | 27,000 |
| Financial Perspectives, Inc | 42,000 |
| GoalFusion Wealth Management, LLC | 80,000 |
| Global Retirement Partners, LLC | 1,300,000 |
| Hantz Financial Services, Inc. | 0 |
| HighMark Wealth Management LLC | 1,000 |
| Horizon Kinetics Asset Management Llc | 817,000 |
| Howard Financial Services, Ltd. | 29,000 |
| Jackson, Grant Investment Advisers, Inc. | 1,000 |
| JBR Co Financial Management Inc | 34,000 |
| Johnson & White Wealth Management, LLC | 0 |
| KINETICS PORTFOLIOS TRUST – Kinetics Global Portfolio | 100,100 |
| KINETICS PORTFOLIOS TRUST – Kinetics Market Opportunities Portfolio | 0 |
| KINETICS PORTFOLIOS TRUST – Kinetics Paradigm Portfolio | 0 |
| KINETICS PORTFOLIOS TRUST – Kinetics Small Cap Portfolio | 1,000 |
| LexAurum Advisors, LLC | 74,000 |
| LifePro Asset Management | 2,891,000 |
| MADDEN SECURITIES Corp | 34,000 |
| Mather Group, Llc. | 16,000 |
| Modus Advisors, LLC | 286,000 |
| Moisand Fitzgerald Tamayo, LLC | 0 |
| Morton Capital Management LLC/CA | 25,000 |
| Nkcfo Llc | 0 |
| ORG Partners LLC | 43,000 |
| ORG Wealth Partners, LLC | 0 |
| Pachira Investments Inc. | 440,000 |
| Peoples Bank/KS | 8,000 |
| Perigon Wealth Management, LLC | 60,000 |
| Proequities, Inc. | 0 |
| Quattro Financial Advisors Llc | 273,000 |
| Requisite Capital Management, LLC | 1,418,000 |
| Richard W. Paul & Associates, LLC | 1,677,000 |
| RENN Fund, Inc. | 0 |
| Roble, Belko & Company, Inc | 0 |
| Seacrest Wealth Management, LLC | 52,000 |
| Simplicity Wealth, LLC | 123,000 |
| SJS Investment Consulting Inc. | 148,000 |
| Sloy Dahl & Holst, LLC | 12,700,000 |
| Smith Anglin Financial, LLC | 90,000 |
| SOA Wealth Advisors, LLC. | 14,000 |
| Sound Income Strategies, LLC | 8,000 |
| Strategic Advocates LLC | 92,000 |
| Stratos Wealth Partners, LTD. | 30,000 |
| Strong Tower Advisory Services | 263,000 |
| Tamar Securities, LLC | 59,000 |
| Templeton Global Income Fund | 315,000 |
| Tradition Wealth Management, LLC | 141,000 |
| Valeo Financial Advisors, LLC | 42,000 |
| VisionPoint Advisory Group, LLC | 41,000 |
| VitalStone Financial, LLC | 16,000 |
| Voya Prime Rate Trust | 13,451,000 |
| Wedmont Private Capital | 30,000 |
| Wolff Wiese Magana Llc | 0 |
| Zrc Wealth Management, Llc | 31,000 |
*Note: Some companies note ETH purchases on their 13F forms but show a value of zero because it is assumed that the products have been sold.
