13F Filings · Institutional Conviction
SEC EDGAR · quarterly tracking of BTC ETF & BTC-proxy exposure across tracked managers
CONVICTION REGIME
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Score sum +0 · —
SPOT BTC ETF $ HELD
$0
Tracked managers · latest quarter
BTC-PROXY $ HELD
$0
MSTR · COIN · MARA · RIOT · CLSK · HUT
EVENT MIX
0 / 0
0 new · 0 ↑ · 0 ↓ · 0 exit
Conviction events
Most recent reporting period · scoring: NEW +5 · INCREASED +2/+4 · REDUCED −1/−3 · EXITED −5
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Methodology: CUSIP matching against the spot BTC ETF complex plus BTC-proxy operating companies. Options positions parsed but excluded from conviction scoring (signal is dominated by put/call hedging, not directional intent). Quarterly cadence — refreshes after each 13F filing window (~45 days post quarter-end).