Advisors Increase Their Bitcoin Exposure in Q1 2025

Published on June 20, 2025

CoinShares collated data from the first-quarter SEC 13-F filings to reveal bitcoin ETF trends. While institutional investors decreased their holdings for the first time since spot bitcoin ETFs launched, advisors actually increased their exposure quarter-over-quarter.

Continue reading on website
Other news

Inside Cetera's New Service Model: A Conversation with President Todd Mackay

June 20, 2025
Learn what new growth opportunities and faster service mean for your practice.      Related StoriesHow Leading Firms Are Deploying AI Without Compliance RiskCustomization at Scale: Using Direct Indexing to Maximize Tax Benefits and Client ValueThe Empathy Advantage: How Behavioral Finance is Reshaping Planning Conversations

Q&A: &Partners Founders Discuss the Power of Answering Advisor Calls at 5:30 a.m.

June 20, 2025
Two of &Partners’ founders, David Kowach and Kristi Mitchem, explain how they came to launch a boutique advisor model where no one person has more than a 5% equity stake.