# Portfolio overlap — BCOR vs STCE

Comparing **Grayscale Bitcoin Adopters ETF** (2026-03-31) and **Schwab Crypto Thematic ETF** (2026-03-31).

- Shared positions: 16
- Grayscale Bitcoin Adopters ETF covered by Schwab Crypto Thematic ETF: 0.3164398514930450142575213170
- Schwab Crypto Thematic ETF covered by Grayscale Bitcoin Adopters ETF: 0.3164398514930450142575213171

## Grayscale Bitcoin Adopters ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| STRATEGY INC CL A | 0.185474 | ✓ |
| TESLA INC | 0.179711 |  |
| FRST AM-GV OB-X | 0.069483 |  |
| GAMESTOP CORP CL A | 0.056950 |  |
| BLOCK INC CL A | 0.048951 | ✓ |
| MERCADOLIBRE INC | 0.045855 |  |
| BULLISH | 0.044285 | ✓ |
| NEXON CO LTD | 0.040174 |  |
| GALAXY DIGITAL INC A | 0.039659 | ✓ |
| COINBASE GLOBAL INC | 0.038043 | ✓ |
| TRUMP MEDIA & TE | 0.034633 | ✓ |
| METAPLANET INC | 0.033067 |  |
| RIOT PLATFORMS INC | 0.026523 | ✓ |
| HUT 8 CORP | 0.026236 | ✓ |
| MARATHON DIGITAL HOLDINGS INC | 0.024315 | ✓ |
| CLEANSPARK INC | 0.014219 | ✓ |
| STRIVE INC-A | 0.014185 |  |
| FIGMA INC-CL A | 0.012150 |  |
| AKER ASA-A SHARE | 0.007891 |  |
| VIRTU FINANCIAL INC- CL A | 0.006363 |  |
| ALLIANCE RES PARTNRS LP UNIT | 0.005829 |  |
| CORE SCIENTIFIC INC | 0.004856 | ✓ |
| Procap Financial, Inc. | 0.003891 |  |
| CIPHER MINING INC | 0.003240 | ✓ |
| Prenetics Global Ltd., Class A | 0.002633 |  |
| EMPERY DIGITAL INC | 0.002600 |  |
| BOYAA INTERACTIVE INTERNATIONAL LTD | 0.002392 |  |
| Convano Inc | 0.002225 |  |
| KINDLY MD INC | 0.002023 |  |
| REMIXPOINT INC | 0.001912 |  |
| WEMADE CO LTD | 0.001842 |  |
| Capital B | 0.001824 |  |
| NET HLDG | 0.001783 |  |
| RUMBLE INC | 0.001724 |  |
| PHOENIX GROUP PL | 0.001533 |  |
| CANAAN INC DEPOSITARY RECEIPT | 0.001455 | ✓ |
| COINSHARES INTERNATIONAL LTD COMMON STOCK | 0.001391 |  |
| Bitdeer Technologies Group, Class A | 0.001344 | ✓ |
| BITFARMS LTD/CANADA COMMON STOCK | 0.001296 |  |
| BITFUFU INC A | 0.001295 |  |
| HIVE DIGITAL TECHNOLOGIES LTD | 0.001181 | ✓ |
| BITMINE IMMERSION TECHNOLOGIES INC | 0.001169 | ✓ |
| EXODUS MOVEMENT INC | 0.000964 |  |
| AMERICAN BITCOIN CORP A | 0.000879 |  |
| Cango Inc/KY | 0.000549 |  |

## Schwab Crypto Thematic ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Portfolio II | 0.074037 |  |
| Bitdeer Technologies Group, Class A | 0.071929 | ✓ |
| GALAXY DIGITAL INC A | 0.049162 | ✓ |
| HIVE DIGITAL TECHNOLOGIES LTD | 0.045792 | ✓ |
| IREN LTD | 0.045253 |  |
| TRUMP MEDIA & TE | 0.044041 | ✓ |
| HUT 8 CORP | 0.043409 | ✓ |
| BULLISH | 0.043032 | ✓ |
| CORE SCIENTIFIC INC | 0.042690 | ✓ |
| CLEANSPARK INC | 0.039346 | ✓ |
| BITMINE IMMERSION TECHNOLOGIES INC | 0.038413 | ✓ |
| STRATEGY INC CL A | 0.034756 | ✓ |
| MARATHON DIGITAL HOLDINGS INC | 0.034350 | ✓ |
| COINBASE GLOBAL INC | 0.034250 | ✓ |
| BIT DIGITAL INC | 0.033077 |  |
| RIOT PLATFORMS INC | 0.027021 | ✓ |
| BLOCK INC CL A | 0.025571 | ✓ |
| CIPHER MINING INC | 0.023815 | ✓ |
| CANAAN INC DEPOSITARY RECEIPT | 0.023290 | ✓ |
| ROBINHOOD MARKETS INC | 0.023005 |  |
| INTERACTIVE BROKERS GROUP INC | 0.021748 |  |
| Twenty One Capital, Inc., Class A | 0.019976 |  |
| APPLIED DIGITAL CORP | 0.015651 |  |
| IG GROUP HOLDING | 0.014404 |  |
| MONEX GROUP INC | 0.013092 |  |
| CUSTOMERS BANCORP INC | 0.012374 |  |
| WISDOMTREE INVESTMENTS INC | 0.012200 |  |
| OSL GROUP LTD | 0.012006 |  |
| BGC GROUP INC-A | 0.011462 |  |
| Opera Ltd. (Norway) | 0.011429 |  |
| PAYPAL HOLDINGS | 0.010701 |  |
| GMO INTERNET GRO | 0.010500 |  |
| CBOE GLOBAL MARKETS INC | 0.010475 |  |
| CME GROUP INC CL A | 0.010320 |  |
| SBI HOLDINGS INC | 0.009380 |  |
| DEFI TECHNOLOGIES INC | 0.008020 |  |
| ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.000023 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-251350` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1976672/000119312526251350/0001193125-26-251350-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050053` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1454889/000141036826050053/0001410368-26-050053-index.htm>

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