# Portfolio overlap — NODE vs BCOR

Comparing **Onchain Economy ETF** (2026-03-31) and **Grayscale Bitcoin Adopters ETF** (2026-03-31).

- Shared positions: 18
- Onchain Economy ETF covered by Grayscale Bitcoin Adopters ETF: 0.2037216531650221451062316118
- Grayscale Bitcoin Adopters ETF covered by Onchain Economy ETF: 0.2037216531650221451062316116

## Onchain Economy ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VanEck Bitcoin ETF/US | 0.107006 |  |
| TERAWULF INC | 0.050819 |  |
| FIGURE TECHNOLOGY SOLUTIONS INC A | 0.043390 |  |
| CIPHER MINING INC | 0.043362 | ✓ |
| IREN LTD | 0.042125 |  |
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.042017 |  |
| HUT 8 CORP | 0.032589 | ✓ |
| APPLIED DIGITAL CORP | 0.031438 |  |
| CORE SCIENTIFIC INC | 0.030906 | ✓ |
| MARATHON DIGITAL HOLDINGS INC | 0.024453 | ✓ |
| CIRCLE INTERNET GROUP INC A | 0.023093 |  |
| GALAXY DIGITAL INC A | 0.020857 | ✓ |
| SK HYNIX INC | 0.020171 |  |
| RIOT PLATFORMS INC | 0.018677 | ✓ |
| SOLARIS OIL IN-A | 0.018590 |  |
| BLOCK INC CL A | 0.018472 | ✓ |
| COINBASE GLOBAL INC | 0.017975 | ✓ |
| VISTRA CORP | 0.017603 |  |
| GPGI INC | 0.017175 |  |
| AKER ASA-A SHARE | 0.016991 | ✓ |
| VERTIV HOLDINGS CO | 0.015566 |  |
| CLEANSPARK INC | 0.014932 | ✓ |
| NRG ENERGY INC | 0.014213 |  |
| TALEN ENERGY CORP | 0.013555 |  |
| Brookfield Renewable Partners LP | 0.013387 |  |
| STRATEGY INC CL A | 0.012775 | ✓ |
| BULLISH | 0.012439 | ✓ |
| VanEck Ethereum ETF | 0.012429 |  |
| ENPHASE ENERGY INC | 0.012233 |  |
| SHOPIFY INC CL A | 0.011914 |  |
| SEA LTD ADR | 0.011547 |  |
| LEGENCE CORP-A | 0.011180 |  |
| INTERACTIVE BROKERS GROUP INC | 0.011029 |  |
| ROBINHOOD MARKETS INC | 0.010677 |  |
| MERCADOLIBRE INC | 0.010407 | ✓ |
| REDDIT INC-A | 0.010081 |  |
| VanEck Quantum Computing UCITS ETF | 0.009978 |  |
| WILLIAMS COS INC | 0.009843 |  |
| AMERICAN ELECTRIC POWER CO INC | 0.009730 |  |
| MIRION TECHNOLOGIES INC-A | 0.009490 |  |
| CONSTELLATION ENERGY CORP | 0.009293 |  |
| FUTU HOLDINGS LTD ADR | 0.009092 |  |
| DT MIDSTREAM INC | 0.009049 |  |
| Opera Ltd. (Norway) | 0.008861 |  |
| ALPHABET INC CL A | 0.008267 |  |
| NVIDIA CORP | 0.007929 |  |
| GLOBAL UNICHIP | 0.007729 |  |
| RASPBERRY PI PLC | 0.007055 |  |
| BITFARMS LTD/CANADA COMMON STOCK | 0.006945 | ✓ |
| VanEck Solana ETF | 0.006758 |  |

## 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 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-054832` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/768847/000141036826054832/0001410368-26-054832-index.htm>
- N-PORT (fund B) — accession `0001193125-26-251350` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1976672/000119312526251350/0001193125-26-251350-index.htm>

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